October Monthly Roundup: Navigating the Tech Pullback. What We Bought and Our Shopping List.
We used the AI pullback to add to several holdings, made a handful of rating and target changes, and sharpened our shopping list.
Oil Drops While Other Inflation Pressures Look to Accelerate: 8 Key Items Shaping the Stock Market Monday
Marvell and Lumentum ink a deal, Google and Amazon address capex funding concerns and other headlines moving the market this morning.