The first word on what Wall Street is talking about.
Joined April 2009
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May 14
Some dream of a cancer-detection "holy grail" -- the ability to test for a broad range of cancers with a single blood test.
But the more immediate opportunity is using blood tests to detect when cancers return after surgery.
wsj.com/health/healthcare/th…
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May 13
The More You Know About This Private-Credit Fund, the Less You Understand | My latest @WSJ @WSJheard $OBDC $OWL wsj.com/finance/investing/bl…
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May 11
Heard on the Street: All roads lead back to TSMC.
No matter how you slice it, Taiwan's chip-making giant is an AI winner.
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May 11
Yes, chip stocks are cyclical. But so much is already contracted out for TSMC that its revenue growth is all but certain.
wsj.com/tech/ais-next-phase-…
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Memory-chip stocks are notoriously volatile. Could this time be different? @djtgallagher makes the case:
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"If the current shortage leads to a more sustainable business model, the stocks could shed their reputation for causing whiplash." wsj.com/tech/memory-makers-a…
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"If the current shortage leads to a more sustainable business model, the stocks could shed their reputation for causing whiplash."
wsj.com/tech/memory-makers-a…
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At 18 times earnings, Meta is trading at its cheapest multiple in years. But that is for good reason.
wsj.com/tech/ai/metas-cheap-…
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Apr 30
Why are Microsoft, Meta and Amazon all down after earnings?
This chart is a hint. Depreciation expenses are going to get very significant in the years ahead. (1/2)
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Apr 27
Heard on the Street: Why some tech companies will regret mass layoffs:
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Apr 24
Some of Elon Musk’s ventures—Tesla, SpaceX—have been spectacularly successful. Others—The Boring Company, Neuralink—haven’t come close to matching his grand visions.
Which category will his chip-making abitions fall into?
wsj.com/tech/musks-chip-maki…
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Apr 23
Tesla will be burning cash for years
wsj.com/livecoverage/stock-m…
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Apr 22
Will publicly traded private-credit funds buy back shares?
Heard's @JonathanWeil flags a key barometer of management confidence this earnings season:
wsj.com/finance/investing/a-…
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Apr 21
Heard's Dan Gallagher:
In the AI age, Apple's new CEO needs to think a little more differernt
wsj.com/livecoverage/kevin-w…
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Apr 15
Hermes down 8% today, but are luxury stocks the contrarian buy of the moment?
Heard on the Street makes the case:
wsj.com/finance/stocks/luxur…
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Apr 14
Why is the price of oil futures so cheap relative to physical oil? @IliaBouchouev explains that there's more sellers (unhedged producers, SPR hedgers) than buyers. Traders who believe oil prices will go higher aren't willing to bet big because the price swings make it too risky.
Apr 14
The price of a physical barrel of oil is significantly higher than what oil prices in financial markets suggest. @JinjLee explains what's going on:
wsj.com/finance/commodities-…
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Apr 14
The price of a physical barrel of oil is significantly higher than what oil prices in financial markets suggest. @JinjLee explains what's going on:
wsj.com/finance/commodities-…
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Apr 13
Heard on the Street: Iran and China can wait out a blockade.
Iran already has enough oil on the water to meet China's import demand for 3 months
wsj.com/livecoverage/stock-m…
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Apr 1
Heard on the Street: Banks are being hit with fears of contagion from private-credit losses on.wsj.com/4v2QUFp
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