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Sara Awad from Tech Contrarians answers if this is a dip worth buying Will tech earnings act as a trick or a treat? Tesla's capex cut last week Micron (and memory) story has broken Intel earnings preview Anthropic over OpenAI Show NotesWhat Will Micron's Gross Margin Guide Be?Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending Tesla capex and political concerns, SpaceX timelines Lam Research bottleneck guidance Watch the full episode on YouTubeEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors, and the geopolitical implications of Starlink restrictions. Microsoft's upcoming Xbox launch and earnings outlook.Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more.Show Notes:AI Capex Surge, Bottlenecks, And The Race For ROISpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin StoryEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Why Micron Technology deserves its strong buy status Steve Cress shares his origin story for the 1st time SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? Show Notes:Momentum, Fear & The Case For Buying The DipSteve Cress' YouTube ChannelTikTokX/TwitterEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting.Show Notes:Tax Loss Harvesting: Tax Alpha With Raul ShahDocShah FinancialEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Sara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles Software and semis Micron earnings preview ASML, TSM earnings - how will market react to Q4? Memory players to think about before MU earnings Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman 'Messy' AI stocks to like Defense quantum sector We have to talk about Uber The Netflix Story Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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