AMD and SanDisk Set A High Bar For Nvidia
Written by Michael Lebowitz and Lance Roberts | Aug 7, 2026 | Daily Market CommentaryAMD and SanDisk (SNDK) delivered earnings beats this week, yet both stocks fell. AMD posted…
> Read MoreAMD and SanDisk (SNDK) delivered earnings beats this week, yet both stocks fell. AMD posted…
> Read MoreSoftware stocks have taken a beating this year on fears that AI will erode pricing…
> Read MoreSoftware stocks have taken a beating this year on fears that AI will erode pricing…
> Read MoreAccording to A Statistical Revamp Is About To Lower Inflation by The Wall Street Journal,…
> Read MoreAccording to A Statistical Revamp Is About To Lower Inflation by The Wall Street Journal,…
> Read MoreThe US Treasury bought Japanese yen last Friday and again Monday morning in its first…
> Read MoreLeopold Aschenbrenner’s Situational Awareness Fund turned $225 million into as much as $45 billion. Not…
> Read MoreAt Wednesday’s FOMC press conference, Chair Warsh made it clear that the Fed’s number one…
> Read MoreDespite the market assigning a moderate 35% chance of a rate hike at yesterday’s FOMC…
> Read MoreThe FOMC meeting concludes today with the rate decision at 2:00 PM ET, followed by…
> Read MoreLast week, chip maker Intel delivered its seventh consecutive quarterly earnings beat with revenue growing…
> Read MoreThursday’s selloff, led by Alphabet down 7% and Tesla down nearly 15%, was a great…
> Read MoreIn physics, kinetic equilibrium describes a system in which forces are balanced, and motion continues…
> Read MorePrediction markets leader Polymarket has a daily contract that bets on whether the S&P 500…
> Read MoreAlphabet reports earnings after today’s close, and Intel follows tomorrow. Together, they provide a first…
> Read MoreMoonshot AI, a Chinese company, just released AI model Kimi K3. Kimi K3 is a…
> Read MoreThe national deficit debate usually focuses on entitlement and defense spending. While they have merit,…
> Read MoreKevin Warsh delivered his first semiannual testimony to Congress earlier this week. In it, he…
> Read MoreA reader recently asked us: “Why are BDCs diverging from corporate junk bonds?” To his…
> Read MoreComing in on Tuesday morning, investors were expecting to sift through earnings from the largest…
> Read MoreSemiconductor chip companies have been benefiting from strong momentum and a powerful narrative. For instance,…
> Read MoreThe graph below paints a very interesting picture of US energy efficiency and a key…
> Read MoreThe FOMC released the minutes from Chair Warsh’s first meeting on Wednesday, and the best…
> Read MoreGoldman Sachs’s volatility desk made the following comment: “With the VIX back to its lowest…
> Read MoreMichael Howell, founder of CrossBorder Capital, is one of the most followed global liquidity analysts….
> Read MoreMonths ago, the financial headlines were littered with stern warnings that the dollar was depreciating…
> Read MoreFed Chair Kevin Warsh used his first major public appearance, a panel at the ECB’s…
> Read MoreAs shown below, the Japanese yen has fallen to levels not seen since the late…
> Read MoreThree weeks ago, we wrote A Supply Tsunami Is Coming. The article discussed why the…
> Read MoreLast week, Apple raised prices on certain products, citing rising costs of AI memory chips….
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