In the Home Stretch of Summer The end of summer is, historically, a quiet period for the business world. The government is in recess, and many people usually go on vacation around this time. As a result, financial markets typically see lower trading volumes until things pick up again in early September. But there are…Read more
The first-quarter earnings season is winding down, but they say you should always save the best for last. Or, at the very least, the most highly anticipated. At a Glance Part of an investor’s job is to try and balance the scales of bearishness and bullishness. On the bearish side, there is the spike in…Read more
Wall Street’s attention this week is really focused on only one thing: Nvidia’s quarterly results. To set the stage, the big tech companies at the forefront of AI (the “hyperscalers”) were expected to invest $522 billion this year coming into earnings season. They’re now projected to spend $642 billion, over 23% more than initially estimated…Read more
