MU
MU$1,068.22▲ +1.35%
MU closed $1068.22 +1.35%; RSI 55.7, SMA20 1005.67 and $924.03/$1096.16 band guide tomorrow.
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Stock reports
TSLA
Tesla$353.41▼ -1.13%
TSLA closed $353.41 -1.13%; RSI 39.6, SMA20 365.39 and $353.41/$380.12 band guide tomorrow.
Read reportAMD
AMD$620.91▲ +2.14%
AMD closed $620.90 +2.14%; RSI 70.4, SMA20 542.73 and $456.16/$630.63 band guide tomorrow.
Read reportCRWV
CRWV$87.48▲ +2.83%
CRWV closed $87.48 +2.83%; RSI 40.1, SMA20 86.37 and $79.88/$99.83 band guide tomorrow.
Read reportSKHY
SKHY$185.80▲ +2.13%
SKHY closed $185.80 +2.13%; RSI 41.5, SMA20 182.20 and $160.78/$198.63 band guide tomorrow.
Read reportGOOG
Alphabet Google$337.58▼ -0.47%
GOOG closed $337.57 -0.47%; RSI 57.6, SMA20 338.72 and $328.38/$350.87 band guide tomorrow.
Read reportPLTR
Palantir$186.23▼ -0.67%
PLTR closed $186.23 -0.67%; RSI 71.8, SMA20 178.45 and $165.86/$192.59 band guide tomorrow.
Read reportTSM
TSMC$449.29▼ -0.79%
TSM closed $449.29 -0.79%; RSI 58.0, SMA20 433.66 and $413.75/$452.88 band guide tomorrow.
Read reportAMZN
Amazon$246.21▲ +0.02%
AMZN closed $246.21 +0.02%; RSI 42.6, SMA20 252.61 and $245.96/$258.90 band guide tomorrow.
Read reportMSFT
Microsoft$503.11▼ -1.20%
MSFT closed $503.11 -1.20%; RSI 56.5, SMA20 499.62 and $490.30/$516.17 band guide tomorrow.
Read reportQCOM
Qualcomm$187.78▲ +0.16%
QCOM closed $187.78 +0.16%; RSI 57.1, SMA20 183.18 and $166.61/$201.97 band guide tomorrow.
Read reportARM
Arm Holdings$291.25▲ +2.80%
ARM closed $291.25 +2.80%; RSI 56.5, SMA20 272.72 and $234.82/$333.20 band guide tomorrow.
Read reportAVGO
Broadcom$358.25▲ +2.48%
AVGO closed $358.25 +2.48%; RSI 46.2, SMA20 356.47 and $339.27/$369.68 band guide tomorrow.
Read reportASML
ASML Holding$1,806.95▲ +2.01%
ASML closed $1806.95 +2.01%; RSI 58.4, SMA20 1695.78 and $1575.15/$1806.95 band guide tomorrow.
Read reportORCL
Oracle$133.02▲ +0.32%
ORCL closed $133.02 +0.32%; RSI 23.1, SMA20 146.92 and $132.60/$162.52 band guide tomorrow.
Read reportMETA
Meta Platforms$715.62▼ -4.79%
META closed $715.62 -4.79%; RSI 67.8, SMA20 667.74 and $572.34/$777.59 band guide tomorrow.
Read reportNVDA
NVIDIA$228.86▲ +1.68%
NVDA closed $228.86 +1.68%; RSI 53.8, SMA20 222.32 and $210.96/$230.36 band guide tomorrow.
Read reportStocks
Sunday-Night Futures Slip: Oil, Yields and the Week's Decisive Data
US futures opened modestly lower on Sunday night as Iran-Strait of Hormuz tension lifted oil; focus now shifts to Wednesday PCE inflation and Friday payrolls.
I Have Seen This Market Before: Bernstein on Bubbles, CAPE, and Quitting While Ahead
William Bernstein draws parallels between the 1999 euphoria and today's AI rally, discusses valuations at a CAPE of 41, and prescribes a TIPS ladder for those who have won the game.
One Playbook, One Goal, a Ten-Year Seat: the Trading Process From the SMB Desk
SMB Capital head of trader development Jeff Holden lays out a process for traders who cannot stay consistently profitable: five-whys diagnosis, single-goal discipline, stop-loss mastery, and growth through one playbook.
From Personal Strengths to Trading Strengths: Steenbarger on Positive Psychology
A leading trading psychologist argues that durable success comes from turning personal strengths into trading skill rather than only fighting fear and tilt.
Winning Without Forecasting Direction: The Math of the Delta-Neutral Setup
The behind-the-scenes of delta-neutral and calendar-spread strategies that aim to win in any market regime by selling premium and harvesting time decay, no direction forecast needed.
What Mohnish Pabrai learned in 30 years: don't sell, clone and buy the moat cheap
A Texas accounting of a career from $1 million to $1.4 billion; Pabrai links the S&P 500's lost decades, a 213-point moat checklist and a 100-bag Turkish warehouse through the same discipline of patience.
Blowout Hopes at Micron: Bar, HBM and Key Questions Before the September 30 Print
Steven Fiorillo expects a blowout from Micron's September 30, 2026 report; consensus at $31.56 EPS and $51.20 billion revenue sits at the top end of company guidance.
