Meet Ottava, J&J’s surgical robot leading the healthcare giant into a lucrative new market
Johnson & Johnson is diving head-first into the deep end of the competitive robotic surgery market. The payoff…
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…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
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,…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
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…
Dell’s earnings blowout makes clear now is not the time to go against the AI grain
Don’t fight the tape. That’s the message from strategists at Piper Sandler on Friday morning, and you know what,…
An unloved health-care stock gets welcome nod in AI-obsessed market
Health-care stocks aren’t getting much of a look in this AI-driven market. That makes a Wall Street upgrade…
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…
Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic,…