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HSBC boosted its year-end 2026 S&P 500 target to 8,100 from 7,650, citing better-than-expected corporate earnings and robust AI capital spending. Strategist Nicole Inui downplayed rate and geopolitic…
According to FactSet, 72 of 114 S&P 500 companies reporting Q3 guidance beat Wall Street expectations, far above historical averages. Strong AI demand in the tech sector leads the surge, while corpor…
S&P 500 EPS is breaking out of a century-long historical growth channel, fueled by AI optimism and share buybacks. Deutsche Bank highlights that while earnings surpass historic booms, questions linge…
US leveraged loan borrowers demonstrated strong Q2 earnings resilience, with revenue rising 8% and EBITDA growing 9%. Lower leverage and rising interest coverage ratios help mitigate credit risks ami…
A JPMorganChase Institute report reveals U.S. corporate tariff payments remain historically elevated at more than double pre-2025 levels. Midsize companies face sustained margin compression and limit…
The U.S. government has paid out an estimated $100 billion in tariff refunds directly to corporations following a Supreme Court ruling. Major beneficiaries include Apple receiving $2.2 billion and Am…
Major US retailers are deploying unexpected tariff refund windfalls to offset stubborn supply chain inflation and reinvest in business operations rather than simply boosting short-term margins, provi…
WestEnd Capital released its Q2 2026 investor letter, noting strong U.S. corporate earnings efficiency with S&P 500 net profit margins reaching decade-high levels of 14.8%. The fund also highlighted …
WestEnd Capital Management released its Q2 letter, highlighting S&P 500 profit margins reaching 14.8% and praising Target Corporation's omnichannel retail execution. The letter notes Target's supply …
WestEnd Capital Management reported solid Q2 performance outperforming the S&P 500, noting corporate net margins hit a decade-high 14.8%. The fund highlighted luxury retailer RH's brand resilience wi…
WestEnd Capital reported strong Q2 2026 performance, beating the S&P 500, and highlighted robust corporate profitability with index profit margins reaching a decade-high 14.8%. The fund also spotligh…
UBS dismisses stock bubble fears, stating strong corporate earnings and massive secular investments in AI and security drive a historic bull market. Robust profit growth in global markets and S&P sec…
US stock futures and major indices opened higher despite rising Treasury yields, as investors focused on strong Q2 corporate earnings (especially in tech) rather than bond market pressures.
Applied Energetics reported Q2 2026 results with widening net losses and declining revenues. Management warns of substantial doubt about the company's ability to continue as a going concern due to re…
US equities fell to multi-week lows as rising Treasury yields outweighed Treasury intervention. Energy prices climbed amid heightened US-Iran tensions. Corporate results were mixed, with Walmart slid…
Glaukos (GKOS) reported strong Q2 revenue growth, driven by iDose TR and Epioxa launches. While the stock has significantly outperformed the market, potential risks around reimbursement, competition,…
S&P 500 Q2 earnings show remarkable strength, pacing 50% year-over-year growth driven primarily by AI demand. Mixed retail results from Home Depot, Lowe's, and Target highlight resilient yet selectiv…
S&P 500 and Russell 2000 ETFs show strong upside potential driven by robust corporate earnings growth, raised corporate guidance, and easing rate hike expectations. Potential rotations from record mo…
Ed Yardeni downplayed AI bubble fears, projecting the S&P 500 to hit 8,400 by year-end 2026 and 10,000 by 2029. He cited robust earnings momentum and resilient economic growth driven by hyperscaler c…
DAX 40 slipped 0.12% to 26,292, a second straight loss, as Iran conflict uncertainty offset lower oil prices and eased rate concerns. BASF, Mercedes-Benz, Volkswagen declined; Continental and RWE gai…