Trading Tips Blog

A preliminary peace agreement between the United States and Iran has triggered one of the sharpest single-day market rallies of 2026, with the S&P 500 jumping 1.7%, the Nasdaq surging 2.6%, and the Dow reaching an all-time intraday high on Monday. The deal, which includes a "memorandum of understanding" and a military stand-down on both sides, is set to formally reopen the Strait of Hormuz — the critical waterway that carries roughly 20% of the world’s oil supply — upon ...
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Everyone's obsessed with who wins the AI race. OpenAI versus Google versus Anthropic. It's like watching a heavyweight boxing match where the stakes are trillion-dollar markets. But here's the thing: you're watching the wrong fight. The real money isn't in picking the knockout artist. It's in owning the boxing ring. Think back to the dot-com era. Pets.com crashed. AOL faded. But Cisco? Cisco made 3,400% in five years because every single byte of internet traffic needed its routers and switches. Cisco didn't ...
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Dan Ives, Wedbush Securities' resident tech bull, just dropped a thesis that might actually make sense in the AI chaos: forget the flashy language models everyone's obsessing over. The real winners? Companies that help enterprises actually *use* their data. Here's the thing—everyone's been chasing ChatGPT knockoffs and LLM hype, but Ives reckons that's about to get commoditized faster than you can say "open-source model." The actual money is in the data layer: the infrastructure that turns a company's messy, internal data ...
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While tech stocks grabbed the headlines in 2026, one sector has been quietly and steadily outperforming: industrials. The S&P 500 Industrials index has rallied 8% year to date, outpacing the broader S&P 500 which is up roughly 6% over the same period. And with Bridgewater Associates founder Ray Dalio warning that AI-driven tech stocks have the hallmarks of a classic bubble, the case for rotating into profitable industrial names has never been stronger. Dalio has been direct in his assessment. "Market ...
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Ferrari (RACE) has had a rough year — down 23% over the past 12 months, weighed down by investor skepticism over its new electric vehicle launch and concerns about hybrid residual values. But Morgan Stanley says the stock has been punished too harshly, and upgraded Ferrari to overweight from equal-weight on Monday, raising its price target from $388 to $438. That target implies 23% upside from Friday's close — a significant call from one of Wall Street's most respected automotive ...
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The SpaceX IPO was the biggest in market history — but it triggered a painful selloff in the rest of the space sector. Rocket Lab (RKLB) tumbled nearly 11% on the day SpaceX debuted on Nasdaq, while Firefly Aerospace cratered 19%. Now, KeyBanc Capital Markets says the selloff was overdone and has upgraded both stocks, seeing a compelling buying opportunity in the post-IPO volatility. KeyBanc analyst Michael Leshock upgraded Firefly to overweight from sector weight, setting a $50 price target — ...
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Look, everyone's obsessed with the next big tech unicorn, but here's the thing—sometimes the best investments are the boring ones that actually make money. Value investing isn't sexy, but it works. Warren Buffett didn't get rich chasing meme stocks; he found companies trading for less than they're worth and waited for the market to catch up. So what makes a stock "valuable"? Think of it like finding a designer handbag at a thrift store. The bag is still quality, still functional, ...
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Look, everyone's been obsessed with the flashy AI stuff—ChatGPT, Claude, all those large language models that can write your emails for you. But here's the thing: Dan Ives, one of Wall Street's biggest tech bulls, just dropped some knowledge that most people are sleeping on. The real money in AI isn't in the models themselves. It's in the data layer. Think of it like this: LLMs are becoming the commodity. They're getting cheaper, more accessible, and honestly, less differentiated by the ...
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