New Netflix Price Target Amid Mobile-First Transition
Here’s what we’ll be watching to determine the position’s place in the Portfolio.
AI Giants Begin to Appear Defenseless
As I look out to the major artificial intelligence names, I see something missing: a moat.
Chips Under Pressure as Rotation Remains the Key Market Theme
This is not unhealthy action. Here’s how I’m playing it.
JPMorgan Lifts Price Targets for 2 Portfolio Holdings as Iran Tensions Rise
Here are the upcoming reporting dates for the Portfolio’s holdings.
Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season
We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.
Rotation Reverses Ahead of Big Bank Earnings
The SK Hynix IPO performed fairly well but sustained momentum will be difficult.
These Two Biotechs Offer Stability in a Crazy Market
A slow and steady approach with these stable biopharma stocks offers refuge from a market that feels ready to pop.
The Meta Effect, Semis Surge, Wall Street Says, ‘What War?’
Markets brush off fighting with Iran as Meta talks about making its own AI chips; South Korea’s SK Hynix lists on Nasdaq; I give a chart checkup on the market.
Meta’s AI Chip Plans Revealed: 8 Key Items Shaping the Stock Market Friday
SK Hynix’s IPO pricing, Micron’s spending, Delta’s earnings, and other headlines are moving stocks this morning.
Semiconductors Lead, but the Chip Story Is Changing
Even as semiconductors continue to power the market higher, chip makers face a $1 trillion question.