Sometimes Bad Is Good, and Sometimes Bad Is Bad
Let’s sort through what those Friday jobs numbers mean for rate-hike chatter, what’s happening (or not happening) on the Strait, and why Trump is in a tough spot.
Cisco Delivers 100% Profit as Sandisk Gets Hammered
It’s becoming commonplace for tech stocks to sell off after earnings beats.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
We’re Raising Our Price Target on This Cybersecurity ETF
Plus a quick word on ETFs, their strategies and purity levels.
We’re Raising Our Apple Price Target After iPhone Share Gains
We could see Apple’s iOS 27 public beta released this week.
Why Underappreciated NetApp Is Ready to Rally
Another holding in my Select Equity strategy, NTPAP’s growth catalysts are too hard to ignore.
Goldman Recommends 2 Small-Cap SaaS Plays Amid Dot-Com Boom Revival
Goldman Sachs has highlighted two intriguing small-cap names as AI valuations get crazier.
Cisco and Ciena Comments Support Our AI-Driven Networking Thesis
They also keep us bullish on these Pro Portfolio positions.
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?
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.