We’re making several more trims, targeting tech and an economically sensitive automaker due to our concerns about an aggressively hawkish Fed.
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We’re trimming tech stocks and an automaker because it never pays to fight the Fed
Technology
NASA to bring ISS Crew-11 astronauts back to Earth earlier than planned after medical situation
Crew-11 mission astronauts wave as they depart the Neil A. Armstrong Operations and Checkout Building en route to launch complex LC-39A at the Kennedy Space Center in Cape Canaveral, Florida on August 1, 2025. From L/R are Roscosmos cosmonaut Oleg Platonov, NASA astronaut Mike Fincke, NASA astronaut and mission commander Zena Cardman and JAXA astronaut […]
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Technology
Intel stock rises after Trump touts ‘very successful’ CEO, applauds government’s investment
Intel shares rose 2% in extended trading on Thursday after President Donald Trump posted a flattering message on social media about the chipmaker and its CEO, and championed the government’s investment in the company. “I just finished a great meeting with the very successful Intel CEO, Lip-Bu Tan,” Trump wrote on Truth Social. In August, […]
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Technology
Good news keeps coming for Nvidia but not the stock. Time to buy?
Shares of Nvidia have started the new year off flat as Wall Street skeptics ignore a string of positive developments that continue to boost our confidence in the stock and inform our advice for investors with and without positions. The most recent update came early Thursday morning, when Bloomberg reported that China will indeed allow […]
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