We're trimming a rallying defensive stock and buying other on a muted earnings move
A major rotation is happening in the market on Thursday, and we're capitalizing on it.
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A major rotation is happening in the market on Thursday, and we're capitalizing on it.
Barclays downgraded Dell, HPE, and NetApp on concerns that enterprise AI adoption is lagging.
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
We see this company's pending merger as a potential for cost savings, incremental revenue synergies, and increased scale.
There's an extraordinary split between the headline S&P 500 pinned just under a record high and the median stock in the index struggling in a 16% drawdown.
Earnings season ramps up this week, with four Club holdings set to report. Two main inflation reports are also out.
SpaceX announced the spectrum deal Thursday, as the company aims to push deeper into the telecom market through its Starlink service.
We waited and watched patiently.
The Trump administration said new changes to Trump Accounts could pave the way for several multimillion-dollar donations.
Ray Dalio says earnings have cushioned stocks from rising bond yields, but that buffer is shrinking as he warns free cash flow could weaken.
The benchmark S&P 500 is up 14 percent this year despite elevated oil prices and US government debt sell-off.
David Ellison said the vision behind Skydance Corp., formed Tuesday by the closing of the Paramount-Warner Bros. Discovery merger, was to “create a stronger competitor” and build a company that “empowers creatives, entertains audiences and rewards shareholders.” But on Day One of the new Skydance, investors seem skeptical of its prospects: Shares of the company, […]
Traders are assigning less than a 50% chance SpaceX touches $225 at any point between now and July, according to options pricing.
The world's fastest growing major economy has one of the worst performing major equity markets in 2026.
SpaceX shares have bounced almost 60% off their low in early August, boosted by the company's AI business and Starship progress.
Cerebras stock climbed in premarket trading after OpenAI's CEO Sam Altman reassured investors that the firm is a "close partner."
The oil and bond markets will remain a critical driver of stocks.
Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.