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 ...
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 ...
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 ...
Midland, Texas-based AST SpaceMobile has been a battleground for bulls and bears this year. Among space stocks, it has been one of the most volatile, seeing its fair share of ups and downs throughout 2026 including a 59% run-up to its all-time high on May 28 and a series of double-digit peaks and troughs mixed ...
Discover why saying “no” to the AI gold rush could be the smartest investment decision you make. Listen to the audio version of this article (generated by AI). Hello, Reader. Sometimes, the best way to play an investment boom is to walk away from it. The success story of “Wheelbarrow Johnny” makes that case. John ...
U.S. stocks opened lower as investors weigh up renewed Middle East tensions, rising oil prices and the prospect that higher energy costs could complicate the Federal Reserve’s inflation fight. The U.S. and Iran exchanged fresh strikes over the weekend and continue to dispute control of the Strait of Hormuz. As a result, have jumped 4% ...
Why one AI memory stock may be entering a historically stronger buying window right now… Listen to the audio version of this article (generated by AI). Editor’s Note: AI’s memory boom made some of the biggest winners of the past two years. Huge gains. Then a pullback. So now everyone’s asking the same question: Is ...
Summary Despite higher inflation, weaker GDP forecasts, and rising interest rate expectations, the market continues to climb on confidence in corporate earnings. This earnings season may determine whether investors continue rewarding strong results—or begin viewing them as “peak earnings.” The July Calendar Range provides a simple, objective way to determine whether the market’s bullish narrative ...
The consolidations I mapped out last week for the and , shipped breakouts move on Friday. Volume wasn’t particularly high, but there were technical improvements for these indices. The breakout in the S&P 500 saw a new On-Balance-Volume breakout to follow the early ’buy’ trigger in the MACD. The index is enjoying a relative improvement ...
