The semiconductor leaderboard has quietly flipped over the past month, and the NVDA to CPU rotation...
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AI Spending Receipts: Four Tech Giants, Four Different Verdicts
Wednesday’s mega-cap tech earnings produced one of the cleaner real-time experiments we’ve...
Powells Coda: Dissension In The Ranks
Presuming Kevin Warsh’s nomination as Fed Chair is approved by the Senate, as is widely...
The Microsoft OpenAI Marriage Is On Rocky Ground
The relationship between Microsoft and OpenAI has been a defining partnership in the blooming AI...
SOX Pulls The Market Higher
The Philadelphia Semiconductor Index (SOX) is on an incredible 18-day winning streak. Over this...
Guidance Takes Precedence Over Earnings
On Thursday, the executives at Service Now (NOW) and IBM learned an important lesson the hard way...
Breadth Is Lacking: Is The Rally Sustainable?
Having just hit record highs following an historically impressive 13-day winning streak, stocks are...
Can Warsh Reform The Fed
On Tuesday, Kevin Warsh appeared before the Senate for his nomination hearing for the Fed Chair....
CAR Is Racing Higher
Our title above about Avis Budget Group (CAR) shares is a gross understatement. Since March 20th,...
CPU vs. GPU: The Changing Semiconductor Landscape
Since the start of the year, the Philadelphia Semiconductor Sector Index (SOXX) is up 33% compared...