A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
Weekly Roundup: Forget ‘Too Late Powell’, It May Be ‘Too Late Wall Street’
We added to two holdings this week, and are eyeing these others right now
We Are Boosting Our Price Target for This Semiconductor Star
Rising demand and margin leverage put this Pro Portfolio holding is a strong spot.
As Stretched Names Get Hit, Will Downside Momentum Spread?
Sell-the-news pressure emerges as AMD, Intel trade off and interest rates spike higher.
Our Game Plan for Applied Materials and Its Earnings Report After the Close
We’re taking stock of consensus expectations and management’s prior expectations for 2026.
Looking Past the AI Leaders: Why I Bought This Biotech After Earnings
Stock picking is coming back to life. Here’s an example of a name that offers lower risk after earnings news.
6 Steps for Navigating an Extended Market With Major Underlying Weakness
The real issue for investors is the gap between the indexes and the average stock. Here’s how to handle it.
Don’t Let Bulls, Bears and Bubbles Distract You From Smart Trading
I’m not bearish, bullish, or fighting bubbles. I’m simply adjusting my positioning.
120 New Lows Send a Quiet Warning With Market Still Near Record Levels
Semiconductors and small-caps struggle while the new-low list keeps growing. This is how a two-tiered market acts under stress.