There Are Indexes and There Are Markets Some of the biggest waves on Earth never reach the surface. In the Luzon Strait, between Taiwan and the Philippines, tides push cold, heavy water over two seafloor ridges. That sets off waves deep inside the ocean that can grow 550 feet tall. That’s higher than the Washington… Read more »
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 »
One of the biggest themes heading into 2027 is fiber optics. And the good news is many stocks are approaching oversold. Let’s unpack 2 elite AI optical stocks to buy for 2027. Many believe the AI race is only about creating faster chips. What could be the bigger bottleneck? Moving that data. Data centers contain… Read more »
Co-founder Jason Bodner joins Nicole Petallides on Schwab Network to discuss indexes. He says indices are looking great with the Nasdaq100 (NDX) hitting all-time highs and the S&P 500 (SPX) not far behind. Bodner: Small Stock Cohort Lead SPX & NDX, Yearend Rally to Follow Midterm Pain However, under the surface, many stocks are seeing… Read more »
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 »
When light is low, our eyes shift from cones to rods. Known as the Purkinje effect, cones handle color in bright conditions while rods take over when light fades. Vivid reds nearly disappear. Blues and greens become more visible. Your eyes are working fine, the light conditions simply changed. What you see depends on how… Read more »
Investors are concerned that AI development will slow. We believe the memory and storage bottleneck is much worse than Wall Street realizes. Here are 2 cheap storage and memory stocks to own in 2027. There’s a vicious cycle. Bigger AI models require faster memory…which eats into capacity, further crunching supply: Powerful GPUs require faster HBM… Read more »
You hear it every year: “Don’t buy stocks in September.” It’s by far the most widely cited seasonal trend. Fortunately for the bulls, we see a constructive path. As you’ll see, one bearish sentiment signal says new highs are coming as soon as year-end. While September is off to a rocky start, don’t get spooked…. Read more »
The world changed on Sept. 11, 2001. For those who were there, and for those who lost someone who was, I take a moment to remember them. History lives through memory…never forget. In 1962, U.S. Naval researchers discovered something remarkable. When a nickel-titanium alloy called Nitinol bent out of shape and then heated, it snapped… Read more »