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Today, a whopping eight Profit Booster positions will expire. Most are “slam-dunk,” full-profit trades, while others will go down to the wire.

The big takeaway, before we dive in, is we are going to let the situation play itself out, and come Monday/Tuesday of next week we will revisit our profits, as well as how we will manage the remaining positions.

The big-cap indexes remain generally resilient, but under the hood, the market continues to thin out, with fewer names participating in the rally. To be fair, we are seeing more growth titles either emerge or set up nicely after earnings, and of course, the market’s big-picture outlook remains favorable. But we’re comfortable staying relatively close to shore for now as the broad market decides which way to go. We’ve made a flurry of moves in the past couple of weeks and have one small buy today, but we’re holding a good chunk of cash as we look to see if growth stocks can get moving en masse.

For a second straight year, an eye-poppingly bad July jobs report sent stocks tumbling. Last year, the selling lasted a few weeks, taking the S&P 500 down 8% and the Nasdaq down more than 13%. Is a similar correction in store this time around? This week will likely give us the answer. So far, however, it’s just one bad day, so we’ll keep our foot on the gas pedal by adding a high-growth semiconductor stock that is starting to show signs of life after a rough start to the year. It’s a new recommendation from Cabot Explorer Chief Analyst Carl Delfeld.

Details inside.

Shares of A10 Networks (ATEN) are trading higher today after the company beat Q2 expectations on both the top and bottom lines. Revenue grew 15.5% to $69.4 million (beating by $3.3 million) while adjusted EPS grew almost 17% to $0.21, beating by $0.02.

Despite big earnings from leading tech stocks, the good times came to an end last week for the market as the leading indexes fell all five days. For the week, the S&P 500 lost 2.4%, the Dow declined by 1.2%, and the Nasdaq dropped 2.2% … though the indexes bounced back nicely on Monday.

Stocks are recovering so far this week after a big selloff on Friday.

The sweet summer market that had consistently set new highs got a cold slap in the face last week. But trading so far this week indicates it might not be a game-changer.

The market was looking good a week ago. The huge trade deal with Europe alleviated much uncertainty about tariffs. Second-quarter GDP came in at a much stronger-than-expected 3%. Tariff uncertainty was fading away, and the economy was stronger than expected. But then news of a much worse-than-expected job number for July, along with significant downward revisions for the prior two months, combined with increasing tariff threats to China, India, and Canada and shattered the positive narrative.

Company insiders know their companies better than anyone else. Here are three rules you can follow to use that knowledge to enhance your returns.

Despite big earnings from leading tech stocks, the good times came to an end last week for the market as the leading indexes fell all five days. For the week the S&P 500 lost 2.4%, the Dow declined by 1.2%, and the Nasdaq dropped 2.2%.

Sell Remaining Quarter of Paramount Global (PARA). Bloomin’ Brands (BLMN) Earnings Update.

Rates are dropping, although not as quickly as many have hoped. So are you better off buying or renting with declining housing prices and still-high rates?

Despite big earnings from leading tech stocks, the good times came to an end last week for the market as the leading indexes fell all five days. For the week the S&P 500 lost 2.4%, the Dow declined by 1.2%, and the Nasdaq dropped 2.2%.

Ahead of the “big” Federal Reserve event this Wednesday the leading indexes all advanced last week as the S&P 500 gained 1.6%, the Dow rallied 1% and the Nasdaq rose by 2%.

Stocks are already at all-time highs. But with the Federal Reserve poised to slash rates again, recent history suggests stocks could be much higher by year’s end.

Insider buying in this defensive stock makes it an excellent long-term holding if you’re worried that slowing jobs growth is a warning sign for the U.S. economy.

It’s been another up week for the major indexes, and this time, it’s been a risk-on one as well when it comes to growth stocks. Coming into Friday, all of the major indexes were in the black, led by the big-cap indexes, which were up 1.5%, with not much movement early today.

The waiting game continues. President Donald Trump teased cannabis rescheduling in an August 11 press briefing, suggesting it would happen in a few weeks.

A month has passed, but no joy yet for cannabis investors.

While it would make more sense to reschedule closer to the 2026 mid-term elections for greater political impact, media reports once again recently cited Washington, D.C., insiders who say rescheduling will happen soon.

WHAT TO DO NOW: The top-down, market-wide evidence remains in good shape, and encouragingly, growth stocks have revved up decently over the past week, though the action remains heavily concentrated in AI infrastructure-type names. There are still lots of crosscurrents and many names are hitting the occasional pothole, though, so picking your stocks and spots remains vital. In the Model Portfolio we’re making one new buy—a half-sized stake in Alnylam Pharmaceuticals (ALNY)—while placing MP Materials (MP) on Hold. We could have some other moves in the next few days (including averaging up on names in the portfolio), but tonight we’ll buy ALNY and go from there. Our cash position will be around 43%.