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Buy Stocks into Rate Hikes

Buy Stocks into Rate Hikes

If you want to worry investors, start increasing interest rates. Scars from 2022 emerge. Memories of a tech crash are a hard pill to swallow. Just don’t fall for the mistake of thinking 2026 is similar to back then. This go round, you’ll want to buy stocks into rate hikes. Let’s zero in on why…. Read more »

The Demand for Memory in the AI Buildout

The Demand for Memory in the AI Buildout

Co-founder Lucas Downey joins Nicole Petallides on Schwab Network to discuss the Memory Bottleneck. What Makes SNDK “Easy” AI Memory Investment as Demand Remains Parabolic “Our view has not changed” on bullish AI memory expectations. Luke explains that money flows into companies like Micron (MU), SanDisk (SNDK), Western Digital (WDC) and similar stocks continue to… Read more »

Tight Credit Spreads Signal Upside for Stocks

Tight Credit Spreads Signal Upside for Stocks

Investors sure have their hands full. The Fed is raising rates to fight high oil prices and sticky inflation. Futures markets are pricing in two more hikes by March. Meanwhile, long-term interest rates are near 5% amid record deficits and AI-driven corporate bond issuance. To top it all off, regulatory and security worries are fanning… Read more »