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KG on Software's Sell-Off, TXN Rally & Copper Pressure
In-line jobless claims and strong PMI prints give Kevin Green confidence in a U.S. economy making resilient steps forward. Where he's not confident: …
1 week, 1 day ago
Derrick Irwin: From Korea Semiconductors to China A.I., Why Emerging Markets Are Back
Derrick Irwin says emerging markets are regaining leadership as tech broadens beyond the U.S., led by South Korean semiconductors like Samsung (SSNLF…
1 week, 1 day ago
Stock Market Topping Out? What to Watch in INTC, SOX & Market Breadth
Charles Schwab's Joe Mazzola explains how investors are adapting to a "defensive-led" market into a strong risk-on pivot. The AI trade's strong rally…
1 week, 1 day ago
INTC "Getting Ahead" of Itself? Pitting Earnings Expectations Against AI Optimism
Wedbush believes Intel (INTC) shares may be priced to perfection as investors pile into the stock on bullish AI and foundry expectations. Marley Kayd…
1 week, 1 day ago
Jacob Pozharny on Peak Valuations, Market‑Neutral Investing, and NVDA, MSFT
Jacob Pozharny says record highs in the S&P 500 and Nasdaq make a case for market‑neutral strategies, pointing to the Bridgeway Global Opportunities …
1 week, 1 day ago
Thursday's Morning Movers: NOW Plunges, AAL Beats, URI Rallies
Diane King Hall highlights the earnings slate moving the stock market to start Thursday's trading session. She starts with ServiceNow (NOW) pointing …
1 week, 1 day ago
Gerald Sparrow: Buying the Dip Amid Middle East Volatility With JPM, GOOGL, AVGO, TSLA
Gerald Sparrow says geopolitical volatility in the Middle East is creating a “buy the dip” setup for long-term investors, supported by a U.S. economy…
1 week, 1 day ago
Strait of Hormuz Volatility to Linger, Weighing TSLA Earnings Progress
Headlines saying that President Trump has ordered the U.S. military to attack any boats laying mines in the Strait of Hormuz sent a brief shock throu…
1 week, 1 day ago
Options Corner: INTC Outperformance into Earnings
Intel's (INTC) strong outperformance into Thursday's earnings lead Rick Ducat to analyze the stock's compared to tech peers. Examining the one-year c…
1 week, 1 day ago
Analyzing AI Disruptions, Social Behaviors & BIRD Digital Pivot
George Kailas, CEO and founder of Prospero.ai, talks about how he sees market dynamics shaping around the AI narrative. He points to headlines surrou…
1 week, 1 day ago