The Post-Earnings ‘Lull’ Continues
End of day rundown of all that you should know for September 8th.
Safety Set as I Await Smith & Wesson, Planet Labs Earnings
I’m holding off on trades as I await earnings for these two $10K Portfolio names; also, SoFI updates and drone news.
We’re Long This Small-Cap Drone Name as Fears of Russia NATO Strike Rise
The CIA director reportedly visited Russia to warn about attacks on NATO allies.
Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
Nvidia’s results beat Wall Street expectations by a mile, signaling the AI trade is alive and well.
Something Cool for Summer
Let’s dive into that that chilly CPI data, check the rate outlook now, and preview Lockheed Martin’s and RTX’s drone-busting tech.
Charting Microsoft, Palantir, Amazon, RTX and Potentially Upping 2 Targets
Here’s how I see these four Sarge-folio stocks and why I could increase the price targets on two.
Market Indecision: War Uncertainty, Wacky Econ Data, Fake News?
Investors are stuck dealing with more questions over the state of the Strait, economic data that doesn’t quite make sense, and accusations of fake news.
New RTX Price Target After $95 Billion Update
The former Raytheon seems likely to follow General Dynamics higher.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?