When the tyranny of the “Magnificent Seven” ended, I always figured the money would go to the rest of tech. I also didn’t think that there would be anything left of the Mag 7 to invest in. They would all be obliterated as part of a source-of-funds move. Club name Nvidia would be grounded by…
U.S. President Donald Trump speaks to the media at the White House in Washington D.C., U.S., June 27, 2025. Ken Cedeno | Reuters Something I rarely, if ever, say: What a wonderful Monday morning! On Friday stateside, the S&P 500 broke its previous record. Celebrations were shared with the Nasdaq Composite, which also hit a…
Apple is one of the greatest stock buyback stories in history. It’s time to cut it. We have long been fans of Apple’s repurchase plans in addition to the margin expansion attributable to strong services sales. The combination has supported earnings growth even when overall sales stalled. However, with shares down nearly 20% year to…
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…
CNBC’s Jim Cramer parsed Monday’s market action, explaining why he thinks stocks went higher after the market digested news of the U.S.’s attack on Iran and the country’s response. “Today, the market breathed a bullish sigh of relief when Iran simply fired ordinary missiles at our military bases in the region. At least so far,…
Here are five key things investors need to know to start the trading day: 1. Fed here, Fed there 2. Israel-Iran conflict U.S. President Donald Trump looks on during a meeting with players of the Juventus soccer team in the Oval Office of the White House in Washington, D.C., U.S., June 18, 2025. Nathan Howard…
It’s been a tense and dynamic week for the world at large. The market action on Wall Street over the past four sessions was been anything but that. For the week, the S & P 500 lost 0.15%, the tech-heavy Nasdaq ticked up 0.21%, and the Dow Jones Industrial Average was basically flat, up a…
The most popular stocks for investors heading into the second half of 2025 include Amazon , Nvidia and Newmont . The first half of the year was characterized by high volatility, as President Donald Trump’s escalating trade war cast a shadow over the market. Although stocks have since recovered from the lows of the year…
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…
A general view of the partially collapsed buildings damaged by some of the ballistic missiles launched by Iran on June 18, 2025 in Tel Aviv, Israel. Nir Keidar | Anadolu | Getty Images The conflict between Israel and Iran is intensifying, with both countries not backing down from strikes and their leaders continuing to issue…