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Chris Watling says tightening liquidity, high expectations and crowded positioning helped drive the selloff in mega-cap tech and AI stocks, including Intel (INTC), Amazon (AMZN) and Alphabet (GOOGL). He says corporate America remains resilient, supported by strong cash flow, low debt, record margin…
Marvell (MRVL) will buy Lumentum (LITE) in a massive all-stock merger that will cost Marvell $115 billion. Marley Kayden takes investors through the key details of the deal and explains what it means for the semiconductor solutions company's future in the AI trade. Prosper Trading Academy's Charles…
Kasey McCurdy of Charles Schwab discusses the reversal of crude oil as diplomatic talks between the U.S. and Iran reportedly resume. He argues the headline doesn't push back the inflation narrative that gripped the stock market over recent months. Kasey explains how crude's heightened volatility is…
Christopher Giancarlo, former chairman of the U.S. Commodity Futures Trading Commission and self-proclaimed "CryptoDad," reflects on the early days of institutional crypto and shares lessons learned from overseeing the introduction of the first regulated Bitcoin futures markets. Christoph…
Value is reclaiming popularity among investors as tech takes a beating, a reversal Ted Weisberg believes will continue. He sees value inside some tech companies as well, naming Meta Platforms (META) as the Mag 7 giant with the most sustainable business at current levels. Apple (AAPL) is a company T…
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