The Federal Reserve’s latest interest rate decision, a batch of economic data, and several notable earnings reports are all on the docket this week. However, the biggest event for Wall Street will arguably be out in California, as Nvidia holds its influential AI technology conference. Well, that is what we would usually say heading into…
Investors will have a lot on their plate in the week ahead. Earnings season is set to wrap up, and several key economic updates are headed our way — all against the backdrop of the ongoing war in Iran. Another volatile week may be in store. 1. The U.S.-Iran war is the most important thing…
Monday brings the first trading day of March on Wall Street, after the S & P 500 lost roughly 1% in February and remained only modestly positive year to date. The U.S.-Israeli attack on Iran over the weekend figures to ripple through financial markets in the week ahead. It was already going to be a…
The gravitational pull of Nvidia will dominate Wall Street this week — but the AI chipmaker’s earnings report won’t be the only thing that matters to our portfolio. We’ll also hear from Salesforce , a battleground position swept up in the software-stock carnage; two retailers in Home Depot and TJX Companies on the heels of…
Fears of AI disruption spread to new corners of the stock market last week. Now, a question on investors’ minds entering the holiday-shortened week of trading: How much longer can this sell-first, ask-later kind of market behavior persist? Here’s a closer look at the three big things on tap this week: 1. Palo Alto Networks’…
We’re through the busiest part of the earnings season storm, with most of the world’s biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results…
While the Northeast and other parts of the country are digging out from a big winter storm, the temperature in the markets is set to heat up on Wall Street this week. Make no mistake, the earnings storm is coming our way, with about one-fifth of the S & P 500 set to report their…
We’re heading into a holiday-shortened trading week. Don’t let that fool you, though. There’s enough on the calendar to fill a full week. Earnings season is ramping up. The Fed’s preferred inflation gauge is due out (albeit a little stale). And we’re having our first Monthly Meeting of the year. 1. Earnings outside the portfolio:…
The new year on Wall Street officially kicks into high gear this week, with three things we’re going to be watching. The financial firms usher in the start of earnings season, the government delivers key inflation data, and JPMorgan holds a major health-care conference. 1. Club earnings: Wells Fargo reports fourth-quarter 2025 numbers before Wednesday’s…
The holiday season is over, and it’s back to the grind as we look forward to the first whole trading week of 2026. We’re still a few weeks away from the start of the fourth-quarter earnings season, so many companies are in a corporate blackout period. Our focus will be on macroeconomic updates and geopolitical…
