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The Latest Breaking News from Marc Chaikin

Fabrinet, Dycom and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Down

Fabrinet, Dycom and Qualcomm beat or matched estimates but were sold off amid high oil prices and midterm uncertainty; Marc Chaikin sees strong fundamentals behind the AI infrastructure buildout.

Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate

Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate

Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.

3 Stocks Cashing In on AI While Everyone Watches NVIDIA

3 Stocks Cashing In on AI While Everyone Watches NVIDIA

Marc Chaikin identifies Argan, MasTec, and Quanta Services as AI infrastructure plays with strong earnings records and recent pullbacks from recent highs.

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3 Sectors That Look Most Vulnerable Ahead of May 15

A new Fed chair takes over May 15 as inflation stays elevated and three key market sectors flash bearish signals. Here's what investors need to watch.

The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone

Marc Chaikin of Chaikin Analytics shares seven bullish stock picks across AI infrastructure and semiconductors while warning investors to trim software and cybersecurity holdings.

Market Crash Warning? Wall Street Veteran Says Mid-March Could Mark a Turning Point

Marc Chaikin explains why the presidential election cycle, weakening tech stocks, and rising geopolitical risk could signal a correction, and how investors can prepare now.

Is AI Really Eating Software? A Wall Street Veteran Says No—Here’s Why

Mark Chaikin explains why he wouldn’t buy the dip in software yet and highlights three AI infrastructure stocks he likes: Onto Innovation, Amkor Technology, and Enphase.

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The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.

3 Stocks Quietly Powering the AI and Tech Revolution

3 Stocks Quietly Powering the AI and Tech Revolution

Explore three overlooked infrastructure stocks—Qualcomm, Vertiv, and Nextpower—positioned to benefit from the next wave of AI-driven growth.

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