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For a few months now, I’ve been referring to today’s heightened geopolitical climate as the “new red Cold War,” where artificial intelligence (AI)—not necessarily fighter jets and nuclear...
Many technology sector analysts believe that the stock market price declines within the tech sector (and the overall market), that occurred in the aftermath of DeepSeek’s recent product releases...
(AI), with major players like Amazon (NASDAQ:AMZN) and Google (NASDAQ:GOOGL) leading the charge. As these companies ramp up their spending, the focus is on enhancing AI capabilities and...
Amazon stock's bull run raises the stakes for its Q4 earnings, leaving little room for disappointment. Investors will closely watch AWS growth, AI-driven efficiencies, and holiday sales for signs of...
Global equities climbed on earnings and data, but US indices trailed Europe’s record highs. Tech earnings disappoint, raising concerns over AI spending and trade uncertainty. With Nasdaq 100...
Alphabet’s earnings come amid geopolitical tensions and rising AI competition. Strong cloud and ad growth support the stock, but expectations are high. Even with past earnings beats, Alphabet...
Nvidia’s (NASDAQ:NVDA) market cap dropped, DeepSeek continues to disrupt, and European banks outperformed the Mag 7. Here are the last seven days in seven charts. 1. $590 Billion Dollars of Nvidia...
The Tariff Man is back, and I guess at this point, those on social media who thought that tariffs were negotiating tactics and thought Trump was bluffing weren’t around during Trump 1.0. This version...
Q4 S&P 500 EPS growth is expected to come in at 12.7%, the highest growth rate in three years. Large-cap outlier earnings dates this week include: LUV, KMB, PPG (WA:IBSP), CI, CB, and...
Microsoft, Tesla, Meta Platforms, Apple, Alphabet, and Amazon are scheduled to report their respective earnings in the next couple of weeks. With an average revenue growth forecast of 10.3%...
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