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Listen to the audio version of this article (generated by AI). Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the metal that performs well regardless of rates… how Jonathan Rose views it Friday’s jobs report was, on its face, ...
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. PhonlamaiPhoto/iStock via Getty Images Shares of ACM Research (ACMR), a semiconductor process equipment developer, slumped almost 9% on Monday, closing at $76.17 after falling $7.21 on the session. The slide counteracted some recent gains, ...
This Week This week saw odds of a Federal Reserve rate hike at the end of the month fall from 70% to 20%. The reasons being: Fed voters said as much (in “Fedspeak”). New York Fed President John Williams said there’s “no need for urgency,” while Fed Vice Chair Philip Jefferson said the Fed may ...
Three names to watch, a potential catalyst, and a trader’s approach to the entry, risk, and payoff. Listen to the audio version of this article (generated by AI). Editor’s Note: Some of the fastest growing sectors in the market right now, like AI data centers, electric vehicles and new power grids, all need one critical ...
Key Points Advanced Micro Devices (NASDAQ: AMD) has emerged as one of the leading companies in the AI-agent chip race, gaining traction in this nascent market despite having to compete with the likes of OpenAI and Nvidia. AMD’s early prominence in this niche also leaves investors with a difficult choice: They must evaluate what the ...
Key Points Semiconductor manufacturers are racing to expand their production capacity to meet demand from artificial intelligence (AI) customers. That expansion is benefiting downstream equipment suppliers like Cohu, which makes testing, handling, and inspection machines for the most advanced AI chips. Cohu’s revenue growth is accelerating, and it has an expanding sales pipeline that could ...
Key Points Nadella turned around Microsoft by focusing on enterprise cloud solutions in both software and compute. Microsoft Azure, its cloud computing platform, has become a major growth driver in recent years. Is AI a threat or an opportunity for Microsoft? 10 stocks we like better than Microsoft › Bill Gates handed over the reins ...
Stock screening is commonly deployed by investors to ‘cut through the noise.’ The approach is especially useful when you’re choosing from thousands of options, which can often overwhelm investors. Taking a different angle, screening is essentially the same idea as constructing a grocery list. A list helps you easily navigate a store, allowing you to ...
Key Points It’s hard to be a Netflix (NASDAQ: NFLX) investor right now. The streaming giant has a few bright spots in terms of growth, but the stock has declined more than 40% in the past 12 months and is just a few dollars off its 52-week low. So what’s wrong with Netflix? The business ...
Listen to the audio version of this article (generated by AI). Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy As I write on Monday morning, stocks are selling off due to geopolitical disappointments over the weekend. President Donald Trump rejected Iran’s latest ...
The whipping post
The whipping post
The whipping post