I'm All Aboard AMD and Lisa Su's AI Train: Here's the Plan STEPHEN GUILFOYLE Aug 2, 2023 10:54 AM EDT
If anyone is going to challenge Nvidia for market share in the generative AI-capable space, it's going to be AMD that makes the first truly serious attempt.
In This High-Stakes Game of U.S. Debt, Do Earnings Really Matter? MALEEHA BENGALI Aug 2, 2023 2:48 PM EDT
To assume that one of the fastest rate-rising campaigns in history will achieve only a soft or smooth landing defies anything we have seen in the past.
Gloomy Manufacturing Picture Sends Asian Stocks South ALEX FREW MCMILLAN Aug 2, 2023 6:20 AM EDT
Only India, Indonesia and the Philippines are seeing a rise in factory output, which new figures show is declining in Japan, China and Asia's chipmaking nations.
Tech Stocks Take a Hit as Treasury Yields Climb Higher A surprise U.S. credit rating downgrade from Fitch and a spike in bond yields were contributing to the stock market’s declines.
Fitch downgraded the U.S. credit rating in a shock move that has sent stocks into a spiral on Wednesday. There is precedent for what happens next, albeit more than a decade old and in a different era for markets. Investors should still be prepared.
My Strategy ... RealMoney
STEPHEN GUILFOYLE
Aug 2, 2023 7:25 AM EDT
Treasury Secretary Janet Yellen may want to just pipe down and be glad it was only Fitch.
JAMES "REV SHARK" DEPORRE
Aug 2, 2023 6:46 AM EDT
Negative seasonality, earnings from Apple and Amazon and the Fitch downgrade of US debt give the bears plenty of ammunition.
STEPHEN GUILFOYLE
Aug 2, 2023 10:54 AM EDT
If anyone is going to challenge Nvidia for market share in the generative AI-capable space, it's going to be AMD that makes the first truly serious attempt.
MALEEHA BENGALI
Aug 2, 2023 2:48 PM EDT
To assume that one of the fastest rate-rising campaigns in history will achieve only a soft or smooth landing defies anything we have seen in the past.
ALEX FREW MCMILLAN
Aug 2, 2023 6:20 AM EDT
Only India, Indonesia and the Philippines are seeing a rise in factory output, which new figures show is declining in Japan, China and Asia's chipmaking nations.
A surprise U.S. credit rating downgrade from Fitch and a spike in bond yields were contributing to the stock market’s declines.
A Market 'Tell'
I always find it a "tell" when markets decline on expanding volume (and vice versa!)