The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
DR Horton Showcases Homebuilder Pain: 8 Key Items Shaping the Stock Market Tuesday
Trump’s tariffs, TSM price hikes and other headlines are moving stocks this morning.
Tech Trade Gets Thorny; Hynix Hit; U.S. to Ramp Up Fight With Iran?
Here’s how I’m handle the tech trade as it gets tough; also, let’s check the latest with Iran, the semis and … some good news on inflationary data.
We’re Raising Our Price Target on This Cybersecurity ETF
Plus a quick word on ETFs, their strategies and purity levels.
Holding My Nose and Taking a Quantum Leap of Faith on IBM
It’s looking ugly out there for ‘Big Blue,’ but here’s why I’m not ready to bail just yet.
Looking to Buy Smith & Wesson After Drastic Debt Improvement
How can I not like the looks of the company?
Buying CrowdStrike as Strong Quarter Indicates Acceleration
Sticking with this long-term price target for the cybersecurity giant.
Moving From Large to Medium-Sized
With S&P futures -73 handles (following large declines in reporting companies CrowdStrike ($CRWD) and Broadcom ($AVGO) I am covering some of my shorts from yesterday and this morning:
* $SPY $752.18
* $QQQ $741.69
From last night and during Tuesday’s regular trading session:
After-Hours Trading
At 4:55 PM Tuesday I added to index shorts:
Position: Short SPY (L), QQQ (L)
BY Doug Kass · Jun 3, 2026, 5:45 AM EDT
I moved from large-sized to medium-sized.
Position: Short SPY (M), QQQ (M)
Chart of the Day: Close Look at the Cybersecurity ETF as Big Names Report
CIBR continues to hit new all-time highs, but when will there be a chance to hop aboard?
Palo Alto Flashed Buy-the-Dip Opportunity After Golden Crossover
Is it time to buy the cybersecurity name after a “standout quarter”?