Archive

'Sell America' Barely Lasted a Month

Foreign capital has surged back into the U.S. market since Liberation Day...

Taking a Safety-First Approach to America's New Infrastructure

When thinking about how to play the AI boom, don't overlook safety-first companies.

• JCI

AI Spending Is Going the Way of the 'PDF'

The market has realized that folks are simply using AI more...

• NVDA

Bull Market Lessons From a New York Deli

This '60s-era phenomenon extends far beyond showbiz... to the rest of the business world...

Don't Get Stuck Trading Eggs

A trend's existence doesn't guarantee success in momentum trading...

This Bull Market Is Just Getting Started

Hesitation doesn't hurt much in a sideways market... But this isn't a sideways market...

• FIX
• QQQ
• RDDT

Big Tech's Best-Kept Secret Is Out

This stock's recent moves were just the rest of the market catching up...

• ORCL

The Shakeout AI Investors Were Waiting For

The media latched onto this announcement... And the market overreacted, as usual...

• AMD
• GS
• MSCI
• PLTR

Academia's Most Hated Market Factor

Stocks that have risen already are more likely to keep rising going forward...

The AI Future Depends on What You Can't See

Storage has become a battleground in AI – stressing the importance of reliable solutions...