The month of July has been a bit negative for the S&P 500
Palantir’s Sovereign AI Land Grab Meets a 30% Drawdown: Is the Earnings Setup Finally Asymmetric?
The month of July has been a bit negative for the S&P 500
Nuclear energy experienced significant stagnation following the nuclear reactor disaster of 2011 in Japan. Still, the push toward clean energy and the surge in power demand from data centers that fuel the AI hype have made nuclear energy attractive again.
The Nasdaq 100 has been negative during the month of July, especially towards the back half of the month as interest rates were a little bit higher
The emergence of AI has driven demand for data center stocks, ushering in a new technological revolution. Despite economic uncertainty, stubborn core inflation, a slowing labor market, and weakening consumer confidence.
Gold is an excellent portfolio hedge due to its low correlation with equities. It also offers protection against inflation, stability during uncertain times, and a psychological wealth effect.
Equity markets are climbing a wall of worries; they overreact to moderate positive developments and dismiss significant warning signs. The record-setting bull run from the April tariff-related lows, which some have labeled the most-hated V-shaped recovery, has drawn comparisons t
Palantir’s Sovereign AI Land Grab Meets a 30% Drawdown: Is the Earnings Setup Finally Asymmetric?
Ameren’s Data Center Pipeline Ahead of Earnings: Is the Market Mispricing a Sleeper?
The DAX continues to see choppiness overall, as the markets are changing focus from fiscal spending in Germany to the Middle East, and back again.
The S&P 500 has pulled back early on Tuesday, but continues to see buyers on dips, as we are looking to work our way through earnings.
The DAX in Germany has seen both selling and buying during the Tuesday session, with a lot of the upward momentum focused on a few names.
GoDaddy (NYSE: GDDY) reports second-quarter results after Thursday’s close, and investors must weigh its promotional one-year .com offer, which resulted in higher-than-expected volume, against materially decreased upfront bookings, which will impact revenue generation.
Amazon (NASDAQ: AMZN) will report second-quarter earnings tomorrow, with a caveat for investors: an orderly wind-down of its flagship Nova models, including Premier, Omni, Reel, and Canvas.
Microsoft (NASDAQ: MSFT) heads into Wednesday’s fiscal fourth-quarter report, with shares telling one story
Apple (NASDAQ: AAPL) enters Thursday’s fiscal third-quarter report as the world’s most valuable company.