Buying RTX as Dwindling Munitions Call for Reload
We’re sticking with this RTX price target.
Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
Nvidia’s results beat Wall Street expectations by a mile, signaling the AI trade is alive and well.
This Drone Stock Appears to Be Low-Hanging Fruit
As we get big news from the Meta case and await Nvidia earnings, here’s a company I’m adding to my shopping list.
China’s World-Record Robot Maker Lists But U.S. Investors Have to Get Creative to Invest
U.S. investors may have to wait to get their hands on shares of Unitree Robotics.
Something Cool for Summer
Let’s dive into that that chilly CPI data, check the rate outlook now, and preview Lockheed Martin’s and RTX’s drone-busting tech.
New RTX Price Target After $95 Billion Update
The former Raytheon seems likely to follow General Dynamics higher.
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?
New Lockheed Price Target After Huge Breakout
The defense giant is forcing managers to increase long-side exposure.
Forget SpaceX, Here’s a Cheaper Way for Investors to Get Into Orbit
The best space opportunity may not be the one everyone is talking about. Here’s how to play this little-known name.
Why I’m Eyeing Lockheed, RTX; Fire in Hormuz; SpaceX Lands on … Nasdaq 100
As U.S.-Iran truce hits bump after ship hit in Hormuz, I’m eyeing adding to these defense stocks; also the latest on NATO, SpaceX and Monday’s market.