VIDEO: What Do Palantir and Apple Have in Common?
Navigating the current market turmoil and how we’ve positioned the Pro Portfolio with IG's Angeline Ong.
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Key Speakers At FoundryCon
Chris Versace sat down with U.K.-based IG's Angeline Ong to discuss the current market environment and how it is once again trading on the most recent headlines.
Chris shared why the duration of the U.S.-Iran conflict, higher energy prices and potential supply chain risks are potential headwinds for 1H 2026 consensus EPS expectations for the S&P 500.
Angeline and Chris also discussed upcoming catalysts for Apple (AAPL) shares, and why Chris is focused on AI adoption and usage, as well as how that factors into his thinking for Palantir (PLTR) shares. Other topics include Applied Materials (AMAT) , Costco (COST) , TJX (TJX) and how the Pro Portfolio uses the Bullpen.
Related: Asia Preps for Worst-Case Energy-Disruption Scenarios
More Pro Portfolio
- Exiting 1 Position, Buying 4 More as Trump's Iran Update Sparks Market Whiplash
- We're Tracking 21 Portfolio Signals Across 9 of Our Investing Themes
- Weekly Roundup: Sharpening Our Pencils for More Market Tests Ahead
At the time of publication, TheStreet Pro Portfolio was long AAPL, PLTR, COST, AMAT and TJX.
