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Portfolio

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
New Boeing Rating as Credibility Weakens and Shares Take a Nosedive

New Boeing Rating as Credibility Weakens and Shares Take a Nosedive

BY Chris Versace · Oct 27, 2026, 2:00 PM EDT

BA
Chart of the Day: Waste Management Proves Garbage Is Hot

Chart of the Day: Waste Management Proves Garbage Is Hot

BY Bob Lang · Oct 27, 2026, 1:00 PM EDT

WM
Adding to This REIT Holding on Weakness and Lifting Our Rating

Adding to This REIT Holding on Weakness and Lifting Our Rating

BY Chris Versace · Oct 27, 2026, 12:01 PM EDT

CIBRWELL
We’re Buying Shares of 3 Portfolio Holdings

We’re Buying Shares of 3 Portfolio Holdings

BY Chris Versace · Oct 27, 2026, 9:26 AM EDT

AMZNANETAVGO
Meta and Broadcom-Anthropic Financing Deals: 8 Key Items Shaping the Stock Market Tuesday

Meta and Broadcom-Anthropic Financing Deals: 8 Key Items Shaping the Stock Market Tuesday

BY Chris Versace · Oct 27, 2026, 8:37 AM EDT

AMTAMZNAVGO
Microsoft Announces Massive Employee Buyout Program

Microsoft Announces Massive Employee Buyout Program

BY Chris Versace · Oct 26, 2026, 2:59 PM EDT

AMZNMETAMSFT
Chart of the Day: Can Microsoft Save the Magnificent Seven?

Chart of the Day: Can Microsoft Save the Magnificent Seven?

BY Bob Lang · Oct 26, 2026, 2:26 PM EDT

METAMSFTTSLA
Locking in Gains and Making a Sale With Volatility Ahead

Locking in Gains and Making a Sale With Volatility Ahead

BY Chris Versace · Oct 26, 2026, 11:28 AM EDT

EQTMETAMS
VIDEO: Answering Your Questions as We Navigate a Frenetic Week

VIDEO: Answering Your Questions as We Navigate a Frenetic Week

BY Chris Versace · Oct 26, 2026, 11:19 AM EDT

AMZNAXONGOOGL
Charting the Markets: Poor Weekly Closes Become a Pattern

Charting the Markets: Poor Weekly Closes Become a Pattern

BY Bob Lang · Oct 26, 2026, 9:00 AM EDT

AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday

AWS Sells Out of Capacity Into 2028: 8 Key Items Shaping the Stock Market Monday

BY Chris Versace · Oct 26, 2026, 8:10 AM EDT

AMZNAREAZN
Tracking 49 Signals Across 11 Portfolio Investment Themes

Tracking 49 Signals Across 11 Portfolio Investment Themes

BY Chris Versace · Oct 24, 2026, 8:30 AM EDT

AMZNANETAVGO

Editors' Picks

Pricing, Production Drive Incremental Margin Gains for This Truck Holding

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

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

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

New Boeing Rating as Credibility Weakens and Shares Take a Nosedive

BY Chris Versace · Oct 27, 2026, 2:00 PM EDT

Chart of the Day: Waste Management Proves Garbage Is Hot

BY Bob Lang · Oct 27, 2026, 1:00 PM EDT

Adding to This REIT Holding on Weakness and Lifting Our Rating

BY Chris Versace · Oct 27, 2026, 12:01 PM EDT