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US stocks edge down with Iran and earnings season in focus
Reuters Videos23d agoneutralVIDEO
US stocks edge down with Iran and earnings season in focus

<body><p>STORY: Stocks started the week on a down note, with the Dow falling about six tenths of one percent, while the S&P 500 dropped two tenths and the Nasdaq ended basically flat.</p><p>:: Archive</p><p>Investors looked for moves toward de-escalation in the Middle East&nbsp;while they waited for earnings reports due from major technology companies later in the week.</p><p>Melissa Brown, managing director of investment decision research at SimCorp, says the technology firms will have to post significant earnings growth to maintain their lofty trading levels.&nbsp;</p><p>“Every company, whether it's Google or Tesla, obviously they have very different business models and different drivers of their business. But overall, I think to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well. So, we want the businesses to be profitable and growing.”</p><p>:: Archive</p><p>Meanwhile, Yemen's Iran-aligned Houthis said on Monday that they were imposing a naval blockade on Saudi Arabia, opening a new front in the U.S.-Iran war and widening the threat to global energy supplies and trade beyond the Gulf.&nbsp;</p><p>But a senior Iranian official told Reuters that mediators have passed Iran a proposal to de-escalate the war with the U.S. that would offer a 10-day ceasefire to find ways to revive an interim deal reached last month.</p><p>Stocks on the move included Paramount Skydance which lost two percent and Warner Brothers Discovery which slipped almost four percent after a judge halted their $110 billion merger temporarily as a coalition of states argued it would irreparably harm competition.</p><p>And shares of Domino’s Pizza gained two percent after the chain’s quarterly revenue edged past Wall Street estimates.</p></body>

Strong earnings growth needed to justify tech valuations, says expert
Reuters Videos23d agoneutralVIDEO
Strong earnings growth needed to justify tech valuations, says expert

<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>

Is Intel (INTC) Stock a Buy Before Q2 Earnings?
Insider Monkey23d agobullish
Is Intel (INTC) Stock a Buy Before Q2 Earnings?

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

Alphabet, Tesla kick off Big Tech earnings
Yahoo Finance Video23d agoneutralVIDEO
Alphabet, Tesla kick off Big Tech earnings

Big Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keith Lerner, and Yahoo Finance Senior Business Reporters Ines Ferré discuss the key themes and risks heading into earnings.

What it will take for Big Tech to wow investors this earnings season
Yahoo Finance Video24d agoneutralVIDEO
What it will take for Big Tech to wow investors this earnings season

US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.