Love Musk or Hate Him, Here’s How I’m Building My SpaceX Position Anthropic just filed a key financial doc, SpaceX reported earnings, and some investors are betting against Elon. Here’s what all that means for my position. $SPCX pro.thestreet.com/trade-idea…

My Stock of the Week for Oct 26 is live and features a name that has pulled back to key support amid broader AI pressure despite posting a strong quarter. Read more: 👇 sharkinvesting.com/stock-of-…

$ANT | ANTHROPIC June 20 six-month revenue of $16.3 billion. Net loss of $80.7 billion for the same six-month period.

Neocloud Shakeout Sets Tone for Pivotal Week With the Fed, Microsoft, Alphabet, and Amazon on deck, the debate over AI-related spending comes to a head. pro.thestreet.com/market-com…

$META: It was obvious it was coming. $META will raise up to $95 billion through a series of stock offerings to fund its AI plans.

Brazil EWZ was absolutely hammered by the leftist political win. Down 26% this morning

It was a tough week for investors and traders. Here is my best advice for getting back on track. pro.thestreet.com/market-com…

Counter-Rotation Ends Messy Week, and a Big Test Looms The action on Friday made it difficult to put much money to work. pro.thestreet.com/market-com…

A Democratic Congress could put AI, crypto, and healthcare stocks in the crosshairs, according to Barron's

This is why $TNGX is down 1. The dose ceiling. Dose level 1 was fine. Dose level 2 was not well-tolerated, with three dose-limiting toxicities in two of four safety-evaluable patients. That means the combination of vopimetostat and daraxonrasib has already hit its top dose. There is no room to push for more efficacy by going higher, so what you saw at dose level 1 is roughly what the drug is. Even at that lower dose, Grade 3 treatment-related adverse events occurred in 40% of the 25 safety-evaluable pancreatic patients. For a frontline pancreatic study against chemo, tolerability is a selling point, and 40% grade 3 at the only usable dose is not a flaw that kills the program, but it takes away one of the arguments for the combo. 2. ORR compression, as expected. The 92% headline back in June was on 12 patients. Now it is 82% on 22 patients, with 88% nine-month progression-free survival and median PFS not reached. The 9/18 log entry called this: the number was always coming down as n grew. Durability is the better part of the data and it held up. The zoldonrasib arm (KRAS G12D) was softer, 54% ORR and 61% nine-month PFS in 35 patients, and that is the arm with the broader population. The thesis is intact and the dose-level-2 result caps upside on the science rather than breaking it. The stock is giving back a pre-event run with no near-term catalyst to re-rate it. Q3 earnings around 11/3 and Phase 3 design details are what is left on the calendar for 2026.

The bottom fishers have been badly burned in the data center group, but there are finally some minor indications of support. $IREN $NBIS $CRWV $CORZ etc. My favorite in the group is $WULF

New highs for oil is a major issue today $USO $BNO

Breadth is much worse today at around 30% advancers so far

Why I’m Looking to Add Exposure After the Nasdaq’s Worst Day Since June Thursday’s selloff isn’t a signal to cut exposure. It is a signal to look at where the money is going. pro.thestreet.com/market-com…

The higher-volume sell-off left both the Nasdaq and the S&P 500 in a new distribution day. Furthermore, Investor's Business Daily reduced the recommended overall portfolio exposure level to 20%-40%. $SPY