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 ...
Tag: tech
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 ...
The AI Alarm Bells Are Ringing… Here’s What Comes Next
Over the weekend, we heard two prominent voices calling for a slowdown in AI development. That alone isn’t particularly new ...
The “Other” Tech Sector Is Hiding in Plain Sight
You’ve heard me say this all year: “As goes tech, so goes the S&P 500.” And that’s not just because ...
When Bad News Is GREAT News
Last week was a big one for Meta Platforms (META), the parent company of Instagram and Facebook. On August 26, ...
Earnings Report Card: Ten Big Earnings Next Week… Not One Bullish Rating
In the spring of 2020, Wall Street’s analysts gave up. The world had shut down. Nobody knew what a quarter ...
Tech Bought the Best Roster in the League… It Still Finished Third
Six years ago, I won my fantasy football auction draft. Then I lost the season. The rules were simple. Everybody ...
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