portfolio

VIDEO: Looking Past the July Housing Report

Continued strength in one of our chip holdings could mean we ring the regsister soon.

Chris Versace·Aug 16, 2024, 11:15 AM EDT

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In today’s Daily Rundown video, Chris Versace explains why the portfolio is looking past today’s weak July Housing Starts report as it relates to one position. 

He also shares our latest thinking on Applied Materials AMAT, after earnings, and discusses why some prudent portfolio action may be called for with a portfolio chip holding. 

At the time of publication, TheStreet Pro Portfolio was long AMAT.