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Koenig: Software Valuation Reset Offers Opportunity, ZS Strong in Cybersecurity
Public software companies have taken a beating in recent months, says Steve Koenig, pointing out opportunity in the valuation resets for stocks in th…
1 month, 3 weeks ago
FDX Bounces Back After Earnings Fallout & Options Trade
FedEx (FDX) posted earnings that initially sparked a sell-off, though investors piled in at the start of Wednesday's session to push back many of tho…
1 month, 3 weeks ago
Stay "Cautious" as Tech Concentration Builds in SPX Ahead of MU Earnings
Charles Schwab's Nathan Peterson turns to the S&P 500 (SPX) price action and explains why he's "cautious" as concentrated positioning ramps up in the…
1 month, 3 weeks ago
Thomas Ryan: AI CapEx Boom Points To More Fed Hikes
Thomas Ryan of Capital Economics argues the AI-driven capex boom is keeping the U.S. economy stronger than expected, requiring a more hawkish Fed. He…
1 month, 3 weeks ago
Dividend Comeback: Why Income Strategies Are Gaining Traction Now
Dina Ting explains why dividend strategies are gaining renewed attention as markets broaden beyond mega-cap tech. She highlights the appeal of compan…
1 month, 3 weeks ago
Wednesday's Morning Movers: AMD PT Hike, TTWO New Bull, KBH Earnings
KB Home (KBH) posted mixed earnings and continuing pressure for the homebuilder space. However, as Sam Vadas points out, the stock still rallied afte…
1 month, 3 weeks ago
AI Trade 'Run Its Course?' David Trainer's Tech Concerns & SPCX Post-IPO Outlook
Markets are currently experiencing a "very healthy" reset, argues David Trainer. He says companies like Meta Platforms (META) and SpaceX (SPCX) raisi…
1 month, 3 weeks ago
Tech Crawls Back, U.S. Dollar Hits 52-Week High & Crude Oil Taps $70
Just as Micron (MU) readies to report earnings after Wednesday's closing bell, Kevin Hincks talks about his expectations for the overall tech trade a…
1 month, 3 weeks ago
Options Corner: MU Earnings Face High Bar After Stock Surge
Micron (MU) shares have climbed over 100% since its last quarterly earnings as investors pile into the stock due to insatiable demand for memory chip…
1 month, 3 weeks ago
Sopko: AI's Memory Demand Expands MU Outlook, Likes ARM & QCOM
Stephen Sopko says the market "is priced for perfection" on memory chip stocks due to surging demand, including Micron (MU), which reports earnings a…
1 month, 3 weeks ago