VIDEO: Explaining Our Broadcom, Costco Moves
Plus, here’s what the retail split says about the U.S. consumer.
After Moderna’s Big News, Here Are Three Biotechs to Watch
I’m following these lesser-known names amid biopharma’s move on Wednesday.
Flash August PMI Data Contained Some Nice Surprises
Price pressures moderated, while employment rose sharply and order books increased.
Why Target’s Edge Over Walmart Will Last
A scheduled decline in prescription drug prices gives Target a sustainable edge over Walmart.
The $40 Trillion Reason Bitcoin Woke Up
Here’s what caused the rally (and what didn’t) — and where Bitcoin faces its next test.
We’re Scooping Up Shares of a Chip Company and a Well Positioned Retailer
And we’re still keeping some dry powder on hand as we assess other opportunities.
Chart of the Day: Meta’s Not Lookin’ So Hot
With an ugly court battle underway, let’s turn to the chart of Meta to see its story.
Walmart Sends Stagflation Warning With Harsh Report
As the market quickly forgets a significant Treasury buyback, the retail giant offered a concerning economic update.
2 Charts That Sum Up the Current State of Consumer
Comp sales data favor Costco, while TJX shares enter oversold territory.
Moderna Leads the Charge as Pharma ETF Hits All-Time High
Tempus AI and Merck are key contributors to Moderna’s success.