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SPY- Strong Earnings Growth Should Power Stocks Higher
MoneyShow1d agoneutral
SPY- Strong Earnings Growth Should Power Stocks Higher

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 Playbook for Palantir Ahead of Q3 Earnings
24/7 Wall St.6d agoneutral
The Playbook for Palantir Ahead of Q3 Earnings

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.

Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.
24/7 Wall St.26d agoneutral
Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.

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.

The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
24/7 Wall St.29d agoneutral
The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

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.

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.
24/7 Wall St.30d agobullish
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.

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.

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end
24/7 Wall St.43d agobullish
JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

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

Buy, Sell or Hold Broadcom Before Earnings Tomorrow?
24/7 Wall St.64d agoneutral
Buy, Sell or Hold Broadcom Before Earnings Tomorrow?

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?