Strait Traffic Falls to Multi-Week Low: 8 Key Items Shaping the Stock Market Monday
Plus, TSM’s big June revenue, SK Hynix falls, Apple fights OpenAI and other headlines moving stocks this morning.
Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season
We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.
Meta’s AI Chip Plans Revealed: 8 Key Items Shaping the Stock Market Friday
SK Hynix’s IPO pricing, Micron’s spending, Delta’s earnings, and other headlines are moving stocks this morning.
We’re Trimming 3 Positions as Renewed Tensions Flare
Locking in gains on three holdings, plus here are the six other names on our shopping list.
June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.
VIDEO: Palantir Upgrade Draws Connection to Nvidia Valuation
Plus, the market is starting to re-think the number of Fed rate hikes ahead.
Weekly Roundup: What We’re Watching as Markets Get Jiggy
We locked in massive gains on two positions and added to two beaten-down holdings.
Back-to-Back Wins for Boeing Add to Our Bullish Outlook
Here’s the next catalyst we’re watching for the shares.
May Durable Orders Bring Confirming Data for Our 2 Newest Holdings
Rising shipments point to tightening truck capacity, while nondefense aircraft shipments climb.
Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!
Micron blows away expectations, boosting storage trade; banks pass stress test, Lockheed locks up defense deal and, wow, Wendy’s!