Trump Unveils New Tariffs: 8 Key Items Shaping the Stock Market Friday
Intel’s earnings, Amex reports, mortgage rate headwinds, and other headlines are moving stocks this morning.
More Tales From Nvidia: Some AI Irony (Issue #222)
Am I the only one that finds it ironic that Anthropic and OpenAI are whining about the Chinese stealing their IP and then massively undercutting them on price, when they themselves have stolen everything to train their models?
And this (as mentioned previously) …. Alphabet’s ($GOOGL) free cash flow is negative for first time ever, and they are supposed to take CAPEX up? And Alphabet is in better shape then most of them. All the off-balance sheet stuff. Meta ($META) seems to be the worst and they are nowhere in AI — seems like all that money is going to be about as well spent as the Metaverse:
Position: Long GOOGL (VVS)
Google and Tesla Boost Capex: 8 Key Items Shaping the Stock Market Thursday
Inflation pressures build, AMD’s chip event, United Rentals crushes it, and other headlines are moving stocks this morning.
Amid Chip and Memory Bounce, This One Name Stands Out
While the SOX breaks down, this stock keeps holding up.
We’re Tracking 23 Signals Across 10 Portfolio Investing Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize
We raised a few price targets, added to three holdings, and locked in big gains in another.
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.