Weekly Roundup: What We’re Watching as Markets Get Jiggy
We locked in massive gains on two positions and added to two beaten-down holdings.
VIDEO: Our Take on the Latest OpenAI IPO News
Let’s also follow up on our updated game plan for Palantir, and check in on Microsoft.
When the ‘AI Inflation’ Hits the Fan
Rising costs associated with AI are weighing on stocks like Apple. But there’s a bigger question looming for hyperscalers.
I’m Eyeing 4 Stocks Today, Including One Hit By a Short Report
Let’s check that Morpheus report and why I want to see another ‘side’ to the story; also, three price targets shift.
Back-to-Back Wins for Boeing Add to Our Bullish Outlook
Here’s the next catalyst we’re watching for the shares.
SpaceX and Russell Reconstitution: 8 Key Items Shaping the Stock Market Friday
Samsung & SK Hynix’s big spending plans, a potential OpenAI IPO push off, SpaceX wireless service, and other headlines are moving stocks.
Make or Break Day for Brokers, Danger on Chart, Mag 7 Down
Here’s why good economic data is weighing down stocks, Russell’s rebalancing will make winners and losers and the chart looks … perilous.
VIDEO: Micron’s $100B Deals, ‘Irrational Exuberance’ and the Market’s Next Move
We like the rash of bank dividend increases, but remain focus on the engine driving them.
Chart of the Day: Welltower Quietly Makes a New High
Good relative strength and volume on this name means more upside could be in store.
What’s Our Game Plan for Palantir?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.