Smaller players in the AI space are benefitting from Wall Street’s rotation out of mega cap stocks, which I believe bodes well for the overall health of the stock market in the long run. Read More
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Wall Street's adverse response to NVIDIA's strong first quarter is further proof that the rotation out of mega cap tech stocks is for real. Read More
An oil producer and a hotel operator are pretty far removed from the AI trade, which is precisely why they are doing so well this year. Read More
NVIDIA results, trade tariff fallout, and the producer price index numbers for January are on deck this week. Read More
Today's plethora of unexpected news is not necessarily bad for the stock market, but it could change the narrative on Wall Street regarding the economy. Read More
Their operating results haven't improved, but energy stocks are gaining ground this year thanks to Wall Street's rotation into value stocks with strong cash flows. Read More
Q4 GDP, December PCE, and Personal Income and Outlays all on Friday. Read More
This week's jobs and inflation reports suggest that inflation is cooling down at the same time the jobs market is heating up. Read More
I am raising my limit prices for these three stocks that struggled to gain ground last year but are getting off to a fast start this year thanks to a strong finish in 2025. Read More
January's unexpectedly strong jobs report will make it even tougher for the Fed to justify cutting interest rates anytime soon. Read More