Charting the S&P 500: Still Bullish… But Some Worry
Stocks were mostly down this past week and felt the heat from semiconductor names.
Stocks were mostly down this past week and felt the heat from semiconductor names.
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
We raised a few price targets, added to three holdings, and locked in big gains in another.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.
We’ve refreshed consensus EPS estimates, potential pick-up points, beta, RSI levels and more for each holding.
Since I recommended PayPal, it was up nicely, until today’s takeover talk, which sent shares up even more.
Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
Plus a quick word on ETFs, their strategies and purity levels.
Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.