Video: Sticky Inflation, AI Chips and Apple’s Foldable
We’re waiting on Nvidia as chip competition intensifies.
Upgrading Our Meta Rating as Settlement News Removes Overhang
There are still multiple level of resistance ahead. Here’s how we’re playing the stock.
Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday
Nvidia earnings, oil prices, PCE, potential settlement talks for Meta, and other headlines are moving the market this morning.
VIDEO: Drone Market Opportunity With Matternet CEO Andreas Raptopoulos
Exploring how autonomous drones are poised to transform the delivery market.
Selling Palantir at a Big Profit to Increase Our Cash on Hand
The risk to reward tradeoff leads to us to downgrade our rating as well.
We’re Picking Up More Shares of This Holding
We continue to favor the inelastic business model for the core residential business while the Healthcare Solutions unit benefits from the aging-of-the-population tailwind.
China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday
Boeing’s big win, IPO activity ahead, single-stock ETFs and other headlines moving the market this morning.
We’re Tracking 23 New Signals Across Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
What’s Our Potential Pick-Up Point for Boeing?
Here are our thoughts on BA shares as Trump bumps up Canadian tariff prospects, raising uncertainty and potential inflation.
Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
Nvidia’s price increase, Trump and Canada, and other headlines are moving the market this morning.