Job Growth Meh, Inflation Dead, Cover To Cut, Market Breather
Stocks have run nicely to begin 2026. They should take a breather, but do not need one. Until proven otherwise, weakness should be bought.
Microsoft Vows ‘More Than Cheap Electricity’ In Data Centre Buildout
The announcement comes at a time when MSFT has been grappling with weakness, with shares currently down some 13% versus their 52-week high. Here’s an explanation of what Microsoft is offering local communities under its new initiative.
Alphabet Stock Is Still Undervalued According To Analysts - 1 Month GOOGL Puts Yield 2.50%
Alphabet Inc. stock remains undervalued based on average analyst price targets. Moreover, shorting out-of-the-money (OTM) puts has been working, and premiums are high.
How Nvidia Is Tightening Its Grip On The Autonomous Vehicle Stack
Nvidia’s tightening control over the autonomous driving stack contrasts sharply with China’s state-coordinated but fragmented approach to AI-powered mobility.