The Risk of a Bull Trap Is Increasing
The market mood has improved this week, but fundamentals are still under debate.
New Arista Network Price Target After $2.1 Billion Projection Boost
Demand continues to climb, but supply chain woes look to slow that conversation to revenue and earnings.
Here’s My AMD Plan After Wall Street’s ‘Misguided’ Selloff
What exactly are AMD bears hanging their hats on? Oh, and I have allies…
U.S. and Iran, Deal or No Deal? 8 Key Items Shaping the Stock Market Wednesday
ISM’s Inflation data, SpaceX spending and Foxconn’s July revenue among the headlines shaping the market today/
This Legacy Tech Name Is Suddenly of the Cheapest AI Plays Around
Earnings growth better than 50%, a forward multiple around 12 and an analyst target roughly a third higher.
Palantir and Onsemi Calm AI Concerns: 8 Key Items Shaping the Stock Market Tuesday
What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.
Wall Street Looks a Bit Too Much Like Las Vegas for My Taste
The wild AI trade and crazy moves in the semiconductors — along with the action in the credit markets — make me ask, is this investing or gambling?
We’re Shaking Up the Bullpen With 4 Additions and 4 Removals
As we look ahead, it’s time to freshen things up.
Groundhog Day for Trump and Iran? 8 Key Items Shaping the Stock Market Monday
U.S and Japan intervene, Senate bill, Amazon and OpenAI extend relationship, and other headlines moving stocks this morning.
You Were Told ‘Buy Low, Sell High.’ You Were Told Wrong
Here’s the truth about when and how to buy and sell, and why much of it might seem counter-intuitive.