Alphabet is an eclectic collection of tech-centric businesses. Unfortunately, there isn't one stock to rule them all...
Continue ReadingEarnings season dominates market focus this week with tariffs still on the table...
Continue ReadingI see high-quality growth stocks like NFLX and META as overbought and at risk of further pullbacks. Read why I believe a mid-course correction is likely...
Continue ReadingRoughly 100 companies from the S&P 500 index will report results this week, including two of the Magnificent Seven. Economic data will open a window on slugging home sales...
Continue ReadingI added additional shares of Alphabet, PepsiCo, and the SCHD ETF to our portfolio to optimize our portfolio's risk-reward, income, and growth balance. Read the update...
Continue ReadingAlphabet and GitLab are misunderstood stocks that are poised to be AI winners. Salesforce and ServiceNow are software companies with big AI opportunities in front of them. SentinelOne has a big potential catalyst in the second half as its deal with Lenovo rolls out...
Continue ReadingAsking for a Trend host Josh Lipton breaks down the major earnings reports to keep an eye on this coming week. On Monday, Verizon (VZ), Ryanair (RYAAY), and Domino's (DPZ) will publish earnings reports. On Tuesday, Coca-Cola (KO), Lockheed Martin (LMT), General Motors (GM), RTX (RTX), Sherwin-Williams (SHW), and D.R. Horton (DHI) report results. Coca-Cola will post its second quarter results on Tuesday before the opening bell, just days after President Trump said the company will start to use cane sugar instead of high-fructose corn syrup. GM is also reporting its second quarter results before markets open on Tuesday, as analysts expect numbers to be in line with estimates. On Wednesday, AT&T (T), Alphabet (GOOG, GOOGL), IBM (IBM), GE Vernova (GEV), Tesla (TSLA), and T-Mobile (TMUS) are releasing earnings. Alphabet's second quarter results will be out after the markets close on Wednesday. CapEx, ad prices, and cloud are all in focus for Alphabet. Tesla's second quarter numbers are also out Wednesday after the closing bell. Analysts expect earnings to be in line with estimates. On Thursday, Honeywell (HON), Keurig Dr Pepper (KDP), Intel (INTC), Union Pacific (UNP), Tractor Supply Company (TSCO), and Deckers (DECK) announce results. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here...
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