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AI Mania, Strong Earnings and a Market That Refuses to Break
Michael Shaoul argues that massive AI investment and continued government spending are helping keep the U.S. economy on solid footing despite softer …
1 week ago
Kenny Polcari on August Volatility, Big Tech Comeback & Fed Balancing Act
Kenny Polcari recaps key market moves over recent weeks to explain how earnings reinforce market strength for Big Tech and beyond. However, brace for…
1 week ago
Monday's Morning Movers: TSM Revenues Rise, HPE & DKS Upgrades
"The demand is there" for AI, says Sam Vadas when discussing TSMC's (TSM) monthly revenue. Figures for the Taiwanese chip manufacturer continue to ri…
1 week ago
MSFT, AI And Healthcare: Where Patrick Fruzzetti Sees Opportunity
Patrick Fruzzetti of Rose Advisors says strong earnings growth, improving corporate guidance, and healthy financial conditions are continuing to supp…
1 week ago
U.S.-Iran War's Lingering Overhang, AAPL Downgrade & INTC Share Sale
Last week's jobs print showing 23,000 in job losses is something Kevin Hincks doesn't see as a huge concern as investors gear up for another key week…
1 week ago
Options Corner: RKLB Rebounds Off Recent Lows into Earnings
Ever since SpaceX (SPCX) hit public markets, Rocket Lab (RKLB) shares plunged as investors rethink how they view the evolving space trade. Rick Ducat…
1 week ago
K-Shape Economy Hits Retail: Steve Hochman on WMT, TJX High-End Consumer Strength
High-end consumers continue to drive the economy, even in companies like Walmart (WMT). That's according to Steve Hochman, who makes the case that "s…
1 week ago
Chart of the Day: TTD
The Trade Desk (TTD) continues to make new 52-week lows after earnings and guidance failed to impress investors. Rachel Dashiell with Charles Schwab …
1 week ago
Why Americans are Focusing More on Retirement as Spending Pullback Woes Heighten
Sean Brennan has concerns that consumer spending will pull back as Americans feel more pressure to save for retirement. He points to healthcare savin…
1 week ago
Investors Shrug Off Geopolitical Risk, BRK/B Beats & META Muse Glimmer Release
Earnings continue to be the driver behind the stock market's growth despite lingering geopolitical risk, says Tom White, as all indices except the Na…
1 week ago