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Renewed U.S.-Iran Questions Weigh on Our New Homebuilding Position

Avatar photo Chris Versace on August 6, 2026

Reports indicate the U.S. rejected limiting terms from Iran, lifting oil prices and Treasury yields.

Scrutinizing Management Comments From Neostellar Capital

Avatar photo Chris Versace on August 6, 2026

Looking Closely

With the shares likely rangebound near-term, here’s what’s on our radar screen for the BDC holding.

Chart of the Day: Perfect Timing on Our Robotics ETF

Avatar photo Bob Lang on August 6, 2026

We recently added this group as investors think about SpaceX and growth in the sector.

Why We’re Keeping Our $700 Price Target on This Holding as Shares Drop

Avatar photo Chris Versace on August 6, 2026

Let’s break down the latest earnings and guidance, why the stock’s moving lower today and our plan going forward.

Meta Joins OpenAI, Anthropic With High-Profile Hack: 8 Key Items Shaping the Stock Market Thursday

Avatar photo Chris Versace on August 6, 2026

Meta Platforms

SpaceX IPO lockup expiration begins, Fed blowback and other headlines moving stocks this morning.

New Arista Network Price Target After $2.1 Billion Projection Boost

Avatar photo Chris Versace on August 5, 2026

Arista Networks (ANET)

Demand continues to climb, but supply chain woes look to slow that conversation to revenue and earnings.

Chart of the Day: Palantir Flips the Script

Avatar photo Bob Lang on August 5, 2026

PLTR stock

The stock had a monster move up after earnings and looks to find more upside ahead.

VIDEO: Why SpaceX Is Falling Despite Earnings Beat 

Avatar photo Chris Versace on August 5, 2026

Elon Musk

And why retail earnings could be more of a challenge for the market.

We’re Initiating New Positions in 2 ETFs

Avatar photo Chris Versace on August 5, 2026

Stocks, Buy and Sell

Following our cybersecurity strategy, we’re bringing new end-market exposures to the Portfolio. 

U.S. and Iran, Deal or No Deal? 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on August 5, 2026

President Trump

ISM’s Inflation data, SpaceX spending and Foxconn’s July revenue among the headlines shaping the market today/

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