56+ min ago  (399+ words) Let's also follow up on our updated game plan for Palantir, and check in on Microsoft. Chris Versace weighs in on reports that Open AI may push out its planned IPO into 2027 from the second half of 2026, noting that it…...

1+ hour, 41+ min ago  (354+ words) Rising costs associated with AI are weighing on stocks like Apple. But there's a bigger question looming for hyperscalers. While these agreements might help get Micron away from the boom-and-bust cycles it always has had to navigate through, they are…...

6+ hour, 45+ min ago  (725+ words) Semiconductor pricing power that drove Thursday's rally is already being challenged. The mood on Friday morning is cautious with mixed action. The Nasdaq 100 (QQQ) is indicated 1. 3% lower, S&P 500 futures are down 0. 7%, but signs of rotational action persist. The chip…...

5+ hour, 11+ min ago  (544+ words) Before I get serious about a bottom, I want to see real capitulation. That may mean even the most committed buyer finally cries uncle. Traders have been trying to figure out when, where, and why Bitcoin will finally bottom since…...

1+ day, 21+ hour ago  (362+ words) Profits for Micron mean more spending and tighter margins by everyone else. A rebound in technology stocks on Wednesday morning didn't last long. Investors grew nervous about the sector as they awaited the Micron (MU) earnings report and stocks weakened…...

1+ day, 23+ hour ago  (406+ words) This is the opening salvo in their relationship, but Broadcom has other irons in the AI infrastructure fire. Over the course of the current quarter, there have been numerous announcements across the AI landscape, from chip tie-ups to locking in…...

1+ week, 2+ day ago  (759+ words) Didn't anybody tell him? On Tuesday, from the Augmented World Expo in Long Beach, California, Snap (SNAP) CEO Evan Spiegel unveiled the firm's new smart glasses that are now available to the public for a mere $2, 195, which is three times…...

1+ week, 2+ day ago  (666+ words) Let's examine what to expect from the FOMC, look at post-IPO Space X, and peer down at Marvell, Intel and KLA Corp. Hush, little baby, don't say a word And never mind that noise you heard It's just the beasts…...

1+ week, 2+ day ago  (390+ words) Technology names led on Monday, but lower interest rates were the focus on Tuesday. The euphoric post-Iran move in technology stocks fizzled out fast on Tuesday, with the Nasdaq 100 (QQQ) giving back 1. 8% after gaining 3% the day before. The Financial Select…...

1+ week, 3+ day ago  (362+ words) Digging into the latest data around the housing market. There's nothing like starting your day at the auto-body shop to get a late start on things, but with that said, let's tackle Tuesday's May Housing Starts report and discuss some…...