Boeing’s Navy win, iPhone Duo expectations, and other headlines moving the market this morning.

OpenAI’s DevDay, Oura postpones IPO, Boeing’s 737 MAX 10 delay, and other headlines moving the market this morning.

Oracle’s big AI backlog, Microsoft’s multi-year data center plans, and other headlines are moving the market this morning.

ECB rate hike prospects, OpenAI expands with Samsung, Apple’s big event and other headlines moving the market this morning.

Apple’s foldable iPhone, inflation expectations, Anthropic’s S-1, and other headlines are moving the market this morning.

S&P 500 levels to watch, August PMI on deck, Apple’s new sheriff is in town, and other headlines moving the market this morning.

Oil moving through the strait, $40 trillion in debt and other headlines moving the market this morning.

Nvidia backs OpenAI in Ohio, Costco pilots Medicare plans and other headlines moving the market this morning.

What’s next for the U.S. and Iran, S&P 500 targets, retail earnings and other headlines moving the market this morning.

Cisco and Cerebras shares fall, Lenovo’s server demand soars and other headlines moving the market today.

Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.

Trump’s demands, volatility on the horizon, food prices and other headlines are moving stocks this morning.

Trump “low-keying” it with Iran, Meta’s new AI model and other headlines moving stocks this morning.

We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.

The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.

SpaceX IPO lockup expiration begins, Fed blowback and other headlines moving stocks this morning.

Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.

Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.

Oil falls, single stock futures to come and other headlines are moving stocks this morning.

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Inflation pressures build, AMD’s chip event, United Rentals crushes it, and other headlines are moving stocks this morning.

We take a look at applying Tematica's Targeted Exposure discipline to Space Economy investing.

Trump says we’re back at war, June CPI and Warsh on deck, bank earnings, and other headlines are moving stocks this morning.

Plus, June inflation data and Taiwan Semi’s outlook for H2 2026.

Plus, TSM’s big June revenue, SK Hynix falls, Apple fights OpenAI and other headlines moving stocks this morning.

We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.

SK Hynix’s IPO pricing, Micron’s spending, Delta’s earnings, and other headlines are moving stocks this morning.

Renewed U.S.-Iran attacks, traffic in the Strait, Costco, SK Hynix and other headlines are moving stocks this morning.

Trump favors diplomacy with Iran, Nike’s continued challenges, Citi cuts its crypto outlook, and other headlines moving stocks this morning.

Strait of Hormuz traffic improves, retailers brace for new tariffs and other headlines moving stocks this morning.

South Korea goes big on AI and chips, Comcast splits, Warsh on deck, and other headlines moving stocks this morning.

We locked in massive gains on two positions and added to two beaten-down holdings.

Samsung & SK Hynix’s big spending plans, a potential OpenAI IPO push off, SpaceX wireless service, and other headlines are moving stocks.

Micron’s blowout earnings, May PCE, Bank dividend announcements, and other headlines are moving stocks this morning.

FedEx and Cerebras underscore margin concerns, oil falls further, Google to join the Dow, and other headlines are moving stocks this morning.

They also keep us bullish on these Pro Portfolio positions.

Let’s look through the data with an eye toward the continued fall in energy prices.

Tech slumping, Nvidia’s latest win, June Flash PMI on deck, and other headlines are moving stocks this morning.

Our eyes are on this Portfolio holding when it comes to Micron’s capex comments.

Coke and the IRS, Google flexes its balance sheet, and other headlines are moving stocks this morning.

Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.

Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.