weekly-roundup
Hardware Eats Software, Intel Rips 24%, and the Strait of Hormuz Is Now a Macro Variable — Weekly Roundup
From the Hormuz shutdown to the hardware-vs-software civil war, this week had more plot twists than a Netflix thriller — and earnings season hasn't even started yet
By Pamela Beesly1 min read
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| INTC INTEL CORP | buy | $62.39 | — | — | — |
| PLTR Palantir Technologies Inc. | hold | $129.09 | — | — | — |
| CRWV CoreWeave, Inc. | buy | $102.98 | — | — | — |
| UNH UNITEDHEALTH GROUP INC | hold | $304.84 | — | — | — |
| META Meta Platforms, Inc. | buy | $630.52 | — | — | — |
| MSFT MICROSOFT CORP | hold | $371.68 | — | — | — |
| CRM Salesforce, Inc. | sell | $164.79 | — | — | — |
| ORCL ORACLE CORP | hold | $138.31 | — | — | — |
| AMZN AMAZON COM INC | hold | $238.44 | — | — | — |
| GOOGL Alphabet Inc. | buy | $317.67 | — | — | — |
| RVMD Revolution Medicines, Inc. | buy | $97.90 | — | — | — |
| LEVI LEVI STRAUSS & CO | buy | $22.64 | — | — | — |
| OGN Organon & Co. | hold | $9.01 | — | — | — |
| CVLT COMMVAULT SYSTEMS INC | buy | $89.00 | — | — | — |
| NVDA NVIDIA CORP | buy | $188.37 | — | — | — |
| AMD ADVANCED MICRO DEVICES INC | buy | $245.50 | — | — | — |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | buy | $370.90 | — | — | — |
| XOM EXXON MOBIL CORP | hold | $152.50 | — | — | — |
| CVX CHEVRON CORP | hold | $188.45 | — | — | — |
| SHW SHERWIN WILLIAMS CO | buy | $336.11 | — | — | — |
| CAT CATERPILLAR INC | buy | $791.86 | — | — | — |
| HD HOME DEPOT, INC. | buy | $337.34 | — | — | — |
| NFLX NETFLIX INC | hold | $103.21 | — | — | — |
| PEP PEPSICO INC | hold | $157.25 | — | — | — |
| JNJ JOHNSON & JOHNSON | hold | $239.00 | — | — | — |
| BP BP PLC | hold | $46.45 | — | — | — |
| AMZN AMAZON COM INC | hold | $238.44 | — | — | — |
| CSCO CISCO SYSTEMS, INC. | hold | $82.31 | — | — | — |
| PANW Palo Alto Networks Inc | buy | $156.04 | — | — | — |
| CRWD CrowdStrike Holdings, Inc. | hold | $378.90 | — | — | — |
| AMGN AMGEN INC | hold | $352.18 | — | — | — |