Nvidia Comes Out Swinging: 8 Key Items Shaping the Stock Market Monday
Talks drag on, May Manufacturing PMI data, more memory chip pain, and other headlines are moving stocks this morning.
Morgan Stanley Sends AI Trade Warning: Stop Buying
I’m enjoying the aggressive speculative trading, but growing worried about some upcoming catalysts and toppy technical action.
Dell Shares Roaring: 8 Key Items Shaping the Stock Market Friday
Oil falls, Dell pops, Gap drops, Costco, Blue Origin, and other headlines are moving stocks this morning.
VIDEO: 2 Key Sticking Points for a Potential US-Iran Deal
Plus, why we’re still in the early AI innings.
VIDEO: Goldman Turns Heads With S&P 500 Target
Lessons from Zscaler, and what to watch with Salesforce earnings
Locking in Big Gains and Downgrading This Sleeper Position
Bad actors leveraging AI keeps us bullish on this ETF’s end-market exposure.
SpaceX Wants Pentagon to Pay Up: 8 Key Items Shaping the Stock Market Tuesday
Investors look past the US-Iran flare-up, SpaceX flexes on the Pentagon, fertilizer shortage, China smartphone sales, and other headlines are moving stocks this morning.
We’re Tracking 29 Signals Across 9 Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Spotify Makes $100 Billion Announcement After AI Update
Spotify announces plan to acquire 1 billion subscribers, generating $100 billion in revenue.
New Nvidia, Marvell Price Targets After ‘Incredible’ Model-Layer Growth
Microsoft and Anthropic chip hews added to some positive guidance.