HeyJaredTodd Gordon
- Indexed articles, last 90 days
- 10
- Latest publication
- Sep 22, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 8, 2026
Latest articles
Meta is breaking out after introducing Muse AI agent. Where the stock is going, according to the charts (opens the original)
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Meta's new personal AI agent, Muse, hit the No.1 spot on Apple's App Store this week, and the stock responded the way you'd expect when a market finally gets the answer it's been waiting on all year. Shares jumped 11% to close at $741.25, the biggest one-day move since April 2025, on roughly 48 million shares, several times normal volume. That's institutional money repositioning, not a retail pop. Meta is now up more than 20% since Muse launched on Sept. 8. Muse could be a game-changer for every
Growth stocks are still attractive compared to value even as rates rise, charts show (opens the original)
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There's been a lot of talk about the move up in crude oil, the inflation surprise that's come with it, and whether the Federal Reserve is about to begin an actual rate hike cycle. We've spoken and written about this frequently in this column. This week it stops being a thought exercise. The FOMC wraps a two-day meeting Wednesday afternoon, and futures markets have moved decisively toward a quarter-point hike. That would be the first increase since 2023. Before we get to what the Fed does, I wan
Memory stocks are pressing their summer highs. Where the charts show them going (opens the original)
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Between hot inflation prints, a Federal Reserve that's suddenly back in play for a hike, and headlines of continued conflict in the Middle East, the market's attention has been almost entirely on the macro side since June. The money that moved went into energy and the value-oriented corners of the market, and that rotation story has been well told. There's been relatively little coverage of technology and as a result. The XLK ETF has been consolidating into a pattern that doesn't suggest a top i
Widen your energy stock horizon if refining margins roll over, Todd Gordon advises (opens the original)
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My editors are probably not thrilled with me this week. I turned this in late, and the reason is I started my research looking for confirmation of a bullish view on the oil refiners and came back with something quite different. That happens because, as active portfolio managers, we have to listen to what the market is telling us, and we need the emotional intelligence to admit the market is smarter than we are. When she talks, we best listen. There's a lot of noise right now about interest rates
The market is broadening and itâs time to look beyond megacap tech. Three charts show why (opens the original)
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We're now in the last two weeks of August, and investors need to be cautious this time of year. In the summer doldrums, though the noise and headline remain loud, they're often overstated. I remember last summer rushing home from Long Beach Island, N.J. because U.S. bond yields plummeted along with the U.S. dollar/Japanese yen in reaction to a few weak nonfarm payrolls prints. Nothing came of it. I should have stayed at the beach. Tuesday's article is another cautionary tale to not read too m
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