With our game plan shared, let’s turn our focus to Wednesday night’s quarterly results and updated outlook from Meta ( META ) ...

Meta’s spending warnings and share-class fine print, Tesla’s capex cut, and a ‘not good enough’ beat from Lam Research are ...

These are the early headlines and other items poised to influence the market at the start of the trading day. As we share ...

The AI complex is getting hit on earnings while small caps, biotech, retail and defensive pharma hold up. Here’s what I’m ...

This has been one of my more controversial positions. Let’s dive into the report and see if I’ll be buying more.

It’s counterintuitive, but if more people turn bearish, then there is more fuel for a rally as those investors jump back into ...

In this week’s reader-submitted edition of Portfolio Office Hours, Chris Versace explains why we’re watching the impact of higher rates on construction activity outside of data center. He also ...

Tech retook the lead as SpaceX’s blowout quarter revived enthusiasm for the AI trade, lifting a host of associated stocks and ...

Baidu is often referred to as “the Google of China.” This company is still a market leader, but it needs to modify its ...

Super Micro Computer crushes expectations while United Airlines and Alaska Airlines confirm energy input concerns. Those and ...

Let’s look at sticky oil prices, even after the flow largely returns from the Middle East. Also, could Tesla merge with ...

If SpaceX holds its gains and Meta and Tesla follow with good reactions, the AI trade may stabilize. If the strength fades, ...