3Fourteen’s Pies: AI and semis are ‘where the underlying strength is’
Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to…
Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to…
Still a giant in its field, GE Aerospace (NYSE:GE | GE Price Prediction) shares are down nearly 14% over the past month and nearly 5% year to date, even as the business…
Tech giants Microsoft (NASDAQ:MSFT | MSFT Price Prediction) and Meta Platforms (NASDAQ:META) both reported earnings in early 2026, spotlighting two very different AI bets. Microsoft is selling the infrastructure of the AI…
Bill Ackman landed his latest buy call with exceptional timing, with stocks gaining close to 3% in a session, just one day after he told the startled public that it’s one of…
Meta Platforms (NASDAQ:META | META Price Prediction) shares are up 4% in Tuesday trading, with the stock climbing from an opening price of $536.38 to trade around $558. The move comes after…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is back in a bear market, and with the $170 support level breaking down, the next stop might lie closer to $140 per share. Undoubtedly, that’d…
Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) is down nearly 16% year-to-date, a sharper pullback than the Nasdaq 100’s 8% decline over the same period. The fund offers equal-weighted exposure to all seven Magnificent…
Communication Services Select Sector SPDR Fund (NYSEARCA:XLC) is down 8.78% year to date, and the two stocks most responsible for that slide are the ones you need to watch most closely over…
The nation’s largest “off-retail” retail chain, Ross Stores (NASDAQ:ROST | ROST Price Prediction), just delivered one of its strongest quarters in years, yet Reddit’s r/wallstreetbets is running a short thesis against it.…
The broad markets took a vicious turn lower at the end of last week, and with the Dow officially in correction territory, and the S&P likely to come up next, it’s hard…
Most investors who want global equity exposure end up holding two or three separate funds: one for the U.S., one for international developed markets, and sometimes a third for emerging markets. iShares…
XSD is down about 8% over the past month, yet up roughly 52% over the past year. That gap tells the whole story of what semiconductor investors are wrestling with right now:…
Meta Platforms (NASDAQ:META | META Price Prediction) stock is sliding Friday, with META shares down 3% to $529 and change after opening at $547.54. The catalyst is a landmark jury verdict that…
A $9 trillion market cap might seem out of the question for shares of Meta Platforms (NASDAQ:META | META Price Prediction), especially after a major loss in court that sent the social-media…
Nehal Chopra over at Ratan Capital Management has been crushing the markets and most other hedge funds in recent years. While the latest market slide may have lowered the tides on most…