We’re Upping Our Price Target, Downgrading Our Rating on This Holding
A 14% dividend increase fuels our target change, but these factors foster the downgrade.
Cool CPI, Sharp Warsh, Booming Banks
Let’s check on inflation, what Fed Chief Warsh told lawmakers, the banks and my latest take on the chart.
A Market Tale Full of Sound and Fury Signifying Nothing
It was an extremely busy day with 8 major events, but there was only a muted market reaction.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
IBM and the Market’s Mood: 8 Key Items Shaping the Stock Market Tuesday
Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.
Chart of the Day: Morgan Stanley Is Ready for Prime Time
No question the strong stock market has helped, but so has something else!
Whispers of Black Monday as S. Korean Stocks Sink, Iran Fighting Resumes
I don’t think it’s ugly enough for a 1987 repeat, but just the idea can put a trader on edge. Let’s check the latest of the markets, Iran conflict, the Fed.
Will the SK Hynix IPO Repeat the SpaceX Pattern?
As SKHY’s debut grabs the spotlight, the real test for the market starts next week with these three things.
War Returns, Semis Snap Back, Fed Frets Over … AI Inflation?
Let’s check the latest in the war on Iran, how SanDisk climbed along with the semiconductors, the Fed’s new concern … and, wow, the indirect bidders!