We're lightening up on a rallying stock that's grown too big in our portfolio
Read more at CNBC
Topics
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4 portfolio stock winners from DeepSeek's emergence — and 2 we're less sure about
Meta and Amazon are clearly in the potential winners circle.CNBC - 1d -
We're adding 4 stocks to our Bullpen watch list including a hot steakhouse chain
We're expanding our Bullpen following this week's January Monthly MeetingCNBC - 5d -
We're trimming a disappointing stock that has rallied as major overhangs eased
We're acting on our investing discipline with the market entering overbought territory.CNBC - 5d -
Our 5 top-performing portfolio stocks since December's Monthly Meeting are tech free
The S&P 500 has jumped 3.7% since the December Monthly Meeting to Wednesday's close.CNBC - 6d -
Wall Street analysts say buy this portfolio cyber stock. Why we're not taking their advice
In a note to clients, Morgan Stanley said there's an "increasingly attractive entry point" in Palo Alto Networks shares after a lackluster start to 2025.CNBC - Jan. 21 -
German stocks are quietly rallying. An election’s coming up.
German stocks have been the stars of the young new year, ripping higher on Friday to a fresh record high.MarketWatch - Jan. 17 -
That big one-day stock-market surge we just had? Don’t make too much of it.
Price spikes happen in bear markets more often than in bull markets.MarketWatch - Jan. 16 -
We're trimming our stake in a beaten-up stock that has taken off in 2025
The stock is our top-performing holding in the new year.CNBC - Jan. 6 -
These stock-trading moves can boost your portfolio if the ‘Santa Claus rally’ fails
Despite year-end selling, market conditions look promising for 2025.MarketWatch - Jan. 4
More from CNBC
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American Airlines regional jet carrying 64 collides midair with military helicopter near D.C. airport
An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.CNBC - 30m -
Tesla fourth-quarter results miss estimates as automotive revenue drops 8%
Tesla reported weaker-than-expected earnings and revenue for the quarter that ended in December.CNBC - 7h -
Zuckerberg says Meta won't slow down AI spend despite DeepSeek's breakthrough
Meta CEO Mark Zuckerberg said China-based DeepSeek has created a powerful artificial intelligence model, but it won't likely curb Meta's AI spending.CNBC - 5h -
Microsoft shares slip on weak quarterly revenue guidance
Microsoft intends to address execution challenges in its key cloud unit, while continuing to endure supply constraints.CNBC - 5h -
SoftBank in talks to invest up to $25 billion in OpenAI
SoftBank is in talks to invest up to $25 billion in OpenAI, which would make it the company's biggest backer, CNBC has confirmed.CNBC - 4h
More in Business
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France's shrinking economy betrays urgent need to overcome budget wrangles
France's beleaguered economy was given a boost by the Olympics Games in Paris last summer but political upheaval has ensued since then.CNBC - 4m -
Passenger jet and US Army helicopter collide over Washington
More than 60 people were on the American Airlines flight from KansasFinancial Times - 6m -
Deutsche Bank posts steeper-than-expected Q4 profit fall and scraps cost target
Legal provisions weighed on the bottom line at Germany's largest lender Deutsche Bank, with net profit falling in the fourth quarter.CNBC - 22m -
American Airlines regional jet carrying 64 collides midair with military helicopter near D.C. airport
An American Airlines regional jet collided with a helicopter near Ronald Reagan Washington National Airport.CNBC - 30m -
EU debates return to Russian gas as part of Ukraine peace deal
Advocates say reopening pipelines could help settlement with Moscow and cut energy costsFinancial Times - 2h