I’m Lowering My Price Target for RTX Despite Earnings Beat
The quarter was great, guidance awesome, and cash flow roaring. Let’s dive into the numbers and check the chart.
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.
This Holding Will Benefit From a U.S. Army Update, But There Is an Even Bigger Market Opportunity Ahead
The U.S. Army is testing for drug cartels, but other applications bring another tailwind for Axon.
I’m Eyeing Northrop After Boeing’s $20 Billion Navy Update
Though Northrop Grumman lost out to Boeing in a large deal, it seems ripe for a trade.
Why August PCE Shouldn’t Be the Focus: 8 Key Items Shaping the Stock Market Wednesday
Boeing’s Navy win, iPhone Duo expectations, and other headlines moving the market this morning.
Anatomy of a Bond Market Selloff
Let’s break down what’s happening with bonds and how things unfolded Wednesday. Plus, two items from the ‘What the Heck’ department.
Asian Markets Brace for Geopolitical Crosswinds
What can we expect out of meetings between U.S. President Donald Trump and the leaders of China, Britain and Japan?
Surprise Greenland Deal Has Investors Looking in the Wrong Place
Rare-earth stocks jumped on the new pact, but the best opportunity may be elsewhere. Here’s the name we bought.
AeroVironment at a Crossroads After Impressive Earnings
The defense contractor turned some heads on Wall Street with surprising results.
We’re Picking Up More Shares of This Defense Player
We see a potential positive catalyst that could remove a hangover on the shares ahead.