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Nvidia's Shooting Star, Negative Watch, China's Cyber Threat, Fed Minutes, SNOW

Nvidia's Shooting Star, Negative Watch, China's Cyber Threat, Fed Minutes, SNOW: Market Recon...BBY

United-states , China , Dallas , Texas , Palo-alto , Guam , Washington , Boston , Massachusetts , Chinese , Michael-feroli , James-bullard

Kapow! If AI Is the Drug, Nvidia Is the Dealer: Get Out of Jensen Huang's Way

I don't know if I have in my entire career... seen a guidance beat of this magnitude by a large firm with a huge following....NVDA

Jensen-huang , Grace-hopper , Hans-mosesmann , Ross-seymore , Doug-kass , Nvidia , Web-services , Deutsche-bank , Google , Data-center , Wall-street , Azure-machine-learning

Dancing on the (Debt) Ceiling, 'Productive' Progress? Fed, Zooming In on Zoom

Dancing on the (Debt) Ceiling, 'Productive' Progress? Fed, Zooming In on Zoom: Market Recon...AZO

Dallas , Texas , United-states , New-york , San-francisco , California , Florida , Fort-lauderdale , Lorie-logan , Joe-biden , James-bullard , Robert-lorie-logan

Meta, Fined by the EU, Should Be Okay for Now: But When Do Traders Cut Bait?

If this fine is paid in full with no appeal and or no settlement, that would leave a nasty mark....META

Ireland , Luxembourg , Nick-clegg , Instagram , European-union , Facebook , Ireland-data-protection-committee , General-data-protection-regulation , Data-protection , European-facebook , Big-deal-for , Meta-platforms

Debt Ceiling, Marketplace, Fed Talk, More Earnings, Busy Week Ahead

The focus this week will once again be on political posturing and political theater and its impact on the US and global economies as well as on financial markets....XLK

Dallas , Texas , United-states , Jackson-hole , Illinois , Chicago , Philadelphia , Pennsylvania , Palo-alto , Raphael-bostic , Phillip-jefferson , Neel-kashkari

Fed Hawks Squawk, Rates Rate New Odds, Trifurcated Thursday, Found Ukraine Money

Stephen Guilfoyle in his Market Recon column highlights more squawking by Fed rate hawks, new interest rate odds, Thursday's trifurcated trading, more optimism about a debt ceiling deal and the Pentagon's &quot;found money&quot; for military aid to Ukraine....XLK

Texas , United-states , Japan , Dallas , Ukraine , Kiev , Ukraine-general- , White-house , District-of-columbia , Philadelphia , Pennsylvania , Maryland

Deere Rips the Cover Off the Ball: Here's the Trade

Performance and guidance are solid across all segments....DE

Deere-co , Wall-street , Precision-agriculture , Precisions-agriculture , Timothy-thein , Financial , News , Tock , Arket , Eadlines , Nvestments

Cisco Is Trading Lower. Here's Why I'm Buying

Stephen Sarge Guilfoyle is initiating a long position in Cisco Systems (CSCO) after its latest results....CSCO

Japan , China , Scott-herren , Sami-badri , Ivan-feinseth , Asia-pacific , Chuck-robbins , Piper-sandler , Agile-networks , Credit-suisse , Cisco-systems , Wall-street

Debt Ceiling Algo Paradise, Regional Banks Pop, Trading ServiceNow, Nvidia, AMD

Debt Ceiling Algo Paradise, Regional Banks Pop, Trading ServiceNow, Nvidia, AMD: Market Recon...VIPS

Japan , California , United-states , New-york , Philadelphia , Pennsylvania , White-house , District-of-columbia , America , Lisa-su , Michael-barr , Philip-jefferson

Debt Ceiling Progress? Market Temperament, Retail Sales, Defense Stocks, AI

There are now two weeks until what we think is the deadline for getting a debt bill passed into law....XLK

Russia , Australia , Louisiana , United-states , Kinzhal , Magadanskaya-oblast- , White-house , District-of-columbia , Israel , Kyiv , Kyyiv , Misto