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China’s $17 Billion Grocery Run: How Commodities, Conflict, And Chips Are Repricing The World -( $AMD $CMG $GLW $INTC $MCD $NVDA $QSR $WMT )

by John F. Heerdink, Jr. 1 day ago 137Views 0Likes

The global economy is serving up a curious 2026 prix fixe: China shopping for U.S. commodities again, CEOs quietly hiking menu prices, tankers dodging tension near Hormuz, and Nvidia (NVDA) back on investors’ dessert tray as “flavor of the day.” China’s…

No Bubble, Just Bandwidth: Why Larry Fink Thinks AI Compute Is Wall Street’s Next Core Holding -( $AMD $AVGO $BLK $NVDA $INTC $TSM )

by John F. Heerdink, Jr. May 8, 2026 511Views 0Likes

Blackrock's (BLK) CEO Larry Fink is sketching the outlines of Wall Street’s next great asset class, and it isn’t carbon credits or crypto—it’s raw computing power, packaged for investors as neatly as a Treasury future. In the process, he is effectively anointing…

Apple, Intel, Nvidia: The Love Triangle Moving AI Chip Stocks Into a New Orbit -( $AAPL $INTC $NVDA $SSNLF $TSM )

by John F. Heerdink, Jr. May 5, 2026 248Views 0Likes

Intel’s latest rally is more than just another chip stock pop; it’s the market’s way of voting “yes” on a reshuffled AI and manufacturing order in which Intel (INTC), Apple (AAPL), and Nvidia (NVDA) are quietly rehearsing for a new ensemble performance.…

Intel’s Come‑From‑Behind Run: Betting Big on AI, Retooling the Chip Machine -( $INTC $NVDA )

by John F. Heerdink, Jr. April 24, 2026 162Views 0Likes

Intel’s (INTC) stock has ricocheted off its recent lows, with shares up more than 100% year‑to‑date through early‑April 2026, as the semiconductor giant claws its way back into investors’ favor. After years of shrinking margins, deferred product cycles, and a stock that…

Intel’s Quiet Comeback: How a Boring Old Chip Giant Crashed the AI Party -( $INTC $MS $SPY )

by John F. Heerdink, Jr. March 4, 2026 244Views 0Likes

Intel (INTC) is trying very hard to make “old-school silicon” sound like the hottest asset class in town—and, judging from its latest press run, the company may be getting somewhere. A Boardroom Tune-Up for the AI PC Era Intel’s most recent headline…

Meta Hands AMD a 6-Gigawatt Vote of Confidence – And Wall Street Lights Up! – ( $AMD $META $NVDA )

by John F. Heerdink, Jr. February 24, 2026 304Views 0Likes

Meta Platforms (META) has inked a multi‑year pact to buy up to 6 gigawatts of AMD Instinct GPUs, a supersized order that instantly puts AMD at the center of one of the largest AI infrastructure build‑outs on the planet. The scale of…

Taleb, Citrini and the Birth of the AI Scare Trade – ( $NVDA $DIA $QQQ $SPY )

by John F. Heerdink, Jr. February 24, 2026 287Views 0Likes

Taleb, Citrini and the Birth of the AI Scare Trade Nassim Nicholas Taleb and Citrini Research have unintentionally become co-authors of Wall Street’s latest genre: the AI scare trade, where investors hedge against the possibility that the very technology powering the boom becomes…

U.S. Stocks Propel Forward On Monday – February 9, 2026 -( $AVGO $DV $FLYX $META $NOK $NVDA $OKLO $OPEN $ORCL $PLTR $RIO $TSLA $TSM Rise!)

by John F. Heerdink, Jr. February 10, 2026 5769Views 0Likes

US stocks extended last week’s relief rally on Monday, with megacap tech doing most of the heavy lifting while value names tried to remember what outperformance felt like. Investors spent the session toggling between AI euphoria, tariff anxiety and a yield curve…

Dow Breaks 50,000 as Wall Street Limps, Then Leaps Into the Weekend – February 6, 2026 -( $DIA $EPRX $FLYX $LLY $MCD $MANE $MODD $NOK $RIO Rise!)

by John F. Heerdink, Jr. February 6, 2026 5726Views 0Likes

Wall Street closed the week ending Feb. 6, 2026 looking a bit like a trader after a rough options expiry: bruised, but suddenly energetic once the bell rang on Friday. The Dow finally cracked the 50,000 mark in a more-than-1,000‑point sprint, while…

Stock Market Trades Like a Slightly Over-Caffeinated & Negative Economist – February 5, 2026 -( $MODD $PAHC $VIX Rise!)

by John F. Heerdink, Jr. February 6, 2026 5592Views 0Likes

US stocks spent Thursday behaving like a slightly over-caffeinated, negative economist: plenty of motion & an overall negative conviction, as investors digested another wave of tech volatility, macro cross-currents, and a busy new-issue calendar heading into Friday’s jobs data. As evidence the…

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