Micron Report Is Greatest in Recent ‘Memory’. Here’s How I’m Responding
Micron’s quarterly report could be among the best in the history of corporate America. But will we see a Hynix hiccup?
Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!
Micron blows away expectations, boosting storage trade; banks pass stress test, Lockheed locks up defense deal and, wow, Wendy’s!
More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Chart of the Day: Meta’s Technicals Continue to Erode
Headwinds continue for this mega-cap name but some support is not far away.
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.