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: tech
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. ...
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 ...
Tech Is Struggling — These Two Stocks Score a Perfect 100
As goes tech, so goes the S&P 500 Index. I’ve been saying it all year, and the past few weeks ...
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 ...
Five Weeks Ago I Set Two Tripwires… One Just Went Off
Remember the gym? Five weeks ago, we took you to a fourth-quarter basketball game. Your team was up six. One ...
Anthropic is Going Public… What Does It Mean for the Mag 7?
It’s official. Anthropic, the brains behind the Claude AI model, is going public. The S-1 forms are filed, the IPO ...
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 ...
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 ...
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 ...
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