Axon Enterprise Inc. News
Signals From Our Investing Notebook
Another week has passed, and we’ve uncovered an ample number of confirming articles and other reports.
VIDEO: The Market Is Moving Higher, But the Fed Won't Overlook This
Chris discusses what’s powering the portfolio higher today, plus what TJX said that is positive for Axon's body camera business.
Getting Ready for Conference Presentations From These Holdings
Data points from upbeat presentations could get the stocks working again.
Weekly Roundup: May Ends With Volatility, Here's What We're Watching Next
Despite a down week for the market, May was a strong month for the portfolio.
Weekly Roundup: How We Benefited From the Market Divergence
Nvidia, Qualcomm, and Marvell powered the portfolio higher, while pushback on rate cuts weighed on other sectors.
Chart of the Day: Has Axon Fallen to a Buy Point?
The stock has been hard hit since reporting strong earnings last month.
VIDEO: Breaking Down Today's Trades and Learnings From Target's Earnings
Chris recaps today’s portfolio moves, and how Target’s earnings call was a positive for several holdings and a Bullpen name.
Here's Why We Added to Our Axon Position
Calmer heads led us to take advantage of this shoot first, ask questions later pullback in Axon shares.
Locking in Some Big Gains, and Buying More of Another Position
We are making a prudent move, one that still leaves us with ample exposure to Qualcomm.
Microsoft, Dell Moves Lead Us to Boost Our Price Target for This Chip Stock
Earnings from Nvidia and the Flash May PMI reports will dictate the market's next move.
Weekly Roundup: Fed Hits the Brakes on Rate-Cut Hopes
During the week, we added to our positions in Labcorp and Microsoft, and to Trade Desk twice.
VIDEO: Thoughts on Nvidia Ahead of Earnings
Chris discusses the next big data point he's focused on, what to expect when Nvidia reports, today's AMAT target increase and why another position could be a nice opportunity now.
We're Adding to 3 Positions After the CPI and Retail Sales Reports
The market will view these reports as supporting eventual rate cuts, driving stocks higher especially as the 10-Year Treasury yield trades off.
Market Expectations Are Rising for These Portfolio Holdings
Calendar consensus EPS forecasts moved up for five of our holdings and the S&P 500.
Weekly Roundup: An Upward Drift Amid a Light Slate of Data
The portfolio saw nice gains this week as the all-imporant CPI and PPI numbers await.
Expect the Fed to Push Back on a Rate Cut
Watch for several Fed speakers throughout the day.
VIDEO: We've Got Our Eyes on This Bullpen Stock
Chris discusses earnings from Axon and Coty, why he’s skeptical about a September rate cut, Apple’s meh iPad event, and one name from the Bullpen.
Upcoming: Apple's Event, Fed Talk, March Consumer Credit Report
Plus, detailed alerts on quarterly earnings from Axon and Coty.
Market Awaits a Week of Fed Speakers
Will there be signs that rate cuts may be back on the table?
Breaking News
Analyst revamps Microsoft stock price target on AI deal
Here's what could happen next to Microsoft shares.
Nvidia stock split explained
Here's everything you need to know about Nvidia's upcoming stock split and why it's more important to markets than the run-of-the-mill stock split.
GM exec hints at a 'hypercar' that can bring the luster back to Cadillac
The American luxury brand has its sights on a car that can run among the best from Mercedes-AMG and Ferrari.
NBA commissioner offers candid opinion on Caitlin Clark saga
Adam Silver addresses the latest in the saga surrounding the WNBA's newest star.