Market Insights

The expansion of fiat money has been a driver for Bitcoin this year. Central banks are creating more currency to overcome the coronavirus pandemic, while BTCUSD's mining rewards were halved in May. This may create an increasingly positive supply/demand balance in...

It's big week for semiconductor stocks, with two deals this week. Advanced Micro Devices (AMD) is buying Xilinx (XLNX) and Marvell Technology Group (MRVL) is acquiring Inphi (IPHI). Both shift the buyers toward the growth areas of cloud-computing, data centers and 5G....

Two forgotten technology stocks are popping up today for pullbacks. Both were featured in last week's earnings recap. AT&T (T) gapped up last week after a surprisingly strong quarter. The telecom giant outperformed on both mobile and broadband subscribers. Now it...

One of the main features of the market lately has been a rotation to non-megacap technology names. CrowdStrike (CRWD) could be one of them. Click here to view the related idea and chart analysis on TradingView.

Everyone knows about Zoom Video Communications, but Twilio (TWLO) is another cloud-based beneficiary of the coronavirus pandemic. Click here to view the related idea and chart analysis on TradingView.

Sometimes the Japanese yen is viewed as a “safe haven” because it can gain when investors dump risk assets like stocks. That could make the Asian currency’s recent price action important. Click here to view the related idea and chart analysis on TradingView.

Microsoft (MSFT) issued weak guidance last night. The outlooks for consumer PC and business PC guidance were both disappointing. This is interesting and potentially negative for two reasons: Research from firms like Gartner have shown strong demand recently for...

All the major indexes and sectors are down sharply today, but one corner of the market remains in the green: solar energy. First Solar (FSLR) helped kick off the rally with strong quarterly results last night.  However the bigger story is the shift toward green...