Liftoff on Potential Iran Deal and SpaceX IPO?: 8 Key Items Shaping the Stock Market Friday Oil prices fall, midterms spending, Nasdaq-100 changes. #Iran #IranWar #$SPCX #$LEN #$NDX #$META #$GOOGL #$ETN #$ALAB #$CRWV #$NBIS #$RKLB #$TER #$CHTR #$CTSH #$INSM #$VRSK #$ZS tsp-wa.azurewebsites.net/posts/liftof...

Because all the space ETFs are chock full of them because "rockets". If only folks could do thematics properly. (Apologies in advance for the shameless promotion) Oh wait, me and @chrisversace.bsky.social do already. @tematica.bsky.social

We’re Initiating a New Position in a Trucking Play The intersection of rising utilization levels, a pending EPA emission mandate, and the One Big Beautiful Bill have us making this move. #$CMI #$PCAR #stocks #stockstowatch pro.thestreet.com/posts/were-i...

Ready for the #SpaceX IPO?: 8 Key Items Shaping the Stock Market Thursday Trump and Iran #IranWar‌ May PPI #inflation Oracle’s spending #$ORCL Potential #OpenAI price cuts, #Xbox's dilema #$GOOGL #$SPCX #$ASML #$TSLA #$MSFT #$NVDA #$INTC #$TSM #$AMAT tsp-wa.azurewebsites.net/posts/ready-...

May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning. #Iran #inflation #$TSM #$NVDA #$GOOGL #$INTC #$AMAT #$COST #$TJX #SpaceX pro.thestreet.com/posts/may-cp...

It's no secret that #Apple's Siri is awful. Well, our own @chrisversace.bsky.social listened in on today's 2026 WWDC Keynote and came away feeling that AI Siri may be more "meh" than "wow." #stockmarket #investing #siri #WWDC @lindalebrun.bsky.team pro.thestreet.com/portfolio/ap...

Here's a version with a better looking link. ;) pro.thestreet.com/portfolio/ap...

🍎#Apple Fails to Dazzle With Long-Awaited Siri AI Announcement Here’s when we may look to revisit our rating as the shares fall under pressure. #$AAPL #Siri #AppleIntelligence #SiriAI tsp-wa.azurewebsites.net/posts/apple-...

Apple Set to Reboot AI Effort in CEO’s Final Stand: 8 Key Items Shaping the Stock Market Monday #$AAPL #$GOOGL #$SPXX #$NVDA #$MRVL #$MU #$AMAT #$EADSY #$BA #SP500 #stocks #investing pro.thestreet.com/posts/apple-...

Here Comes the Jobs Report: 8 Key Items Shaping the Stock Market Friday Iran reintroduces strait service fees, stock market inflows, Lululemon drops, production levels at Boeing, & other headlines are moving stocks this morning. #SP500 #$LULU #$BA #$NVDA #$MU tsp-wa.azurewebsites.net/posts/here-c...

Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning. #$PLTR #$GOOGL #$AVGO #$TSM #$MRVL #$NVDA #$AMAT #$QNT #$MS tsp-wa.azurewebsites.net/posts/palant...

Elon Musk Sets the SpaceX IPO Price: 8 Key Items Shaping the Stock Market Wednesday Renewed Gulf hostilities, new Trump tariffs, Bessent testifies and other headlines are moving stocks this morning. #SpaceX #IPO #IranWar‌ #$SP500 #$PANW #$MSFT #$NVDA #$MVRL tsp-wa.azurewebsites.net/posts/elon-m...

Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning. #$NVDA #$MRVL #$AVGO #$HPE #$DELL #$GOOGL #$BAC #$MS #stocks #investing pro.thestreet.com/posts/jensen...

2 Stocks on Our Radar as Iran Halts Talks and Inflation Pressures Continue Let’s discuss the latest out of the Middle East and break down May Manufacturing PMI. #inflation #IranWar‌ #oil #stocks #investing pro.thestreet.com/posts/2-stoc...

The Economic Data Week Ahead Inflation, pricing moves, job creations and all that as we begin a new month open.substack.com/pub/tematica...

Nvidia Comes Out Swinging: 8 Key Items Shaping the Stock Market Monday Talks drag on, May Manufacturing PMI data, more memory chip pain, and other headlines are moving stocks this morning. #$NVDA #$INTC #$AMD #$ARM #$QCOM #$SWKS #$RFMD #$AAPL #$MU #$AMAT #$CRDO #stocks pro.thestreet.com/posts/nvidia...

