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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 mar ...
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 compan ...
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 Char ...
Marriott (MAR) opened at a record high as earnings show signs of strength, something Diane King Hall says backs the thesis that U.S. consumers still want to travel despite inflation pinching wallets. Americans also aren't willing to give up their beauty products, shown in Estée Lauder (EL) beati ...
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 ...
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