Tag: Investment strategy
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Honeywell Aerospace lands an analyst endorsement ahead of its debut. This is our plan for the stock
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Citi cuts tech stock weighting: ‘Difficult to see how everyone in AI/Tech path wins’
The tech trade is becoming rocky, and Citi thinks it’s time for investors to trim positions in the sector.
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We’re adding to our position in a newly public stock that’s still finding its footing
The purchase will help us build up this new position.
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OpenAI is reportedly delaying its IPO. Here’s when Kalshi traders think it will announce
Speculators think the OpenAI IPO will come early next year, with only one-in-three odds it happens in 2026 but a high likelihood it is done by June 2027.
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Jeremy Grantham says this is ‘the most expensive market in ‘American history’
Jeremy Grantham says soaring valuations around AI makes the U.S. stock market historically expensive.
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Billionaire investor Jeremy Grantham says bitcoin will ‘dwindle away with a whimper’
Jeremy Grantham renewed his long-running criticism of bitcoin, predicting it will gradually fade into irrelevance over decades.
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Another DeepSeek moment? What’s really behind the tech sell-off
Another Chinese model looks nearly as good as Anthropic for a fraction of the price, analysts say
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The Club’s top 10 things to watch in the stock market Friday
OpenAI is reportedly considering delaying its IPO until 2027, and SpaceX is weighing a deeper push into mobile services.
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The memory crunch, Supreme Court rulings, ‘inheritourism’ and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Here are Friday’s biggest analyst calls: SpaceX, Nvidia, Apple, Tesla, Crocs, Microsoft, Robinhood & more
Here are Friday’s biggest calls on Wall Street.
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