Chart of the Day: Time to Add to Applied Materials?
The massive equipment company has been hit hard by semiconductor selling but now the tide could be turning.
The massive equipment company has been hit hard by semiconductor selling but now the tide could be turning.
Palantir confirms our focus on AI adoption and usage, which look to accelerate.
What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.
Our focus remains on rising production and delivery levels.
The company reports earnings Wednesday and it’ll be interesting to see how the market responds.
Let’s discuss changes to the Portfolio’s Bullpen and the new Apple Upgrade Program.
As we look ahead, it’s time to freshen things up.
The S&P finished down for the month. and that’s not a good sign. But could this time be different?
These factors will determine the duration of the Portfolio’s position the shares.