8 Key Items Shaping the Stock Market Thursday Odds of a #DHS #shutdown, Another #$AAPL delay Connecting earnings revelations from #$CSCO #$CHKP #$MSI #$MCD and more news driving the #stockmarket and @thestreetpro.bsky.social Portfolio pro.thestreet.com/portfolio/8-...

Let's talk #gold Stocks & Markets Podcast: The Hidden Forces Driving the New Gold Rush David Miller of Catalyst Funds and I discuss the golden recipe for the yellow metal's next leg higher, #bitcoin's selloff and more. pro.thestreet.com/portfolio/st...

We’re back with a fresh set of ripped from the headlines confirmation points and signals for not only our targeted exposure and thematic strategies, but also our Digital Infrastructure & Connectivity model and the AI & Data Center Model Suite. Feast away!

Why the Market Is Selling Off After the Blowout January Jobs Report Plus, walking through the December Retail Sales report, we find support for multiple holdings. #Jobs #NFP #inflation #Fed #retailsales #$COST #$AMZN pro.thestreet.com/portfolio/wh...

8 Key Items Shaping the Stock Market Wednesday January job numbers, #Gold and #silver prices, #bitcoin #Trump-#Iran-#Netanyahu #$AMZN #$CVS #$WBA #$RAD #$KR #$ACI #$QXO #$HD #$LOW #$BLDR #$BUD #$TAP and more @thestreetnews.bsky.social pro.thestreet.com/portfolio/8-...

Many thanks to Julie Gillespie for having me on to talk.... Markets on Edge: Tech Pressure, IPO Hopes & Inflation Ahead #Superbowl #inflation #layoffs #software #tech and #stocks we're watching. @thestreetpro.bsky.social youtu.be/XHoGFt04bpE?...

These 8 Items Are Shaping the Stock Market Monday Wall Street’s #SuperBowl superstition the ' #Takaichi trade' #GOLD rebounds, and more headlines moving the market today. #investing #signals @thestreetpro.bsky.social pro.thestreet.com/portfolio/th...

23 Portfolio Signals Across 8 of Our Themes Let's scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings. #aging #AI #consumer #Cybersecurity #Infrastructure #electricity #Defense #Security #signals #investing pro.thestreet.com/portfolio/23...

8 Key Items Shaping the Stock Market Friday Key levels to watch for the #SP500 , #$AMZN, #TrumpRX , U.S.-Iran talks, and more are moving markets. @TheStreetPro @TSProPortfolio pro.thestreet.com/portfolio/8-...

8 Key Items Shaping the Stock Market Thursday #$GOOGL ramps up spending bigly, #$QCOM confirms our concerns, #$ARM on software’s micro hysteria, #Bitcoin’s continued drop, and more developments shaping the start of today’s trading @thestreetpro.bsky.social pro.thestreet.com/portfolio/8-...

Why We’re Not Throwing in the Towel on #Software Let's connect comments from Jensen Huang, Lisa Su, findings from IBM, and oversold conditions. #$NVDA #$AMD #$IBM #$CSCO #$NOW pro.thestreet.com/portfolio/wh...

8 Key Items Shaping the Stock Market Wednesday #AnthropicAI roils #software stocks, #$AMD delivers but… Consumer sticker shock, #$SMCI #$LITE and more market-moving headlines. @thestreetpro.bsky.social pro.thestreet.com/portfolio/8-...

These 8 Items Are Shaping the Stock Market Tuesday #$PLTR rocks, #OpenAI is unsatisfied with #$NVDA ?, #elonmusk merges #SpaceX and #xAI, and body cameras coming to Minneapolis are moving the market early. pro.thestreet.com/portfolio/th...

What Will @PalantirTech Say About These 2 Things When It Reports? Here's what the market expects from Palantir for Q4 2025, Q1 2026, and 2026. #$PLTR pro.thestreet.com/portfolio/wh...

These Sectors Are Driving 2026 Consensus S&P 500 #EPS Prospects Changing overall earnings and sector-level expectations from mid‑December to late January reveal several notable trends. #InfoTech #Materials #SP500 @TheStreetPro @ChrisJVersace pro.thestreet.com/portfolio/th...

