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  • We upgraded Home Depot and raised our price target. It made the best of a terrible hand
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  • We upgraded Home Depot and raised our price target. It made the best of a terrible hand
  • U.S. government debt yields are surging at a bad time. Here’s what’s behind the move
  • Trump, Carney reportedly in talks ahead of new 50% Canada tariffs
  • Mortgage rates rise as Treasury bond yields climb
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KLA Corp

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Hopeful stock market is delivering some surprising winners

Sagar1 year ago1 year ago011 mins

When the tyranny of the “Magnificent Seven” ended, I always figured the money would go to the rest of tech. I also didn’t think that there would be anything left of the Mag 7 to invest in. They would all be obliterated as part of a source-of-funds move. Club name Nvidia would be grounded by…

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  • We upgraded Home Depot and raised our price target. It made the best of a terrible hand
  • U.S. government debt yields are surging at a bad time. Here’s what’s behind the move
  • Trump, Carney reportedly in talks ahead of new 50% Canada tariffs
  • Mortgage rates rise as Treasury bond yields climb
  • Nvidia’s AI moat is shifting from chips to capital

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