ON

This week's Value Pick is American Express (AXP), a premium payments franchise up 91% since our 2023 recommendation. Plus the AI de-rating that hit our semiconductor names.

This week's Value Pick is Tapestry (TPR) — Coach's turnaround, a valuation reset, and shareholder-friendly plans. Plus a shipping & logistics review of CSX and ODFL.

No pick this week, with Tapestry on deck for next week. The S&P gained 1.2% on a narrow Monday rally, while ON Semiconductor and Meta led our past picks.

No pick this week. The national debt topped $40 trillion and the bond market repriced risk, hitting tech hardest — plus a hard look at which past picks should be sold.