Trading Tips Blog

In a market where everything was getting hammered on Friday, Kroger quietly did something remarkable: it went up. The grocery giant’s stock posted healthy gains after reporting fiscal fourth-quarter earnings that beat expectations — extending a profit-beating streak that stretches back at least five years. The catch? Kroger also missed on total sales for the seventh consecutive quarter. And somehow, nobody cares.The reason is margins. Kroger’s gross margin is expanding because the boring, un-sexy parts of the business are working: ...
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Friday’s jobs report landed like a grenade in an already jittery market. The U.S. economy shed 92,000 jobs in February — not the modest gain of 59,000 economists expected, but an outright contraction that marks the third negative payrolls print in the last five months. The unemployment rate ticked up to 4.4%, and suddenly the “labor market is stabilizing” narrative the Fed has been selling looks a lot less convincing.The damage was widespread. Healthcare, normally the bulletproof sector that’s been ...
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Here's the thing nobody wants to admit: Netflix is about to get absolutely wrecked by AI, and Wall Street hasn't caught up yet. The streaming giant just bounced back to a 38X earnings valuation after dropping its Warner Bros. Discovery acquisition bid. Analysts are slapping "Buy" ratings all over it like it's 2020 again. But here's the plot twist—Netflix's entire business model is basically a sitting duck for artificial intelligence. Let's break down why. Netflix's moat has always been simple: make killer content ...
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Salesforce just reported a quarter that should have been a mic drop. Revenue grew 10% to $11.2 billion. Operating margins hit 34.2%. Their AI agent platform — Agentforce — is on a $800 million annual run rate, up 169% year over year. And the company authorized a $50 billion stock buyback, one of the largest in software history. The stock initially fell 5% after earnings, then ripped 5% higher the next day. Welcome to the most confused market in a ...
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Here's a stat that perfectly captures the two-speed American economy: 401(k) balances just hit an all-time high of $167,970 on average. And a record 6% of workers raided those same accounts for emergency cash in 2025. Both numbers are from Vanguard's annual retirement savings report, and both are the highest ever recorded. The balance growth makes sense on paper. The S&P 500 gained 16% last year, bonds rose 7%, and the automation revolution in retirement savings is working exactly as designed ...
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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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