Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.
New Microsoft Price Target After a Quarter With ‘a Lot to Like’
Here’s why we’re gladly back in this Mag 7 name.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.
New Waste Management Price Target Amid Margin Changes
As recent earnings showed, the company is a margin and free cash flow story, and that’s more than fine with us.
New Paccar Price Target, Checkpoint After Earnings Release
Rising production volumes and favorable pricing point to a stronger second half ahead.
Chart of the Day: Meta’s Day of Reckoning Is Here
This mega-cap is set to report earnings on July 29 amid downbeat expectations.
The Screens Look Worse Than the Breadth
Ugly action in technology is dragging down names that have nothing to do with AI.
Our Quick Takes on Welltower, Paccar Earnings Beats
As we await calls for these two Portfolio names (and Boeing), we’ll give our views on how earnings so far confirm our positions.
Earnings Heat Up Amid Conflicting US-Iran Comments: 8 Key Items Shaping the Stock Market Tuesday
Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.
4 Problems Converge on the AI Sector as Investors Await Earnings
Four issues have arrived at the same time. But they are not the same problem. Here’s what to know.