The Great Market Disconnect, and the Chart Master Updates His Apple Call 2/17/23

The Great Market Disconnect, and the Chart Ma...

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Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26

The traders monitoring after-the-bell mega cap earnings like Meta, Microsoft and Qualcomm. Live reactions to the reports and what they mean for the tech market in the second half. Co-head of technology and portfolio manager at T. Rowe Price Tony Wang talks all things tech and whe ...  Show more

The Epicenter of the AI Trade…. And Looking Ahead to the Fed Rate Decision 7/28/26

All eyes on the AI trade as earnings from NXP Semiconductors and Seagate Technology Holdings report after the bell. The traders break down what the results mean for the broader tech trade, as the SMH closes out its fourth day of losses. Then, former Founder & CEO of Geometric Int ...  Show more

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Tech stocks rally on AI boom even as yields rise, dollar steady
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Send us Fan MailApple and semiconductors push Nasdaq 100 to new record high. But Fed repricing limits gains outside of tech as yields edge up. Dollar holds firm, pound slips on data, yen propped up by verbal intervention.Risk Warning: Our services involve a significant risk and c ...  Show more

US stocks get tech boost
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Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for ...

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Market divergence sees Dow surge to record high amid tech sell-off
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US equity benchmarks struggled in trading yesterday with the S&P 500 and Nasdaq indices posting losses amid a rotation out of big tech and into small caps. However, the Dow Jones Industrial Average and the S&P 500 Equal Weight indices both hit record highs after US Fed ...

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The Dow Hits a New All-Time High 9/16/24
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Melissa Lee and the Investment Committee discuss the Dow hitting a new all-time high ahead of this week’s critical fed decision. They debate whether we’ll see a 50 basis point cut. Plus, Apple iPhone pre-orders are not hitting their targets, it’s our Chart of the Day. And late ...

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