Office Hours Today After the Close!
Join us from 4:15 PM–5:00 PM ET in the Forum!
We’re Scooping Up More Shares of This Holding
Renewed inflation concerns and lingering tariff pressure play well for this company.
Market to Give Back Gains After Iran Setback: 8 Key Items Shaping the Stock Market Monday
Plus, Anthropic’s briefing, Next Era & Dominion Energy, SpaceX timing and other headlines moving stocks this morning.
We’re Tracking 28 Signals Across 9 Pro Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Forget ‘Too Late Powell’, It May Be ‘Too Late Wall Street’
We added to two holdings this week, and are eyeing these others right now
Apple Invites AI Speculation Ahead of Milestone Event
If Apple can deliver on its Siri overhaul, we could see the upgrade cycle accelerate.
We Are Boosting Our Price Target for This Semiconductor Star
Rising demand and margin leverage put this Pro Portfolio holding is a strong spot.
Attention Shifts Back to Iran: 8 Key Items Shaping the Stock Market Friday
Oil and the dollar climb, lackluster Trump-Xi summit wins and other headlines moving stocks this morning.
That’s All Folks
Alright, folks, that is it for me today. I have an $AMAT earnings call to listen to and am also getting an early jump on the Pro Portfolio’s Weekly Roundup.
Thanks for letting me play once again in the sandbox. Hope to see you ‘round these parts again before too long. Dougie is back at the wheel tomorrow.
Position: TheStreet Pro Portfolio is long AMAT shares.
The One Earnings Report to Watch After the Close
As you can see in the table below, we have a modicum of earnings reports after today’s close. While you may be a customer or even a fan of Boot Barn ($BOOT), odds are the market’s focus will be on April-quarter results and July-quarter guidance from Applied Materials ($AMAT).
Back in February AMAT shared it sees its semiconductor systems business up more than 20% in calendar 2026. Coming off the increased multi-year outlook from Taiwan Semi ($TSM) this morning and Cisco ($CSCO) resetting its expected 2026 orders from hyperscalers to $9 billion from $5 billion, we’ll want to see AMAT lift that “more than 20%” figure.
And an interesting story about that table. I attempted to use Microsoft Excel’s Data from Picture function three times to recreate it, but each time Excel stalled out. Using Claude, I uploaded the image and asked it to convert it to an Excel table. Done in seconds.
Just saying…
Position: The Street Pro Portfolio is long AMAT shares.