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…
Intel is down 27% from June record highs. How it can reverse the slide
Investors will be watching for two key updates when Intel reports earnings after Thursday’s closing bell: stronger AI…
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…
The hunt for AI’s next winners defined the stock market’s holiday-shortened week
Wall Street kicked off the third quarter with mixed results after a blockbuster first half for stocks. The…
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,…
Jim Cramer was on the fence with Salesforce. Now he’s ready to act
Salesforce’s quarterly results didn’t convince the naysayers that AI can be a friend, not a foe, to its…
S&P 500 extends winning streak to 6 weeks. What drove the stock market gains
Another superb week for stocks is in the books. The S & P 500 and Nasdaq rallied on…