Chart of the Day: Google’s Correction Seems Finished
The giant search and AI company had a nasty pullback but seems to have found its footing.
Tracking 26 Signals Across 11 of Our Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Portfolio Maintains Lead as Select Holdings Do the Heavy Lifting
We added to three holdings and started a new position during a roller-coaster week for the market.
Forget AI, This Cash-Rich Name Is Quietly Outperforming Big Tech
The furniture company has no long-term debt, and sits on a cash position of more than $300 million heading into earnings.
Liftoff on Potential Iran Deal and SpaceX IPO?: 8 Key Items Shaping the Stock Market Friday
Oil prices fall, midterms spending, Nasdaq-100 changes, and other headlines moving stocks this morning.
May the Schwartz Be With Us. What You Should Know About the SpaceX IPO.
Our team has discussed SpaceX over the last few weeks. Here is everything you need to know.
Charting Super Micro After Stunning $7 Billion Update
Super Micro Computer’s $7 billion capital raise is weighing down the stock.
Ready for the SpaceX IPO?: 8 Key Items Shaping the Stock Market Thursday
Trump and Iran, May PPI, Oracle’s spending, potential OpenAI price cuts, and other headlines moving stocks this morning.
May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday
TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.
Google Likes Intel. Nvidia Appears to as Well. And So Do I
Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.