Can the AI Infrastructure Trade Keep Up the Momentum?
The the odds of no rate hike in 2026 have jumped to 28% from 11% a month ago.
Our Positioning as Market Grows Increasingly Complacent
Looking ahead, we see reasons to become more cautious.
As Velo3D Prints Strong Earnings, I’m Boosting the Target and Taking Action
Here’s my plan after this $10K Portfolio member beats expectations.
Locking in Gains, Setting New Price Target for This Data Center Play
The power paint point thesis remains, leaving us with ample skin in the game.
A Trifecta of Rising AI Demand: 8 Key Items Shaping the Stock Market Wednesday
Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
A Cool CPI Report Might Not Actually Be the Good News Investors Expect
Rates have gone straight up since the last cool inflation report.
Boeing Takes Another Step Up
We continue to see higher delivery rates in the quarters ahead, driving revenue, profits and cash flow.
To Lure Investors, Hong Kong Goes for a ‘Big Bang’ Tax Policy
Poised to introduce a tax break for family offices and hedge funds, Hong Kong plans to extend its 0% income-tax rate to proprietary-trading houses.
After Rocket Lab Fires Off Solid Earnings, I’m Pulling the Trigger
Let’s dive into the most recent quarterly report and I’ll give my take on the stock now.