Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
Johnson & Johnson has a chance to show it’s more than just a rotation winner
Johnson & Johnson shares have showed signs of life ahead of earnings. For the stock to keep running,…
Broadcom stock needs a win. The new OpenAI co-designed Jalapeno chip might do the trick
Broadcom shares have lost nearly 20% since early June on what can only be described as a sub-optimal…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Jim Cramer calls elevated CPI ‘artificial inflation’ — what that means for the stock market
The stock market was under pressure again on Wednesday due to an intensification of the war with Iran.…
3 themes that drove stocks to another record week — and a banner month
Stocks soared to record highs again last week, capping off a banner month for the market. Investor optimism…
Investors’ selling Microsoft stock to fund flashier AI picks won’t last forever
Microsoft is getting left behind as investors rotate into hotter artificial intelligence stocks. Jim Cramer says this dynamic…
The money to AI stocks is a problem, and how it can be fixed
We do not have enough money coming into this market. The funds flow only to stocks tied to…
Here are things going right for stocks despite new Iran war setbacks
When the stock market opens on Monday, we will once again face the interaction between bonds and oil.…
The private equity crunch is not a prelude to the next crisis
We are fixated on two problems: the price of oil and the frailty of our banking system. We…
ASEAN faces a tougher world but its diversity and resilience offer an edge: WEF panel
JAKARTA – The shifting global order is subjecting ASEAN to one of its toughest tests in decades, but…