Canada Fires Back, Oil Nears $100: 8 Key Items Shaping the Stock Market Tuesday
Apple’s foldable iPhone, inflation expectations, Anthropic’s S-1, and other headlines are moving the market this morning.
We’re Tracking 28 Signals Across 8 of the Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead
We exited one holding, and added to three others, upgrading one of them along the way.
Broadcom Update Keeps Eyes on the Prize
Multiple ramping programs underscore the company’s massive AI chip ramp.
Buying More of This Semi-Cap Play on Tightening Industry Capacity
Tight capacity levels bode well for orders and favorable pricing, bringing nice operating leverage.
Broadcom Shares Robust Multi-Year Outlook: 8 Key Items Shaping the Stock Market Thursday
Microsoft resentments, earnings from HPE, Snowflake and Ciena, plus other headlines moving the market this morning.
Margin Pressures and Higher Interest Rates Offset Good Earnings Reports
The market remains under pressure as it awaits significant employment news.
Broadcom Moving Lower on Guidance
Break in!
Broadcom ($AVGO) is moving lower on slightly disappointing revenue guidance.
Position: None
Top 2 GARP Stock Picks in a Bifurcated Market
Finding growth at a reasonable valuation has become a key challenge for prudent investors.
Dell’s Big AI Boost: 8 Key Items Shaping the Stock Market Wednesday
U.S-Iran fighting escalates, but oil prices dip, ADP’s August jobs figure issues, plus other headlines moving the market this morning.