My top 10 things to watch Monday, Aug. 25 1. Bond yields rose this morning, and stocks were headed for a modestly lower open. No follow through on Friday’s big rally, which was sparked when Fed Chairman Jerome Powell signaled interest rate cuts ahead. In my weekend column, I looked at the lay of the…
The Club’s 10 things to watch Friday, Aug. 22 — Today’s newsletter was written by Portfolio Analyst Zev Fima and Director of Portfolio Analysis Jeff Marks. 1. It’s Fed day. Wall Street will be hyper-focused on what Fed Chair Jerome Powell has to say today during his speech at the central bank’s annual economic symposium…
The Club’s 10 things to watch Thursday, Aug. 21 — Today’s newsletter was written by Zev Fima, the Investing Club’s portfolio analyst. 1. We’re headed for another lower open. Dow futures are notably down roughly on par with the tech-heavy Nasdaq , which has been hit harder in the recent market rotation, falling over 2%…
The Club’s 10 things to watch Wednesday, Aug. 20 — Today’s newsletter was written by Investing Club editor Kevin Stankiewicz. 1. Wall Street was set to open slightly lower today after the S & P 500 closed lower yesterday for the third session in a row. Investors were parsing the latest retail earnings this morning….
The Club’s 10 things to watch Tuesday, Aug. 19 1. Club name Palo Alto Networks answered the bell with its quarterly results and guidance, sending shares up 6% this morning. The numbers make it clear that Palo Alto’s blockbuster CyberArk acquisition was made from a position of strength , not weakness in its core business….
The Club’s 10 things to watch Monday, Aug. 18 — Today’s newsletter was written by Zev Fima, the Club’s portfolio analyst. 1. Stocks are poised to start the week a bit lower. Crypto is continuing to sell off, and the yield on the 10-year Treasury note is down slightly to 4.295%. Oil and gold slightly…
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 Thursday, Aug. 14 1. Stock futures ticked a bit lower this morning after the July wholesale inflation report came in much hotter than expected. The S & P 500 and Nasdaq are coming off back-to-back record highs. At noon ET today, I’ll discuss what’s next for the market during…
Want to gauge the temperature of this stock market at record highs? Jim Cramer says to take a look at the stock chart of a Wall Street firm founded a few years after the end of the Civil War: Goldman Sachs . “Goldman encapsulates everything — IPOs, M & A, trading volume. This is the…
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…