Eric Bleeker

Amazon has been one of the stock market's greatest success stories - we break down a bull, bear, and base case where it trades in 2030.

It’s Christmas in February for AI investors. Last night Alphabet (Nasdaq: GOOGL) reported earnings and investors weren’t happy with the results in spite of Google touting leadership in several areas of AI. The stock is down 8.1% as of 3 p.m. ET.  Yet, the earnings had a very important piece of good news for stocks building out AI infrastructure. […]

AI stocks are red-hot today. Last night Alphabet (Nasdaq: GOOGL) reported earnings and its stock is down 8% today. That headline might lead you to believe it’s a tough day for technology stocks, but Alphabet announced something in their earnings that is driving AI stocks up across the board.  Specifically, the company plans to spend $75 billion […]

AI stocks are on the move after hours. The primary catalyst is earnings from Alphabet (Nasdaq: GOOGL).  While Alphabet shares are off nearly 7%, there was news in their earnings release that is very good for a group of other companies. Specifically, Alphabet forecast capital expenditures of $75 billion in 2025. That number is significantly ahead of the amount of spending […]

Live Updates Make sure to refresh this page periodically for updates. What About AI Software Companies? 9:04 am While AI hardware companies are seeing large losses in premarket trading, the efficiency gains from Deep Seek could accelerate adoption from software companies. So, how are they performing premarket? Let’s check in on a software stocks with […]

Live Updates Stocks on the Move Today 1:02 pm What stocks are seeing the biggest moves today? Stocks directly tied to the AI energy trade are red-hot today. GE Vernova (NYSE: GEV), which makes turbines essential for new power supply is up 4.3%. In addition, the independent power producers that have been the most popular buys for […]

Live Updates Make sure to refresh this page periodically for updates. Earnings to Watch Today 9:37 am Here are some earnings to watch this morning. We’ll provide updates on other market movers as the day progresses.: Amphenol (NYSE: APH): A key supplier for NVIDIA’s next-generation systems, Amphenol is up 4% in early trading after announcing earnings […]

Live Updates Check Out Our Live Blogs of Tonight's Earnings 3:28 pm We’ve set up live blogs for tonight’s biggest earnings. Netflix Earnings Analysis and Reactions Seagate Earnings Live Blog  If you’re interested in either company, make sure to check in with our live blog as our analysts react to moves after either company’s earnings […]

It’s not even Inauguration Day yet, but Donald Trump is making headlines across the financial world. Friday night he launched a meme coin – $TRUMP – that quickly skyrocketed to a fully diluted valuation of $75 billion. (No, that’s not a typo)  And this weekend, rumors continue to build that Trump’s team may be arranging […]

Live Updates S&P 500 Winners 11:13 am What stocks are leading the S&P 500 today? The top gainer is Lam Research, followed by KLA, and then Applied Materials. Each stock is up 7.1% to 8.4%. As we covered earlier, all these semiconductor equipment stocks are reacting favorably to Taiwan Semiconductor’s aggressive capital expenditure plan for […]