VIDEO: Palantir Upgrade Draws Connection to Nvidia Valuation
Plus, the market is starting to re-think the number of Fed rate hikes ahead.
‘Big Short’ Michael Burry Shorts the AI Trade
Was Wednesday’s poor market performance a warning of things to come?
Apple’s New iPhone Leaks: 8 Key Items Shaping the Stock Market Tuesday
Strait of Hormuz traffic improves, retailers brace for new tariffs and other headlines moving stocks this morning.
Mag 7 Action Improves, But Biotech Keeps Delivering the Real Wins
While reverse rotation drives Nasdaq bounce, poor breadth suggests it can’t be trusted.
Weekly Sentiment Survey: Bulls and Bears in Equal Measure
While our team overwhelmingly continues to feel that risk is high, they’re not in agreement regarding what to do about it.
Broken Stocks Lead a Bounce as Small Caps Lag
The most beaten-up names enjoyed a reprieve, but don’t be too trusting.
The Chip Story Just Got More Complicated
AI Is bouncing, but a significant shift in the market is building. Here’s what to watch.
30 Signals Across the Portfolio’s 10 Themes and Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: What We’re Watching as Markets Get Jiggy
We locked in massive gains on two positions and added to two beaten-down holdings.
