VIDEO: From Apple’s Foldable iPhone to Fed Rate-Hike Odds: 5 Things Investors Need to Watch This Week
What we’ll be following as investor conference season heats up.
Canada Fires Back, Oil Nears $100: 8 Key Items Shaping the Stock Market Tuesday
Apple’s foldable iPhone, inflation expectations, Anthropic’s S-1, and other headlines are moving the market this morning.
We’re Tracking 28 Signals Across 8 of the Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead
We exited one holding, and added to three others, upgrading one of them along the way.
Broadcom Update Keeps Eyes on the Prize
Multiple ramping programs underscore the company’s massive AI chip ramp.
New Jobs Report Surprises in a Big Way: 8 Key Items Shaping the Stock Market Friday
Anthropic’s revolving credit facility, Tesla cyber cabs hit Austin and other headlines moving the market this morning.
Buying More of This Semi-Cap Play on Tightening Industry Capacity
Tight capacity levels bode well for orders and favorable pricing, bringing nice operating leverage.
We’re Adding to This Position and Upgrading Our Rating
Truck orders continue to surge, pointing to big-time operating leverage at the company.
ISM Services PMI Points to Greater Inflation Pressure
Other August Service PMI data was good for GDP forecasts, but that wasn’t the case for job creation.
Costco’s August Sales Bring Many Reasons to Remain Bullish
Distinguishing between net sales and total sales points to August quarter upside.