Saturday Night Quarterback Part 2 says (on a Sunday), for the week ahead expect…
A week of Big Tech earnings reports will confirm or reverse what sure looks like a sector rotation away from tech shares and into metal and mining company stocks.
Could memory chip shortages, price hikes put tech earnings at risk?
Prices for memory chips are forecast to soar in 2026. but what just as bad/even worse it looks like chip customers are looking at serious supply shortages during the year.
Higher prices and supply shortages could be enough to put earnings at risk at some high multiple cloud and AI companies.
Saturday Night Quarterback says, for the week ahead expect…
I expect more volatility as forth quarter earnings season picks up speed. Next week, despite the short week created by Monday’s Martin Luther King holiday, 157 companies are scheduled to report earnings with highlights that include Netflix (NFLX) on Tuesday; and General Electric (GE),Procter & Gamble (PG), and Intel (INTC) on Thursday.
Google will not have to sell Chrome
In his decision of the remedies in one of Alphabet’s (GOOG) anti-trust cases, Judge Amit Mehta ruled late Tuesday, September 2, that Alphabet must open up competition in online search by sharing more data with competitors, and said that the company could not enter exclusive contracts for search. But Mehta ruled that Alphabet did not have to divest its Chrome the browser, the world’s top browser by market share. Today’s decision followed Mehta’s ruling last year that Alphabet held an illegal monopoly in online search and search advertising. Shares in Alphabet rose after hours, gaining 5.7%.
Special Report: What to do with the Magnificent 7 stocks Now? Part 1
Going forward, I’m not all that interested in investing in the “old” Magnificent Seven. But I am interested in investing in a new “enhanced” Magnificent Seven that builds on and increases the exposure of these stocks to the market’s AI enthusiasm.
Apple does a reset on AI
Apple (AAPL) is moving away from a strict reliance on in-house models for Siri and is actively exploring partnerships with third-party AI providers like OpenAI (ChatGPT) and Anthropic (Claude). Apple had focused on
developing proprietary AI technology for its Siri digital assistant.
Saturday Night Quarterback (on a Sunday) says, For the week ahead expect…
I’d be surprised if we don’t get a week full of the unexpected from China tariff talks to EU tariff talks to the National Guard in the streets of Los Angeles–and more that I can’t begin to anticipate. So Apple’s (AAPL) World Wide Developers Conference stands out as a bulwark of predictability. The likely result will be disappointing to investors. Apple isn’t likely to announce anything that will reverse current sentiment that sees Apple as woefully behind in the AI race. Rather than boosting the stock–down 18.37% for 2025 as of the close on June 6–I think the event will put new downward pressure on the shares.
Trump’s newest tariff threats roil the markets again
In a Truth Social post today, Friday, May 23, President Donald Trump threatened a new 50% tariff on the European Union and a 25% tariff on Apple if the company failed to move iPhone manufacturing to the United states.
I hope the changes in those tech tariffs are now totally clear
Commerce Secretary Howard Lutnick said on Sunday the administration’s decision to exclude smartphones, computers and other popular electronic items from reciprocal tariffs was just temporary. The items will be subject to “semiconductor tariffs, expected to be implemented in “a month or two,” Lutnick said in an interview with ABC. “All those products are going to come under semiconductors, and they’re going to have a special focus type of tariff to make sure that those products get reshored.” President Donald Trump on Friday exempted a host of consumer electronic devices from reciprocal tariffs that include 125% tariffs on Chinese imports and 10% baseline tariffs on other countries. President Trump himself on Sunday posted that phones, computers and other popular electronic items will still be hit by tariffs.
What?! Trump exempts smartphones, computers and other electronic components are exempt from tariffs
Late Friday, April 11, the Trump administration announced that smartphones, computers and other electronic components are exempt from reciprocal tariffs, days after the United States imposed the highest levies on foreign goods in a century.
Saturday Night Quarter says, For the week ahead expect…
more, much more tariff turmoil. The net direction is unclear to me. It depends on which of the possible events this week happen–and what the details are.
Here are the tariff turmoil events that I’m watching in the upcoming week.
Emergency Special Report: What to do NOW after the Trump tariff tumble–complete
Today the Standard & Poor’s 500 fell 4.25%, dropping into a correction. The NASDAQ Composite dropped 5.43%, also into a correction. The small cap Russell 2000 lost 6.59%. We don’t have to search for the cause of todays drop: yesterday President Donald Trump announced tariffs with a global minimum rate of 10% and rates on individual U.S. trading partners that included a 20% tariff on the European Union and an additional 34% tariff on Chinese goods. The fear is that the tariff increases will set off a global trade war of retaliation, and that the tariffs will push the United States into either a recession or stagflation. Take your pick about which to fear more. So what do you do NOW? That’s the topic of this Emergency Special Report.
Jim’s Stock Alerts
COLDAmericold Realty Trust, Inc.
WMTWalmart Inc.
NVDANVIDIA Corporation
CMICummins Inc.
PAASPan American Silver Corp.
TBFProShares Short 20+ Year Treasury ETF
IGOViShares International Treasury Bond ETF
FXYInvesco CurrencyShares Japanese Yen Trust
UUPInvesco DB US Dollar Index Bullish Fund
BABATencent Holdings Limited
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