NOW
NOWAnalysis
The Control Tower
Now
Close$95.04
Target · 1Y$140.00
Daily trending stocks and a running journal of independent equity research.
Risk-on but narrow. Hawkish new Fed chair (Warsh) vs. Thursday relief rally on a U.S.-Iran peace deal and a Trump-announced Intel-Apple foundry tie-up that lifted semis.
Pre-holiday anxiety (Juneteenth approaching). Markets reacting to hawkish commentary from new Fed Chair Warsh. Rotation out of high-multiple software into energy and defensives ah…