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MARKET CALL: AI Coming To Vegas, Baby, Vegas!
The Q4-2024 earnings reporting season is about to start, led by the big banks. We expect that during their conference…
Semiconductors
13 posts
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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…
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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.…
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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.…
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Will Nvidia Trump The Fed?
Yesterday's FOMC minutes confirmed that Fed officials are in no rush to lower the federal funds rate (FFR)…
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Tanks A Lot
The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
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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…
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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…
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NVIDIA Leads The Way
Nvidia led the stock market higher today after the world's most valuable chipmaker announced new desktop graphics processors…
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Roaring Stock Market
The stock market came roaring back today led by the stock prices of companies that are benefitting from the Roaring…
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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…
