The Chip Sell-Off Could Be a Gift
Here’s a number that will blow your mind: Data center capacity outside China could easily double next year. Based on ...
Tag: tech
A Tech Wreck Could Create the Next Winners
Let’s start with some good news… Most of the S&P 500 Index’s industrial sectors were positive last week, and several ...
My Screen Keeps Finding Winners Overseas
The New Bulls are going global again. For the second consecutive week, a disproportionate number of non-U.S. stocks are registering ...
Time to Buy the Dead-Cat Bounce in Income Stocks?
Perhaps it was inevitable after the brutal beating the sector has endured, but the State Street Utilities Select Sector SPDR ...
AI Isn’t Killing Us Just Yet
AI may eventually put all of us out of work… But that’s certainly not the case today. Sure, the September ...
Merck Is Up 40% This Year… Why Does Our System Keep Marking It Down?
Picture two used pickup trucks on the same lot. Same year. Same miles. And the dealer tells you that both ...
The Bond Bloodbath May Not Be Over
If it looks like a bond and quacks like a bond… chances are good it’s taken a beating lately. The ...
Does Muse Make Meta an AI Contender?
Yesterday saw a monster move in Meta Platforms (META). META shares rose 11%, adding almost $200 billion in market cap. So, what got ...
The Strange Pair That Led the Market Higher
What do we make of last week’s market action? Only two sectors finished the week in the green – and ...
The Mag 7 Are Great Businesses… But Is That Still Enough Today?
OpenAI and Anthropic really rattled the market with their calls over the weekend to slow down AI development. After all, so ...
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