Taiwan Semi Sends $13 Billion Revenue Update
These developments bring more support for our holdings despite Cloudflare’s sobering layoff announcement.
This Holding Raises Revenue Guidance and We See More Gains Ahead
Near-term catalysts we’re watching and our focus for 2H 2026.
Chart of the Day: United Rentals Holds the Large Gap
The stock went ballistic following earnings and remains strong.
Chart of the Day: Updating Nvidia Before Earnings Run Up
The AI leader will be reporting in a few weeks so let’s take a closer look.