The Risk of a Bull Trap Is Increasing
The market mood has improved this week, but fundamentals are still under debate.
Palantir and Onsemi Calm AI Concerns: 8 Key Items Shaping the Stock Market Tuesday
What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.
4 Things That Will Drive the Market From Here
With Big Tech earnings behind us, the setup for August is clearer. Here’s my strategy and the one stock I’m watching.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
Supply Shortage Takes Bite Out of Apple: 8 Key Items Shaping the Stock Market Friday
Euro-area inflation rises in July, Amazon soars, SpaceX-Tesla chatter, and other headlines moving stocks this morning.
The Market Has Changed Its AI Test
Four hyperscalers combined will spend $725 billion this year, but some are achieving better returns. The single AI trade era is over.
A Classic Washout and More Mixed Reactions to Earnings
Amazon is up and Apple is down after their reports.
Microsoft Delivers the AI Relief Investors Were Looking For
Capital spending is still rising, but margin pressure and cash flow are manageable.