S&P 500 Earnings: Capex Is Not Earnings; Tech Revisions Still Positive

S&P 500 earnings are expected to be positive for the tech sector next week. Microsoft and Intel will be the big movers for the sector. Microsoft reports on Tuesday night, July 30th, while Amazon and Meta also report. The tech sector is expected to see positive earnings revisions for the quarter.

To Hedge Or Not To Hedge, That Is The Question

S&P 500 ends wild week nearly 1% lower as tech keeps bleeding, eyes turn to Fed

Top 10 U.S. stocks with 3-month earnings momentum as net upgrades brighten: Berenberg

2.8% Growth Vs. 28% Recession Risk: The New Economic Landscape In 2024

Gross domestic product last quarter increased by 2.8%, a hair above average long-term growth. The Federal Reserve may have pulled off a soft landing in their fight against inflation. The Wall Street Journal survey puts the risk of recession over the next 12 months at just 28%. Real GDP grew at 2.7% in Q2 2024.

S&P 500 Declines For Second Straight Week as Tesla, Alphabet Weigh

Equity Investing For A New Era: The Return Of Alpha

Home Market Outlook Today's Market Equity Investing For A New Era: The Return Of Alpha. The era of easy money is ended. The post-pandemic era is setting up to be more volatile with greater differentiation across individual stocks. A more discerning market that prices stocks on underlying fundamentals is an opportunity for skilled stock pickers to outperform.

US Equity Indexes Mixed This Week as Rotation Out of Tech, Communication Services Hits S&P 500, Nasdaq Composite

FOR THE WEEK, THE S&P 500 FELL 0.83%, THE NASDAQ DECLINED 2.08%, AND THE DOW CLIMBED 0.75%

S&P 500 <.SPX> UNOFFICIALLY CLOSES UP 56.52 POINTS, OR 1.05 PERCENT, AT 5,455.74

Catalyst Watch: Tech blitz with Apple, Amazon, Microsoft, and Meta on tap for earnings

Seeking Alpha's Catalyst Watch looks at next week's key events. Options trading volume is elevated on Container Store and Allbirds ahead of their earnings reports. McDonald's, Microsoft, and Boeing among companies due to report on July 29 and 30. Mark Zuckerberg will speak at the SIGGRAPH Conference in Denver.

S&P 500 Gains Over 1%; 3M Shares Jump After Q2 Results

U.S. Stocks traded higher toward the end of trading on Friday. The Dow traded up 1.66% and the S&P 500 gained more than 1%. 3M Company shares jumped 21% after the company posted better-than-expected second-quarter results. Asian markets closed mostly higher; European shares were also higher.

Bears see Mag 7's S&P dominance as 'one bad payroll away from cracking': Bank of America

Bears see Mag 7's S&P dominance as 'one bad payroll away from cracking': Bank of America. The Magnificent 7 mega-cap tech stocks could rupture from a slowdown in U.S. Economic activity. The Nasdaq-100 and other tech-stock gauges have veered lower this month.

Wall Street Enjoys Late-Week Rally On Benign Inflation Data, Dow Jones Eyes Best Session Of 2024, Tech Unwinding Stalls: What's Driving Markets Friday?

The Dow Jones Industrial Average surged 1.9% on Friday. In June, inflation dropped to 2.5% year-on-year, below the Fed's 2% target. The tech-heavy Nasdaq 100 rebounded from a negative weekly close. Homebuilders rose over 3% for the day, reaching all-time highs.

What to make of this week’s action in the stock market and the ‘Great Rotation’

AllianceBernstein anticipates a soft landing due to easing inflation and moderating growth

AllianceBernstein anticipates a soft landing due to easing inflation and moderating growth in the U.S. In Q3. The investment firm says growth will moderate and inflation will continue its downward trajectory in the second half of 2024. The upcoming presidential election will be a disruptive factor for investors.

Above The Noise: Countdown To A Rate Cut

Data indicates that we can expect to see the first Federal Reserve interest rate cut soon. The implied rate suggests that the first cut may be coming in September. Value and small-cap stocks have tended to outperform growth stocks in the past. The first rate cut is expected to come soon.

PCE June 2024: Consistent With Soft Landing

Real PCE for June 2024 increased by +0.22%, slightly above the median forecast. Personal spending accelerated in June, but remains below average on a 3-month basis. Prospects for a soft landing are reasonably good, based on inflation and consumer spending data. The Fed can afford to remain patient on rate cuts.

Strong U.S. GDP Rise For Q2 Derails Recession Forecasts... Again

Should You Buy the 3 Worst S&P 500 Stocks in Q2?