The Mid-Term Election Race Is Heating Up, and So Is the Advertising Spend
Facebook and Google are positioned to profit amid the larger shift to digital advertising.
VIDEO: SuRo Capital on Investing in Private Companies and the IPO Market
SuRo’s CEO discusses how the investment fund works and its positions in OpenAI, Whoop and others.
Meta Makes a Prediction: 8 Key Items Shaping the Stock Market Wednesday
FedEx and Cerebras underscore margin concerns, oil falls further, Google to join the Dow, and other headlines are moving stocks this morning.
VIDEO: Insights on PMI and Inflation With the Schwab Network
Falling oil and energy prices bode well for easing inflation metrics ahead.
Cisco and Ciena Comments Support Our AI-Driven Networking Thesis
They also keep us bullish on these Pro Portfolio positions.
Chart of the Day: TJX Heads Into Summer With Wind at Its Back
We’ve seen strong performance from this retailer as the summer shopping season gets underway.
Big Expectations for Prime Day: 8 Key Items Shaping the Stock Market Tuesday
Tech slumping, Nvidia’s latest win, June Flash PMI on deck, and other headlines are moving stocks this morning.
Chart of the Day: Don’t Fall Asleep on United Rentals
The company has not had a letdown since posting strong earnings in April.
Marvell Joins the S&P 500 as We Await Micron’s ‘All-Star’ Earnings
Our eyes are on this Portfolio holding when it comes to Micron’s capex comments.
Wobbly Iran Deal, 250th Birthday Boost, Benign Rate Outlook, Intel Update
Let’s look at just how fragile the deal with Iran appears, my take on the new Fed leadership, and a look at … Intel.