Trimming One Holding, Adding to Another as We Boost Our Rating
A new overbought condition and rekindling inflation pressures drive these moves
New Applied Materials Checkpoint as We Update Our Portfolio Table
We’ve refreshed consensus EPS estimates, potential pick-up points, beta, RSI levels and more for each holding.
We’re Eyeing Two Holdings as We Digest June Retail Sales Report
We see several Pro Portfolio holdings benefit as we look at the later sales data.
Taiwan Semi Ups Spending Plans: 8 Key Items Shaping the Stock Market Thursday
War escalation, oil crunch prospects, Uber targeting Delivery Hero, and other headlines moving stocks this morning.
VIDEO: Assessing the Pressure on 2 Portfolio Holdings
Why Thursday’s TSM earnings report and next week’s July Flash PMI are on our radar.
Chart of the Day: Can Apple Get Some Praise?
While semiconductor stocks are the featured item, Apple is delivering the goods.
ASML Plans Capacity Additions: 8 Key Items Shaping the Stock Market Wednesday
U.S.-Iran, Nvidia confirms Vera tracking, Apple Intelligence approved in China, and other headlines that are moving stocks this morning.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
We’re Raising Our Price Target on This Cybersecurity ETF
Plus a quick word on ETFs, their strategies and purity levels.