Evolv Reports, and Here’s What I’d Do … If I Had the Cash
The $10K Portfolio holding Evolve Technologies reports and here’s my take on what to do now.
OpenAI’s $40 Billion Revenue Run Rate: 8 Key Items Shaping the Stock Market Friday
Trump ups Iran economic measures, Applied Materials slips and other headlines moving the stock market this morning.
I’m a Little ‘Fed’ Up …
I’d like to respectfully disagree with the Cleveland Fed president, make a few points about inflation, and take a look at Iran.
I’m Ultra Cautious as Exposure’s at the Max, Retail Sales Loom, Iran Digs In
Here’s my game plan and take on the market action, incoming economic data, and volatile geopolitical scene.
The Semis/Tech Trade Finally Sees a Change
On Thursday, folks discovered the semis are still the sort of stocks they like.
Building a Position in This Drone Firm as Sellers Miss Key Takeaway
Flat wholesale inflation, cheaper oil and bond strength is driving the market higher.
Chart of the Day: SiTime Clocks in Some Bullish Moves
This EPS Diplomat name had a tremendous move last week and continues to hold the pop.
VIDEO: Don’t Chase Applied Materials into Earnings
As the S&P 500 hits record highs, warnings signs are starting to flash.
Something Cool for Summer
Let’s dive into that that chilly CPI data, check the rate outlook now, and preview Lockheed Martin’s and RTX’s drone-busting tech.