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.
VIDEO: Insights on PMI and Inflation With the Schwab Network
Falling oil and energy prices bode well for easing inflation metrics ahead.
Cisco and Ciena Comments Support Our AI-Driven Networking Thesis
They also keep us bullish on these Pro Portfolio positions.
Takeaways From the June Flash PMI Report
Let’s look through the data with an eye toward the continued fall in energy prices.
Big Expectations for Prime Day: 8 Key Items Shaping the Stock Market Tuesday
Tech slumping, Nvidia’s latest win, June Flash PMI on deck, and other headlines are moving stocks this morning.
Locking in Big Gains on Two Positions
We’re opportunistically raising cash levels as we get ready ahead of the next EPS All-Stars reconstitution.
Marvell Joins the S&P 500 as We Await Micron’s ‘All-Star’ Earnings
Our eyes are on this Portfolio holding when it comes to Micron’s capex comments.
Oil Prices Continue to Fall: 8 Key Items Shaping the Stock Market Monday
Coke and the IRS, Google flexes its balance sheet, and other headlines are moving stocks this morning.