Our Quick Takes on Welltower, Paccar Earnings Beats
As we await calls for these two Portfolio names (and Boeing), we’ll give our views on how earnings so far confirm our positions.
As we await calls for these two Portfolio names (and Boeing), we’ll give our views on how earnings so far confirm our positions.
The stock has fallen sharply, but opinions remain split. Some see a buying opportunity near key support levels, while others warn the valuation still looks extreme.
Here’s why I’m long Microsoft and Amazon into crucial results this week.
Breadth holds up while chips fall, and this biotech chart is setting up ahead of earnings season.
While most investors are focusing on the Q2 earnings reports and Iran, I am watching the credit markets closely. Here’s why.
Plus, what’s on our Palantir radar screen and an upcoming podcast guest.
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
Oil falls, single stock futures to come and other headlines are moving stocks this morning.
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?
Single-stock leveraged ETFs top 2026’s performance charts, with gains above 500%. But their own prospectuses warn investors away, and a collapse in South Korea shows what happens to retail buyers when the trade turns.