How to Trade the Melt-Up in Tech Stocks
As I wrote yesterday, technology stocks are absolutely on fire, lifting the S&P 500 Index with them. Today, we’re doing ...
Tag: AI
A Metric That Cuts Through the Noise
It’s easy for us as investors to get distracted by “shiny objects” — those headline-grabbing stories of explosive revenue growth, ...
How to Avoid Losers in Materials Stocks
As I wrote yesterday, virtually every sector of the market is trending higher right now. All but one. Of the ...
The Chip Rally Isn’t Over Yet
126%. That’s how much the Philadelphia Semiconductor Index ($SOX) has returned since last May. The S&P 500 Index, over that ...
The Crap Stock Rally, Part II
Last week, I wrote about the “crap stock rally,” noting that many of the market’s biggest winners scored poorly on ...
New Bulls: Banks, Chips and Chinese Cars
It’s Thursday, and you know what that means… I’m doing my weekly review of stocks that have officially crossed over ...
The Crap Stock Rally
Technology stocks exploded higher last week. The State Street Technology Select Sector ETF (XLK) was up a monster 8.2%. After ...
The AI Trade Is Evolving
The most crowded trade on Wall Street just got a lot cheaper. For the better part of two years, tech ...
Hardware In, Software Out
Technology shares have been ripping higher over the past two weeks. That’s good. As I’ve said repeatedly this year, it’s ...
This Isn’t Your Grandfather’s Market
For the S&P 500 Index to sustain a move higher, it needs technology and communications stocks to participate. This isn’t ...
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