Will Micron Set Off an October Volatility Spike?

September switched gears from negative to positive very quickly.  Once again, the positive market performance was driven by the technology sector.  The ultimate catalyst of the week was Akamai Technologies signing a massive $11.6 billion deployment deal with Anthropic.   This was closely followed by Microsoft revamping its Copilot suite with new autonomous agentic AI … Read more

Semiconductor Stocks and ETFs – Is the Trend Still Your Friend?

Artificial Intelligence related stocks led the way robustly in the first half of 2023 with Nvidia (NVDA) leading the way.  The general consensus among major strategists cautions that the steep price increases of such stocks is characteristic of a market bubble.  Furthermore, for those who must be invested in equity, they suggest using growth stocks … Read more