Articles

Goldilocks Lives: Soft Jobs, Cooling Demand, and Why This Morning’s Data Keeps April Rate Cuts in Play

Yesterday
·
Gavin Maguire
Goldilocks Lives: Soft Jobs, Cooling Demand, and Why This Morning’s Data Keeps April Rate Cuts in Play - Article cover image

MSCI Blinks: Why Strategy’s Index Reprieve Just Put a Floor Under MSTR — and Re-Ignited the Bitcoin Trade

Yesterday
·
Gavin Maguire
MSCI Blinks: Why Strategy’s Index Reprieve Just Put a Floor Under MSTR — and Re-Ignited the Bitcoin Trade - Article cover image

AMD Takes the Fight to Nvidia at CES: New AI Chips, Rack-Scale Ambitions, and a $227 Line Traders Can’t Ignore

01/06
·
Gavin Maguire
AMD Takes the Fight to Nvidia at CES: New AI Chips, Rack-Scale Ambitions, and a $227 Line Traders Can’t Ignore - Article cover image

Nvidia Just Lit the Fuse on “AI 2.0” at CES — Meet Vera Rubin, the Chip Platform That Could Redefine the Next Boom

01/06
·
Gavin Maguire
Nvidia Just Lit the Fuse on “AI 2.0” at CES — Meet Vera Rubin, the Chip Platform That Could Redefine the Next Boom - Article cover image

Factory Floor Trouble Starts 2026: ISM Misses, Orders Sink, and the Fed’s Next Move Comes Into Focus

01/05
·
Gavin Maguire
Factory Floor Trouble Starts 2026: ISM Misses, Orders Sink, and the Fed’s Next Move Comes Into Focus - Article cover image

Maduro’s Gone, Billions Are Coming: The U.S. Energy Names Poised to Cash In on Venezuela’s “Rebuild Trade”

01/05
·
Gavin Maguire
Maduro’s Gone, Billions Are Coming: The U.S. Energy Names Poised to Cash In on Venezuela’s “Rebuild Trade” - Article cover image

Meta’s Boldest AI Bet Yet: Why Zuckerberg Just Spent $2B on a China-Born AI Agent That Could Reshape the Tech Arms Race

12/30/2025
·
Gavin Maguire
Meta’s Boldest AI Bet Yet: Why Zuckerberg Just Spent $2B on a China-Born AI Agent That Could Reshape the Tech Arms Race - Article cover image

Fed Minutes Deliver Clarity, Not Catalysts, as Markets Remain Anchored Ahead of Year-End

12/30/2025
·
Gavin Maguire
Fed Minutes Deliver Clarity, Not Catalysts, as Markets Remain Anchored Ahead of Year-End - Article cover image

Robotics Takes Center Stage at CES 2026 as Policy, Capital, and AI Converge

12/30/2025
·
Gavin Maguire
Robotics Takes Center Stage at CES 2026 as Policy, Capital, and AI Converge - Article cover image

AI’s Super Bowl in Vegas: Jensen Huang, AMD’s Big Reveal, and the CES 2026 Announcements That Could Move Markets

12/29/2025
·
Gavin Maguire
AI’s Super Bowl in Vegas: Jensen Huang, AMD’s Big Reveal, and the CES 2026 Announcements That Could Move Markets - Article cover image

SoftBank’s $4B AI Power Play: Why DigitalBridge Suddenly Matters

12/29/2025
·
Gavin Maguire
SoftBank’s $4B AI Power Play: Why DigitalBridge Suddenly Matters - Article cover image

Why the Smartest Investors Worry When Markets Get Too Quiet

12/29/2025
·
Gavin Maguire
Why the Smartest Investors Worry When Markets Get Too Quiet - Article cover image

Nvidia’s $20B Christmas Eve Power Move: Why the Groq Deal Is About Owning AI’s Next Act

12/26/2025
·
Gavin Maguire
Nvidia’s $20B Christmas Eve Power Move: Why the Groq Deal Is About Owning AI’s Next Act - Article cover image

History’s Message to Bears: Santa Claus Has Never Failed Three Times in a Row

12/24/2025
·
Gavin Maguire
History’s Message to Bears: Santa Claus Has Never Failed Three Times in a Row - Article cover image

From Lump of Coal to Stocking Stuffer? Nike’s Christmas Setup Has Traders Taking Another Look

