When a market has a big short-term move, there is rarely just one cause.
However, the market and the media will almost always gravitate toward an explanation that assigns all the credit or blame to a single reason. It’s important …
Last week, the space industry was exploding — literally and figuratively.
Virgin Galactic (SPCE) rallied about 90% for the week after investors reacted to renewed test flights with a successful launch.
This is exactly the type of impact a “tipping …
The most valuable asset in the SpaceX IPO isn’t likely to be the stock.
It certainly won’t be the valuation.
In fact, the financial metrics Wall Street will obsess over in the first few weeks of trading are a distraction.…
There’s a saying on Wall Street, “Strong Convictions Loosely Held.”
After a historic short-term move fueled by a much anticipated and better than expected earnings season, investors will be looking for the market’s next clear narrative.
Let’s look at why …
Last week felt like the Kentucky Derby of earnings season, especially if you listened to or read the earnings call transcripts of the big tech stocks I’ll review below.
Last week’s Market Outlook, “Intel Confirms Another Gold Mine Segment In …
Last week’s extraordinary earnings announcement from Intel rhymed with the NVDA earnings announcement that grabbed the investing world’s attention in 2023.
On May 25, 2023, NVDA’s stock jumped 24% on 240% higher than average volume on an earnings announcement that …
