economy
February 10, 2026
Why we're not ready to dump this steakhouse stock despite sticky beef inflation
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
TL;DR
- The Dow achieved new intraday record highs for three consecutive days.
- Several Club AI infrastructure names, including Corning and DuPont, saw significant gains and hit all-time highs.
- Taiwan Semiconductor's January sales increased by 37% year-over-year, indicating strong AI demand.
- Texas Roadhouse was downgraded due to persistent beef price inflation, though the Investing Club reduced its holding rather than selling completely.
- The Investing Club's portfolio includes AVGO, DD, GLW, APPL, NVDA, CSCO, DOV, HON, Q, and TXRH.
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