Worries about the sustainability of the AI trade surfaced once again, driving down a swath of related stocks, but other ...
I get it. If you own semis or any of the Mags, it’s been a really ugly week. But if you own the others, you’re probably ...
While China released figures on Monday showing economic growth of 4.5% for Q3, it is exports that are powering ahead.
With our game plan shared, let’s turn our focus to Wednesday night’s quarterly results and updated outlook from Meta ( META ) ...
Meta’s spending warnings and share-class fine print, Tesla’s capex cut, and a ‘not good enough’ beat from Lam Research are ...
These are the early headlines and other items poised to influence the market at the start of the trading day. As we share ...
The AI complex is getting hit on earnings while small caps, biotech, retail and defensive pharma hold up. Here’s what I’m ...
This has been one of my more controversial positions. Let’s dive into the report and see if I’ll be buying more.
Chris Versace is the lead portfolio manager for TheStreet Pro's flagship Action Alerts PLUS portfolio. With expertise in technology, sustainability and… ...
More Tales From Nvidia: AI Is Still A Loss Leader (Issue #264!) Not that I am or have been trying to call the stocks, because that is a fool’s errand these days, especially in these types of ...
It’s counterintuitive, but if more people turn bearish, then there is more fuel for a rally as those investors jump back into ...
In this week’s reader-submitted edition of Portfolio Office Hours, Chris Versace explains why we’re watching the impact of higher rates on construction activity outside of data center. He also ...