Large-Cap
Markets in Limbo: Oil, Uncertainty, and the Search for Stability
Ken Mahoney outlines a cautious outlook as geopolitical tensions, inflation, and selective opportunities shape investor strategy Amid ongoing geopolitical tensions...
Bitcoin at a Crossroads: Historic Streak on the Line
Mixed signals emerge as BTC hovers near key levels amid uncertain market direction Bitcoin (BTC) is approaching a pivotal moment...
Markets Climb the Wall of Worry Amid Rising Geopolitical Tensions
Nancy Tengler highlights oil volatility and long-term resilience of equities Amid escalating geopolitical tensions involving Iran, Nancy Tengler, CEO and...
Micron Slides Despite Strong Demand as Market Reassesses AI Trade
Supply constraints and macro pressures trigger sharp post-earnings sell-off Shares of Micron Technology (MU) fell sharply, dropping 10% on Monday...
Coinbase’s Next Chapter: Positioned for Strength Beyond the Cycle
Diversification, institutional adoption, and infrastructure growth reinforce a resilient long-term outlook Shares of Coinbase (COIN) have often been viewed as...
Buying the Dip: Why Volatility Is Fueling a Long-Term Bull Case
Nancy Tengler highlights strong fundamentals, AI-driven productivity, and strategic positioning across sectors Despite heightened market volatility, Nancy Tengler, CEO and...
Chip Expansion, Pharma M&A, and Leadership Changes Drive Market Movers
Arm surges on data center ambitions, Merck strikes a major deal, and On Holding faces executive transition A trio of...
Tech and Crypto Stocks Rally as AI Momentum and Market Optimism Build
AMD, Nvidia, Coinbase, Amazon, and Circle surge on a mix of AI demand, crypto strength, and strategic growth catalysts A...
Investor Spotlight: Ironhold Capital
Navigating markets with a disciplined, long-term investment approach 'Wix is now our largest position in the technology sector. We bought...
Playing the Long Game: Great Hill Capital’s Thomas Hayes Highlights Undervalued Opportunities
Great Hill Capital’s chairman points to PayPal, Dentsply Sirona, and VF Corp. as long-term winners In a market often driven...