Takeaways from the ISM January Manufacturing PMI #Manufacturing activity heats up, with the jump in new orders pointing to more of that ahead #Employment in that part of the economy remains weak Prices rise a quicker pace, suggesting #inflation pressures are not abating post Dec Core PPI

8 Key Items Shaping the Stock Market Monday #Gold and #silver slump further, U.S.-#Iran deal?, oil company dividend cuts, #$ORCL’s big capital raise, and #$DIS are moving the early market. #GroundHogDay @thestreetpro.bsky.social pro.thestreet.com/portfolio/8-...

Did A.I. Take Your Job? Or Was Your Employer ‘A.I.-Washing’? www.nytimes.com/2026/02/01/b...

Our #$AAPL Price Target With AI-Powered Update Around the Corner Apple guides its March quarter revenue down 24% sequentially, but the Services segment should shine through. pro.thestreet.com/portfolio/ou...

What was that comment about inflation being defeated made at Davos?

8 Key Items That Are Shaping the Stock Market Friday #Trump 's Fed pick, #gold and #Silver fall, a #shutdown deal, and #OpenAI’s IPO plans will all be in play as a busy trading week concludes. #SpaceX #xai #layoffs #Iran @thestreetpro.bsky.social pro.thestreet.com/portfolio/8-...

#$META Is Living Proof How AI Adoption Can Benefit the Enterprise pro.thestreet.com/portfolio/me...

These 8 Key Items Are Shaping the Stock Market Thursday #$MSFT #$META #AI capex levels and enterprise AI adoption increase, a #shutdown deal, and renewed geopolitical concerns are moving stocks. #$TSM #$GOOGL #$AMZN #$QCOM #$AVGO #$NVDA #$IBM #$AXON pro.thestreet.com/portfolio/th...

. @thestreetpro.bsky.social's Stocks & Markets Podcast: #Silver , #Gold, Oil, King Dollar, and Small-Caps Bob Lang joins me to discuss big tech earnings, what’s weighing on #$AXON and why #$QRVO's guidance reaffirms a recent Portfolio exit. pro.thestreet.com/portfolio/st...

Fed’s Powell: No One's Base Case Is Rate Hike For Next Move

These 8 Items Are Shaping the Stock Market & Our Holdings Wednesday #$ASML & #$TXN point to robust AI & data-center demand, more layoffs, China and #$NVDA are just some of what's influencing the market today. #$AMZN #$UPS #$PINS @thestreetpro.bsky.social pro.thestreet.com/portfolio/th...

🤦🏻‍♂️@Amazon inadvertently sends email to employees confirming Wednesday layoffs #$AMZN cnb.cx/4ri6mdZ

A great reminder to be mindful about what you upload to AI models. "Trump’s acting cyber chief uploaded sensitive files into a public version of #ChatGPT" www.politico.com/news/2026/01...

Here's What’s Driving 4 Positions to Outperform the Market Tuesday ➡️Amazon's lean into grocery #$AMZN #$KR #$ACI ➡️Microsoft’s AI chip news #$MSFT #AI ➡️Meta-Corning deal #$META #$GLW #DataCenters ➡️Boeing’s record backlog. #$BA pro.thestreet.com/portfolio/he...

Another great conversation with @NPetallides as we get ready for quarterly results from #$MSFT #$META #$AAPL. Also why #$ETN and #$SSSS remain well positioned @thestreetpro.bsky.social #SchwabNetwork schwabnetwork.com/video/what-t...

We're Locking in Double-Digit Inflation Gains and Adding to This Aging Population Play Continued inflation pressures and the senior housing shortage keep us bullish. #$COST @thestreetpro.bsky.social pro.thestreet.com/portfolio/lo...

8 Items Shaping the Market and Our Holdings Tuesday Here are the key issues influencing how the stock market and certain stocks will start the trading day. #Trump #trade #tariffs #shutdown #Medicare #Healthcare #inflation #winterstorm #$DAL #$HUM #$CVS #$UNH pro.thestreet.com/portfolio/8-...

