Applied Materials Raises the Bar With New 2030 Targets
Agentic AI, rising prices and a path to 54% gross margins underscore our thesis.
Chart of the Day: Microsoft Leads the Mag 7 and Most Others
There’s nothing more bullish than this pattern.
Here’s Why I’m Holding Off on Cheap Stocks Right Now
When I look at what’s on my screens I see exactly why I don’t want to snap up even stocks that appear like bargains.
Goldman Beats, JPMorgan Misses: 8 Key Items Shaping the Stock Market Tuesday
Domino’s weak comp sales, Applied Materials sees its top-line doubling, and other headlines moving the market this morning.
Chart of the Day: Will Earnings Change the Game for Morgan Stanley?
TMS stock has lagged the indices badly but may have been treated poorly.
Amid the Biotech Madness, I Spotted an Opening in a Promising Small-Cap
Hedge funds dumped genomics plays like this one last week … but it was just as it announced a new AstraZeneca-linked deal.
What Worries Me About These Diesel ‘Deals’
Trump says we’re going to buy it from Russia and that Europe will release reserves. It might not be so simple.
Tracking 33 Signals Across 9 of the Pro Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday
Delta Air Lines profit cut, Lumentum’s ‘sold out’ market, and other headlines moving the market this morning.
VIDEO: Rates vs AI Earnings Becomes Market’s Next Big Test
Waller’s rate-hike warning, PepsiCo’s outlook cut and TSMC’s 54% surge.