My top 10 things to watch Friday, Aug. 15 — Today’s newsletter was written by Zev Fima, the Investing Club’s portfolio analyst. 1. DA Davidson upgraded Club name Salesforce to a hold-equivalent rating from underperform while keeping its price target of $225 a share. Activist investor Starboard increased itss stake in the company by 47%,…
My top 10 things to watch Wednesday, Aug. 6 1. Wall Street was heading for a higher open this morning as earnings from two Dow stocks, Disney and McDonalds , went in opposite directions. Weaker economic data as well as pharma and semiconductor tariff comments from President Donald Trump on CNBC yesterday knocked the market…
You often hear the word “reset” when analysts come on television to describe what’s happening now. That’s genuine Wall Street gibberish and, as you know, I don’t like that language. I translate it on the spot. A reset really means something bad is happening that has caught us by surprise. We can no longer like…
From left, U.S. President Donald Trump, Senator Dave McCormick, his wife Dina Powell McCormick and Elon Musk watch the men’s NCAA wrestling competition at the Wells Fargo Center in Philadelphia, Pennsylvania, on March 22, 2025. Brendan Smialowski | Afp | Getty Images Meta on Friday announced that it was expanding its board of directors with…
CNBC’s Jim Cramer on Thursday told investors that President Donald Trump‘s new duty on China is so steep it’s “more of an embargo,” saying most businesses won’t pay for such a markup. “As much as I sympathize with what President Trump is trying to do here — and I do — we simply aren’t ready…
Apple and Dell Technologies are among the U.S. tech companies with large manufacturing footprints in China, placing them among the most at-risk names in the trade war between Beijing and the U.S., Bank of America found. The U.S. and China are engaging in an escalation of tariffs since U.S. President Donald Trump announced broad-ranging levies…
There was a better way to accomplish everything President Donald Trump did that caused a 10.5% decline in two days and left us wondering whether we could still crash Monday or later this week. All he had to do was agree with, well, himself because he repeatedly said he was going to announce “reciprocal” tariffs…
Our president, Donald Trump , tells us that “what we are doing is big,” so there might be economic consequences to come that we don’t like. But he can’t change the plan, whatever the heck the plan is. Our Treasury secretary, Scott Bessent, comes on CNBC and tells us that the economy has to detox…
The Club’s 10 things to watch Friday, Feb. 28 1. Stock futures rose after the Federal Reserve’s favorite measure of inflation rose in line with expectations. The personal consumption expenditures index for January increased 0.3% month over month and 2.5% year over year. It’s a decent number, but you’re going to need at least a…
Nvidia’s latest quarterly results could signal a boost for other stocks in the artificial intelligence space. The company reported fiscal 2025 fourth-quarter revenue growth of 78% from the year-earlier period. Its guidance for the current quarter was also ahead of analyst expectations. That comes a month after the stock plummeted nearly 17% on worries that…