Stocks

Jul 26 Last week’s big tech earnings (googl tsla intc) indicated AI capex is accelerating. Why did semiconductor stocks react so negatively?

Jul 26 Fed Faces Growing Pressure to Hike Rates as Price Risks Rebound

Jul 26 Outlook for $MU and $DRAM

Jul 26 Must be Monday tomorrow. Eric, Don Jr, and Barron will be ready at their Bloomberg terminals.