My top 10 things to watch Wednesday, Aug. 13 1. AI computing provider CoreWeave’s quarterly results were good, but I’d wait for the expiration of the lockup later this week, which may invite huge selling given the stock is up 272% from its IPO price. While some might say its $30.1 billion backlog is a…
My top 10 things to watch Monday, Aug. 11 1. Melius Research’s Ben Reitzes downgraded Adobe to sell from hold, arguing that an AI-driven multiple contraction phase is in the early innings for software-as-a-service (SaaS) companies. That includes the likes of Atlassian and Club stock Salesforce . It can still get worse for these names,…
The stock market bounced back this week. The S & P 500 on Friday rose above its July 28 record close but finished just shy of it. The Nasdaq did, however, finish at a new record closing high. It was a strong week dominated by tariff headlines and Apple’s success in appeasing President Donald Trump…
A week removed from a brutal payroll report that triggered worry over a tapped consumer and a trapped Federal Reserve, the broad stock indexes are back at the cusp of all-time highs, market volatility has returned to year-to-date lows and some investors are calling off the August hurricane watch. The S & P 500’s 2.4%…
The Club’s 10 things to watch Friday, Aug. 8 — Today’s newsletter was written by Jeff Marks, director of portfolio analysis 1. The S & P 500 is pointing to a higher open this morning after a modest pullback yesterday, keeping the index on track for a positive week. The Dow, after a sharp reversal…
My top 10 things to watch Thursday, Aug. 7 1. Club name Apple shares are up again this morning, building on yesterday’s 5.1% jump after announcing an additional $100 billion investment into the U.S. and the creation of the American Manufacturing Program. Bank of America suggested iPhones could gain market share if competitors face tariffs…
My top 10 things to watch Tuesday, Aug. 5 1. Wall Street was heading for a modestly higher open. Monday’s bounce-back rally after Friday’s weak jobs-driven slump broke a four-session losing streak. Club earnings ahead: Disney is tomorrow morning, with Eli Lilly on Thursday morning and Texas Roadhouse on Thursday night. 2. President Donald Trump…
U.S. President Donald Trump speaks to the media at the White House in Washington DC, United States, on August 1, 2025. Yasin Ozturk | Anadolu | Getty Images Here are five key things investors need to know to start the trading day: 1. Everything, everywhere, all at once A lot happened on Friday. Here’s a…
My top 10 things to watch Monday, Aug. 4, 2025 1. Wall Street was bouncing back Monday morning after a tough week. Friday was crazy, with a terrible jobs report and President Donald Trump firing the BLS head, plus a Fed governor resigning. Trump is expected to announce replacements for each in the coming days….
Wall Street ended a busy week of earnings, economic data and policy decisions with a thud, as a weak jobs report renewed concerns about the health of the U.S. economy in the face of President Donald Trump’s ever-shifting tariff policy. In the week ahead, investors will look to the latest batch of earnings for additional…