#InvestMentStrategy

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Our general rule of thumb is that a 10% pullback in a high-quality company like TJX represents an opportunity to nibble on shares.

Bill Ackman's Pershing Square Capital Management has built a position in Microsoft, the billionaire hedge fund manager said Friday in a post on X.

Bill Ackman's Pershing Square Capital Management has built a position in Microsoft, the billionaire hedge fund manager said Friday in a post on X.

Bond traders are hoping that the central bank's easing bias is replaced with a skewed view toward tightening.

From CNBC: What's good for Cisco is good for Broadcom. 3 reasons both stocks are soaring

Hedge fund managers said the current environment — fueled by aggressive spending on AI — is creating a fertile backdrop for bearish wagers

In the letter, Dana White said that the cap is already starting to create problems for the gambling industry.

From CNBC: Jim Cramer wants to buy this stock now 10% below its highs. Here's why

Cisco delivered the latest blowout quarter thanks to AI spending, and chipmaker Cerebras is making its public debut.

U.S. consumer sentiment has been on a downward trend since the Covid-19 pandemic. Inflation, wars and President Trump's tariffs are to blame, economists say.

Leerink analysts lifted J&J shares to a buy equivalent from hold on Wednesday, citing the company's slate of new drugs.

From CNBC: Why this unheralded AI stock can go higher despite its recent massive rally

Why institutional investors use an investment policy statement and most retail investors don't—and how to write a usable IPS for your own portfolio.

Qnity is in a great position to keep grabbing market share, not only as chips get smaller but also as the industry shifts more toward stacking.

From CNBC: Traders will soon be able to bet on computer chip prices as AI drives costs skyward

New data offers a promising sign for the metric Wall Street cares most about for a Boeing turnaround.

New evidence showed that hackers are using AI to accelerate more sophisticated cyberattacks.

From CNBC: It's not just Iran and oil raising inflation. Prices also are reaccelerating in these other areas