Here’s Where We Stand on Costco After Its Earnings Release
This is what we’re watching in terms of our price target, and where we could add shares.
This is what we’re watching in terms of our price target, and where we could add shares.
Oil falls, Dell pops, Gap drops, Costco, Blue Origin, and other headlines are moving stocks this morning.
We like the company’s positioning and its potential to be another leg to the story.
Plus, why we’re still in the early AI innings.
We’re also lifting our checkpoint level and identifying a potential pick-up point.
U.S.-Iran strikes, April PCE, Marvell, Salesforce, Snowflake, and other headlines are moving stocks this morning.
CEO Moynihan also tipped his hand on operating expense leverage for this year
Laying the groundwork for a potential second-half 2026 shift in market sentiment for the consumer.
Lessons from Zscaler, and what to watch with Salesforce earnings
Goldman’s new S&P 500 target, ByteDance spends on AI and other headlines are moving stocks this morning.