Trimming This Financial Holding After Price Target Boost
We will maintain a sizable holding given our outlook for these two company drivers.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
I’m Eyeing 3 Names Amid Market Rotation
Here’s my strategy as the Dow rises as cash rotates out of overbought semiconductor stocks.
Chart of the Day: Space Stocks Are Heating Up. We Have One in the Bullpen.
Starfighters Space is an interesting name to watch.
Rocket Lab Sees Insider Selling, But My Plan Is to Buy
Rocket Lab, a successful position for the portfolio, is getting knocked around by the space trade and insider sales.
U.S. Should Follow ECB Rate Decision After Growth Warning
Outdated models are underestimating growth, and strong growth will continue to push inflation higher.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
Chart of the Day: Close Look at the Cybersecurity ETF as Big Names Report
CIBR continues to hit new all-time highs, but when will there be a chance to hop aboard?
Why I Might Cut This Stock as I Look Below the Surface for Trades
Here’s why I look below the indexes for true opportunities, and why I might shed this holding today.
May ISM and ADP Data Should Keep the Fed’s Focus on Inflation
Job creation continued to rise in May, hitting levels not seen since January 2025.