News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
President Donald Trump discussed efforts to de-escalate US-Iran tensions with Qatari Emir Tamim bin Hamad Al Thani.
I’ve just returned to the office after an approximately 1,500-mile run across the American West on one of my favorite motorcycles – and I LOVE what I see. “Buy the best, ignore the rest” is as true today as it was years ago, notes Keith Fitz-Gerald, editor of 5 With Fitz.
The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...
AI Stock Rally Faces Reality Check as Earnings Beats Fall Flat
Palantir posts some of the most jaw-dropping growth numbers in software, yet insiders are selling, options traders are hedging hard, and a binary event looms days away. Before you buy, there are a few things worth understanding about what that 147x multiple is actually pricing in.
Meta's ad machine is printing money and analyst targets point to nearly 30% upside, yet something in the options market and recent earnings history suggests the smartest trade right now is doing nothing at all.
Markets were primarily focused on earnings from major companies, alongside rising oil prices due to the continued tensions between the U.S. and Iran.
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.
Netflix just posted a beat on earnings and its biggest buyback quarter ever, yet the stock cratered anyway. Jim Cramer thinks that disconnect has created a rare opening, but his buy strategy comes with a pointed warning about what comes next.
Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
U.S. markets bled amid rising AI concerns after Taiwan Semiconductor Manufacturing massively hiked its capital expenditures for 2026.
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.
Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet the concentration those returns have created is rewriting the risk profile of nearly every diversified portfolio. Her framing captured the current market in ... Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
A 68-year-old who retired recently with most of his savings in a traditional 401(k) or IRA is watching his account statements with mixed feelings. Goldman Sachs strategists led by Ben Snider project S&P 500 Q2 earnings will jump roughly 22% year over year, powered by the AI investment boom and energy-sector gains. The S&P 500 ... Goldman Says AI Is Driving a 22% Earnings Surge. For a 68-Year-Old, the Rally Swelling His 401(k) Is Inflating the RMD Tax Hit Waiting at 73.
Broader tech sell-off continued on Wednesday as investors awaited Micron earnings to judge the demand for AI and memory chips.
Stephen Parker, co-head of global investment strategy at JPMorgan Private Bank, told CNBC that “the rally that we’ve seen this year has been entirely earnings driven. Even the most bullish expectations have been consistently exceeded.” His base case puts the S&P 500 at 7800 by year-end, with a bull case of 8900. The stakes are ... JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end
At $459.97, Broadcom (NASDAQ:AVGO) looks attractively positioned for investors with a 12-month horizon. The stock just touched a 52-week high of $465.99 and sits on the doorstep of an earnings report that prediction markets are pricing as a near-certain beat, which makes the next 90 days a real test of the bull thesis. Broadcom designs ... Buy, Sell or Hold Broadcom Before Earnings Tomorrow?