Charting the S&P 500: Record Territory, But Is the Market Too Complacent?
Stocks continued their surge last week but one thing was absent.
We’re Tracking 27 Portfolio Signals Across Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
VIDEO: Why We’re Increasingly Cautious in This Market
Plus, the July Retail Sales report, AI and a few other item to close out the week.
The Risk We Identified for Applied Materials Has Been Realized, Now What?
We continue to favor the long-term picture, and here is where we may add more shares.
Digging Through a Surprisingly Weak Retail Sales Report
We see confirmation for Costco and our other retail plays.
OpenAI’s $40 Billion Revenue Run Rate: 8 Key Items Shaping the Stock Market Friday
Trump ups Iran economic measures, Applied Materials slips and other headlines moving the stock market this morning.
Chart of the Day: SiTime Clocks in Some Bullish Moves
This EPS Diplomat name had a tremendous move last week and continues to hold the pop.
VIDEO: Don’t Chase Applied Materials into Earnings
As the S&P 500 hits record highs, warnings signs are starting to flash.
Anthropic Targets $2 Trillion Record IPO: 8 Key Items Shaping the Stock Market Thursday
Cisco and Cerebras shares fall, Lenovo’s server demand soars and other headlines moving the market today.