Looking for Kevin Warsh to Spill the Policy Beans: 8 Key Items Shaping the Stock Market Friday
AI cyberattack warnings, Stripe walks from PayPal and other headlines moving the market this morning.
Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
We let the math speak for itself and it shows which retailers are winning share and losing it.
Chart of the Day: Now It’s Marvell’s Time to Step Up
The company will report earnings after the close and could surprise to the upside.
New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
Here’s where would we add more NVDA shares.
Adding to This Semi-Cap Equipment Holding After Connecting the Dots
We are also lifting our rating on the shares.
Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday
Qatar’s diplomatic efforts, Warsh on deck and other headlines moving the market this morning.
Video: Sticky Inflation, AI Chips and Apple’s Foldable
We’re waiting on Nvidia as chip competition intensifies.
Chart of the Day: This Gold Miner Is Starting to Shine
Gold has been ripping higher and taking with it many of the best gold miners.
Upgrading Our Meta Rating as Settlement News Removes Overhang
There are still multiple level of resistance ahead. Here’s how we’re playing the stock.
Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday
Nvidia earnings, oil prices, PCE, potential settlement talks for Meta, and other headlines are moving the market this morning.