Weekly Roundup: Profiting From the Rally, But Not Letting Our Guard Down
We locked in big gains this week, added to two holdings, upgraded a rating, and lifted price targets on three positions.
VIDEO: What We Learned From the SpaceX IPO Filing
There have been big losses but the transaction should have major implications for the IPO market.
New Nvidia, Marvell Price Targets After ‘Incredible’ Model-Layer Growth
Microsoft and Anthropic chip hews added to some positive guidance.
Quantum Computing Comes for Crypto: 8 Key Items Shaping the Stock Market Friday
Oil prices climb, Lenovo’s AI server business and other headlines are moving stocks this morning.
VIDEO: Rising AI Adoption Keeps Us Bullish on Nvidia
Plus, where investors may raise cash for the upcoming slate of big IPO offerings.
Flash May PMI Report Raises Fears of Stagflation
Input and output price pressures climb in May, while job creation declines. That’s not a good mix.
Inflation Rate Hits New High: 8 Key Items Shaping the Stock Market Thursday
Iran’s nuclear stance, May Flash PMI insights, PepsiCo’s price hike and other headlines are moving stocks this morning.
We’re Raising Our Price Target for This Retail Holding
Stellar comp sales underscore the company’s position amid renewed inflation pressures.
VIDEO: What AI Means for Productivity as Nvidia Reports
Which retailer is blazing ahead with April comp sales? It’s not Target
We’re Adding to and Lifting Our Rating on This Holding
Our core thesis remains focused on rising average card fees and the number of cards in force.