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The Digital Revolution Marches On As Nvidia Beats
Artificial intelligence, and all the capital spending that comes along with it, is here to stay. Nvidia reported today that…
Technology
25 posts
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MARKET CALL: Will DeepSeek Sink The Unsinkable Mag-7?
The Q4-2024 earnings reporting season is going well so far. It started out two weeks ago with better-than-expected big bank…
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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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Market Call: Carry-Trade Unwind Part II
Something doesn't make sense. Why are stock prices falling when the Fed is set to lower interest rates…
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Technology Now & Then
Are stock market valuations too high? There is no obvious answer to the valuation question. So we are dependent on…
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Market Call: Momentum Meltup, Blowoff Top, Or Both?
Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This…
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Moon Shot
The S&P 500 rose to yet another record high today closing at 5241.53 (chart). We wrote the…
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Stock Market Has Discounted Lots Of Good News
Nvidia was up a measly 1% today despite the exciting presentation, after Monday's close, by CEO Jensen Huang…
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Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser
Nvidia's three-day AI lovefest for developers starts Monday afternoon in San Jose, California. The FOMC meets Tuesday and…
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