Will AI Spending Send Materials Stocks Higher?
As I wrote yesterday, materials stocks took a beating last week. Even so, the sector remains one of the market’s strongest performers ...
Tag: AI
Earnings Report Card: The AI Trade Faces Its Next Test
As we approach the start of earnings season next week, something is stirring in the earnings per share (EPS) guidance ...
A Look at the ‘OTHER’ Tech Sector
As I write this, today is shaping up to be a real doozy in the market. Korean chipmaker Samsung released ...
A Belated Bobby Bonilla Day… and New Bulls for the Week
We just passed the halfway point of 2026… and of the baseball season! So, let me take a moment to ...
The Stealth Bull Market Nobody Is Talking About
Six weeks. That’s how long U.S. bank stocks have been winning — quietly, consistently and almost entirely under the radar. ...
The Anti-Tech Trade
Let’s talk about health care. It was last week’s best-performing sector by a country mile. Some of that strength reflected ...
The Bull Market Didn’t Die… It Just Moved
Stocks are getting hammered. Or are they? It depends on where you look. Last week, the State Street Technology Select ...
Searching for Strength Beyond Silicon Valley… New Bulls for the Week
Is the sell-off in tech over? It may be too early to say. But it’s certainly been a rough month. ...
The Gritty Underbelly of the AI Economy
As I wrote yesterday, the technology sector has been on fire this year. Unfortunately, it’s off to a rougher start ...
Western Digital and the Return of ‘Irrational Exuberance’
Hard drive maker Western Digital (WDC) has been on a tear all year. It rose 41% last week… and is ...
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