12/24/2025
·
Gavin Maguire
From Lump of Coal to Stocking Stuffer? Nike’s Christmas Setup Has Traders Taking Another Look - Article cover image

All Is Calm, All Is Bright… Except the Yen

12/23/2025
·
Gavin Maguire
All Is Calm, All Is Bright… Except the Yen - Article cover image

Santa Banned DJI: Why U.S. Drone Makers Are Getting the Ultimate Christmas Present

12/23/2025
·
Gavin Maguire
Santa Banned DJI: Why U.S. Drone Makers Are Getting the Ultimate Christmas Present - Article cover image

The Fed Can Hit Pause: Red-Hot GDP Pushes Rate-Cut Hopes to April—but Stocks Don’t Care

12/23/2025
·
Gavin Maguire
The Fed Can Hit Pause: Red-Hot GDP Pushes Rate-Cut Hopes to April—but Stocks Don’t Care - Article cover image

Deal Fever Is Back: Big Tech, Private Equity, and Industrials Light the M&A Fuse Into Year-End

12/22/2025
·
Gavin Maguire
Deal Fever Is Back: Big Tech, Private Equity, and Industrials Light the M&A Fuse Into Year-End - Article cover image

Tax-Loss Selling, the January Effect, and the Setup Investors Are Watching

12/22/2025
·
Gavin Maguire
Tax-Loss Selling, the January Effect, and the Setup Investors Are Watching - Article cover image

Wall Street Looks Past a Banner 2025 and Sets Its Sights on Another Big Year in 2026

12/22/2025
·
Gavin Maguire
Wall Street Looks Past a Banner 2025 and Sets Its Sights on Another Big Year in 2026 - Article cover image

Nike Beats — and Gets Punished: Why Wall Street Is Sending NKE Back Toward the $52 Danger Zone

12/19/2025
·
Gavin Maguire
Nike Beats — and Gets Punished: Why Wall Street Is Sending NKE Back Toward the $52 Danger Zone - Article cover image

FedEx Delivers a Blowout Quarter: Beat, Raise, and a Clear Runway Toward a $300+ Breakout

12/18/2025
·
Gavin Maguire
FedEx Delivers a Blowout Quarter: Beat, Raise, and a Clear Runway Toward a $300+ Breakout - Article cover image

Nike’s Make-or-Break Quarter: Can a Turnaround Push NKE Past the 200-Day—or Is Another Fade Coming?

12/18/2025
·
Gavin Maguire
Nike’s Make-or-Break Quarter: Can a Turnaround Push NKE Past the 200-Day—or Is Another Fade Coming? - Article cover image

FedEx Heads Into Earnings With Everything on the Line: Can Network 2.0 and U.S. Demand Power a Breakout Above $300?

12/18/2025
·
Gavin Maguire
FedEx Heads Into Earnings With Everything on the Line: Can Network 2.0 and U.S. Demand Power a Breakout Above $300? - Article cover image

Micron Just Broke the AI Doubt Trade: Record Margins, Locked-In Demand, and a Valuation That Still Doesn’t Make Sense

12/18/2025
·
Gavin Maguire
Micron Just Broke the AI Doubt Trade: Record Margins, Locked-In Demand, and a Valuation That Still Doesn’t Make Sense - Article cover image

Micron Just Blew the Doors Off the AI Memory Trade — Massive Beats, Locked-In Pricing, and Margins Going Parabolic

12/17/2025
·
Gavin Maguire
Micron Just Blew the Doors Off the AI Memory Trade — Massive Beats, Locked-In Pricing, and Margins Going Parabolic - Article cover image

CPI Without a Pulse: Markets Brace for a Noisy Inflation Print That Could Whipsaw Rates and Stocks

12/17/2025
·
Gavin Maguire
CPI Without a Pulse: Markets Brace for a Noisy Inflation Print That Could Whipsaw Rates and Stocks - Article cover image

The $6 Billion Healthcare IPO Test: Medline Hits the Market as Wall Street Bets on Boring, Durable Growth

12/17/2025
·
Gavin Maguire
The $6 Billion Healthcare IPO Test: Medline Hits the Market as Wall Street Bets on Boring, Durable Growth - Article cover image

AI Under the Microscope: Jabil’s Blowout Quarter Calms Nerves Ahead of Micron’s Big Test

12/17/2025
·
Gavin Maguire
AI Under the Microscope: Jabil’s Blowout Quarter Calms Nerves Ahead of Micron’s Big Test - Article cover image