June has been a roller coaster for both market bulls and bears. This stat tells us all we need to know: The SPX has now logged seven absolute 1% moves for the month, with five trading days still remaining in the month. That may not sound like a lot, but it represents roughly one-quarter of the month still to go,…
POWER POINT What I’m hearing from energy insiders While the world watches and waits on every word around the Strait of Hormuz, investors are moving on. Mostly. It’s ‘mostly’ because no one is suggesting that the troubles are over and things are back to normal. Far from it. But as I write this, the Joint…
The Micron Technology offices in San Jose, California, Dec. 16, 2025. David Paul Morris | Bloomberg | Getty Images A new ETF seeking to leverage Micron’s volatility has emerged – right in the nick of time After the massive success of the Roundhill Memory ETF (DRAM) – a fund that’s gathered more than $22 billion…
Options traders were buying a lot of protection on the iShares Semiconductor ETF (SOXX) on Tuesday. Puts traded 1.5x the 20-day average volume, 74,468 contracts. Options markets are echoing what you are already seeing in the charts. This rally is a roller-coaster. The South Korean KOSPI Index, as good a proxy as exists for the…
IQVIA, with its vast trove of health information, sits at the center of drug development, providing data, tools and services to conduct research and perform clinical trials. After a supply chain destocking cycle, growth and backlog are improving and have allowed the company to raise its guidance. IQVIA recently launched an AI platform in partnership…
Investors can still enjoy solid yields in the bond market right now, but selectivity matters, according to Charles Schwab’s mid-year outlook. The firm expects inflation to stay sticky and the Federal Reserve to remain patient. However, a rate hike seems a little bit more likely after the June Fed meeting and latest hot inflation report,…
Verizon will lose its place in the Dow Jones Industrial Average , but if history is any guide this may not be bad news for the stock. On June 29, 2026, Google’s parent company , Alphabet, will replace Verizon, ending the latter’s 25-year run in the 130-year-old measure. The move means a greater exposure to…
Memory chipmaker Micron Technology blew past expectations on revenue and earnings per share in its fiscal third quarter on Wednesday, but analysts were laser-focused on the company’s future pricing power during the earnings call. Micron CEO Sanjay Mehrotra fielded multiple questions on the company’s near-term and longer-term pricing strategy, which hinges on global supply constraints…