Breaking Down Wall Street's Rising S&P 500 Price Targets for 2026 π
What hitting these targets π―will hinge on
pro.thestreet.com/portfolio/br...
@chrisversace.bsky.social
Portfolio Manager at TheStreet, thematics, models, indices, podcasting & dogs
Breaking Down Wall Street's Rising S&P 500 Price Targets for 2026 π
What hitting these targets π―will hinge on
pro.thestreet.com/portfolio/br...
Weekly Roundup: Marvell and These 5 Holdings Propel Portfolio Higher $MRVL
β ADP November Employment Report
β ChallengerGray Job Cuts Report
β September #PCE prices
Next week:
- Fed policy meeting, updated SEP
- Earnings from $TOL $CIEN $COST $AVGO $LULU
pro.thestreet.com/portfolio/we...
Our Questions About the Netflix-Warner Bros Discovery Deal
In addition to Friday's big acquisition news, we weigh in on the September PCE Index, Foxconnβs November revenues, and the AI trade.
$NFLX $WBD $AMZN $PARA $NVDA $MRVL $C $AAPL $DELL $MS $BAC
pro.thestreet.com/portfolio/vi...
Why Today's @Costco $COST Share-Price Decline Is a Mistake
Letβs cut through the likely confusion with the November sales report and explain why the move isn't warranted.
pro.thestreet.com/portfolio/wh...
We're Upping Our Marvell $MRVL Price Target and Reiterating Our Rating
pro.thestreet.com/portfolio/we...
Stocks & Markets Podcast: Fighting Cancer With GT #Biopharma CEO
Discussing #cancer therapy innovations in the $600 billion biopharmaceutical drug cancer market.
$GTBP $MRK $NVS $SNY
pro.thestreet.com/portfolio/st...
Here's Why Weβre Focused on AI Adoption and Usage Levels
While adoption is still in the early earnings, usage levels are just scratching the surface.
pro.thestreet.com/portfolio/he...
Ahead of Thursday's September Employment Report, there is reason to think we could see that October job creation noted by ADP soften again in the coming weeks.
#jobs #jobcreation #Fed #fedpolicy #InterestRates
pro.thestreet.com/portfolio/si...
Weekly Roundup: Rate Cut Re-Think Rankles Market, But This Is Our Focus
We have one eye on the technicals, and the other on the marketβs reaction to these events next week.
$SPY $NVDA $WMT $TGT $TJX $HD $KLAR
pro.thestreet.com/portfolio/we...
All Eyes Back on AI Trade as #shutdown Showdown Ends ... For Now
Let's map out the reopening and where we're going in the great AI adoption trade.
$NVDA $AAPL $MSFT $AVGO $ORCL $AMD $CSCO $CRM $CRWV $ETN $ANET $MRVL $INTC #AI #artificial_intelligence
pro.thestreet.com/portfolio/al...
We're Buying into 7 Positions With an End to the Government Shutdown in Sight
Weβre adding to these key holdings, but there are three more that are also at tasty levels.
$NVDA $PLTR
pro.thestreet.com/portfolio/we...
Listen to why @jaywoods3.bsky.social sees Big Tech powering the #Stockmarket higher and why there is a rotation underway in Big Tech
youtu.be/xgxT3E1v68Y?...
#PalantirTech $PLTR Beat But Is Trading Down. Here's Why We're Not Worried
A rising backlog, a growing customer base, and incremental profit margins could drive up EPS expectations -- and shift our target price.
pro.thestreet.com/portfolio/pa...
Multiple @Microsoft, @Amazon Deals for @nvidia Chips Confirm These Price Target Hikes
We see very positive developments ahead of these two holdings reporting tomorrow.
$MSFT $AMZN #OpenAI $NVDA
pro.thestreet.com/portfolio/mu...
October Monthly Roundup: Another Month of Outperformance for the @TheStreet Pro Portfolio
We continued to benefit from prior moves, while we added to multiple holdings, started a new position, and closed an extremely profitable one.
