Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
Charles Schwab Gets Boost From Single Stock Futures Update
Single stock futures could change the way traders view individual stocks.
While Sentiment Chugs Upwards, Most Stocks Just Creep and Churn
It’s one of those markets where the indexes move ahead, but the breadth hasn’t broadened out.
CoreWeave Might Have Saved the AI Trade but Is It an Investment?
The future looks bright and it might not be allowed to fail.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
VIDEO: CoreWeave, Lumentum, Super Micro Set Up Next Leg of the AI Trade
Plus, Axon’s continued momentum and two holdings we’re watching closely.
Anthropic Making Pre-IPO Investor Rounds: 8 Key Items Shaping the Stock Market Tuesday
Trump’s demands, volatility on the horizon, food prices and other headlines are moving stocks this morning.
Nvidia’s $500B Plan, Intel Raises Cash, Iran Digs In
Here’s my take on Intel after it taps the capital markets, that huge Nvidia plan, and the lack of a deal with Iran.
The Bond Market Has Doubts About This Rally
Stocks are celebrating a softer rate outlook but the bond market is flashing warnings, oil is cranking higher, and we’re bracing for the CPI report.
Charting Microsoft, Palantir, Amazon, RTX and Potentially Upping 2 Targets
Here’s how I see these four Sarge-folio stocks and why I could increase the price targets on two.