50+ min ago   (269+ words) Demand continues to climb, but supply chain woes look to slow that conversation to revenue and earnings. Coming off of the company’s Q2 2026 earnings report and Tuesday night’s corresponding conference call, we are raising our price target for the Portfolio’s position…...

3+ hour, 21+ min ago   (203+ words) The stock had a monster move up after earnings and looks to find more upside ahead. Don’t adjust your screens, that was really a big trading day for Palantir (PLTR). PLTR ripped to the upside following an earnings smash with…...

9+ hour, 16+ min ago   (858+ words) Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way…. You've read 1 of 1 free Pro articles. Enter Scott Bessent, who has become one of this…...

11+ hour, 10+ min ago   (551+ words) Just a week ago, investors were anxious. Now, they’re rushing into stocks, hoping to get exposure any way they can. Was it just a week ago everyone was concerned about ‘AI spend,’ and chips were commodities, and maybe we didn’t…...

9+ hour, 16+ min ago   (820+ words) Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way…. Enter Scott Bessent, who has become one of this president’s most competent and probably most…...

11+ hour, 10+ min ago   (552+ words) Just a week ago, investors were anxious. Now, they’re rushing into stocks, hoping to get exposure any way they can. Was it just a week ago everyone was concerned about ‘AI spend,’ and chips were commodities, and maybe we didn’t…...

1+ day, 4+ hour ago   (238+ words) The massive equipment company has been hit hard by semiconductor selling but now the tide could be turning. While a rising tide lifts all boats, the opposite happens when low tide appears. Every boat, no matter how solid, has trouble…...

1+ day, 45+ min ago   (970+ words) Poor positioning and FOMO are driving this more than lower oil and rates. The market delivered a second straight day of big gains on Tuesday and both sessions shared a notable characteristic. Each was a steady trend day that closed…...

1+ day, 5+ hour ago   (371+ words) Palantir confirms our focus on AI adoption and usage, which look to accelerate. While others across Wall Street hoisting their price targets for Palantir (PLTR) shares to $200 to $220, we at the Portfolio are reiterating our $220 target. Allowing us to do…...

1+ day, 4+ hour ago   (390+ words) Earnings growth better than 50%, a forward multiple around 12 and an analyst target roughly a third higher. The market is seeing good follow-through on Tuesday following robust action on Monday. Breadth is running 62% positive and the Nasdaq 100 (QQQ) is leading the…...