2 ideas from this batch

Big banks just passed their stress tests with flying colors while tech wobbles — rotate into JPMorgan and Goldman

The Federal Reserve gave every major bank a passing grade on its stress tests, allowing giants like JPMorgan and Goldman Sachs to unleash $50 billion in stock buybacks and dividend hikes. While the broader S&P 500 sits at a dangerous techni

Software stocks are getting punished for AI spending, but hardware is booming — long TSMC over Microsoft

Microsoft's stock is having its worst month in years specifically because investors are punishing the company for its massive capital spending on AI data centers. However, that exact spending is showing up as record revenue for hardware com