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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...
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...
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...
Tesla (NASDAQ:TSLA) robotaxis are now common in Austin, but frequent mishaps show the tech still lags behind Alphabet’s (NASDAQ:GOOGL) safer, fully driverless Waymo, already operating in multiple US...
AI chips and the Data Center value chain are setting up for a blowout 2H. There are three main drivers: 1️⃣ Inference demand is about to explode.2️⃣ Blackwell systems are reaching full production (GB...
Nvidia's (NASDAQ:NVDA) stock has surged to record highs following news that the Trump administration will grant licenses to resume H20 chip sales to China, potentially recovering up to $15 billion 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...
Nvidia Corporation (NASDAQ:NVDA) surged to new all-time highs in premarket trading on Tuesday, July 15, 2025, reaching $172.38 (+$8.31, +5.06%) as investors reacted positively to news that the U.S....
Institutions offloaded $3.2 BILLION in single stocks and ETFs last week, according to Bank of America (BofA). They have sold in 9 out of the last 10 weeks. Hedge funds marked their 3rd consecutive...
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