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Category: Portfolio

We’re Eyeing Two Holdings as We Digest June Retail Sales Report

Avatar photo Chris Versace on July 16, 2026

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

Avatar photo Chris Versace on July 16, 2026

TSMC fab

War escalation, oil crunch prospects, Uber targeting Delivery Hero, and other headlines moving stocks this morning.

We’re Maintaining These 2 Price Targets — for Now

Avatar photo Chris Versace on July 15, 2026

Here’s what could lead us to revisit them.

VIDEO: Assessing the Pressure on 2 Portfolio Holdings

Avatar photo Chris Versace on July 15, 2026

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?

Avatar photo Bob Lang on July 15, 2026

Apple Stock Bullish

While semiconductor stocks are the featured item, Apple is delivering the goods.

ASML Plans Capacity Additions: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on July 15, 2026

ASML

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

Avatar photo Chris Versace on July 14, 2026

What we find is supportive of AI adoption and usage, and several Portfolio holdings.

We’re Raising Our Price Target on This Cybersecurity ETF

Avatar photo Chris Versace on July 14, 2026

Cybersecurity stocks

Plus a quick word on ETFs, their strategies and purity levels.

Chart of the Day: ‘All-Star’ Gets Caught Up in Sector Selling Storm

Avatar photo Bob Lang on July 14, 2026

stock charts

A recent pullback takes the stock below some key support.

Stocks & Markets Podcast: Regenerative Medicine’s Next Leap with Conexeu Sciences CEO

Avatar photo Chris Versace on July 14, 2026

Leveraging wound care to tackle the much larger aesthetics market.

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