Nividia is currently holding its love fest called its GTC. These conferences tend to fire up attendees and frequently the stock gets a pop. Yet…
Sector Rotation – Growth to Value – back to Growth? Read Post »
It’s been only two weeks since Iran began to appear as a primary theme in news headlines again, and we’ve gone from protests to international…
The War with Iran effects on the Markets – by Andrew Zaro Read Post »
What is the investment outlook for the remainder of 2026? Every quarter, I sit down with Reuters to provide my assessment of the markets for…
Market Update: Navigating the 2026 Landscape Read Post »
With all the headlines lately, it’s easy to wonder what all the calamity is about. When you look under the hood at the fundamentals, the…
Climbing the Wall of Worry in the “Year 6” Cycle Read Post »
As we settle into 2026, one narrative has dominated the headlines and, more importantly, the supply chains of the technology sector: the unrelenting shortage of…
The Memory Supercycle: Crisis for Some, Opportunity for Others Read Post »
By Caroline Valetkevitch NEW YORK, Jan 16 (Reuters) – U.S. stocks ended nearly flat on Friday in a choppy session ahead of the long weekend,…
Bruce in the News: Wall Street Ends Little Changed Before Long Weekend Read Post »
When we talk about the AI trade, the conversation almost always starts and ends with familiar names like Nvidia (NVDA) and ChatGPT, which isn’t even…
Storage Systems, The “Digital Reservoir”: Why AI Needs More Than Just Chips Read Post »
Artificial intelligence may feel like an abstract force, but at its core, it runs on very tangible hardware: servers. These aren’t the everyday machines that…
The Silicon Heart of AI: Servers Drive the Revolution Read Post »
After weeks of hand wringing over valuations in technology stocks broadly, the market is giving us a day of pullbacks in some of the biggest…
How to Shop for Bargains as Tech Giants Pull Back Read Post »
Some investors still don’t own any precious metals and wonder if now is the time to buy. Others have been holding for years, sitting on…
Gold was Obviously Overbought. The Question is: How Overbought? Read Post »
