SPX

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