Sector Rotation in U.S. Stocks: Earnings Risks and Opportunities Ahead
The S&P 500 trades near records as capital shifts to utilities and away from financials. Early earnings reactions show sharp drops for some companies, raising…
The S&P 500 trades near records as capital shifts to utilities and away from financials. Early earnings reactions show sharp drops for some companies, raising…
A report showing OpenAI's $20 billion revenue shortfall triggers heavy selling in US stocks, especially AI and tech names.
Siebert CIO Mark Malek calls Micron a buy for now, not a forever hold, as shares rose 4.06%; the chart setup targets $1,500.
Fidelity's Timmer sees potential 30-35% Q3 earnings growth, but the market's P/E multiple has fallen 10% year-over-year.
Samsung Electronics posted a record quarterly operating profit of about 107 trillion won, but shares fell 0.7% as some investors had expected a larger beat.
CICC forecasts a strong A-share opening after the National Day holiday, citing overseas gains, stable data, and earnings.
D.A. Davidson analyst Gil Luria raised his Micron price target to $3,000, implying nearly 200% upside, based on a growth-stock multiple as AI demand upends…
Samsung Electronics is set to release its preliminary third-quarter earnings guidance on Thursday. Analysts anticipate an operating profit of 106.1 trillion…
Wells Fargo raised Meta's price target to $1,000, citing Muse AI momentum but warning earnings may bottom in 2027.
Trump bought PTC shares 77 days before Schneider Electric's $22.6B all-cash buyout at $205/share, a 42% premium.
Jeff Kilburg picked Fortinet and Cloudflare as Q4 buys even though both trade above analyst targets; Arista is about 20% below its target.
Bitcoin treasury firm Strategy posted a quarterly profit after bitcoin's rally produced $21 billion in paper gains.
Delta's Q3 earnings report will test if consumers can sustain spending amid rising fuel costs.
Goldman Sachs has buy ratings on five stocks before earnings season; four are down in 2026 while Baker Hughes has gained.
Jim Cramer warned investors that the upcoming Q3 earnings season may be more difficult due to higher interest rates and a Fed focused on inflation. Analysts…