Warning: If You Own Silver Or Gold, Watch This

TalkMarkets - Fri, 02/13/2026 - 21:30
Gold and silver are in an intermediate correction, with sentiment and technicals suggesting more downside before a durable bottom. The best buying opportunity may come on a 200-day MA test, while miners show improving breadth strength.

Nvidia Vs. SMCI: Which AI Hardware Stock Is The Better Buy Now?

TalkMarkets - Fri, 02/13/2026 - 21:00
With Supermicro facing margin pressure and NVIDIA offering far stronger profitability metrics, could NVDA now be the better investment? Let’s take a closer look...

SPY & QQQ Look Ready To Roll Over; Tons Of Earnings Winners The Past Week

TalkMarkets - Fri, 02/13/2026 - 20:30
In this video lesson, I review the overall market, the recent earnings winners that are on my radar, and review two new long positions for Tuesday's session.

Secular Employment Shifts

Seeking Alpha - Fri, 02/13/2026 - 20:30

Citi Sees 3 Major Risks In Pinterest Stock’s Path To Recovery

TalkMarkets - Fri, 02/13/2026 - 20:00
Pinterest Inc ​​​crashed more than 20% this morning after reporting a “disappointing” Q4 and offering current-quarter guidance that suggested things aren’t expected to improve anytime soon.

Why Tesla Stock Is Climbing Even As Big Tech Sells Off

TalkMarkets - Fri, 02/13/2026 - 19:40
Tesla stock was higher on Friday, a notable divergence as Big Tech led a sharp selloff with investors debating whether the AI spending boom is starting to pressure near-term profits.

Core CPI At Consensus

TalkMarkets - Fri, 02/13/2026 - 19:20
This article discusses US Core CPI hitting economist consensus in January data, showing core inflation trends and divergences in food price components, with implications for ongoing inflation dynamics.

Getting AI To Fall In Line

TalkMarkets - Fri, 02/13/2026 - 19:00
The article compares IALT, a new multi-strategy ETF, to BDMIX and DIY portfolios, examines volatility trade-offs, convexity gaps, and highlights the need to question AI-driven analysis.

Socks Will Droop

TalkMarkets - Fri, 02/13/2026 - 18:41
This article argues that SOXL, the triple-bull semiconductor ETF, has hit a lofty price zone for the third time and, in the author’s view, is likely headed significantly lower in 2026

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