AI assistant rattles 20 stocks: winners and losers from travel desks to banks
Meta's Muse assistant shook travel, finance and subscription stocks while Oracle's data-center delay pushed balance-sheet selectivity to the front of AI infrastructure.
Where to Invest and Where Not To? India, the US and Gold Pulled in Opposite Directions in 2026
The Nifty 50 is down 11%, the Nasdaq 100 up 20% and gold up 11%, yet each has swung 19 to 34 points peak to trough. With oil at 100 dollars and yields above 5%, why India is squeezed, why the US still stands, and why gold is trapped between 1.45 and 1.60 lakh.
Damodaran Grades Nine Trillion-Dollar Stocks: Price Is Not Value
NYU's valuation professor grades nine trillion-dollar stocks: Apple earns the top mark at B+, Nvidia and Amazon get B, Tesla gets C, SpaceX is incomplete. The yardstick is not the label but cash flow, growth and uncertainty; in AI a 2.5-trillion-dollar factory faces 250 billion in revenue.
How to Read IV Rank: Turning Raw Implied Volatility Into a 0-100 Scale
The speaker shows why raw implied volatility cannot be compared across tickers and walks through the IV Rank formula, which scores current volatility against its 52-week high-low range with two worked examples.
Hidden Debt Returns: Billions Slip Off the Balance Sheet in the AI Race
In his weekly review, Steve Eisman argues that two numbers run the market: oil prices and the 10-year yield above 5 percent. His deeper warning is that AI spending is increasingly funded through off-balance-sheet structures reminiscent of the Enron era.
Nasdaq Enters Critical Week: Avoid Buying, Wait
The Nasdaq index is in a critical state; with high downside risk, holding cash is safer than making new purchases.
Agentic AI Rewrites the Chip Trade: The CPU Bottleneck and the $211 Billion Market
Meta's Muse app kicks off the personal-agent era, giving every user a dedicated cloud computer and sending server CPU demand soaring. Bank of America expects the server CPU market to reach 211 billion dollars by 2030.
Anthropic's $2 Trillion Public Offering: Has the Bubble Test Begun
Anthropic is preparing a public offering at a $2 trillion valuation, the hardest test yet for the artificial intelligence investment boom. In 5,209 words of analysis, the speaker works out how that number is justified, why data centers are pricing buildings that do not yet exist, and why Nvidia looks cheap on the more expensive side of the trade.
One Analyst Says 8200, Another Says 7700: Why Guessing Is the Wrong Trade
In the same week, one research shop sees the index finishing above 8200 while two others see 7700 and 7900. The real story is that the numbers themselves do not matter much: a Shiller ratio near 41 and a market-value-to-output ratio at 234% argue for a plan, not a prediction.
Is the Selloff Over? The Stock Market's Test After the Fed Shock
Stocks bounced hard after one of September's roughest sessions, but the real question is whether the rebound holds. A 25 basis point Fed hike, record highs and retreating oil all point in different directions.
Microsoft's Copilot Push, the Bloom Energy Rally and Meta's Gaming Attack: Market Briefing
On September 25 Microsoft turned Copilot into one super app with Home, Code and Autopilot; Bloom Energy jumped 8 percent as Oracle recommitted to the 2.4 GW deal; and Meta unveiled lightweight VR glasses plus phone-based AI game creation at Connect 2026.
Nvidia's Five-Layer Cake Turns Upright: Software Rally, NeoCloud Bubbles and Where Capital Goes Next
The speaker argues that Nvidia's five-layer cake of energy, chips, infrastructure, models and applications stood inverted for too long, and the software rally shows it normalizing; bull-market mechanics, micro-bubbles, NeoCloud overheating and rich cybersecurity multiples complete the picture.
Three Overlooked Small-Cap Tech Stocks: LTRX, MPTI, CRNT Deep Dive
Institutional capital is quietly rotating away from trillion-dollar giants into three small-cap tech names with debt-free balance sheets, expanding margins, and multi-year backlogs: Lantronix (edge AI for defense drones), Mtron Industries (precision RF components), and Ceragon Networks (5G backhaul & private wireless).
Tunç Şatıroğlu: Market Bottomed — New High First, Then October Pullback Scenario
Tunç Şatıroğlu explains that Nasdaq and S&P 500 technical structure has improved, geopolitical risks have eased, and a new high is expected in September. However, an October pullback scenario persists. Space stocks (NASA ETF, SpaceX, Rocket Lab, AST SpaceMobile) and Google's orbital data center moves are also detailed.
Yields Ease & Oil Drops Trigger Breakout Signals Across Stocks
A pullback in the 10-year Treasury yield from 5.17% and a phased reopening of the Strait of Hormuz dragging oil lower have S&P 500 and SMH testing key trendlines. The 2s10s yield curve inversion still flashes a recession warning.
How to Build a Modern Portfolio When Rates Are High: The 30-30-40 and Selective Timing
Cash is back when rates are high. The 30-30-40 mix, selective timing, and a capital-efficient trading sleeve — plus a passive book built on listed stocks and FX — explain why this barbell makes sense today.
Credo (CRDO) first look: strong growth, rich price, concentrated customers
Bora Ozkent opens a five-minute first-look series with Credo: the AI data-center connectivity supplier posted 479 million dollars in revenue at a 64.5 percent gross margin, yet a rich multiple and 84 percent of revenue from three customers call for caution.
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