@TheStreetPro
pro.thestreet.com/portfolio/oc...
New @Apple Price Target on iPhone 17 Success and $109 Billion 'Steady Hand'
The company is hitting on multiple key cylinders, which should bring wonderful operating leverage.
$AAPL #iPhone
pro.thestreet.com/portfolio/ne...
We're Buying Shares of #Meta and 3 Other Street Pro Holdings
We're being opportunistic but also improving the Portfolioβs dividend income stream.
pro.thestreet.com/portfolio/we...
Here's Our #NVIDIA Game Plan as Trade Tensions Ease and FOMO Returns
We are all for letting our winners run, but past a certain point, portfolio discipline kicks in.
$NVDA $MRVL $PLTR $LOW $GOOGL $META $MSFT $AMZN $ORCL $QCOM $ANET
pro.thestreet.com/portfolio/nv...
Great initial discussion of $WM earnings during Portfolio Office Hours for @TSProPortfolio
pro.thestreet.com/portfolio/fo...
Apple Passport Ambitions, Possible Maps Monetization and Upcoming Earnings
We like Appleβs efforts to stickify its ecosystem, but here's what upcoming earnings are all about.
#Apple #ApplePay #applewallet #iPhone #advertising
pro.thestreet.com/portfolio/ap...
New @PalantirTech Price Target After Polish Defense Partnership
Multiple data points led to this decision, but there could be more ahead depending on these upcoming figures.
$PLTR #Palantir
pro.thestreet.com/portfolio/ne...
OpenAI Is One Step Closer to Becoming a Public Company
We are well-positioned for this potential event given these two Pro Portfolio holdings.
$MSFT $NVDA $SSSS $GS $JPM $MS #OpenAI
pro.thestreet.com/portfolio/op...
Why we took some very profitable #Qualcomm chips off the table today.
pro.thestreet.com/portfolio/we...
Google Set to Move Higher After Multi-Billion Dollar AI Update
There's more evidence of rising AI demand lifting multiple chip boats.
#Google
@anthropicai.bsky.social
#Nvidia
#Amazon
#Broadcom
#IBM
#Meta
#Microsoft
pro.thestreet.com/portfolio/go...
SAP, IBM Earnings Offer Insight into This AI Holding
We see this confirming another leg up in data center capex while internal use drives productivity and margins.
$SAP $IBM $MSFT $NOW $NVDA $MRVL $AVGO $ANET $META $GOOGL $AMZN
pro.thestreet.com/portfolio/sa...
Apple Could Get Price Target Revisit After AT&T's iPhone Endorsement
iPhone 17 production tweaks signal solid guidance from Apple as well as this chip holding.
$T $AAPL $VZ $TMUS $QCOM $OLED
pro.thestreet.com/portfolio/ap...
Apptopia, BofA, Inter Parfums Provide Positive Data Points for Several Holdings
These items, directly and indirectly and indirectly connected to Portfolio positions, are catching our attention.
$BROS $BAC $NVDA $MRVL $QCOM $AMD $AVGO $IPAR $COTY $EL
pro.thestreet.com/portfolio/ap...
Earnings Reports Have a High Bar to Clear to Impress
This Market Laying out our earnings road map as we connect more dots for our holdings.
$MMM $KO $DHR $GE $LMT $NOC $PCAR $DGX $GM $PHM $NFLX $OMC $ISRG $TXN
pro.thestreet.com/portfolio/ea...
New #Apple Price Target Gets Support From #iPhone17
Market sentiment is also being lifted by Bessent-China talks and potential shutdown end remarks.
$AAPL $QCOM $OLED
pro.thestreet.com/portfolio/ne...
Buying More of a Holding Mistakenly Caught in Crosshairs of Bessent Comment
We're taking advantage of a misconstrued fall in one of our positions.
$LMT $NOC $ITA $AXON $MSI
pro.thestreet.com/portfolio/bu...