portfolio

VIDEO: Why We're Buying More Lockheed Martin

Plus, reviewing positive comments from Spotify and Texas Instruments for these holdings.

Chris Versace·Oct 23, 2024, 1:34 PM EDT

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In today’s Daily Rundown video, Chris Versace prepares you for the potential market reaction as the latest Fed Beige Book and October Flash PMI reports are published on Wednesday afternoon and Thursday morning. Chris also discusses the Portfolio’s decision to upgrade and buy more shares of Lockheed Martin LMT, and why we see ARM’s ARM latest move on Qualcomm QCOM as a negotiating tactic, not a cause for alarm.

Other comments include Spotify’s SPOT new ad exchange effort with Trade Desk TTD and positive comments for these holdings made during Texas Instrument’s TXN earnings call on Tuesday night. 

At the time of publication, TheStreet Pro Portfolio was long LMT, QCOM and TTD.