Drone Chatter Lifts This Portfolio Holding
We like the company’s positioning and its potential to be another leg to the story.
We like the company’s positioning and its potential to be another leg to the story.
Plus, why we’re still in the early AI innings.
We’re also lifting our checkpoint level and identifying a potential pick-up point.
The company reports after the close Thursday but the investing crowd is not hyped up.
U.S.-Iran strikes, April PCE, Marvell, Salesforce, Snowflake, and other headlines are moving stocks this morning.
CEO Moynihan also tipped his hand on operating expense leverage for this year
Laying the groundwork for a potential second-half 2026 shift in market sentiment for the consumer.
Lessons from Zscaler, and what to watch with Salesforce earnings
The stock remains trapped under some significant resistance as it continues to move sideways.
Goldman’s new S&P 500 target, ByteDance spends on AI and other headlines are moving stocks this morning.