Global e-commerce grew up in a comfortable world of cheap shipping, frictionless customs clearance, and predictable consumer demand. That setup has dissolved. By mid-2026, trade policy had become one of the most influential forces shaping international retail margins. Tariffs, stricter border checks, and protective industrial policies are rewriting business models faster than many companies can ...
Key Points Empowering software and systems to make autonomous, split-second decisions can add $15.7 trillion in global economic value by 2030. Although Advanced Micro Devices (AMD) and Broadcom are garnering headlines, neither is a threat to Nvidia’s dominance in AI data centers. Nvidia’s top customers may turn the tables on the face of the AI ...
This market is in a three-way “tug-of-war”—and it’s set up some sweet deals on our favorite 9%+ dividends. The Fed. The White House. Iran. A peep from any of the above and stocks soar (or tank). But we contrarians can see through the short-term fog here. We’re buying this volatility, in part because we’re playing ...
Well, after being away for just over a week, I am officially back. I’m sure everyone missed me. Magically, not much has changed since we last touched base. Even after falling by around 0.8% on Monday, the is still roughly where it was on July 2. However, dispersion remains high, implied correlations remain low, and ...
Key Points ASML stock is up 60% so far this year. The company plays a key role in the semiconductor industry. Management’s guidance is just as important as ASML’s quarterly results. 10 stocks we like better than ASML › The build-out of artificial intelligence and computing capacity is lifting many tech stocks — particularly in ...
The highly anticipated U.S. trading debut of SK Hynix (NASDAQ:) delivered on its initial promise by pricing at $158.14 and raising an unprecedented $28.1 billion on July 10. Shares quickly gapped above $170 as early buyers scrambled for exposure to the global leader in high-bandwidth memory (HBM). Gravity quickly took hold. A localized wave of macroeconomic selling ...
Technology companies continue to operate in an environment influenced by increasing automation, semiconductor innovation and the growing need for advanced testing and process technologies across industrial markets. Within this backdrop, Trio-Tech International TRT and InTest Corporation INTT are two technology companies offering specialized test and process solutions to semiconductor and industrial customers. TRT provides semiconductor ...
Key Points These companies have been dragged down along with much of the software industry. However, all three are improving their businesses thanks to artificial intelligence. They have attractive long-term growth opportunities. 10 stocks we like better than Microsoft › Software companies have not performed well recently. One reason is that many investors believe artificial ...
Listen to the audio version of this article (generated by AI). Iran rattles stocks… Louis Navellier and Keith Kaplan’s read on the memory trade… why SpaceX’s next leg up won’t mean what you think… It was another violent weekend in the Middle East, with the U.S. and Iran trading a wave of strikes rather than ...
Listen to the audio version of this article (generated by AI). As we enter the second half of 2026, investors are being pulled in a dozen different directions. First, there were concerns about memory stocks. Next came renewed concerns about inflation heating back up. (I’ll be reviewing this week’s inflation data in another Market 360 ...
