paid
To Infinity & Beyond: Artificial Intelligence, Semiconductors & Nvidia
In recent decades, the Digital Revolution has eclipsed the Industrial Revolution. Today, AI is a technology that has evolved from…
Semiconductors
12 posts
paid
public
Revisions Show US Economy Is Still Flying High
Hard luck for the hard-landers today. Today's GDP report was full of upward revisions:
(1) GDP versus GDI.…
paid
Market Call: Ups & Downs of the Stock Market Cycle
The S&P 500 is down 2.9% from its record high of 5667.20 on Tuesday, July 16.…
paid
Will Nvidia Trump The Fed?
Yesterday's FOMC minutes confirmed that Fed officials are in no rush to lower the federal funds rate (FFR)…
paid
Tanks A Lot
The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
public
Market Call: Investing Is For Teenagers
Contrary indicator alert! On Sunday, the WSJ posted an article titled "These Teenagers Know More About Investing Than You…
paid
S&P 500 Closes In On 5000
The S&P 500 closed at a new record high today of 4994.63. This is the Rodney Dangerfield…
paid
paid
NVIDIA Leads The Way
Nvidia led the stock market higher today after the world's most valuable chipmaker announced new desktop graphics processors…
paid
Roaring Stock Market
The stock market came roaring back today led by the stock prices of companies that are benefitting from the Roaring…
paid
Chips Are Hot Despite Recession Fears
Semiconductor investors didn't get the recession memo. They have anticipated the industry’s improvement for many months. The…
paid
Chips Are Cheap Again
One of the worst performing S&P 500 industries so far this year has been Semiconductors. It is down…
