U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement.  Technology...
725 Views
Tower Semiconductor: The TSMC of the CPO Trade
​Tower's silicon photonics revenue for 2027 is backed by customer prepayments, showing strong demand and collaborations with Nvidia, despite Intel...
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U.S. Equity Strategy:Â Upgrading Utilities; Downgrading Manufacturing
The U.S. market continues to flash mixed signals, most recently Utilities have shown a big climb in our relative strength rankings. Given mixed...
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Lumentum (LITE US): Nasdaq100 Inclusion Driven by Costar’s Fast‑Exit
Costar will be removed from Nasdaq100 via fast‑exit on 15 May with Lumentum replacing it, while Medline, CoreWeave and Teradyne are the top...
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