Cisco and Ciena Comments Support Our AI-Driven Networking Thesis
They also keep us bullish on these Pro Portfolio positions.
Chart of the Day: TJX Heads Into Summer With Wind at Its Back
We’ve seen strong performance from this retailer as the summer shopping season gets underway.
Takeaways From the June Flash PMI Report
Let’s look through the data with an eye toward the continued fall in energy prices.
Big Expectations for Prime Day: 8 Key Items Shaping the Stock Market Tuesday
Tech slumping, Nvidia’s latest win, June Flash PMI on deck, and other headlines are moving stocks this morning.
Chart of the Day: Don’t Fall Asleep on United Rentals
The company has not had a letdown since posting strong earnings in April.
Locking in Big Gains on Two Positions
We’re opportunistically raising cash levels as we get ready ahead of the next EPS All-Stars reconstitution.
Marvell Joins the S&P 500 as We Await Micron’s ‘All-Star’ Earnings
Our eyes are on this Portfolio holding when it comes to Micron’s capex comments.
Oil Prices Continue to Fall: 8 Key Items Shaping the Stock Market Monday
Coke and the IRS, Google flexes its balance sheet, and other headlines are moving stocks this morning.
Charting the S&P 500: Can the Index Keep It Going?
The S&P handled some volatility last week, but a seasonally weak stretch is upon us.
Tracking 21 Signals Across 10 of Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.