
🐺Markets Bounce, CPI Cools, and Nike Earnings Stumble
Stocks rallied yesterday as softer inflation data hit the tape, but Nike’s latest report raises fresh questions about global demand.
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🐺Labor Data Takes Center Stage as Markets Stay on Edge
Rising unemployment, weak tech performance, and a critical CPI print loom over an already volatile market.
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🐺The Bull Case for ON Semiconductor
$ON: Why a misunderstood power leader sits at the center of EVs, AI infrastructure, and U.S. onshoring.
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🐺FOMC: Hawkish Cut or Dovish Cut?
This REALLY matters. If it's a hawkish cut, the market will hate it. If it's a dovish cut, it will be VERY bullish for small caps. TUNE IN!
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🐺FOMC On Deck, Oracle Earnings, and Value Rotation Takes the Lead
A big macro week arrives as the Fed prepares to cut, Oracle steps into the earnings spotlight, and investors rotate into value.
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🐺Meta Shifts Spending, UiPath Surges, and Core PCE Ahead
Big tech pivots, AI software rips higher, and the market braces for the Fed’s preferred inflation gauge.
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🐺 Amazon Revives the ASICs Theme
AI silicon heats up, crypto snaps back, and the market braces for next week’s FOMC decision.
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🐺 December Opens, Earnings Roll On, and Crypto Tempts a Comeback
The first full week of December kicks off with the market near all-time highs, software earnings ahead, and crypto trying to claw its way back into the holiday spirit.
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🐺 Are We About to Have Another Leg Up?
Markets are rebounding hard, a rare breadth signal flashes, and crypto may be trying to stage a comeback.
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