Market to Give Back Gains After Iran Setback: 8 Key Items Shaping the Stock Market Monday
Plus, Anthropic’s briefing, Next Era & Dominion Energy, SpaceX timing and other headlines moving stocks this morning.
We’re Tracking 28 Signals Across 9 Pro Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Forget ‘Too Late Powell’, It May Be ‘Too Late Wall Street’
We added to two holdings this week, and are eyeing these others right now
Apple Invites AI Speculation Ahead of Milestone Event
If Apple can deliver on its Siri overhaul, we could see the upgrade cycle accelerate.
We Are Boosting Our Price Target for This Semiconductor Star
Rising demand and margin leverage put this Pro Portfolio holding is a strong spot.
Attention Shifts Back to Iran: 8 Key Items Shaping the Stock Market Friday
Oil and the dollar climb, lackluster Trump-Xi summit wins and other headlines moving stocks this morning.
Our Game Plan for Applied Materials and Its Earnings Report After the Close
We’re taking stock of consensus expectations and management’s prior expectations for 2026.
Chart of the Day: Amazon Remains on a Charted Course
Amazon is consolidating at a higher level, preparing for its next move.
Picking Up More Shares of This AI Play After We Locked in Some Gains
The improving multi-year outlook for AI and data center demand is the tailwind opportunity.
Latest From Trump-XI China Summit: 8 Key Items Shaping the Stock Market Thursday
April Retail Sales, Cisco, Cerebras’ IPO and other headlines are moving stocks this morning.