AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday
Big AI and data center focused earnings, SpaceX’s $40 billion capital raise, and other headlines moving the market this morning.
Chart of the Day: Cyber Stocks Aren’t Immune to the Sell Button
This group should continue to thrive and may be the target of buyers soon.
Upgrading One of Our ETF Holdings and Boosting Its Price Target
Three things we’ll be listening for as the number of earnings season conference calls proliferate.
AMD’s ‘Very High’ Chip Demand Sets Up Marvell’s Investor Day: 8 Key Items Shaping the Stock Market Tuesday
Zscaler reiterates guidance, Boeing’s Lockheed Martin win, and other headlines moving the market this morning.
CrowdStrike Just Popped. Here’s My Plan and Why I’m Upping the Price Target.
CRWD gained 13.9% on Monday, then traders took some profits. But the roof has not fallen.
Chart of the Day: What Luck, Another Buying Opportunity in Cybersecurity!
Seems every pullback has been a great chance to add more shares.
New Jobs Report Surprises in a Big Way: 8 Key Items Shaping the Stock Market Friday
Anthropic’s revolving credit facility, Tesla cyber cabs hit Austin and other headlines moving the market this morning.
Trump’s Venezuela Oil Announcement Won’t Save the Price: 8 Key Items Shaping the Stock Market Monday
Renewed attacks between U.S. and Iran, a big week of August economic data and other headlines moving the market this morning.
Looking for Kevin Warsh to Spill the Policy Beans: 8 Key Items Shaping the Stock Market Friday
AI cyberattack warnings, Stripe walks from PayPal and other headlines moving the market this morning.
Sticking With This CrowdStrike Price Target as Firm Faces ‘Largest Market Opportunity’ Ever
The cybersecurity firm posted excellent results and the Falcon is soaring.