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...
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,...
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...
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...
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...
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...
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...
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...















