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hace 3 días

TSM Faces Sky-High Earnings Bar, Supply Struggles to Match Demand Pace

Sarah Kunst of Cleo Capital previews TSMC (TSM) earnings, expecting solid results as AI chip demand remains strong. However, investor expectations stay extremely high. Sarah discusses supply constraints, growing competition, margin pressure and why broader AI trade volatility...

hace 7 días

PLTR Becoming Trillion Dollar Company #shorts

Dan Ives makes an ultra-bull case for Palantir (PLTR), believing the company is on the track to reach one-trillion-dollars in market cap. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

hace 8 días

Inside AI: TSM 3Q Revenue Surge Backs NVDA, AAPL Earnings #shorts

Nicole Petallides explains how TSMC (TSM) quarterly revenue growing 50% year-over-year benefits Nvidia (NVDA), Apple (AAPL), and the greater AI trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

hace 7 días

NVDA, PLTR, MSFT, AAPL, CRWD: Dan Ives Top 5 Stock Picks into 2027

The third and fourth derivatives of the AI trade are starting to see returns on investment, says Dan Ives, who believes markets are in the midst of the "golden age" of AI. He adds that every dollar spent...

hace 15 días

META beat Apple to the AI agent that buys for you.

Daniel Newman says people want an AI model that does something for them, like ordering groceries or booking a vacation. He says Meta built Muse to take a little off every one of those transactions, which is what...

hace 19 días

I LOVE These 3 Stocks — But Im NOT Buying Yet

SIGN UP for the FULL STACK OPTIONS INVESTOR course that begins 9/30: 📝 JOIN my Private Investing Community The Stock Investor's Edge: 📈 JOIN my Discord and stay up to date with the stock market: In this...

hace 5 días

AAPL Perfect Mouse Trap for AI: Lance Roberts on Outlook Beyond iPhone Duo

Lance Roberts believes Apple (AAPL) still has the "better mouse trap" for AI optimization despite a slower rollout in the evolving technology. He explains how the Mag 7 giant remains a core technology stock due to its wide...

hace 3 días

Ca$htag$: AAPL All-Time High Ahead of iPhone Duo, Price Remains Key Headwind

@LikeFolio's Andy Swan believes many people will buy the Apple (AAPL) iPhone Duo, shown through his firm's data on purchase intent posts. However, spikes in price complaints are something he sees hitting the stock. "We think [the consumers]...

hace 7 días

Morning Minute: SpaceX Spectrum Deal, DAL Miss, AAPL Cuts #shorts

Diane King Hall walks through Friday’s premarket moves in SpaceX (SPCX), Delta Air Lines (DAL), and Apple (AAPL. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS...

hace 1 días

Apple Stock Back to $245? The Fractal Already Showed It 📉 #shorts

Is Apple (AAPL) heading back to $245? Back in April, Apple drew the exact same structure in one week: upleg, pullback, breakout above the high, then a full drop back to the start. In this short I copy that...

hace 10 horas

The Big 3: CRWV, APPL, TEAM

Tim Bohen (@Stockstotrade) expects to see plenty of volatility in the tech trade until after the midterm election, though he sees trading opportunities across the space. He explains why $60 is a "get out" level for CoreWeave (CRWV),...

hace 7 días

Options Corner: TSM Rally Lasts on Strong AI Chip Demand

AI chip demand continues to vastly outpace supply, a key factor Tom White sees benefitting TSMC (TSM) as the semiconductor manufacturer rallies strong throughout 2026. Just mind downside risk, with Tom pointing to the 50-day SMA as a...

hace 5 días

MSFT Challenges AAPL with NVDA Powered Laptop: Will it Win Over Customers?

"Who asked for this product?" It's the biggest question Peter Andersen asks for Microsoft's (MSFT) new Surface Laptop Ultra powered by Nvidia (NVDA) RTX Spark. While he notes the "impressive" AI capabilities the piece of tech can handle,...

hace 1 días

TSM Earnings Support AI Demand Accelerating, CapEx Weighs on Stock Outlook

Despite a beat on earnings and guidance, investors did not reward TSMC (TSM) as CapEx questions linger over the AI chip manufacturer. It doesn't help that AI financing concerns around companies like CoreWeave (CRWV) added to broader tech...

hace 2 días

Bull v. Bear: TSM Tests Key Technicals Ahead of Earnings

Characteristics and Risks of Standardized Options: TSMC (TSM) shares are testing the stock's 50-day SMA as the global AI chip manufacturer readies to report earnings Thursday morning. Kevin Hincks calls the correction "harsh" amid a weak trading...

hace 4 días

Dan Ives Explains Why Hes Bullish on Top 5 Stock Picks #shorts

There's a lot of tech stocks Dan Ives is bullish on. He gives the bull case for his top five, particularly in Apple (AAPL) as it expands its tech suite through iPhone18 and iPhone Duo. ======== Schwab Network...

hace 8 días

AAPL Apple: 5 Reasons Stock Could Hit $365 - Friday Predicted Opening Price $341? 📈

AAPL Stock Prediction and Forecast [Apple] Will Apple stock rise or fall next? In this video, we review the latest AAPL stock analysis, technical signals, trend direction, support and resistance levels, and the AAPL stock forecast for...

hace 5 días

Dan Ives on Why Were Still in Golden Age of AI #shorts

Dan Ives outlines his bull case for AI-tied stocks, even in the face of macro uncertainties hitting the trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the...