Trading Tips Blog

Wall Street can't decide if Big Tech is pulling off the greatest investment of the century or lighting $700 billion on fire. The five largest hyperscalers -- Microsoft, Amazon, Alphabet, Meta, and Oracle -- are collectively spending roughly $710 billion on AI-related capital expenditures this year. That's $2 billion per day flowing toward data centers, compute chips, fiber, energy infrastructure, and cooling systems for machines most people only talk to through a chatbox. The kneejerk reaction from skeptics is predictable: "This is ...
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Wall Street can’t decide if Big Tech is pulling off the greatest investment of the century or lighting $700 billion on fire. The five largest hyperscalers — Microsoft, Amazon, Alphabet, Meta, and Oracle — are collectively spending roughly $710 billion on AI-related capital expenditures this year. That’s $2 billion per day flowing toward data centers, compute chips, fiber, energy infrastructure, and cooling systems for machines most people only talk to through a chatbox. The kneejerk reaction from skeptics is predictable: “This is ...
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Gold just blew past $5,300 again on Monday as the Iran conflict sent investors sprinting toward safe havens. But while everyone is watching the shiny metal itself, the real money is being made one level down — in the companies pulling it out of the ground. Welcome to what analysts are calling the "Era of Super-Margins." With gold firmly above $5,000 per ounce and All-In Sustaining Costs (AISC) for major miners stuck between $1,400 and $1,600, the math is almost absurd ...
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Markets opened ugly on Monday. The Dow dropped 600 points at the lows. The S&P 500 fell 1.2%. Oil spiked. Gold ripped past $5,300. VIX hit its highest level of 2026. The Iran conflict has everyone in full panic mode. But here's what the data actually says: you should be getting ready to buy, not sell. Wells Fargo ran the numbers going back to World War II. The finding? The S&P 500 has posted a median gain of 0.4% two weeks after ...
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While the rest of the market is getting hammered by the Iran conflict, one corner of Wall Street is throwing a party. Defense stocks are surging — and the numbers suggest this trade has a lot more room to run. Palantir (PLTR) spiked roughly 4% at Monday's open, hitting $143 a share as traders piled into what's become the quintessential "war trade." But Palantir isn't alone. Northrop Grumman (NOC) and RTX both jumped about 4%, while Lockheed Martin (LMT) climbed 3% ...
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Picture this: You wake up Monday morning, check your portfolio, and see Las Vegas Sands (NYSE:LVS) jumping 2.5% in premarket trading. Goldman Sachs just slapped a "buy" rating on it with an $80 price target – that's 20% upside from current levels. You're feeling pretty good about life. Then reality hits like a poorly-timed slot machine. By afternoon, the stock is down 1%, sitting around $66.50. What happened? Well, turns out CEO Robert Goldstein decided this was the perfect time to ...
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So everyone's freaking out about AI stealing their jobs, right? Your LinkedIn feed is probably full of people either declaring themselves "AI-powered professionals" or updating their resumes in panic. But here's the thing: Andrew Slimmon from Morgan Stanley Investment Management is basically shrugging at all the hysteria. While the rest of us are doom-scrolling through articles about robot overlords, this guy is out here saying "been there, done that" – except he's talking about the dot-com era. Remember when everyone thought ...
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So NVIDIA just dropped their earnings report, and it was basically the corporate equivalent of LeBron dunking on someone in the playoffs. Revenue up 73%. Beat expectations on literally everything. Guided higher for next quarter. And yet... the stock fell 4%. If you're scratching your head wondering how a company can absolutely demolish Wall Street's expectations and still get punished by the market, welcome to 2026, where even excellence isn't good enough anymore. The Numbers Were Ridiculous (In a Good Way) Let's start with ...
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