The Hot CPI Report May Be the Medicine the Market Needed
A warm inflation number lets the market price in the worst case for the Fed, and biotech is already acting like it has washed out. Here’s my plan.
New Apple Price Target as HomeView Comes Into View
Apple’s HomeView will generate fresh streams of services revenue. Meanwhile, residential security stocks have plummeted.
Apple’s Smart Home Update Brings 2 Real Barometers to Watch
HomeView, HomePod mini 2, a new Apple TV 4K and the Apple Home Collection put Siri AI at the center of the home.
Buying Intuitive Surgical After Rally Leaves Room to Grow
Intuitive Surgical combines a dominant market position with an increasingly bullish chart.
AI Data Center Stocks Could Bounce Hard. Here’s What Would Make It Last.
Three things are needed to bring beaten-up AI data center stocks back — and one developer is closest to breaking through.
Questions Over Trump-Russia Diesel and U.S-Iran Proposal: 8 Key Items Shaping the Stock Market Monday
IonQ scoops up a cybersecurity company, Apple and ADT rumors and other headlines moving the market this morning.
Tracking 33 Signals Across 9 of the Pro Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday
Delta Air Lines profit cut, Lumentum’s ‘sold out’ market, and other headlines moving the market this morning.
Oil & Treasuries Up, Fed Minutes Ahead: 8 Items Shaping the Market Wednesday
Let’s check key items to watch today, including Marvell’s Investor Day reaction and SpaceX looking for Nvidia cash.