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Wall Street, Please Make Up Your Mind on AI
Episode 899
The AI rebound has been all over the place this week, making it hard to follow. Yesterday, investors were enthusiastic about AI infrastructure follow…
22 hours ago
The AI Trade Gets Another Lifeline
Episode 898
Mea culpa, I was too quick to declare the rebound over yesterday. As it turned out, U.S. stocks extended Monday's gains on Tuesday, supported by enco…
1 day, 22 hours ago
The Dip That Keeps On Dipping
Episode 897
Yesterday's rebound in tech stocks proved as fleeting as Katie Zacharia's stint as press secretary. Actually, even more so. The rally is already losi…
2 days, 22 hours ago
Wall Street Hopes for a Relief Rally
Episode 896
Wall Street is trying to recover from its worst week since June, but the problems behind the selloff remain unsolved. Have companies spent too much, …
3 days, 22 hours ago
Buy the Dip or Falling Knife?
Episode 895
I don't know about you, but I feel like this market is becoming harder and harder to read! One day, investors are buying the dip, the next day they'r…
6 days, 22 hours ago
PPI data gives Wall Street another headache
Episode 894
Who's gonna foot the bill for all the AI infrastructure? US stocks are sharply down as growing concerns about how artificial intelligence investments…
1 week ago
Out With the New, in With the Old
Episode 893
As i mentioned in a previous column, Wall Street has embraced the idea that high interest rates are a sign of economic strength - after spending mont…
1 week, 1 day ago
Wall Street Says: Gimme More
Episode 892
The market's main sources of optimism, AI and corporate earnings, are being seriously tested. An AI selloff is spreading from Asia to Europe and to t…
1 week, 2 days ago
Wall Street's Optimism Knows No Bounds
Episode 891
Wall Street has convinced itself that sky-high interest rates are actually good news. Has investor optimism turned into outright delusion? This week'…
1 week, 3 days ago
Wall Street Is Getting Picky
Episode 890
This morning, a number of stocks are pulling back from yesterday's selloff, while others are struggling for reasons that have nothing to do with the …
1 week, 6 days ago