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Tag: Analysis

Here’s My Move on IBM After Earnings

Avatar photo Stephen Guilfoyle on October 22, 2026

IBM CEO

This has been one of my more controversial positions. Let’s dive into the report and see if I’ll be buying more.

Fool Me Once… Fool the Trading Algos Over and Over Again

Avatar photo Stephen Guilfoyle on October 22, 2026

Why does the market fall for peace rumors time after time? Let me explain. Also, ever hear of the Great Pumpkin trade?

Doug Kass: Move Over Warsh, Nvidia Might Be Lender of Last Resort

Avatar photo Doug Kass on October 21, 2026

Let’s look at who is really the most powerful banker in the world right now.

‘The Google of China’ Suddenly Looks Like a Great Deal

Avatar photo Ed Ponsi on October 21, 2026

Baidu

Here’s why I’m adding this once favorite name to my portfolio and why you might consider the same.

My Portfolio Is Getting Some ‘Energy’

Avatar photo Bret Jensen on October 21, 2026

Oil field at night

I’m getting into these two familiar oil and gas stocks amid an uncertain market.

SpaceX’s Super-Sized AI Capacity Plans: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on October 21, 2026

Elon Musk

Super Micro Computer crushes expectations while United Airlines and Alaska Airlines confirm energy input concerns. Those and other headlines are moving the market this morning.

The Crude Conundrum

Avatar photo Stephen Guilfoyle on October 21, 2026

Let’s look at sticky oil prices, even after the flow largely returns from the Middle East. Also, could Tesla merge with SpaceX?

Laying the Groundwork for 2 Holdings on Our Shopping List

Avatar photo Chris Versace on October 20, 2026

Shopping

These are the data points we’ll be watching for as we continue to follow the technical setups.

Chart of the Day: Cyber Stocks Aren’t Immune to the Sell Button

Avatar photo Bob Lang on October 20, 2026

cybersecurity lock

This group should continue to thrive and may be the target of buyers soon.

I’m Lowering My Price Target for RTX Despite Earnings Beat

Avatar photo Stephen Guilfoyle on October 20, 2026

RTX (formerly Raytheon)

The quarter was great, guidance awesome, and cash flow roaring. Let’s dive into the numbers and check the chart.

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