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Tariffs and taxes dominated the macro narrative to kick off the second half. President Trump’s July 9 initial reciprocal tariff deadline came and went, with little stock market volatility and a...
Meta may raise AI spending above $72B to match rivals and scale data centers. Stock correction continues, with key support between $680 and $695 under close watch. Strong fundamentals, but earnings...
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY Key tech players from the Magnificent 7 release results this week – Meta and...
Typically, in Monday’s Commentaries, we share a few paragraphs titled “The Week Ahead’ in a lower section. This week, the amount and importance of the data could have a meaningful impact on markets...
The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles...
The titans of tech—Tesla, Alphabet, Microsoft, Meta Platforms, Amazon and Apple—prepare to report quarterly results. AI-driven momentum is powering most of the group—except for Tesla and Apple,...
Although volume levels increased yesterday, the trading range was very tight, except for some intraday fireworks related to the Trump-Powell saga. Otherwise, the pinning effects of July opex are in...
In 2023, the “Magnificent Seven” (Nvidia (NASDAQ:NVDA), META, Tesla (NASDAQ:TSLA), Apple, Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOG)) became a popular nickname for the...
As the tech sector continues to demonstrate resilience amid market uncertainty, three specialized technology companies stand out as compelling investment opportunities heading into earnings...
Gold is facing headwinds as bulls failed to retest earlier All-time highs ($3,500) even as global markets went ablaze through the past week, war-induced volatility. Markets tend to react erratically...
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