Tag: Corning Inc
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We’re starting positions in 2 more defensive stocks to balance our AI exposure
We’re adding a couple of new positions to the portfolio following Tuesday’s exit of a data center name.
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Dell is now the most important stock in the market. Here’s why
The market reaction to Dell’s incredible quarter offers a critical temperature check on the AI trade.
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We’re sitting on more cash than at any time this year. Here’s why
Cash management is an important part of managing risk. This current market demands our attention.
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We’re exiting a data center stock to protect big gains as the AI trade hits a rough patch
We are concerned about AI exposure, given how the group has even disregarded good news.
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SpaceX shares are doing something very unusual. Options traders are taking note
After debuting as the most volatile stock among its large-cap peers, Elon Musk’s astronomic equity hasn’t moved in three weeks.
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We’re trimming our position in an AI stock to protect our profits
This is our second sale in as many days to reduce our exposure to the theme.
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We’re downgrading 2 AI stocks — plus, what we need to see to turn more positive
Every weekday, the Investing Club releases the Homestretch, an actionable afternoon update just in time for the last hour of trading.
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CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave is seeing strong demand for six-year-old Nvidia chips, helping justify all the current AI capex.
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A huge day and week for Corning as the S&P 500 approaches another record high
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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We’re buying more of a data-center supplier that is recovering from a nasty sell-off
We upgraded our rating on the stock last week.
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