|Day Low/High||279.05 / 284.80|
|52 Wk Low/High||201.62 / 282.77|
The optimism about trade with China is what truly inspires a rally like today coupled with a benign route for rates to go higher.
The right things keep happening at the wrong times.
Many investor surveys indicate that sentiment is "neutral." But, to me, it's hard to believe that investors/traders are really all that nervous - if they have been selling FANG (up until 2 days ago) and putting the money into Small/Mid cap growth na...
Our price targets have been reached so the question becomes, what's next?
There are lessons and profits to be gained from studying Warren Buffett's misses.
Just because rates on the 10-year are back below 3% doesn't mean that's what's driving the rally.
It's important to spend time in California to understand what's coming in technology.
TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer interviewed the CEOs of PayPal, Intel and Workday in San Francisco this week on CNBC's Mad Money.
It's not just Gary Cohn putting stocks through the ringer.
A tariff that excludes Canada and Mexico I believe would create a wave of jubilation.
Quite a few enterprise hardware and software firms, including ones that struggled during much of 2017, have turned in strong earnings reports this year. Their IT spending commentary has also been positive.
Heading into earnings, there doesn't appear to be much resistance above $50.
Typically this is the end of the line for the shorts. They have all been massacred, Valentine's Day style.
Things I'm looking at in this fragile market that seems like it isn't fragile for the moment.
Down days for the markets are great buying opportunities if you're prepared.
Even if you love a stock that's down today, don't dive in all at once.
It's hard to understand the magnitude of the change.
The software giant could use repatriated offshore cash to finance a big acquisition next year, as well as take advantage of Office 365's pricing power.
Though the software giant beat estimates, its soft cloud revenue forecast raises questions about how well it's competing against the likes of Salesforce and Workday.
There might be speed bumps, but we're still at the beginning of the shift toward the cloud.
Let's consider what could be hurting technology stocks.
And how I'm playing defense (and aerospace) on the latest from North Korea.
A bearish convergence in Workday needs to be monitored.