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, ...
Tag: tech
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 ...
The Cure for Cancer Could Be Closer Than You Think
Editor’s Note: Dear reader, Before you read today’s issue, there’s something else you should see. My colleague just went live ...
The Market’s Best Defense Is Hiding in Its Scariest Neighborhood
I ran a defensive screener this morning before my coffee had even finished brewing. I knew what I was going ...
The Anatomy of a Sector With No Weak Links
I’m not going to beat around the bush. My system has identified one sector that stands far above the rest. ...
The AI Bill Is Coming Due
For the third straight week, energy led the pack. The State Street Energy Select Sector ETF (XLE) climbed another 3.4%, making it ...
Earnings Report Card: Seven Stocks Carried the Market… The Other 493 Just Got the Memo
Every quarter, the same question lands in my inbox: Is this finally the one where the “Magnificent Seven” hand the ...
The AI Capex Hangover Has Arrived
Google parent Alphabet (GOOGL) absolutely crushed earnings estimates yesterday after the closing bell. Revenues climbed 24%– a massive jump for a company ...
The AI Gold Rush Just Faced Its First Real Test
The AI trade is officially in a bear market. Wait… what? That can’t be right. Can it? Believe it or not, it’s true. ...
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