Intel (INTC) Stock: Wall Street Upgrades Mount as Analysts See Foundry Potential
Intel stock gains analyst upgrades from Citigroup and TD Cowen to $50 targets as foundry business and server CPU demand drive renewed Wall Street interest.
Growth & Stability, Not Equities & Fixed Income
The idea is not higher returns at all costs but instead to have a portfolio that "behaves more predictably" when markets get hit.
Is The Stock Market Undergoing A 'Great Rotation'?
We discuss whether indeed a Great Rotation is underway, 2026 outlook for GDP growth, bonds, inflation, the U.S. dollar and the Federal Reserve.
Rethink The Mag 7
The top 10 stocks in the S&P 500 now account for roughly 40% of the index’s total market capitalization. From 1880 to 2010, the top 10 averaged about 24% of the index.
The Bipolar Economy, Part 2
It appears likely we will soon see a string of months where annual inflation is running 2.5% or below. That’s within shouting distance of the Federal Reserve’s target and may raise the odds of more rate cuts this year.