My top 10 things to watch Tuesday, Nov. 18 1. The S & P 500 was headed for a lower open this morning, putting the benchmark index on track for its fourth consecutive day of losses. That would be the S & P 500’s longest losing streak since August. Big laggards include Club holding Nvidia…
The Club’s top 10 things to watch Monday, Nov. 17 1. Stock futures are relatively muted early this morning. The market is coming off a volatile week, driven by doubts about the sustainability of AI spending and whether a December interest rate cut is still on the table. 2. Morgan Stanley issued a double downgrade…
Microsoft CEO Satya Nadella speaks at an event commemorating the 50th anniversary of the company at Microsoft headquarters in Redmond, Washington, on April 4, 2025. David Ryder | Bloomberg | Getty Images My top 10 things to watch Thursday, Nov. 13 1. The Dow was headed for a lower open this morning. The 30-stock average…
CNBC’s Jim Cramer said Wednesday that Eli Lilly will soon be the first pharmaceutical company to reach a $1 trillion stock market value. Shortly after the open, shares topped $1,000 each for the first time. At session highs, the stock exceeded a $950 billion market cap. Shares would have to hit nearly $1,058 to reach…
My top 10 things to watch Wednesday, Nov. 12 1. Has Advanced Micro Devices rescued the market from CoreWeave’s clutches following the AI infrastructure provider’s disappointing guidance Monday? CEO Lisa Su yesterday predicted that revenue growth will increase by 35% each year over the next three to five years. She cited also “insatiable” demand for…
My top 10 things to watch Tuesday, Nov. 11 1. CoreWeave posted better-than-expected third-quarter revenue last night, but shares are falling this morning on the AI infrastructure provider’s disappointing full-year guidance. The stock is down more than 10%. CoreWeave has plenty of demand, but it had to essentially rely on a subcontractor, and the Core…
My top 10 things to watch Friday, Nov. 7 1. The stock market was trending toward a lower open this morning as the government shutdown and ongoing scrutiny of AI-related names continue to weigh on stocks. The S & P 500 and tech-heavy Nasdaq are both headed for weekly losses. 2. Club name Nvidia said…
My top 10 things to watch Thursday, Nov. 6 1. The S & P 500 was headed for a higher open this morning after investors yesterday shook off some of the AI-stock valuation worries that slammed the market on Tuesday. Bond yields were lower this morning. Job cuts last month hit their highest level for…
My top 10 things to watch Wednesday, Nov. 5 1. Democrats had a big election night in the country’s three most contested races. Democratic socialist Zohran Mamdani won the New York City mayoral race. In New Jersey, Democrat Mikie Sherrill won the gubernatorial race. In Virginia, Democrat Abigail Spanberger won to become the commonwealth’s first-ever…
My top 10 things to watch Friday, Oct. 31 1. Apple posted a great quarter last night with strength even in the company’s China market. Naysayers of the stock, who had previously cited certain iPhone lead time estimates and lukewarm reviews, along with the impact of President Donald Trump ‘s tariffs, are finally discredited. The…