This Stock Was Sold as an AI Loser. Then Came Muse.
Your AI will call their AI. Here’s the stock I’m buying for that.
Stocks Shrug Off New Highs in Yields as the Advance Broadens
The Nasdaq closed at a record, and the S&P 500 came within a whisker, as the rally broadened for a second straight session, even as 10 and 30-year yields climbed to their highest close since 2002.
Cool Inflation Print Overshadowed by Rising Yields as Stocks Stumble Into Quarter-End
A cooler-than-expected core PCE lifted stocks early, but a rebound in yields and a sharp final-hour selloff left the Nasdaq as the lone gainer on the day and month.
Will Warsh Be More Forthcoming About Fed Policy?
The Fed Chair thinks the central bank should communicate less rather than more, but the market is hungry for insight into inflation.
Big Software Stocks Are Languishing, But These 2 Disruptors Are on a Tear
I’m opening small positions in these names that are turning the software sector on its head.
Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
From Microsoft to Oracle, Charting Software Stocks Amid Resurgence
Software stocks like Palantir and CrowdStrike are heating up as the sector regains favor with investors.
June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.
Apple’s Foldable iPhone Plan: 8 Key Items Shaping the Stock Market Friday
The June jobs report, Nvidia’s rev share model, SAP gets aggressive on AI, and other headlines moving stocks this morning.
What’s Our Game Plan for Palantir?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.