Applied Materials Raises the Bar With New 2030 Targets
Agentic AI, rising prices and a path to 54% gross margins underscore our thesis.
Here’s Why I’m Holding Off on Cheap Stocks Right Now
When I look at what’s on my screens I see exactly why I don’t want to snap up even stocks that appear like bargains.
Buying Intuitive Surgical After Rally Leaves Room to Grow
Intuitive Surgical combines a dominant market position with an increasingly bullish chart.
Expectations for Banks Are Low, but Are They Low Enough?
Bank stocks have been punished more by fear than by fundamentals, and their reaction this morning is the first test of earnings season.
As the Chatter Turns Back to Broadening Out, Are We About to Be Overbought?
Answering readers’ questions about the bonds and Nasdaq.
Amid the Biotech Madness, I Spotted an Opening in a Promising Small-Cap
Hedge funds dumped genomics plays like this one last week … but it was just as it announced a new AstraZeneca-linked deal.
AI Data Center Stocks Could Bounce Hard. Here’s What Would Make It Last.
Three things are needed to bring beaten-up AI data center stocks back — and one developer is closest to breaking through.
Investors Face a Hidden Bear Market as We Head Into Earnings Season
Bank earnings and CPI this week will offer clues on how the gap between AI and everything else closes.
A Glimmer of Light for the Rank and File Stocks
As I got back into it following my return from vacation, I began to notice that the statistics are showing improvement for the “others.” Could they be about to make a turn for the better?
Projecting Big Growth For This $13 Billion Biotech Name
Here is how to initiate a holding in the name with a covered call order.