Market Moves
The Question for Nvidia: How Fat Will Its Earnings Be?
Amid high expectations, the AI-oriented chip firm is scheduled to report its quarterly results on Wednesday.
Tag: chips
Asset Allocation
Get Ready for US Manufacturing Supercycle, BofA’s Quinlan Trumpets
Foreign investment is surging into American industrial construction, according to the strategist.
Why U.S. Efforts to Regain Chip Dominance Are Uphill
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
Asset Allocation
What Were the 10 Best Stocks in the Last 5 Years?
Not all of them are the FAANGs, like pharma firm Eli Lilly.
Risk
Inflation, the Public’s Main Bogeyman, Is Peaking, Says Wall Street Savant
Commodities are starting to drop in price and new supply will ease housing costs, argues economist David Rosenberg.