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News
Taiwan Semi’s August Revenue Surges: 8 Key Items Shaping the Pro Portfolio Today
4+ day, 4+ hour ago (598+ words) (MRVL) with an overweight rating and a $270 target, naming it a long-term winner alongside Nvidia (NVDA...initiated coverage on AVGO shares with an Overweight rating and a $460 target, and the same rating on NVDA...
Doug's Daily Diary??? Thursday, August 27, 2026
2+ week, 4+ day ago (589+ words) Added to shorts in premarket: NVDA $224.57 and CRWV $92.32 at 610AM and 600AM Position: Short NVDA (...
Nvidia Surprises in Return to China: 8 Key Items Shaping the Stock Market Wednesday
3+ week, 5+ day ago (507+ words) An interesting workaround by Chinese regulators, but one that means Nvidia (NVDA) will start to recognize...
Calm Before Storm as Nvidia Earnings, Data Deluge, Bigger Trade War Loom
2+ week, 5+ day ago (453+ words) Earnings land tonight from NVDA, CrowdStrike and Salesforce, after we get a plethora of economic data...Before the Open: ANF (1.96), KSS (.57), WSM (2.07)After the Close: CRWD (.29), HPQ (.66), NVDA (2.09)..., OKTA (.96), CRM (3.27), URBN (1.73) At the time of publication, Guilfoyle was long CRWD,…...
Charting the S&P 500: Giving Bulls the Benefit of the Doubt
3+ week, 7+ hour ago (248+ words) On Wednesday we have Nvidia (NVDA) earnings after the close, which is always a big market moving event...At the time of publication, TheStreet Pro Portfolio was long NVDA....
A Potential Tell as Chip Stocks Come Under Pressure
3+ week, 5+ day ago (320+ words) Looking at the recent performance of the iShares Semiconductor ETF (SOXX), which counts Nvidia (NVDA)...At the time of publication, TheStreet Pro Portfolio was long NVDA, MRVL, AVGO, MU, NFLX, ROBO, BLDR and...
Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday
2+ week, 5+ day ago (299+ words) PM – Agilent (A), CrowdStrike (CRWD), HP (HPQ), Nvidia (NVDA), Okta (OKTA), Salesforce (CRM), Synopsys...At the time of publication, TheStreet Pro Portfolio was long META and NVDA....
Lots of News But Little Reaction as Market Yawns
2+ week, 6+ day ago (671+ words) The negative was another 2% decline in the semiconductors, with Nvidia (NVDA) falling sharply ahead of...
Fighting Flares Up Again in Iran, Warsh Turns Hawkish, Treasury Yields Climb
2+ week, 6+ hour ago (681+ words) The week ended on that sour note, despite what had been blowout earnings reported by AI king Nvidia (NVDA...
Doug's Daily Diary??? Monday, August 24, 2026
3+ week, 4+ hour ago (1815+ words) The Teaser Period: Why The AI Boom Is Hitting A Reset Wall I shorted Nvidia (NVDA) on the early morning...Position: Short NVDA (VS) BY Doug Kass · Aug 24, 2026, 11:40 AM EDT BY Doug Kass · Aug 24, 2026, 11:20...