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 ...
Tag: AI
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 ...
This Is Why Investors Are Rotating Into AI Infrastructure
Energy stocks are the only sector really making money in 2o26. I made that clear in yesterday’s issue, and it’s ...
The Energy Bull Market Rages On
Last week was fantastic for energy investors. For everyone else? Not so much… The State Street Energy Select Sector SPDR ...
What Do Hawaiian Resorts and Gritty Industrials Have In Common?
Today, I’ll be putting a spotlight on the stocks that just earned a fresh “Bullish” rating in my Green Zone ...
Inside the Infrastructure Behind the AI Boom
Welcome from the frigid, grassy plains of Kansas, as I spend a week with my grandson before returning to the ...
The HALO Trade Lives
We might as well call 2026 the year of the “anti-AI” trade. Investors aren’t worried that AI will be a ...
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