The Club’s top 10 things to watch Friday, July 24 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis. 1. Stocks are headed for a muted open following yesterday’s sell-off on rising oil prices and bond yields, and on concerns about hyperscalers’ aggressive AI spending. That potent mix of crosscurrents…
Sopa Images | Lightrocket | Getty Images The Federal Reserve indicated the possibility of a rate hike this year after its latest meeting, which could have implications for income-seeking investors. Given this backdrop, dividend-paying stocks with strong yields and upside potential could help investors earn attractive returns. Backed by solid research, top Wall Street analysts…
The Saudi Aramco logo is displayed on a mobile phone screen in this photo illustration, as prices fluctuate amid escalating conflict involving Iran and concerns over global supply disruptions in Brussels, Belgium, on March 2, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images) Nurphoto | Nurphoto | Getty Images Saudi Aramco reported a 26% year-on-year…
Vessels in the Strait of Hormuz, Musandam, Oman, May 8, 2026. Stringer | Reuters The world’s energy system will change in big ways as a result of the Iran war, the CEOs of key oil and gas companies told investors on their earnings calls over the past two weeks. Iran’s blockade of the Strait of…
Wall Street’s scorching rally off its wartime lows back to new highs faces a big test this week: a jam-packed earnings calendar. The list of companies reporting stretches from linchpins of the AI trade like Club name GE Vernova to battleground software stocks such as ServiceNow to companies with their pulse on the industrial economy…
