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Stock Market This Week: CEG Surges on GOOGL Deal, SPCX Spectrum, Chips Sell #shorts
Constellation Energy (CEG) closed as a big winner in the S&P 500 (SPX) this week thanks to its new deal with Alphabet (GOOGL). SpaceX (SPCX) ticked higher on a new low-band spectrum deal. AI chip…
Friday’s Final Takeaways: Firmus Delays IPO, Affordability Hits Households
Australian-based AI company Firmus has delayed its IPO over self-cited concerns of market volatility. In the U.S., economic data continues to show households face growing affordability pressures. Sam…
Kevin Davitt on Younger Generations’ NDX Influence, Volatility & Options Trends
Kevin Davitt of @nasdaq talks about factors behind the index's outperformance. He starts with a look into the quarterly rebalancing of SpaceX (SPCX) and the expansion of its free float. As Kevin…
PLTR Becoming “Trillion Dollar Company” #shorts
Dan Ives makes an ultra-bull case for Palantir (PLTR), believing the company is on the track to reach one-trillion-dollars in market cap.
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Bull v. Bear: TMUS Near 3-Year Low, SPCX Spectrum Update Sparks Selloff
Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D.
Shares in T-Mobile (TMUS) tapped December 2023 lows after SpaceX (SPCX) acquired a low-band spectrum license expected to…
NVDA, PLTR, MSFT, AAPL, CRWD: Dan Ives’ Top 5 Stock Picks into 2027
The third and fourth derivatives of the AI trade are starting to see returns on investment, says Dan Ives, who believes markets are in the midst of the "golden age" of AI. He adds that every dollar…
Tech Concentration, AI Spending, Token Costs Add Fog to AI Outlook #shorts
There's a slew of bearish points Dan Niles sees growing across the tech trade, from the strong concentration of AI stocks in the S&P 500 (SPX), to rapidly expanding costs in the AI buildout, and even…
Ca$htag$: Starlink Google Searches Back SPCX Demand as Company Disrupts Legacy Giants
@LikeFolio's Landon Swan believes SpaceX (SPCX) is building "the best moat" in the world across the tech sphere. His firm's data shows a 156% uptick in Starlink Mini Google searches with a 60% rise…
Andrew Arons Sees MU Growth Opportunity, IBM Value Play in “Early” AI Days
"It still looks like we're very, very early in AI," says Andrew Arons, making the case that discrepancies in OpenAI's ARR won't matter long-term. With investors rotating in and out of the AI trade,…
The Big 3: WOLF, TEAM, HPE
Tim Bohen (@Stockstotrade) is not deferring from his bullishness on the AI trade, which he has repeatedly called the "theme of 2026." He labels Wolfspeed (WOLF) as an unsung stock to benefit from fab…
SPCX Low-Band Spectrum License Expands Mobile Opportunities; VZ, T & TMUS Plunge
Verizon (VZ), AT&T (T), T-Mobile (TMUS) and other mobile carriers sold off on Friday after SpaceX (SPCX) announced it acquired a low-band spectrum license. As Marley Kayden explains, it allows the…
Daily Trader: BAC Consumer Checkpoint, Sentiment Sours #shorts
Kevin Hincks discusses the Bank of America (BAC) consumer checkpoint and how it compares to the slew of economic data hitting Wall Street. It comes as consumer sentiment shows yet another notable…
AI Rotation’s Market Breadth Impact, Why Trump Administration Wants Tech to Succeed
Alexandra Semenova discusses the inner rotation of the AI trade and how infrastructure companies are poised to become the new beneficiaries. However, mind the high bar heading into earnings as…
KG on Consumer Sentiment Plunge, Key SPX Levels & Crude Oil’s $90 Support
Consumer sentiment continues to show "dismal" results, according to Kevin Green, who touches on all the factors he sees hitting the print. The report shook up the S&P 500 (SPX), with KG pointing out…
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