The Economic Data Week Ahead Inflation, pricing moves, job creations and all that as we begin a new month open.substack.com/pub/tematica...

Nvidia Comes Out Swinging: 8 Key Items Shaping the Stock Market Monday Talks drag on, May Manufacturing PMI data, more memory chip pain, and other headlines are moving stocks this morning. #$NVDA #$INTC #$AMD #$ARM #$QCOM #$SWKS #$RFMD #$AAPL #$MU #$AMAT #$CRDO #stocks pro.thestreet.com/posts/nvidia...

Goldman Says S&P 8,000 — But Is the Rally Running Out of Steam? Goldman just raised its S&P year-end target to 8,000 — but with both the S&P and Nasdaq back in overbought territory, is Wall Street getting ahead of itself? #stocks #investing #SP500 open.substack.com/pub/tematica...

Goldman Says S&P 8,000 — But Is the Rally Running Out of Steam? Goldman just raised its S&P year-end target to 8,000 — but with both the S&P and Nasdaq back in overbought territory, is Wall Street getting ahead of itself? #stocks #investing #SP500 open.substack.com/pub/tematica...

May Was a Big Month for the Market, Even Bigger for These Tematica Models Space Economy, EPS Diplomats and other Tematica models besting the S&P 500 QTD #stocks #investing open.substack.com/pub/tematica... open.substack.com/pub/tematica...

Snowflake Soars: 8 Key Items Shaping the Stock Market Thursday And other headlines are moving stocks this morning. April #PCE #$MRVL #$CRM #$SNOW #$JEDI And other headlines are moving stocks this morning. #stocks #investing pro.thestreet.com/posts/snowfl...

Goldman Says S&P 8,000 — But Is the Rally Running Out of Steam? Let's answer that question with @TipRanksJulie youtu.be/HrUxD4HDo3A?...

Locking in Big Gains and Downgrading This Sleeper Position #$CIBR #stocks #investing pro.thestreet.com/posts/lockin...

A Quick Look at #SpaceX and Tematica Models #IPO #stocks #investing open.substack.com/pub/tematica...

SpaceX Wants Pentagon to Pay Up: 8 Key Items Shaping the Stock Market Tuesday Investors look past the US-Iran flare-up, #IranWar‌ #SpaceX flexes on the #Pentagon, Fertilizer shortage and food iflation, #China smartphone sales #$AAPL, pro.thestreet.com/posts/spacex...

Thematic and targeted exposure models vs. the S&P 500 QTD and YTD Some surprises, but not many if you follow where capital is being spent. #investing open.substack.com/pub/tematica...

Thematic Models vs. the S&P 500 QTD and YTD Some surprises, but not many if you follow where capital is being spent #stocks #investing open.substack.com/pub/tematica...

Thematic Models vs. the S&P 500 QTD and YTD Some surprises, but not many if you follow where capital is being spent #stocks #investing open.substack.com/pub/tematica...

Thematic Models vs. the S&P 500 QTD and YTD Some surprises, but not many if you follow where capital is being spent open.substack.com/pub/tematica...

#Quantum Computing Comes for #Crypto: 8 Key Items Shaping the Stock Market Friday #Oil prices climb, @Lenovo AI server business soars, #$WDAY's stalled backlog, What #$ROST's 17% comps sales figure says, #oura files for IPO confidentially, pro.thestreet.com/posts/quantu...

Inflation Rate Hits New High: 8 Key Items Shaping the Stock Market Thursday Iran’s nuclear stance, May Flash PMI insights, PepsiCo’s price hike and other headlines are moving stocks this morning. #inflation #$PEP #$ELF #$WMT #$NVDA #$TGT #$COST #$CRWV #SpaceX #stocks pro.thestreet.com/posts/inflat...

Always an insightful conversation with @NPetallides and the @SchwabNetwork. This time around all 👀s are on #$NVDA. Let's discuss that whisper number risk and much more. youtu.be/NBN-uqxLjZs?...

Big Swing Potential for #$NVDA shares: 8 Key Items Shaping the Stock Market Wednesday #$TGT beat but margin questions #$LOW’s only reiterates guidance #Fed minutes #inflation #SpaceX underwriters and other headlines are moving stocks this morning. pro.thestreet.com/posts/big-sw...

