JPMorgan, Goldman Kick Off Bank Earnings with Equities Stealing the Show
Trading, investment banking, the consumer and AI adoption, and what it all means for our big bank holdings.
Apple’s Smart Home Update Brings 2 Real Barometers to Watch
HomeView, HomePod mini 2, a new Apple TV 4K and the Apple Home Collection put Siri AI at the center of the home.
Goldman Beats, JPMorgan Misses: 8 Key Items Shaping the Stock Market Tuesday
Domino’s weak comp sales, Applied Materials sees its top-line doubling, and other headlines moving the market this morning.
Meta Trots Out 2 New AI Models
Here’s where Meta’s AI subscription figures become more than just interesting.
This Week’s Portfolio Office Hours: Today in the Forum
Join us in the Portfolio’s Forum after the close.
VIDEO: Anthropic, Apple and Inflation Set Up Pivotal Week for the Market
Plus, ASML’s price hikes rumblings and implications for Applied Materials.
Questions Over Trump-Russia Diesel and U.S-Iran Proposal: 8 Key Items Shaping the Stock Market Monday
IonQ scoops up a cybersecurity company, Apple and ADT rumors and other headlines moving the market this morning.
Tracking 33 Signals Across 9 of the Pro Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday
Delta Air Lines profit cut, Lumentum’s ‘sold out’ market, and other headlines moving the market this morning.