Trimming This Financial Holding After Price Target Boost
We will maintain a sizable holding given our outlook for these two company drivers.
Here Comes the Jobs Report: 8 Key Items Shaping the Stock Market Friday
Iran reintroduces strait service fees, stock market inflows, Lululemon drops, production levels at Boeing, and other headlines are moving stocks this morning.
Broadcom Bleeds, Semis Sink, Will Jobs Numbers Stink?
After a week that feels like pulling teeth, let’s check on the ‘rotation,’ the semiconductors and brace for the jobs report.
Is the Small-Cap Surge ‘Late Stage Action’ or Just Normal Rotation?
A selloff in chip stocks sparked a move into overlooked sectors ahead of the key jobs report.
Are Stocks About to Repeat July 2024?
This rally is getting long in the tooth, with indicators flashing that stocks are overbought. Should we be looking back to July 2024 to see what could happen next?
While the Others Rally, This VIX Indicator Screams Caution
It’s an either/or market. The others made their move today, but the VIX may be ready to pop.
Crackdown Hits Hong Kong Financials on Anniversary of Tiananmen Square
Hong Kong has been a key route for mainland Chinese citizens to get their money out of the grasp of the Communist Party.
First Broadcom, Now Ciena… But the Networking Opportunity Is Still Ahead
Ciena sees its addressable market doubling over the next several years.
Buying CrowdStrike as Strong Quarter Indicates Acceleration
Sticking with this long-term price target for the cybersecurity giant.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.