New Microsoft Price Target After a Quarter With ‘a Lot to Like’
Here’s why we’re gladly back in this Mag 7 name.
As AI-Infrastructure Charts Break Down, It’s Time to Dramatically Reduce Exposure
We took profits early. Now we’re cutting further. It’s not about belief. It’s about what the charts are saying now.
Unfriendly Fed and Meta Disappointment
The hawkish bloc is growing, and the rotation that was absorbing the damage reversed.
Interest Rates Set to Move Higher for Longer as Inflation Persists
With the AI bubble looking to “jump the shark” and conflict in the Middle East ongoing, the Federal Reserve has little choice.
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
How to Navigate a ‘Chip-Wreck’; Watching the War Grow, Fed Day!
Fighting spreads after surprise attack, Fed Day lands, and let’s look at the rotation and what to make of the semiconductor crash.
The Fed, the Rotation, and Why IBD Is at Minimum Exposure
As the Fed decision sets up for a strong reaction, here’s what to watch. Plus, why IBD is at minimal market exposure while the Dow rallies.
Why You Should Think Twice About That 12% ETF Yield
A 12% yield sounds better than 3%, until you look at what’s actually generating each payout.
Earnings Dynamics Have Changed With Biggest Reports Ahead
Semiconductor weakness lifted the hyperscalers again while the market waits on the Fed.
Weekly Roundup: When Earnings, Rates, and Oil Collide
We closed out a profitable position, added to two others, and adjusted several price targets. Here’s what we’re watching next.