Transcript: Caroline Woods:My next guest says the market is rotating, not topping out. Victoria Fernandez is chief market strategist at Smart Global Investments and joins us now. Victoria, so good to have you. Great to…
War trades follow a script. A supply shock hits, prices go vertical, and money that never cared about the underlying market suddenly cares about nothing else. The entry is the easy part. The hard part…
Panic is a lousy appraiser. When fear sweeps through a sector, the selling rarely distinguishes between businesses that deserve the beating and businesses that simply got caught in the crowd. That gap between price and…
I covered Wells Fargo’s AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also…
The AI power trade had plenty of winners over the past two years, and Constellation Energy was one of the biggest. However, that changed this month. On July 1, 2026, Constellation Energy (CEG) fell nearly…
Years ago I could have gone to one store and bought groceries and other home necessities for a week or two. Over the years, as my family grew and inflation tightened our wallets, I became…
Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power. The tech stock fell sharply over two trading sessions last week,…
TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission. Why we love this deal We talk a lot about indoor…
On July 6, a research report landed and immediately started moving stocks. Japan’s Ibiden dropped as much as 10%. Kingboard Laminates fell 18% in Hong Kong. Samsung Electro-Mechanics slid 11% in Seoul. All three count…
Investors expected a much simpler economy by now. Inflation was expected to keep easing, consumers were expected to bend under higher prices, and the next big Fed debate was supposed to be about when rate…