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.
Big Swing Potential for Nvidia: 8 Key Items Shaping the Stock Market Wednesday
Target’s beat, Lowe’s reiteration, Fed minutes, SpaceX’s underwriters, and other headlines are moving stocks this morning.
Cashing in on This Big Tech Holding After Shares Surge
Where we might consider revisiting our current Two rating
Trump on Warsh’s Independence and Potential Iran Timing
Uncertainty remains in play and that is likely to spur our portfolio discipline.
A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
VIDEO: How to Prepare for Nvidia Earnings
The three things to focus on a retailer earnings heat up this week