New Price Targets for 2 Chip-Related Holdings to Close the Quarter
This pair of stocks is on our radar as both names have entered overbought territory.
Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
30 Signals Across the Portfolio’s 10 Themes and Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Broadcom and OpenAI Make an AI Chip Splash with Jalapeño
This is the opening salvo in their relationship, but Broadcom has other irons in the AI infrastructure fire.
Cisco and Ciena Comments Support Our AI-Driven Networking Thesis
They also keep us bullish on these Pro Portfolio positions.
Oil Prices Continue to Fall: 8 Key Items Shaping the Stock Market Monday
Coke and the IRS, Google flexes its balance sheet, and other headlines are moving stocks this morning.
Tracking 21 Signals Across 10 of Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Peace Deal, Warsh Arrives, and the Portfolio Moves Ahead
We closed three positions, began a new one, and added to two others. Plus, we look ahead to the potentially most impactful earnings report next week.
Why Isn’t Oil Fueling a Move Higher in the Transports?
Oil down, transports up. That’s the old relationship. But it isn’t working these days.