Fed Makes Interest Rate Decision Amid ‘Elevated Uncertainty’
The market is offering an immediate reaction to the Federal Reserve’s interest rates decision on Wednesday.
New Waste Management Price Target Amid Margin Changes
As recent earnings showed, the company is a margin and free cash flow story, and that’s more than fine with us.
Why We’re Boosting Our Boeing Price Target, Eyeing Eaton
Rising production and improving margin prospects have us bullish on BA; also, let’s connect the dots to ETN.
As Warner Bros. Saga Drags on, I’m Tuning Into Another Media Player
This media company is smaller, but could it become another takeover target? Here’s how I’d handle it.
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
How to Navigate a ‘Chip-Wreck’; Watching the War Grow, Fed Day!
Fighting spreads after surprise attack, Fed Day lands, and let’s look at the rotation and what to make of the semiconductor crash.
Stocks & Markets Podcast: Catching Up With Neostellar Capital CEO Mark Klein
The current AI market, private capital raises and valuations, and why portfolio discipline is critical.
New Paccar Price Target, Checkpoint After Earnings Release
Rising production volumes and favorable pricing point to a stronger second half ahead.
Chart of the Day: Meta’s Day of Reckoning Is Here
This mega-cap is set to report earnings on July 29 amid downbeat expectations.
New Welltower Price Target as Pricing Power Kicks in
We discuss two items we’re watching as we layout where we’d revisit our Two rating.