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Practical notes, explanations, and lessons filed under investing.

66 articles

A reflective 12-inch semiconductor wafer containing many microelectronic test dies
Investing·8 August 2026

Monday Tech Forecast: ASML Leads, AMD and Alphabet Lag as TSMC Data Remains Unposted

A Monday-morning next-session forecast for 12 major technology shares, using fresh catalysts, analyst revisions, sector breadth, investor positioning and relative-strength failures to isolate the strongest calls before the U.S. open.

16 min readRead article →
Airbnb Breaks Out as Rate Fears Ease—Healthcare and Industrials Have Broader Support
Investing·7 August 2026

Airbnb Breaks Out as Rate Fears Ease—Healthcare and Industrials Have Broader Support

An August 7 Market Momentum scan of Airbnb, healthcare and industrials after a surprise payroll decline lowered rate-hike fears, separating a live earnings breakout from broader sector rotation.

7 min readRead article →
Rows of data-center server racks representing the computing infrastructure behind major AI and technology shares
Investing·7 August 2026

Tech Stock Outlook for August 7, 2026: ASML and TSMC Lead Before Payrolls

A pre-payroll outlook for 12 major technology shares, using fresh news, analyst revisions, premarket leadership and public investor sentiment to separate the strongest chip setups from crowded or unstable trades.

11 min readRead article →
Moderna and Keurig Outrun a Soft Nasdaq as Gold Jumps 4.5%
Investing·6 August 2026

Moderna and Keurig Outrun a Soft Nasdaq as Gold Jumps 4.5%

An August 6 Market Momentum scan of Moderna, Keurig Dr Pepper and gold, separating two event-driven stock moves from a broader macro momentum signal.

5 min readRead article →
Tech and AI Market Report for August 6, 2026: Nvidia Breaks Higher as AMD and Alphabet Reset Expectations
Investing·6 August 2026

Tech and AI Market Report for August 6, 2026: Nvidia Breaks Higher as AMD and Alphabet Reset Expectations

Daily technology and AI market report for August 6, 2026, covering Nvidia’s breakout, AMD’s post-earnings reset, Alphabet’s AI leadership shake-up, and short-term setups across 12 major tickers.

14 min readRead article →
Lilly Leads Wednesday’s Non-Tech Rally—Disney’s Beat Is Cleaner Than Booking’s Bounce
Investing·5 August 2026

Lilly Leads Wednesday’s Non-Tech Rally—Disney’s Beat Is Cleaner Than Booking’s Bounce

An August 5 Market Momentum scan of Eli Lilly, Disney and Booking Holdings, ranking a guidance-driven healthcare surge against two consumer earnings moves.

5 min readRead article →
Tech and AI Stock Market Report for August 5, 2026: AMD’s Beat Meets a Sell-the-News Test After a 6.6% Chip Rally
Investing·5 August 2026

Tech and AI Stock Market Report for August 5, 2026: AMD’s Beat Meets a Sell-the-News Test After a 6.6% Chip Rally

AMD beat estimates and raised its outlook, but the initial after-hours selloff showed how high expectations have become after a 6.6% semiconductor rally.

13 min readRead article →
Caterpillar Leads the Broad-Market Rally—BP and Pfizer Need Follow-Through
Investing·4 August 2026

Caterpillar Leads the Broad-Market Rally—BP and Pfizer Need Follow-Through

An August 4 Market Momentum scan of Caterpillar, BP and Pfizer, separating a broad earnings breakout from slower energy and healthcare confirmation.

5 min readRead article →
Tech and AI Stock Market Report for August 4, 2026: Amazon Hits $3 Trillion as Microsoft, Nvidia and Alphabet Rally
Investing·4 August 2026

Tech and AI Stock Market Report for August 4, 2026: Amazon Hits $3 Trillion as Microsoft, Nvidia and Alphabet Rally

Daily technology and AI stock report for August 4, 2026, covering Amazon's $3 trillion milestone, Microsoft's AI rally, AMD earnings risk and short-term setups across 12 major tickers.

15 min readRead article →
Boeing Has the Cleanest Catalyst—Airlines and Bristol Myers Need Confirmation
Investing·3 August 2026

Boeing Has the Cleanest Catalyst—Airlines and Bristol Myers Need Confirmation

A live August 3 Market Momentum scan comparing Boeing’s upgrade-backed rally, airline stocks’ oil-price relief and Bristol Myers Squibb’s merger premium.

4 min readRead article →
Tech & AI Trading Brief: Amazon and Microsoft Lead as Apple Breaks Down — August 3, 2026
Investing·3 August 2026

Tech & AI Trading Brief: Amazon and Microsoft Lead as Apple Breaks Down — August 3, 2026

A short-term trading report for major technology and AI stocks after divergent megacap earnings, a hawkish Fed hold, and renewed semiconductor volatility.

14 min readRead article →
Three Non-Tech Leaders Are Holding Up: Guardant, Viking and Navios
Investing·2 August 2026

Three Non-Tech Leaders Are Holding Up: Guardant, Viking and Navios

A weekend Market Momentum scan of Guardant Health, Viking Holdings and Navios Maritime Partners after the July 31, 2026 U.S. session, with catalysts, risks and invalidation tests.

5 min readRead article →
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