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LLY v. NVO: Weighing Who's Winning the GLP-1 Industry
Scott Zari returns to the Watch List and offers the latest updates around the GLP-1 trade and the two companies leading it: Eli Lilly (LLY) and Novo …
3 weeks, 6 days ago
Technical Tuesday: SPX, MO, CVX
Charles Schwab's Kevin Horner says geopolitical risk and key technical levels are keeping pressure on the S&P 500, with bulls needing a reclaim of th…
3 weeks, 6 days ago
Rotation Out of Big Tech Fuels Power and Defense Plays
Bob Shea says market leadership is shifting as investors rotate out of mega‑cap tech and into industrials tied to power, defense, and reindustrializa…
3 weeks, 6 days ago
The Power of Patience in a Noisy Market
Kevin Matthews II argues that constant market action is a distraction, not a strategy—especially for younger investors. Drawing on Gen Z investing da…
3 weeks, 6 days ago
Ca$htag$: DAL "Pretty Strong" Pre-Earnings Thanks to Wealthy Customers
"The K-shaped economy is very much applicable to travel," says Landon Swan of LikeFolio, pointing to positive web interest in Delta (DAL), United (UA…
3 weeks, 6 days ago
Examining MU Leadership in AI Memory Shortages, MSFT & PLTR Bull Cases
Kim Forrest urges investors to "think a little slowly" with the AI memory chip trade. She tells investors questioning the longevity of the industry t…
3 weeks, 6 days ago
Sal Mercogliano on Strait of Hormuz Future & Energy Disruption
Sal Mercogliano offers a full picture perspective on the shipping concerns surrounding the Strait of Hormuz. While he sees ships making their way thr…
3 weeks, 6 days ago
The Big 3: BA, DE, FDX
Today's Big 3 focuses on stocks Aquiles Larrea, Jr. sees as fortresses in Wall Street despite ongoing geopolitical uncertainty. He makes the case for…
3 weeks, 6 days ago
Nyland: Earnings Growth Offsets Geopolitical Risk
Tim Nyland says the S&P 500’s path forward hinges on earnings resilience despite geopolitical risk and stagflation fears. He highlights tactical stre…
3 weeks, 6 days ago
DAL Earnings Preview: Crude Oil's Climb Hits Airlines & Offering Options Trade
Christine Short offers a preview of Delta Airlines (DAL) earnings as travel costs soar due to accelerating crude oil prices. She offers bearish and b…
3 weeks, 6 days ago