Trading Tips Blog

SpaceX's IPO on June 12, 2026 was exactly the kind of event that makes markets irrational. The stock priced at $150 per share, surged more than 40% in its first two days to above $200 — and has since fallen all the way back to $150. That round-trip has been painful for retail investors who chased the opening frenzy. But the more interesting story is what happened to the stocks that got caught in the crossfire. Before SpaceX went public, investors ...
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One of Europe's most respected value funds just rang the register on three of the hottest semiconductor equipment stocks — and their reasoning is a wake-up call for any retail investor sitting on large chip-sector gains. Vltava Fund, a Czech value-investing firm with a disciplined track record, disclosed in its Q2 2026 investor letter that it sold out of Lam Research (NASDAQ: LRCX), Applied Materials (AMAT), and KLA Corporation (KLAC) during the quarter — citing valuations that had stretched to ...
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The U.S. economy added just 57,000 jobs in June — less than half of what Wall Street expected. That number, released Thursday by the Bureau of Labor Statistics, came in far below the Dow Jones consensus of 115,000 and was a sharp drop from a downwardly revised 129,000 in May. For investors watching interest rate policy, the message is clear: the Federal Reserve is staying on the sidelines for the foreseeable future. Multiple major institutions now agree that rate hikes are ...
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As artificial intelligence data centers consume ever-greater amounts of electricity, the hunt for reliable, low-carbon power sources has become one of the most urgent investment themes of 2026. Barclays has named NET Power Inc. (NYSE: NPWR) as one of its key gas power generation picks, citing the company's unique position at the intersection of surging AI energy demand and next-generation carbon-capture technology. The bank projects that annual AI capital expenditure could surpass $1 trillion before 2028 — and that massive ...
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Legendary investor Jeremy Grantham has called for a 70% stock market crash, pointing to frothy valuations and IPO mania as warning signs. But the current earnings data tells a different story — one where real profits are growing fast enough to meaningfully support today's elevated multiples. At the center of that case is the semiconductor sector, and no name captures the moment better than Micron Technology (MU), which just guided for approximately $50 billion in revenue next quarter against a ...
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The AI bears have been warning for two years that the $2 trillion wave of AI infrastructure spending would never generate enough revenue to justify itself. New data from Exponential View's State of the AI Economy 2026 report shows that moment of reckoning has arrived — and the bears lost. The global ex-China Generative AI economy is now producing $175 billion in annualized revenue, and for the first time, that revenue covers the depreciation on all the infrastructure built to ...
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Here's a wild idea: what if you could trade stocks at 3 AM on a Tuesday? Nasdaq thinks that's not just possible—it's inevitable. The exchange just announced it's filing papers with the SEC to go full 24/5 trading, meaning round-the-clock action Monday through Friday. Currently, the stock market operates like a 9-to-5 job (literally 9:30 AM to 4 PM ET). But Nasdaq President Tal Cohen is basically saying, "Why should traders sleep?" The company's targeting a launch in the second half ...
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Remember when everyone said AI was a bubble? Yeah, about that. The numbers just came in, and the bears are looking pretty silly right now. Here's the thing: the AI economy is now generating $175 billion in annualized revenue—and that's only counting real customer demand. No chip sales, no ad uplift, no "AI features" slapped onto legacy software. Just actual people paying actual money for AI stuff. That's wild. Now, $175 billion sounds massive (because it is), but here's where it gets ...
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