SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?
Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.
‘Big Short’ Michael Burry Shorts the AI Trade
Was Wednesday’s poor market performance a warning of things to come?
Why Underappreciated NetApp Is Ready to Rally
Another holding in my Select Equity strategy, NTPAP’s growth catalysts are too hard to ignore.
Nike Rallies as Execution Improves but There’s a Problem
The once-prestigious apparel firm has turned some heads on Wall Street.
Goldman Recommends 2 Small-Cap SaaS Plays Amid Dot-Com Boom Revival
Goldman Sachs has highlighted two intriguing small-cap names as AI valuations get crazier.
It’s Time to Lock in Big Gains on This Holding
An overbought condition also prompts a rating downgrade.
After a 100% Gain in 3 Months, We’re Trimming This AI Infrastructure Play
Here’s how we’re locking in gains without abandoning a big winner.
Sticking With This Alto Ingredients Price Target as Breakout Develops
Readers should take note of some action in the stock chart for this small-cap name.
Executing Part 2 of Our Quarterly EPS All-Stars Reconstitution Process
Adding two new holdings to the Portfolio’s EPS growth-focused basket, upsizing 4 others
Looking Ahead After Wall Street’s Best Quarter Since 2020
The S&P 500 gained 15% and the Nasdaq 21% in Q2, but Q3 presents substantial challenges as three big issues come into play.