VIDEO: Anthropic, Apple and Inflation Set Up Pivotal Week for the Market
Plus, ASML’s price hikes rumblings and implications for Applied Materials.
VIDEO: Looming Updates That Could Move 3 Key Positions
The reason why we’re focused on this week’s inflation and wage growth data.
Video: Sticky Inflation, AI Chips and Apple’s Foldable
We’re waiting on Nvidia as chip competition intensifies.
VIDEO: Drone Market Opportunity With Matternet CEO Andreas Raptopoulos
Exploring how autonomous drones are poised to transform the delivery market.
VIDEO: Why We’re Questioning Home Depot’s Earnings Claims
Plus, connecting the July data for Housing Starts and Industrial Production to two Portfolio holdings.
VIDEO: Why We’re Increasingly Cautious in This Market
Plus, the July Retail Sales report, AI and a few other item to close out the week.
VIDEO: Don’t Chase Applied Materials into Earnings
As the S&P 500 hits record highs, warnings signs are starting to flash.
VIDEO: CoreWeave, Lumentum, Super Micro Set Up Next Leg of the AI Trade
Plus, Axon’s continued momentum and two holdings we’re watching closely.
VIDEO: Microsoft Update Puts Marvell in the Spotlight
Plus, Boeing sharpens its focus with Archer Aviation deal.
VIDEO: What We’re Watching as a Flurry of Holdings Prepares to Report
Plus, what’s on our Palantir radar screen and an upcoming podcast guest.