VIDEO: Don’t Chase Applied Materials into Earnings
As the S&P 500 hits record highs, warnings signs are starting to flash.
Anthropic Targets $2 Trillion Record IPO: 8 Key Items Shaping the Stock Market Thursday
Cisco and Cerebras shares fall, Lenovo’s server demand soars and other headlines moving the market today.
Our Positioning as Market Grows Increasingly Complacent
Looking ahead, we see reasons to become more cautious.
Chart of the Day: Boeing Accelerates to New Status
The big airplane and defense company has quietly moved its way into a new altitude.
Locking in Gains, Setting New Price Target for This Data Center Play
The power paint point thesis remains, leaving us with ample skin in the game.
A Trifecta of Rising AI Demand: 8 Key Items Shaping the Stock Market Wednesday
Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.
Boeing Takes Another Step Up
We continue to see higher delivery rates in the quarters ahead, driving revenue, profits and cash flow.
Locking in Big Gains on an Overbought Software Position
We’re selling off some of this Big Tech position after a strong surge.
VIDEO: CoreWeave, Lumentum, Super Micro Set Up Next Leg of the AI Trade
Plus, Axon’s continued momentum and two holdings we’re watching closely.
Chart of the Day: Important Base for EGO as Gold Shines Bright Again
It seems a recent pullback to huge support has been completed.