All Work

Eric Bleeker, CFA

Oracle Surges 12% While Apple, Amazon Tumble in Choppy Tech Week

Tech stocks delivered a choppy week, with the sector’s biggest names diverging sharply as AI spending debates intensified and bear market territory claimed two Magnificent Seven members. Incredibly, every single Magnificent 7 stock is now down…

Eric Bleeker · 6 months ago

Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat

The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings and positioned…

Eric Bleeker · 6 months ago

CoreWeave Jumps 7% This Week Ahead of February 26 Earnings

CoreWeave (NASDAQ:CRWV) gained 6.77% this week, closing at $96.04 on February 13. That performance stands in sharp contrast to the S&P 500 (NYSEARCA:SPY), which dropped 1.29% over the same period. Year to date, CoreWeave…

Eric Bleeker · 6 months ago