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Rinse, Warsh and Repeat; More War; Wall Street Ugliness

Avatar photo Stephen Guilfoyle on July 30, 2026

Let’s see what just happened at the FOMC, ask whether the Fed is really ‘fractured,’ assess the market damage and look at the latest in the war.

Why I’m Eyeing Lockheed, RTX; Fire in Hormuz; SpaceX Lands on … Nasdaq 100

Avatar photo Stephen Guilfoyle on July 7, 2026

As U.S.-Iran truce hits bump after ship hit in Hormuz, I’m eyeing adding to these defense stocks; also the latest on NATO, SpaceX and Monday’s market.

Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work

Avatar photo Stephen Guilfoyle on July 1, 2026

Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.

Make or Break Day for Brokers, Danger on Chart, Mag 7 Down

Avatar photo Stephen Guilfoyle on June 26, 2026

Here’s why good economic data is weighing down stocks, Russell’s rebalancing will make winners and losers and the chart looks … perilous.

Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!

Avatar photo Stephen Guilfoyle on June 25, 2026

Micron blows away expectations, boosting storage trade; banks pass stress test, Lockheed locks up defense deal and, wow, Wendy’s!

Rocky Start to Iran Deal, Charting LESS Volatility, Bracing for Price Data

Avatar photo Stephen Guilfoyle on June 22, 2026

Let’s check the latest on the Iran deal after a bumpy weekend; also, how the bears, bulls and … Sarge sees the chart of the S&P.

Tech Tumbles, SpaceX Soars, Warsh-Era Begins

Avatar photo Stephen Guilfoyle on June 17, 2026

Let’s examine what to expect from the FOMC, look at post-IPO SpaceX, and peer down at Marvell, Intel and KLA Corp.

SanDisk Hits Magic Number; Semis Surge; Marvell, Micron Jump

Avatar photo Stephen Guilfoyle on June 16, 2026

How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….

Delta, Banks, and Industrials Flash Warning Signs as Investors Question Market Strength

Avatar photo Helene Meisler on June 16, 2026

Several key sectors broke higher only to finish near session lows, creating potential false breakouts that traders are now watching closely for signs of a reversal.

My Tech Price Target Reveal; Out-of-This-World IPO; Peace … At Last?

Avatar photo Stephen Guilfoyle on June 12, 2026

Let’s check my price targets for Micron and other storage and semiconductor stocks, SpaceX’s IPO, the latest on Iran talks.

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