Trading Tips Blog

While the rest of the chip sector was getting hammered on Thursday, Marvell Technology quietly dropped an earnings report that made Wall Street sit up straight. Record revenue, raised guidance, and a data center business growing so fast it now accounts for nearly three-quarters of the company's total sales. The numbers are hard to ignore. Marvell posted Q4 revenue of $2.22 billion — up 22% year over year — and full-year revenue of $8.2 billion, a 42% jump. Non-GAAP earnings came ...
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Here's the thing about Wall Street: it's really good at looking backward while pretending to look forward. And nowhere is that more obvious than how the market is treating AI right now. James Thorne, chief market strategist at Wellington Altus, just called out the elephant in the room: investors are using "valuation models from the wrong century for the wrong game." Translation? Everyone's freaking out about AI spending like it's 1999 and we're about to hit a recession, when actually we're ...
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Remember when the stock market closed at 4 p.m. and everyone just... stopped? Yeah, those days might be numbered. Nasdaq just announced it's gunning for 24-hour trading, five days a week—basically turning the market into the financial equivalent of a 7-Eleven that never closes. Here's the deal: Nasdaq President Tal Cohen dropped the news that they're filing papers with the SEC to make this happen, with a target launch in the second half of 2026. Currently, the market operates 9:30 a.m ...
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Here's the thing about Netflix that Wall Street doesn't want to talk about: it's trading at 38X earnings while everyone's giving it a "Buy" rating. That's twice what Disney charges. Sure, the stock popped 30% last week, but let's pump the brakes for a second. The real issue isn't Netflix's current dominance—it's what happens when AI gets *really* good at making content. Think about Netflix's entire business model. They spend billions creating shows and movies, then charge you $17.99 a month to ...
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Friday was rough. Like, really rough. The stock market decided to throw a tantrum, and honestly, it had good reasons. The February jobs report came in like a punch to the gut: the US lost 92,000 jobs instead of adding the expected 55,000. That's not just a miss—that's a full-on face-plant. The unemployment rate climbed to 4.4%, and suddenly everyone's wondering if the labor market is actually broken or just taking a very long nap. Meanwhile, oil prices are doing their best ...
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Jack Dorsey just fired 4,000 people — roughly 40% of Block's entire workforce — and investors responded by sending the stock up 24% after hours. Welcome to the AI economy, where mass layoffs are a buy signal. This wasn't a restructuring born from financial desperation. Block's business wasn't struggling. Dorsey's explanation was chillingly simple: "Intelligence tools have changed what it means to build and run a company." He said that within a year, most CEOs would arrive at the same conclusion ...
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The world's most important oil chokepoint just went dark — and the numbers are staggering. Charter rates for the massive supertankers that haul the planet's crude have surged fivefold since January and nearly doubled in just the last few days as the Strait of Hormuz grinds to a halt. Iran has declared the narrow maritime passageway closed and vowed to attack any ship attempting to navigate through it, trapping thousands of oil tankers and container ships. The U.S.-Israeli military campaign against ...
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For the first time in nearly two years, Berkshire Hathaway is buying back its own stock. And its new CEO just put his entire salary where his mouth is. Greg Abel, who took the reins from Warren Buffett at the start of January, announced Thursday that the conglomerate has "recommenced" share repurchases — and that he personally bought $15 million in Berkshire stock, an amount equal to his entire after-tax annual salary. He told CNBC he plans to do this every ...
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