News
Markets, macro and movers — curated.
Qualcomm's AI Data Center Push: The Amazon Deal and the Numbers Behind It
Qualcomm's Amazon AI data center deal, its automotive surge, the Apple modem loss, and why the stock's valuation runs ahead of its financials.
AI Winners for the Long Run: Cloud Giants, Aerospace Aftermarket, and Data Center Picks
Three investment areas set to benefit from AI long-term: cloud giants MSFT/AMZN/GOOGL, aerospace aftermarket stocks, and data center infrastructure names.
Why Oracle Fell After a Strong Earnings Report
Oracle posted strong earnings with OCI revenue up 121%, yet the stock fell - here is why the numbers still look good.
Market Technical Analysis: SPY, QQQ, NVDA, TSLA, AMD, PLTR, SNDK, IREN
Support, resistance, and targets across SPY, QQQ, NVDA, TSLA, AMD, PLTR, SNDK, and IREN with key invalidation levels.
Inside the AI Data Center Boom: Power, Supply Crunches, and Jobs
How AI demand, power access, and equipment shortages are reshaping where data centers get built and what could slow them down.
Crypto Clarity Act Vote and the Case for a $400,000 Bitcoin by 2030
A breakdown of the September 15 Clarity Act vote, why crypto regulatory clarity is coming either way, and a $400,000 Bitcoin call for 2030.
US and China Split on AI Speed as DeepSeek Ships a New Model
US AI leaders push to slow development on safety fears while China accelerates, plus a heavy week ahead for central banks and data.
MLCCs: The Overlooked AI Component Behind a New Roundhill ETF
A new ETF (CCML) targets MLCCs, tiny power-control components in every AI circuit board, with makers based mostly in Asia.
The Amazon Bull Case: AWS as the Heartbeat of the AI Trade
Why AWS growth, custom AI chips, and advertising make Amazon (AMZN) a strong long-term buy despite an FTC ad probe.
Oracle's AI Backlog Turns to Revenue, But Profit and Debt Questions Remain
Oracle beat earnings and doubled cloud infrastructure revenue, but its $664B backlog, heavy capex, and $125B debt raise profitability questions.
Nvidia's Valuation Puzzle: Bull and Bear Option Trades on NVDA
Nvidia's cheap forward PE against 70% guided revenue growth, plus bull and bear NVDA option trades for the AI valuation debate.
Why $105 Is the Line That Decides Where Crude Oil Goes Next
Crude nears $100 as war risk premium builds, but $105 resistance, demand destruction, and a supply glut point toward a lower path.
The Big Three AI Trades: Micron (MU), Oracle (ORCL), and Apple (AAPL)
A technical and thematic breakdown of three AI-linked stocks - Micron (MU), Oracle (ORCL), and Apple (AAPL) - with chart levels and trade views.
Oracle Tops Earnings and Lifts Guidance on AI Cloud Growth, But Stock Stalls
Oracle (ORCL) beat revenue and EPS estimates and raised full-year guidance on strong cloud growth, yet shares ended the day nearly flat.
Fed Rate Hike Now a Done Deal as Diesel Tops $6 a Gallon for the First Time
Markets price in a near-certain Fed rate hike next week after in-line CPI, while diesel hits a record $6 a gallon and consumer sentiment drops.
A Hotter Core CPI Pushes the Fed Toward a Rate Hike
A core CPI print above forecast lifts the odds of a Fed rate hike next week, with oil near $100 and the 10-year yield near 5%.
Fed Rate Decision in Focus as Oil Spikes and Rates Hit Multi-Year Highs
Oil prices spike and interest rates hit multi-year highs as the Fed and Chair Kevin Warsh prepare a rate decision on September 16.
Friday's First Moves: RH Beats, Kroger Cuts Outlook, Novo Nordisk Downgraded
RH (RH) beat Q2 estimates on a tariff refund, Kroger (KR) topped earnings but cut its sales outlook, and Novo Nordisk (NVO) was downgraded on patent risk.
Why the Fed Should Hold Rates as Inflation Turns Supply-Driven
A supply-driven CPI rise and a weak, narrow job market make the case for the Fed to hold rates rather than hike.
Rocket Lab (RKLB) Chart and a December Options Trade Idea
Raymond James starts RKLB at outperform with an $80 target; here is the chart setup and a December options play.