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Divided Tech, Divided Fed: Navigating AI Capex Scrutiny and Mixed Macro Signals

With big tech reports out of the way, investors focus on results from industrials, health care and consumer staples and discretionary this week Q2 S&P...
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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...
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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,...
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Mild Macro Data Sets up AI Tech Earnings and a Busy August Corporate Event...

Cooling inflation and resilient consumer spending have eased economic concerns, shifting Wall Street's focus squarely to earnings Big Tech results, beginning today (July 22) after...
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Aerospace & Defense ETF (XAR) Testing Important Price Support

The stock market has been uneven (to be sure) over the past few weeks. That said, some sectors have seen greater volatility than others. One...
xlf financial sector etf trading cup handle chart july 12 2026

Financial Sector ETF (XLF): Cup (and Maybe Handle) Watch

The Financial Sector has been strong for the past 4 months, rallying back to test its 2026 high. This trading pattern has resulted in a...
nvda nvidia stock price support 200 day moving average chart june 26

Nvidia Stock (NVDA) Reaches Important Price Support

Nvidia is at the center of the semiconductor / AI movement. And as AI creeps into the scene, it's provided some added volatility as investors...
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U.S. Treasury Bond Market Insights and Global Implications

Most of the U.S. Treasury market conversation right now is about supply. How many bonds/bills are being issued, what duration, whether the deficit trajectory...
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Where Investors Can Still Find Dividend Growth in 2026

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere Dividend growth investing could be hitting its stride amid shifting macro...

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