Market Catches AI Skeptics by Surprise
Palantir’s resurgence is attracting AI momentum chasers.
Chart of the Day: Axon Needs to Continue to Trend
The company reports earnings Wednesday and it’ll be interesting to see how the market responds.
Groundhog Day for Trump and Iran? 8 Key Items Shaping the Stock Market Monday
U.S and Japan intervene, Senate bill, Amazon and OpenAI extend relationship, and other headlines moving stocks this morning.
4 Things That Will Drive the Market From Here
With Big Tech earnings behind us, the setup for August is clearer. Here’s my strategy and the one stock I’m watching.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
2 Powerful Tailwinds Are Backing This Portfolio Holding
These are the items we’re watching that could trigger a price target increase.
Sticking With This Amazon Price Target After ‘Compelling’ AI Capex Return
CEO Andy Jassy told investors that the big tech company expects revenue to outpace the capex growth.
We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.
Here’s Where to Buy Apple After Post-Earnings Selloff
The Big Tech firm faces a critical stock price and I’d be a buyer.
Supply Shortage Takes Bite Out of Apple: 8 Key Items Shaping the Stock Market Friday
Euro-area inflation rises in July, Amazon soars, SpaceX-Tesla chatter, and other headlines moving stocks this morning.