A Challenge to Nvidia? 8 Key Items Shaping the Stock Market Tuesday Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning. #$HD #$LOW #$JHX #$TOL #$TGT #$NVDA #$GOOGL #$BX #$META #$STD #AI #IranWar‌ pro.thestreet.com/posts/a-chal...

Market to Give Back Gains After Iran Setback: 8 Key Items Shaping the Stock Market Monday Plus, @AnthropicAI 's briefing, Next Era & Dominion Energy #$NEE #$D @SpaceX timing #$NVDA #$WMT #$TGT #$HD #$RAMP and other headlines moving stocks this morning. pro.thestreet.com/posts/market...

@thestreetnews.bsky.social Pro Portfolio's Weekly Roundup: Forget ‘Too Late Powell’, It May Be ‘Too Late Wall Street’ We added to two holdings this week, and are eyeing these others right now #stocks #investing pro.thestreet.com/posts/weekly...

.@Apple Invites AI Speculation Ahead of Milestone Event If #$AAPL can deliver on its #Siri overhaul, we could see the upgrade cycle accelerate. tsp-wa.azurewebsites.net/posts/apple-...

Attention Shifts Back to Iran: 8 Key Items Shaping the Stock Market Friday Oil and the dollar climb, lackluster Trump-Xi summit wins and other headlines moving stocks this morning. #Iran #$AMAT #$CBRS @TheStreet_Pro @TSProPortfolio @TipRanks pro.thestreet.com/posts/attent...

Portfolio’s Defensive Stocks Offer Shield From Piping Hot Producer Prices 🔥🔥 We braced for hot prices, but we didn’t expect they’d be boiling. #PPI #inflation #signals #earnings pro.thestreet.com/posts/portfo...

Early Christmas Warning: 8 Key Items Shaping the Stock Market Wednesday Tempered Trump-Xi expectations, April #PPI, Nebius earnings and other headlines are moving stocks this morning. #inflation #earnings #trade #stocks pro.thestreet.com/posts/early-...

Adding 2 Aerospace Plays to the @TSProPortfolio Bullpen #$BA #$FJET pro.thestreet.com/posts/adding...

The Inflation Issue: 8 Key Items Shaping the Stock Market Tuesday #Oil prices and their follow through, April #CPI, #Trump’s CEO delegation, and other headlines that are moving stocks this morning. @TSProPortfolio @TheStreet_Pro @TipRanks tsp-wa.azurewebsites.net/posts/the-in...

Fed's New Boss Sees 'Trimmed' Inflation: 8 Key Items Shaping the Stock Market Monday Trump rejects Iran’s response, Apple and Intel and other headlines are moving stocks this morning. pro.thestreet.com/posts/feds-n...

Trump Hit With Setback Ahead of China Meeting: 8 Key Items Shaping the Stock Market Friday @anthropic.com's potential for a massive capital raise, #$CRWV ups capex Memory demand #$MU Other headlines that are moving stocks this morning. tsp-wa.azurewebsites.net/posts/trump-...

Higher Gas Prices for Longer: 8 Key Items Shaping the Stock Market Thursday Plus, Maersk warns, McDonald’s misses and other headlines are moving stocks this morning. #$MCD #$COST #$PZZA #$SHAK #$FTNT #$CIBR #$NOW pro.thestreet.com/posts/higher...

An Agreement to End the War: 8 Key Items Shaping the Stock Market Wednesday US & #Iran MOU @Anthropic and #$GOOGL #$AMD and #$DIS earnings And the other headlines that are moving stocks this morning. pro.thestreet.com/posts/an-agr...

Palantir’s 'Nonsensical' Pullback After Earnings Is Missing the Point We're sticking with our price target and rating. Plus, our near-term plan — and how to really value the shares. #$PLTR pro.thestreet.com/posts/palant...

'Misbehavior' in the Strait: 8 Key Items Shaping the Stock Market Monday Iran fires on the U.S. #OilCrisis #$GME and #$EBAY @cerebras IPO #$META #$AMZN #$NVDA and other headlines are moving stocks this morning. #$NEE #$D #$DUK #$AEP #$AMAT #$MS #$IBM #$PLTR pro.thestreet.com/posts/misbeh...

Weekly Roundup: The Pro Portfolio Is Winning, Even as Markets Turn Overbought We had a strong April, but remain focused on what’s ahead. Here's what drove our outperformance during the month. #stocks #investing @thestreetpro.bsky.social pro.thestreet.com/posts/weekly...