Nasdaq Rebounds From Selloff With Triple-Digit Win
Stocks managed to regain some traction ahead of tomorrow’s conclusion of the Federal Reserve’s two-day policy meeting, in which the CME FedWatch tool has pointed to a high probability of unchanged interest rates. The Dow eked out another healthy win, while the Nasdaq and S&P 500 worked to recover a large portion of yesterday’s steep AI-triggered losses, […]
What Wall Street Is Saying About Microsoft Ahead Of Earnings
Image Source: Pixabay Microsoft (MSFT) is scheduled to report results of the second quarter of its fiscal year 2025 after the market close on Wednesday, January 29, with a conference call scheduled for 5:30 pm ET. What to watch for: EXPECTATIONS: Current consensus EPS and revenue forecasts for Microsoft’s December-end quarter stand at $3.11 and $68.81B, respectively, according to LSEG Data […]
JD: The Best International Value Stock To Buy Now
Image Source: Pexels Diversification is often the right answer, but it is particularly important these days, given the uncertainty in the U.S. economy, the overvalued U.S. stock market, and the generally muted predictions for U.S. stocks this year.Further, value stocks – both domestic and international — have been outperforming growth so far this year and that trend is […]
What Did You Learn From Wall Street’s DeepSeek Moment?
During my keynote at CES (January 8), I spoke about DeepSeekV3 and how it was trained. We had been testing it for a week or so, and it seemed extraordinary. Then, on January 20, DeepSeek-R1 launched, and it only took a couple of days to realize the game had changed. I explained what was going to happen in […]
Trump’s $500 Billion AI Push: Benefiting Public Tech Companies From Southeast Asia
Image Source: Pixabay U.S. President Donald Trump just announced a private sector investment of up to $500 billion to fund infrastructure for artificial intelligence, aiming to outpace rival nations in the business-critical technology.OpenAI, SoftBank and Oracle are planning a joint venture called Stargate, which will build data centers and provide much-needed infrastructure for the booming AI […]
New Orders For Durable Goods Down 4 Of 5 Months, Autos Down 6 Of 7 Months
Durable goods data from the census department, chart by Mish. Advance Report on Durable Goods New Orders and ShipmentsPlease consider the Advance Report on Durable Goods New Orders and Shipments for December.New Orders New orders for manufactured durable goods in December, down four of the last five months, decreased $6.3 billion or 2.2 percent to $276.1 […]
DeepSeek Is Not About To ‘Deep-Six’ The West’s AI Technology.
Image Source: Pexels DeepSeek is not going to dismantle the AI technology that the West has created, anymore than a slightly cheaper motor can dismantle the auto industry.When it comes to the drop in the market, DeepSeek may have been the ‘trigger’, but it is not the fundamental reason for the dip in the market—our models […]
Record Concentration Risk In Stocks
Image Source: Pexels Historical concentration and valuation risk for U.S. stocks in S&P 500.Video Length: 00:21:37More By This Author:U.S. Dollar Hugely Overpriced Gold Shining & Economic Update Manufacturing Surges, But Is It Real?
A Golden Age Begins Now
Image Source: Pixabay Yesterday’s gold market action was disappointing, but from a technical perspective the recoil from the $2790 cash market highs was expected and normal.Gold, silver, and mine stock investors should be prepared for more discomfort, as this week features the Fed meet tomorrow, the US GDP report on Thursday, the PCE inflation report on […]
Ranked: Semiconductor Production By Country Or Region (1990-2032F)
The global semiconductor industry has undergone a dramatic transformation since 1990, reflecting broader shifts in technological manufacturing and economic power.Once dominated by European and American manufacturers, the industry has experienced a significant geographic redistribution in recent decades.This visualization shows the share of global semiconductor production by country or region, from 1990 to 2032 (forecast).The data […]
