Dell’s Great Quarter
Dell posted a tremendous quarter and soothed margin fears. Bill Baruch joined the CNBC Halftime Report to break it all down.
Buy NVDA After Earnings?
Despite a strong earnings report, Nvidia was lower. Bill Baruch breaks down the positives.
Duking it Out
In a roundtable discussion, Bill Baruch and Kevin Simpson debate Duke Energy and the utility space.
Infrastructure and Defense Tailwinds
Two of Blue Line Capital’s infrastructure names have had a great quarter. Bill Baruch dives into Mastec and Leidos
Dell’s Earnings Setup
Ahead of DELL earnings Bill Baruch is looking for a reason to add and watching margins closely.
Crowdstrike Makes a Comeback
Crowdstrike is making a comeback, lowering the bar, flushing out bad news, and the stock is responding favorably. Here is why.
Leaders in Year 2 of Bull Market
What sectors lead in year two of a bull market, where is growth coming from, and how many rate cuts are being priced in?
