Investors will be watching Apple’s margins for whether the company can absorb higher memory-chip costs. Big Tech’s AI spending is squeezing cash flow, pushing companies toward more borrowing and stock sales. Friday’s jobs report will help determine whether slowing hiring changes expectations for another Federal Reserve rate hike in December. Apple (AAPL) earnings on Monday,

Quick Read Marvell fell 14% in a week on Lumentum takeover reports, and with Lumentum’s $76 billion market cap, any deal would be a heavy lift. Marvell surged 132% year to date versus the S&P 500’s 11% gain but dropped 26% last month, leaving shares well below their $330 52-week high. Marvell’s $341 consensus target

Nvidia (NASDAQ: NVDA) has been a market-average stock this year, rising about 15.5% versus 13% for the S&P 500. Investors are used to huge outperformance, and this year hasn’t delivered that. However, I believe it could be coming in November. Nvidia reports Q3 earnings in November, likely around Nov. 18, if past earnings dates are

Costco (COST) and Walmart (WMT) are trading at fatter price-to-earnings (P/E) ratios than every single major high-growth hyperscaler: Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), and Oracle (ORCL). Looking to get a sense of how bearish Wall Street has quickly gotten on the AI trade? This data point is it! 278.22 -4.10 (-1.45%) At

Moderna (NASDAQ:MRNA) stock, after a few years in the doldrums, has accomplished a major turnaround. The biotech company saw its stock soar in early pandemic days thanks to the development and commercialization of its coronavirus vaccine. It went on to become a blockbuster product. But when demand for the vaccine slipped later in the health

The S&P 500 (SNPINDEX:^GSPC) has risen around 11% this year as I write. And by one valuation gauge with data going back to 1871, investors have rarely paid more for it. That gauge is the cyclically adjusted price-to-earnings ratio (CAPE ratio), popularized by Nobel Prize-winning economist Robert Shiller. Rather than a year of profits, it

ASML Holding (NasdaqGS:ASML) drew fresh attention after CEO Christophe Fouquet tied executive pay to a new Workplace Experience Index that tracks employee morale, following a year of restructuring and planned cuts of about 1,700 management roles. Recent trading has been choppy for ASML Holding, with the share price falling 6.6% in the last session and

The Market You know that old joke: you want the good news first or the bad news first? Here’s the good news: I think the action the last two days of the week last week in tech stocks (Nasdaq) changed quite a few minds. Here’s the bad news: I don’t have any actual data to

Stock futures opened higher Sunday evening as Wall Street prepares for a week packed with Apple earnings, the midterm elections and $100 oil. S&P 500 futures (ES=F), Nasdaq 100 futures (NQ=F) and Dow futures (YM=F) were all higher, with the tech-heavy Nasdaq leading the way after last week’s AI selloff. The selloff that closed out

The “Magnificent Seven” is a cohort of big tech stocks that consists of: Nvidia (NASDAQ: NVDA) Apple (NASDAQ: AAPL) Microsoft (NASDAQ: MSFT) Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) Amazon (NASDAQ: AMZN) Meta Platforms (NASDAQ: META) Tesla (NASDAQ: TSLA) This group of stocks have led the market for a long time, and they are among the top

Intel (INTC) stock fell 29% on Friday after guiding below estimates, erasing about $11 billion from the U.S. government’s stake. The hit lands on a holding President Donald Trump has publicly credited with making America billions. Intel closed Friday at $65.76, according to TradingView. However, at an average cost of $20.47 per share, the government’s

Mitsubishi Kakoki Kaisha just reported Q1 2027 earnings with a clean headline. Profitability over the last twelve months pushed net margin to 9.5%, and trailing earnings reached ¥8,322m. Yet the stock closed today at ¥2,698, down over the past month and quarter, as traders focused on the weaker recent share performance instead of the earnings

Mammoth Energy Services just dropped its Q3 2026 scorecard and the stock is already reacting. After the release, the shares closed at US$3.18, up 9.3% on the day, capping a strong short term run into the print. The headline is all about profitability, not revenue. Adjusted earnings before interest, tax, depreciation and amortization jumped to

Traders Holdings came into this earnings season looking like a value play that the market had lost interest in, with the share price down over the past week and month despite a P/E of 7x that trails both peers and the wider industry. Q1 2027 results put hard numbers behind that disconnect. Basic earnings per

Sumitomo Pharma closed today at ¥1,884.5 after a sharp multi month climb, with the stock up about 51% over the past quarter. The Q2 2027 earnings release just landed and the headline is simple. Profitability looks much thinner than the recent share price surge might suggest, with trailing net margin at 9.4% compared with 34.8%