NVIDIA Q2 Earnings & Outlook Matter More This Time. Here’s Why
NVIDIA’s profit report on Wednesday headlines a busy week for traders, with results and Jensen Huang’s commentary likely to shape the broader AI trade
The...
Investors: Don’t Mail It In Before Labor Day (3 Events That Could Shake Stocks)
Q2 earnings have been stellar, while July inflation data was just what the doves ordered
Retailer results hit this week, and NVIDIA reports next Wednesday,...
AI Is Great at Generating Trading Ideas and Terrible at Knowing Which Ones Survive
Ask a large language model or strategy generation software to design a trading strategy and it obliges instantly. Ask for fifty and it gives...
Mid-Quarter Investor Conference Calendar: Stocks Heat Up Heading Into Autumn
Traders said sayonara to the summer swoon to kick off August. The S&P 500 posted its best week since April following a slew of so-called “clearing...
Earnings Signals & Labor Slowdowns: Testing the Limits of Consumer Resilience
With earnings season entering its final peak week, investors will be focused on results from restaurant names such as CAVA Group (CAVA), Jack in...
From Classrooms to Wall Street: Why Back-to-School Matters More This Year
Record back-to-school spending is expected, with higher electronics prices and resilient household demand shaping the retail landscape
A wave of major consumer earnings reports and...
Nvidia’s Stock Price Pullback Tests 200-day Moving Average (Again)
One of the most important large cap tech stocks, Nvidia (NVDA) is facing an important test.
No, it is not regarding AI technology or semi...
AI Capex Hits A Tipping Point As Investors Demand More Corporate Discipline
Secondary offerings surged to a five-year high in Q2, as AI hyperscalers race to raise capital
Despite strong earnings, investors are punishing heavy capex plans,...
The Canary and the Consumer
But today we are going to talk about something equally exciting, the consumer and Canada. The global economy is in good shape, largely thanks...
