The Screens Look Worse Than the Breadth
Ugly action in technology is dragging down names that have nothing to do with AI.
Our Quick Takes on Welltower, Paccar Earnings Beats
As we await calls for these two Portfolio names (and Boeing), we’ll give our views on how earnings so far confirm our positions.
Earnings Heat Up Amid Conflicting US-Iran Comments: 8 Key Items Shaping the Stock Market Tuesday
Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.
4 Problems Converge on the AI Sector as Investors Await Earnings
Four issues have arrived at the same time. But they are not the same problem. Here’s what to know.
Earnings Dynamics Have Changed With Biggest Reports Ahead
Semiconductor weakness lifted the hyperscalers again while the market waits on the Fed.
VIDEO: Discussing This Week’s Portfolio Plan With the Schwab Network
We discuss earnings vs. capex comments, the Fed and single-stock futures.
Riding Into Earnings With 2 AI ‘Offenders’: Bold or Just Plain Crazy?
Here’s why I’m long Microsoft and Amazon into crucial results this week.
VIDEO: What We’re Watching as a Flurry of Holdings Prepares to Report
Plus, what’s on our Palantir radar screen and an upcoming podcast guest.
Lower Expectations May Be Exactly What This Market Needed
The negative reaction to good earnings reports last week may have created better conditions for the big reports that hit this week.
The Information Was Fine. The Reactions Were Not.
The gloom is thick, but fundamentals are not the problem. Plus, an important reminder for investors after a trying week.