Anthropic Targets $2 Trillion Record IPO: 8 Key Items Shaping the Stock Market Thursday
Cisco and Cerebras shares fall, Lenovo’s server demand soars and other headlines moving the market today.
Our Positioning as Market Grows Increasingly Complacent
Looking ahead, we see reasons to become more cautious.
Locking in Gains, Setting New Price Target for This Data Center Play
The power paint point thesis remains, leaving us with ample skin in the game.
A Trifecta of Rising AI Demand: 8 Key Items Shaping the Stock Market Wednesday
Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.
Boeing Takes Another Step Up
We continue to see higher delivery rates in the quarters ahead, driving revenue, profits and cash flow.
Locking in Big Gains on an Overbought Software Position
We’re selling off some of this Big Tech position after a strong surge.
VIDEO: CoreWeave, Lumentum, Super Micro Set Up Next Leg of the AI Trade
Plus, Axon’s continued momentum and two holdings we’re watching closely.
Neostellar CEO Makes Big Insider Buy After Price Surge
Plus, Boeing fetches an upgrade and portfolio dividends on the horizon.
Anthropic Making Pre-IPO Investor Rounds: 8 Key Items Shaping the Stock Market Tuesday
Trump’s demands, volatility on the horizon, food prices and other headlines are moving stocks this morning.
