Investors: Don’t Mail It In Before Labor Day (3 Events That Could Shake Stocks)
Q2 earnings have been stellar, while July inflation data was just what the doves ordered
Retailer results hit this week, and NVIDIA reports next Wednesday,...
AI Is Great at Generating Trading Ideas and Terrible at Knowing Which Ones Survive
Ask a large language model or strategy generation software to design a trading strategy and it obliges instantly. Ask for fifty and it gives...
Bargain Hunters, AI Bets, and CEO Confidence: Navigating the Final Wave of Q2 Earnings
Earnings slow down from this point forward, with only 737 global companies releasing results for Q2 this week
All eyes will be on the retail...
Earnings Signals & Labor Slowdowns: Testing the Limits of Consumer Resilience
With earnings season entering its final peak week, investors will be focused on results from restaurant names such as CAVA Group (CAVA), Jack in...
From Classrooms to Wall Street: Why Back-to-School Matters More This Year
Record back-to-school spending is expected, with higher electronics prices and resilient household demand shaping the retail landscape
A wave of major consumer earnings reports and...
Divided Tech, Divided Fed: Navigating AI Capex Scrutiny and Mixed Macro Signals
With big tech reports out of the way, investors focus on results from industrials, health care and consumer staples and discretionary this week
Q2 S&P...
AI Capex Hits A Tipping Point As Investors Demand More Corporate Discipline
Secondary offerings surged to a five-year high in Q2, as AI hyperscalers race to raise capital
Despite strong earnings, investors are punishing heavy capex plans,...
The Canary and the Consumer
But today we are going to talk about something equally exciting, the consumer and Canada. The global economy is in good shape, largely thanks...
Mild Macro Data Sets up AI Tech Earnings and a Busy August Corporate Event...
Cooling inflation and resilient consumer spending have eased economic concerns, shifting Wall Street's focus squarely to earnings
Big Tech results, beginning today (July 22) after...















