A Tech Led Rebound to Kick Off the Week
Let’s dig in following an up day on Wall Street to see what’s happened and what to expect.
Weekly Roundup: Renewed AI Concerns Weigh on the Market and Portfolio
We added to six holdings, and upgraded and lifted a price target on another as favorable AI data conflicted with market emotion.
AMD’s ‘Very High’ Chip Demand Sets Up Marvell’s Investor Day: 8 Key Items Shaping the Stock Market Tuesday
Zscaler reiterates guidance, Boeing’s Lockheed Martin win, and other headlines moving the market this morning.
Anatomy of a Bond Market Selloff
Let’s break down what’s happening with bonds and how things unfolded Wednesday. Plus, two items from the ‘What the Heck’ department.
Rise in Diesel Prices Becomes Headwind for Margins and Earnings
Duration remains a key, but year-over-year increases are flashing a yellow light
Earnings Heat Up Amid Conflicting US-Iran Comments: 8 Key Items Shaping the Stock Market Tuesday
Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Weekly Roundup: When Earnings, Rates, and Oil Collide
We closed out a profitable position, added to two others, and adjusted several price targets. Here’s what we’re watching next.