Groundhog Day for Trump and Iran? 8 Key Items Shaping the Stock Market Monday
U.S and Japan intervene, Senate bill, Amazon and OpenAI extend relationship, and other headlines moving stocks this morning.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
2 Powerful Tailwinds Are Backing This Portfolio Holding
These are the items we’re watching that could trigger a price target increase.
We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.
3 Reasons Why Apple Shares Are Falling
The potential iPhone upgrade cycle, product pricing and the Apple Upgrade program are a powerful combination.
Supply Shortage Takes Bite Out of Apple: 8 Key Items Shaping the Stock Market Friday
Euro-area inflation rises in July, Amazon soars, SpaceX-Tesla chatter, and other headlines moving stocks this morning.
VIDEO: Why Amazon’s AWS Results Are Likely to Be More Like Microsoft’s Than Meta’s
Let’s connect more dots from rising AI and cloud revenue to our holdings.
Microsoft Delivers the AI Relief Investors Were Looking For
Capital spending is still rising, but margin pressure and cash flow are manageable.
New Meta Rating as Spending Weighs on Expectations
Spending, capex and free cash flow concerns outweigh tangible AI adoption benefits.