My $10K Portfolio Column for Thursday
Ondas Makes Three Key Acquisitions. Now I’m Planning to Buy More
Positions: Long ASPN, EVLV, OCUL, ONDS, PL, PTON, RKLB, SOFI, SWBI, VELO equity. Short SOFI calls.
Ondas Makes Three Key Acquisitions. Now I’m Planning to Buy More
Positions: Long ASPN, EVLV, OCUL, ONDS, PL, PTON, RKLB, SOFI, SWBI, VELO equity. Short SOFI calls.
Here’s why I’m planning to add to this autonomous systems and defense company, as well as buy two other names, in the $10K Portfolio.
From TipRanks..
Positions: None
Positions: None.
Initial unemployment claims sit below 200,000 for only the eighth time since 1969.
Cintas ($CTAS) price target raised to $222 from $214 at Baird
Okta ($OKTA) price target raised to $215 from $180 at BarclaysPaychex price target lowered to $113 from $118 at BMO CapitalMcDonald’s price target lowered to $310 from $335 at BMO CapitalNebius upgraded to Outperform from Neutral at BNP Paribas
Okta price target raised to $220 from $200 at BofA
McDonald’s ($MCD) price target lowered to $295 from $350 at BTIGWorthington price target raised to $75 from $67 at CanaccordMeta Platforms price target raised to $885 from $770 at Citizens
Okta price target raised to $235 from $190 at DA DavidsonOkta price target raised to $240 from $185 at Evercore ISIMcDonald’s price target lowered to $300 from $320 at Evercore ISILowe’s downgraded to Hold from Buy at Gordon HaskettOkta price target raised to $227 from $188 at GuggenheimDollar General upgraded to Buy at HSBC on recovery progressOkta price target raised to $240 from $200 at Jefferies
Meta Platforms ($META) price target raised to $920 from $820 at JPMorgan
Carnival ($CCL) price target lowered to $39 from $43 at JPMorganMcDonald’s price target lowered to $260 from $280 at JPMorganTanger downgraded to Neutral from Overweight at JPMorgan
CoreWeave ($CRWV) upgraded to Overweight from Neutral at JPMorganOkta price target raised to $227 from $190 at Oppenheimer
Meta Platforms price target raised to $860 from $650 at Raymond James
Positions: None
Following up on Meta’s Connect event, U.S. and China kick the can and other headlines moving the market this morning.
S&P Futures: -33 vs FV.
Nasdaq Futures: -261 vs FV.
US Ten-Year Note: 5.118%
US Two-Year Note: 4.868%
US Three-Month T-Bill: 4.133%
WTI Crude: $93.70
Gold: -0.35%
Silver: -1.4%
Bitcoin: -1.01%
US Dollar Index: +0.15%
Positions: Long physical gold & silver

Positions: None.

Positions: None.