We're using weakness to add more of this @TSProPortfolio holding, which is invested in #OpenAI #$CRWV @WHOOP @VAST_Data and other. pro.thestreet.com/portfolio/we...

Joining @BrookeDiPalma on @YahooFinance in a bit to talk about a big week of #earnings, including #$META #$MSFT #$AAPL and much more. #TuneIn @TSProPortfolio

8 Key Items Shaping the Stock Market Monday Here are the issues influencing how the stock market and certain stocks will start the trading day. #shutdown #gold #dollar #yen #$AAPL #Elon_Musk pro.thestreet.com/portfolio/8-...

🍲Sunday Soup: Money Lessons, Spicy Foods 🌶️, Richard Feynman, Agatha Christie's Secret Those items, near-death experiences, testing if you're aging well, Jason Siegel takes on #HotOnes and more! pro.thestreet.com/portfolio/su...

Weekly Roundup: Trump Trading Turbulence Fades, But Big Earnings Await We bulked up on two holdings, discussed where we’d add again, and identified one name we may trim. #greenland #Fed #earnings #$AAPL #$META #$MSFT #$TSLA pro.thestreet.com/portfolio/we...

Weekly Roundup: Trump Trading Turbulence Fades, But Big Earnings Await We bulked up on two holdings, discussed where we’d add again, and identified one name we may trim. #greenland #Fed #earnings #$AAPL #$META #$MSFT #$TSLA pro.thestreet.com/portfolio/we...

SpaceX Narrows Its List, OpenAI Raises More: What It Means for 3 @TSProPortfolio Holdings Let’s discuss #SpaceX 's updated list of potential lead underwriters for its upcoming #IPO, and how @sama new capital raise affects this position. #OpenAI pro.thestreet.com/portfolio/sp...

Laying Out Our Game Plan Ahead of a Big Week of Earnings #$META #$MSFT #$AMZN #$TSLA #$AAPL Comments on multiple @TSProPortfolio holdings, including Broadcom and Arista Networks. #$AVGO #$ANET pro.thestreet.com/portfolio/vi...

"Across industries, executives are shifting from cautious interest to active deployment... The findings point to a market that has crossed a threshold, where trust, adoption and scale are advancing in tandem rather than sequentially." #ai #agenticAI #enterprise www.pymnts.com/study_posts/...

#SpaceX Narrows Its List, #OpenAI Raises More: What It Means for 3 Holdings Let’s discuss SpaceX's updated list of potential lead underwriters for its upcoming IPO, and how #SamAltman 's new capital raise affects this position. pro.thestreet.com/portfolio/sp...

But what about rising memory prices and capacity issues that will hobble PC shipments volumes? #$INTC #$MU #$QCOM

#JOLTS *AUTODESK TO CUT ABOUT 7% OF ITS WORKFORCE (about 1,000 jobs)

Taiwan's Compal warns rising memory prices to impact industry into 2027 reut.rs/3LDoEYd

We're Buying More Palantir and Broadcom at Attractive Levels Here's why we're adding now. Plus, our thoughts on three other key Pro Portfolio holdings. #$PLTR #$AVGO pro.thestreet.com/portfolio/we...

“Proctor & Gamble #$PG shares fell 1.5% in pre-market trading on Thursday as the company's second fiscal quarter sales missed estimates in the grooming, fabric care, and baby categories as consumers traded down to cheaper private label options.” finance.yahoo.com/news/pg-cfo-...

"In December, the Air Force pushed back the estimated delivery date for the first of two new Air Force One jets by another year to mid-2028... Boeing had earlier proposed delivering the plane in 2027, three years later than an originally contracted date of December 2024." #$BA

Another knock on #$TTD shares, courtesy of #$NFLX “@netflix forecast continued growth in 2026 and said ad revenue is expected to roughly double.” #signals #investing www.reuters.com/business/med...

Another knock on #$TTD shares, courtesy of #$NFLX “@netflix forecast continued growth in 2026 and said ad revenue is expected to roughly double.” #signals #investing www.reuters.com/business/med...