My top 10 things to watch Tuesday, July 1 1. Amazon’s Project Kuiper is using every rocket available to get rolling. AI-powered Alexa+ could help power personal robots in our homes. Those are just a couple takeaways from my interview last night with CEO Andy Jassy. We also touched on Club name’s rural expansion, chip…
My top 10 things to watch Monday, June 30 1. Wall Street looks to pick up where it left off on Friday after the S & P 500 and Nasdaq closed at record highs . The market took the Israel-Iran conflict in stride. With one trading day left in June, both stock benchmarks are up…
My top 10 things to watch Friday, June 27 1. Has Nike reached the bottom? Last night’s earnings report was the most bullish CEO Elliott Hill has been since taking over in October. Inventories are winding down, so now they can play offense. Shares jumped more than 10% this morning. 2. The S & P…
My top 10 things to watch Thursday, June 26 1. Wall Street was heading for a higher open after the S & P 500 dipped slightly yesterday but remained less than 1% off its February record close of 6,144. The Nasdaq rose yesterday and was just over 1% off its December record close of 20,173….
Jim Cramer on CNBC called defense technology company AeroVironment the next “Palantir of hardware” on Wednesday morning, and the stock went on to soar even higher after his commentary. Shares of AeroVironment, which makes unmanned aircraft systems, were already up 6% in the premarket after the company reported strong earnings after Tuesday’s close. By the…
My top 10 things to watch Wednesday, June 25 1. All-time high watch for Nvidia today. Shares of the AI chip giant closed yesterday at $147.90, less than $2 below its Jan. 6 record close of $149.43. I’ll discuss Nvidia and the rest of the Club’s portfolio at our Monthly Meeting at noon ET. Nvidia’s…
My top 10 things to watch Tuesday, June 24 1. Is there an Israel-Iran ceasefire or not? President Donald Trump announced an agreement to end the conflict, but hours later, Israel accused Tehran of violating it. Trump said Israel will not go through with a retaliatory strike on Iran, and that the truce is still…
Wall Street’s positive reaction to Saturday’s U.S. bombings in Iran suggests the oil-rich Mideast state is “not as relevant” to the stock market as it used to be, CNBC’s Jim Cramer said Monday. Indeed, U.S. oil benchmark West Texas Intermediate and global standard Brent were modestly lower early Monday, and the S & P 500…
My top 10 things to watch Monday, June 23 1. Making sense of the stock market’s muted response to the U.S. bombing three Iranian nuclear sites over the weekend. Strait of Hormuz uncertainty in the short term versus the destabilizing but not regime-changing situation in Iran. Positive for the markets? Is there more Permian takeaway…
The Club’s 10 things to watch Friday, June 20 1. Wall Street is on pace for a higher open this morning as investors await President Donald Trump’s decision on direct U.S. involvement in the Israel-Iran conflict. Oil futures gave up earlier gains, while natural gas hit its highest level since early April. Fed Governor Christopher…