The New Bulls Are Playing Defense
The fallout from Nvidia (NVDA) CEO Jensen Huang’s fall from grace is still unclear. The AI trade has been sputtering ...
Tag: bullish
Tech Has the Best Businesses in the Market… It Also Has the Worst Ride
Say you own the best restaurant in town. The food is great. Every table is full. Profits climb every year. ...
Sex, Lies and AI Chips
In something straight out of a James Bond movie, Nvidia (NVDA) CEO Jensen Huang was allegedly seduced by a Chinese ...
Earnings Report Card: Tech Lost $1 Trillion — While 82% Beat Earnings
Eight straight losing days. That’s how long chip stocks fell heading into October 16. The Philadelphia Semiconductor Index hadn’t strung ...
A Long List of New Bulls… and a Warning for Tech
Today is Thursday, which means it’s time for my weekly look at the New Bulls: stocks that just crossed into ...
The Growth Stock That Loses on Growth
Quick question. Which restaurant stock is the growth story: the one growing sales at 27% a year, or the one ...
AI Is Turning Tech Upside Down… But These Stocks Are Standing Tall.
Nine of the 11 market sectors finished higher last week. But it was the other two that dragged the market ...
Earnings Report Card: Energy Margins Doubled… Health Care’s Shrank… Next Week, One Stock From Each Side Reports
Last quarter, S&P 500 Index companies kept a record 17 cents of profit from every dollar of sales. FactSet has ...
New Bulls: Good Stuff Cheap
It’s that time again… Today is Thursday, and you know what that means. I’ll be highlighting stocks that have recently ...
Energy’s Back, Baby!
AI may dominate the headlines. But the top-performing sector in 2026 isn’t technology. It’s gritty, old-economy energy. The State Street ...
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