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Portfolio

Collecting Your Questions for Our Next Set of Office Hours

Collecting Your Questions for Our Next Set of Office Hours

BY Chris Versace · Oct 29, 2026, 3:50 PM EDT

This Holding Comes Under Pressure Following Acquisition Report

This Holding Comes Under Pressure Following Acquisition Report

BY Chris Versace · Oct 29, 2026, 3:20 PM EDT

AMZNCIENEL
Chart of the Day: Hiding Out in Healthcare Has Been Profitable

Chart of the Day: Hiding Out in Healthcare Has Been Profitable

BY Bob Lang · Oct 29, 2026, 1:05 PM EDT

XLV
New Microsoft Price Target as $33 Billion Cloud Update Turns Heads

New Microsoft Price Target as $33 Billion Cloud Update Turns Heads

BY Chris Versace · Oct 29, 2026, 11:46 AM EDT

AMZNANETGOOGL
We’re Trimming Our Alphabet Price Target and Asking This Big Question

We’re Trimming Our Alphabet Price Target and Asking This Big Question

BY Chris Versace · Oct 29, 2026, 10:16 AM EDT

AAPLAMZNAVGO
Microsoft Stuns, Google Sinks, Oracle Offers Hope: 8 Key Items Shaping the Stock Market Thursday

Microsoft Stuns, Google Sinks, Oracle Offers Hope: 8 Key Items Shaping the Stock Market Thursday

BY Chris Versace · Oct 29, 2026, 8:29 AM EDT

AGCOAMZNBAND
Fed Leaves Funds Rate Unchanged, With Warsh Citing More Data Ahead

Fed Leaves Funds Rate Unchanged, With Warsh Citing More Data Ahead

BY Chris Versace · Oct 28, 2026, 3:52 PM EDT

New Waste Management Price Target After Shortfall

New Waste Management Price Target After Shortfall

BY Chris Versace · Oct 28, 2026, 2:36 PM EDT

WM
Chart of the Day: Is This the Right Spot for Applied Materials?

Chart of the Day: Is This the Right Spot for Applied Materials?

BY Bob Lang · Oct 28, 2026, 1:15 PM EDT

ASMLKLACLRCX
What We’re Listening for on Waste Management’s Earnings Call

What We’re Listening for on Waste Management’s Earnings Call

BY Chris Versace · Oct 28, 2026, 9:57 AM EDT

WM
Increasing Exposure to This Chip Name as Shortage Endures

Increasing Exposure to This Chip Name as Shortage Endures

BY Chris Versace · Oct 28, 2026, 8:55 AM EDT

BACCIBRMETA
OpenAI and Oracle to Use Google Chips: 8 Key Items Shaping the Stock Market Wednesday

OpenAI and Oracle to Use Google Chips: 8 Key Items Shaping the Stock Market Wednesday

BY Chris Versace · Oct 28, 2026, 8:40 AM EDT

ADPAEPAMZN
Pricing, Production Drive Incremental Margin Gains for This Truck Holding

Pricing, Production Drive Incremental Margin Gains for This Truck Holding

BY Chris Versace · Oct 27, 2026, 3:37 PM EDT

PCAR
VIDEO: Host Digital on Speed to Power and the AI Infrastructure Buildout

VIDEO: Host Digital on Speed to Power and the AI Infrastructure Buildout

BY Chris Versace · Oct 27, 2026, 2:30 PM EDT

HOST

Editors' Picks

Collecting Your Questions for Our Next Set of Office Hours

BY Chris Versace · Oct 29, 2026, 3:50 PM EDT

This Holding Comes Under Pressure Following Acquisition Report

BY Chris Versace · Oct 29, 2026, 3:20 PM EDT

Chart of the Day: Hiding Out in Healthcare Has Been Profitable

BY Bob Lang · Oct 29, 2026, 1:05 PM EDT

New Microsoft Price Target as $33 Billion Cloud Update Turns Heads

BY Chris Versace · Oct 29, 2026, 11:46 AM EDT

We’re Trimming Our Alphabet Price Target and Asking This Big Question

BY Chris Versace · Oct 29, 2026, 10:16 AM EDT