The market’s message and intentions are always worth debating — especially so during an intense pullback, with cacophonous policy headlines and piqued investor emotions animating the action day to day. Here’s an assessment of the weight of the evidence, after another rough week — but one that ended in a perky, if apprehensive, rally off…
The artificial intelligence trade could get a boost this week with three semiconductor companies set to report earnings after a rough period for the group, according to Bank of America. “We expect beat/raise results from AVGO, MRVL and CRDO to re-energize interest in [artificial intelligence] semis, since capex by U.S. cloud customers and sovereign AI…
Goldman Sachs sees a tougher path ahead for stocks after a rocky February. The S & P 500 shed more than 1% last month, while the Dow Jones Industrial Average lost 1.6%. The Nasdaq Composite dropped 4% in February, its worst monthly performance since April 2024. Those losses came as investors worried about the impact of…
10 things to watch Monday, March 3 — Today’s newsletter was written by Jeff Marks, director of portfolio analysis. 1. Stocks are poised for a higher to start March following a strong oversold rally in Friday’s session. Wall Street is continuing to watch the latest trade headlines, with President Donald Trump’s tariffs on Mexican and…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market moves: Wall Street is attempting to rebound Friday, but policy uncertainty in Washington continued to get in the way. A midday pullback in stocks occurred…
Investors are selling Nvidia shares Thursday, sending the stock down more than 3% after the artificial intelligence giant’s better-than-expected quarterly results the prior evening. What, exactly, is causing the selling? It could be the guidance for its current fiscal 2026 first quarter. While strong, it wasn’t as strong as investors got used to in recent…
Nvidia on Wednesday evening delivered a better-than-expected fiscal 2025 fourth quarter driven by a $2 billion revenue beat on data center sales. Forward guidance also exceeded estimates. Despite the enormous anticipation of the results, shares dropped 1.5% in after-hours trading. But given the volatile nature of the stock, a bigger move — in either direction…
Nvidia is scheduled to report fourth-quarter financial results on Wednesday after the bell. It’s expected to put the finishing touches on one of the most remarkable years from a large company ever. Analysts polled by FactSet expect $38 billion in sales for the quarter ended in January, which would be a 72% increase on an…
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching as the S & P 500 posted its fourth consecutive losing day, and what’s on…
My top 10 things to watch Monday, Feb. 24 1. U.S. GDP is estimated to growth 2.3% in the first quarter, according to the Atlanta Fed’s closely watched GDPNow model . That would be a slowdown from 2.9% in the fourth quarter. Is the consumer tapped out? That will be a theme as we try…