Market Moves
Nvidia Stock Is on Fire, But How Long Will That Last?
Amid AI-mania, its dazzling earnings report further buoys the shares, and invites skepticism.
Tag: Earnings
Market Moves
Projections of an Earnings Upsurge Are Too Rosy, BlackRock Warns
Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.
Asset Allocation
Re-Mixing Asset Allocation: Insurers Decrease Bonds, Then Do a Partial Reversal
The industry also is expanding its exposure to stocks and alts, amid rising rates.
Market Moves
AI Will Send Profits Skyward Over the Next 10 Years, Goldman Says
Artificial intelligence-fueled productivity should expand margins by 4 percentage points, the firm projects, but it won’t happen right away.
News
Coinbase Keeps Expanding Despite Financial, Regulatory Woes
Battered crypto exchange sets up international operation, even as SEC scrutinizes its business practices.
Risk
Why Value Stocks, Lagging This Year, Should Overtake Growth Stocks
Franklin Templeton says high rates and infrastructure needs will favor lower-cost shares.
Risk
Q1 Earnings Slide Thought to Be Rock Bottom
The March-ending quarter is expected to book a 6.2% decline, but FactSet says analysts think this is the worst.
Market Moves
Slowly It Turns: The Market Rotates Back to Rally Mode
Cyclical stock sectors re-take the lead, but with deliberation, as earnings weaken.
Research
Earnings Will Stink, but Not All of Them
Despite a punk Q4 profit picture, some companies should do fine, says Bank of America.
Asset Allocation
Stocks and Bonds Should Come Back in 2023, Says Cambridge Associates
The consulting firm explains why, even with a recession, it will pay to overweight equities.
Asset Allocation
BlackRock’s Suggested 2023 Buys: Investment Grade Corporates and Just 2 Other Bond Types
Still-high inflation and an expected recession call for slighting stocks and most other categories, the asset kingpin advises.
Market Moves
Good News: An Earnings Drop Might Not Bring a 2023 Recession, Says Stovall
Profit plunges don’t always augur an economic downturn, CFRA’s top strategist finds.
Market Moves
Is All the Bad News Priced Into the Stock Market? Nope
A possible trap: With equities on another tear, BCA Research warns that investors really don’t appreciate all that can go wrong.
Asset Allocation
Goldman: Due to High Volatility, Now’s the Time to Bet on Earnings Reports
Take out options on how the market will react to an array of 3Q results coming up, the firm says.
Market Moves
3rd Quarter Earnings Season Gets Off to a Wheezing Start
Banks’ so-so results don’t inspire confidence, as the stock market continues its losing ways.