Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
Tech Weakness Is Forcing Rotation — I’m Targeting This Undervalued AI Name
Rotation is the question as rates pressure the market. Here’s one way I’m playing it.
We’re Tracking 28 Signals Across 9 Pro Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Looking Past the AI Leaders: Why I Bought This Biotech After Earnings
Stock picking is coming back to life. Here’s an example of a name that offers lower risk after earnings news.
The Inflation Issue: 8 Key Items Shaping the Stock Market Tuesday
Oil prices and their follow through, April CPI, Trump’s CEO delegation, and other headlines that are moving stocks this morning.
AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.
Tracking 25 Signals Across 9 of Our Investing Themes
Let’s check on the stories that speak to our Pro Portfolio investing themes.