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AI Capex

All Hawk Thorne coverage tagged “AI Capex” newest first.

12 articles
19 AugustEquities

Nasdaq futures deepen a record short while the Composite stays well short of the test

Hawk Thorne Research10 AugustEquities

Nasdaq futures build a three-year-record short as the index sits near highs

Hawk Thorne Research1 AugustEquities

Small-cap futures keep adding shorts while large caps unwind theirs

Hawk Thorne Research15 JulyEquities

A three-year-low short book covers into a manufacturing beat, leaving IBM and Apple exposed

Hawk Thorne Research13 JulyEquities

TSMC's record quarter tests whether AI demand is broadening, not narrowing

Hawk Thorne Research10 JulyEquities

S&P 500 nears a record close while Salesforce absorbs a lone AI demand doubt

Hawk Thorne Research9 JulyEquities

S&P 500 shrugs off Iran rhetoric and an earnings miss cluster

Hawk Thorne Research8 JulyEquities

Nvidia's $1 trillion cap loss tests the AI-reassertion case

Hawk Thorne Research6 JulyEquities

A 12-month hardware delay at NVIDIA lands the same day the demand bulls declare victory

Hawk Thorne Research5 JulyEquities

AI capex names are trying to reassert themselves over the consumer-caution trade, but the Nasdaq isn't buying it yet

Hawk Thorne Research2 JulyEquities

Auto earnings are splitting into winners and losers, and the index still can't tell the difference

Hawk Thorne Research2 JulyEquities

The consumer-weakness thesis from 1 July just got a second earnings season's worth of confirmation, and Wall Street still isn't pricing it

Hawk Thorne Research
AI Capex · Hawk Thorne