VIDEO: Micron’s $100B Deals, ‘Irrational Exuberance’ and the Market’s Next Move
We like the rash of bank dividend increases, but remain focus on the engine driving them.
Putting Our Palantir Game Plan Into Action
We would be open to adding further if we see this development
What’s Our Game Plan for Palantir?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.
May Durable Orders Bring Confirming Data for Our 2 Newest Holdings
Rising shipments point to tightening truck capacity, while nondefense aircraft shipments climb.
Oil Falls to Pre-War Levels: 8 Key Items Shaping the Stock Market Thursday
Micron’s blowout earnings, May PCE, Bank dividend announcements, and other headlines are moving stocks this morning.
More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Broadcom and OpenAI Make an AI Chip Splash with Jalapeño
This is the opening salvo in their relationship, but Broadcom has other irons in the AI infrastructure fire.
The Mid-Term Election Race Is Heating Up, and So Is the Advertising Spend
Facebook and Google are positioned to profit amid the larger shift to digital advertising.
VIDEO: SuRo Capital on Investing in Private Companies and the IPO Market
SuRo’s CEO discusses how the investment fund works and its positions in OpenAI, Whoop and others.
Meta Makes a Prediction: 8 Key Items Shaping the Stock Market Wednesday
FedEx and Cerebras underscore margin concerns, oil falls further, Google to join the Dow, and other headlines are moving stocks this morning.