VIDEO: Fed, Oil and AI Are the Key Market Forces
Why we’re following where capital is flowing.
Boeing CEO on production ramp, CruxAI funding and other headlines moving the market this morning.
This Japanese chipmaker, which has produced world-leading stock performance since its debut in late 2024, would be following the example of Hynix in seeking a U.S. listing.
Here’s why a potential slowdown in AI development is boosting hyperscalers.
Here are consensus EPS figures, RSI levels, potential pickup points and more for the Portfolio’s holdings.
Not bad enough to buy and not good enough to chase.
New concerns about AI growth are hitting on Monday morning. Here’s my game plan.
Not much changed on Friday. The market is oversold, while sentiment is complacent. We could rally, and a stock I recently recommended could follow.
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
During a week of outperformance vs. the S&P, we closed out one holding, locking in substantial gains that rebuilt our cash position.