News
Markets, macro and movers — curated.
Crypto Cools in September as MicroStrategy Restarts Bitcoin Buying
Bitcoin and Ethereum stall after a strong August while MSTR resumes buying and Hyperliquid moves toward bringing perpetual futures to US traders.
Yen Hits One-Month High as BOJ Rate Hike Looms; Tesla Cybercab and Jobs Report in Focus
The yen rallied to 155 on rate-hike bets, Tesla unveils its Cybercab, and a key August jobs report looms.
Broadcom's Earnings Beat Meets a Hedge Fund Blowup: Why AVGO Fell
Broadcom beat on earnings but fell as hedge fund liquidations hit chip stocks; analysts hold long with a $450 target.
Planet Labs Earnings, AI-Powered Earth Observation, and SpaceX Starship Flight 14
How AI is turning Planet Labs from a satellite imagery firm into a data utility, plus SpaceX Starship and spaceport catalysts.
Zscaler Earnings: Low Bar, High Stakes on Guidance
Zscaler (ZS) reports with a low earnings bar; weak prior guidance and rising capex weigh on the stock while peers hit highs.
Software's Comeback: Snowflake Surges as Investors Test the Waters Again
Snowflake's blowout quarter, HPE's post-earnings drop, and rising AI-driven cyber demand signal a selective return of investors to software.
The Big Three Trades: Verizon, Newmont, and SPCX
Three stock trades broken down by charts and options - Verizon buy, Newmont breakout, and a defined-risk SPCX call spread.
Playing September Volatility With AAPL, NFLX and TJX
Three stock picks - Apple, Netflix and TJX - to buy through year-end while keeping cash ready for a possible September pullback.
Why Bonds Still Belong in Portfolios as the Fed Leans Toward Rate Hikes
Treasury yields are climbing on shifting Fed rate expectations, yet bonds still add real value to diversified portfolios.
Broadcom's Strong AI Quarter Meets a Soft Guide and Google Risk
Broadcom tripled profit and doubled revenue on AI chips, but a soft Q4 guide and customer concentration sent shares down nearly 7%.
Thursday Earnings Movers: NetApp, Five Below, and Victoria's Secret
NetApp drops on weak cash flow despite a beat, Five Below climbs on squishy toys, and Victoria's Secret falls on a revenue miss.
Zscaler (ZS) Chart Analysis: Cybersecurity Laggard Heads Into Earnings
A technical look at Zscaler (ZS) shows it trailing peers into earnings, with an iron condor set up for a neutral options play.
Waller Backs Holding Rates as $93 Oil Clouds Fed Path, Nvidia Buys Hugging Face for $12.93B
Waller favors steady rates as disinflation shows, crude near $93 stokes inflation worry, and Nvidia buys Hugging Face for $12.93 billion.
Market Breadth Weakens as NVDA Buys Hugging Face for $12.93B
Half of S&P 500 stocks fell below their 50-day average as NVDA bought Hugging Face for $12.93B and chip and software earnings landed.
Five Altcoins With Bigger Upside Than Bitcoin Right Now
Why money printing lifts Bitcoin, and five altcoins - HYPE, LINK, TAO, UNI, SOL - with strong fundamentals worth buying today.
Energy Sector Buy Opportunities: Refiners and LNG Exporters Gain from Supply Shocks
How the Iran conflict, tight refining capacity, and Qatar's LNG outage created buy opportunities in refiners and U.S. natural gas exporters.
The Global Monetary Reset: How Washington May Weaponize Gold to Escape Its Debt
How the US may revalue its gold reserves to fund $40 trillion in debt while debasing the dollar, and why central banks are stacking gold.
Weak August Jobs Data, Uber's 10% Layoffs, and Tesla's Slowing China Sales
August private hiring hit a 7-month low, Uber cut 10% of staff, Tesla's China sales slowed, and Chevron plans to double Venezuela output.
Five Tech Earnings: Broadcom Slides, Snowflake Soars, NetApp Reverses
Broadcom fell on mixed guidance, Snowflake jumped 22.7%, HPE and NetApp dropped despite beats, and Five Below beat across the board.
Broadcom (AVGO) Earnings Face-Off: VMware Risk vs. a Low Bar Setup
Broadcom heads into earnings down 30% from its June high, with VMware risk on one side and a low expectations bar on the other.