Tag: stock takes
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AI stocks plunge. Inflation heats up. Where we’re still finding opportunities
The sinking AI trade rattled last week’s market. But solid bank earnings and a rotation beyond tech gave us reasons for optimism.
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Microsoft’s wild ride back to record highs in 1 chart — and the lessons learned
Our faith in the team of CEO Satya Nadella and CFO Amy Hood has paid off.
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Stocks saw new highs and big declines: How the volatile AI trade moved last week’s market
Looking to balance out our AI exposure, we put more of our sizable cash pile to work.
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AI agents like Muse can shop for you. Here’s what that means for retail stocks
For Amazon, Costco, and TJX, the rise of AI shopping agents presents challenges — and some surprising advantages.
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Another Micron triple? Where we agree with this wildly bullish call and where we don’t
Micron shares are too cheap. But the debate around the sustainability of the cycle isn’t ending anytime soon.
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A new analyst call on Home Depot reflects our feeling on what to do with the stock
We’re holding a small position in Home Depot to be ready for when rates eventually fall.
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How the S&P 500 can be at record highs, while the market remains oversold
The S&P 500’s new all-time high Tuesday might just be one of the most hated records in recent memory.
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Meta may ditch the idea of a cloud business for Muse. We think that’s a good trade
We may never get the Meta Cloud business we once envisioned, but we don’t need it if Muse delivers.
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Wells Fargo gets a bold upgrade ahead of earnings. Why the stock can play catch-up
Wells Fargo received a bold upgrade just over a week before the bank reports earnings next Tuesday.
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How Nvidia, Micron and a surprising jobs report drove last week’s stock action
Here’s a closer look at the three developments that drove the action in our portfolio last week.
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