- Despite Hot PPI, Yields Fall, Sparking Broad Rally Held Back By Tech
- The AI Trade Isn’t Over, but the Easy Gains Likely Are
- Happy Trails
- Producer Prices Jump the Most Since 2022 on Record Energy Surge
- Earnings to Come Thursday Afternoon and Friday AM
- Things We Did Today
- Rounding Out Our Position in These Shares
- File This Under Hmmm
- Cleaning Up the Portfolio’s Bullpen
- Is the Bottom Falling Out of the AI Trade?
- Meet Apple CEO, John Ternus
- Keep an Eye on This…
- Hold the Phone! Apple Teams With… Meta?
- Leaning Into Energy Stocks as Midterm Elections Draw Near
- Lunchtime Reading Menu
- The Heat Is On
- Gasoline Fuels the Retail Sales Beat in September
- Amid Rotation, I’m Adding to an Obscure Biotech and a Magnificent 7 Stock
- We’re Building Up Our Semi Cap Exposure With This Buy
- Capital Current on AI, Data Center Buildout
- Downgrades Today
- Chart of the Day: Applied Materials Follows the Rest of Semi Stocks
- Report: Signet Goes for Cartier Owner
- TD Cowen on Microsoft
- Taiwan Semi’s Hot, but the Stock’s Not. How Should We Trade It?
- Initial Jobless Claims Extend Longest Run Since 1969
- 8 Is Out!
- Checking the S&P 500, Nasdaq 100 Movers
- PPI Shows Red Hot Inflation Pressure: 8 Key Items Shaping the Stock Market Thursday
- Back in Action and Eyeing Producer Prices
- Time to Make Some Moves as Things Get Ugly for the $10,000 Portfolio
- Economic Snapshot
- Why AI Stocks Got Hammered Wednesday
- Upgrades, Downgrades and New Research Coverage
- ‘Defeat Is a State of Mind’
- Beyond Belief
- Tech Trade Turns Ugly
- Higher Prices on the Menu
- So, What Did Anthropic Say Yesterday?
- Buckle Up for a Busy Day!
- Bonds Are the New Safe Haven as Money Rotates Out of Tech
- A Little More Selling Could Be Just What This Market Needs