Name: Keeping Freeport-McMoran (FCX), BHP Group (BHP), Cemex (CMX) On Your Radar
Uploaded: 2021-05-27T19:11:39.873
Duration: 7 min 50 s
Description: Hillary Kramer says tech is not crashing, but will probably lag until later in the summer. The "real heat" in today's markets remains to be inflation, and she says this is what a cyclical boom feels like. Her top tech stocks are Shopify, Roku, and CyberArk Software, while her broader picks include Freeport-McMoran, BHP Group, and Cemex.

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Hillary Kramer says tech is not crashing, but will probably lag until later in the summer. The "real heat" in today's markets remains to be inflation, and she says this is what a cyclical boom feels like. Her top tech stocks are Shopify, Roku, and CyberArk Software, while her broader picks include Freeport-McMoran, BHP Group, and Cemex.

Keeping Freeport-McMoran (FCX), BHP Group (BHP), Cemex (CMX) On Your Radar

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.