Tag: Investment strategy
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Imax 70 mm screenings become the biggest star for Christopher Nolan’s ‘The Odyssey’
Moviegoers are traveling, lining up and paying premiums to see Christopher Nolan’s ‘The Odyssey’ in scarce Imax 70 mm screenings.
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1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
“Capex trends are going to be the number one focus,” Club portfolio director Jeff Marks said Friday ahead of next week’s Big Tech earnings.
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Megacap earnings and Fed meeting could test a market on edge next week. Here’s what’s ahead
There’s no shortage of hurdles the stock market will have to jump in the week ahead.
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The ‘sell chips, buy software’ trade reappears as Wall Street caps off another volatile week
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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Why the Federal Reserve should hike rates next week
The Fed cannot know the exact path of inflation, but the potential cost of an energy-driven surge in prices outweighs the cost of a modest preemptive hike.
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Moody’s says ‘unprecedented’ AI spending threatens credit quality of Amazon, Meta, Alphabet and others
Moody’s said AI spending is forcing even the world’s most cash-rich corporations to lean heavily on debt, stock sales and off-balance-sheet moves.
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Why we would buy the Intel dip but can’t get behind the Dover bounce
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Buy the dip case for Tesla diminishes due to stagnating fundamentals
Tesla has slumped more than 18% since its second-quarter earnings report after the market closed on Wednesday.
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This semi stock just struck a deal with Nvidia. UBS sees big gains ahead
The investment bank upgraded shares to buy from neutral.
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We’re trimming an outperformer ahead of earnings and buying more of a falling new stock
We’re protecting our gains in one stock and using that cash to build up our newer position in an industrial.
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