markets
The S&P 500 has notched fresh records for three straight weeks, but a retail earnings deluge, FOMC minutes, and the run-up to Jackson Hole could decide whether the rally has more room to run.
NEW YORK ·
earnings
Six major retailers report this week. Here's what Walmart, Target and Home Depot earnings will reveal about the US consumer heading into fall.
stocks
Nvidia reports Q2 earnings August 26. Analysts expect $93–95B in revenue. Here's what could move NVDA stock and the broader AI trade.
commodities
Gold is climbing toward record highs on central bank buying, while Bitcoin sits 49% below its 2025 peak. Here's why the two hedges are diverging.
markets
The FTSE, DAX, CAC 40 and STOXX 600 are all at record highs in 2026, led by chip-equipment stocks rather than luxury or pharma names.
ipos
Medline's record IPO reopened the new-issue window. With SpaceX, OpenAI and Databricks reportedly weighing listings, 2026 could top 2021.
analyst ratings
Morgan Stanley names Nvidia, Broadcom and Astera Labs its top semiconductor picks for 2026, and argues AI gains broaden into memory and equipment.
commodities
Brent crude pushed toward $89 a barrel as Middle East tensions resurface, complicating the Fed's inflation outlook ahead of a pivotal week.
news
Gold near record levels while crude softens. What the divergence says about rates, growth and equity sector rotation.
markets
The S&P 500 and Nasdaq are at record highs, but a handful of AI-linked megacaps drive the gains. What concentration means for US stock investors.
earnings
A guide to the Q3 2026 earnings calendar — key reporting dates, consensus EPS estimates and the guidance lines that move markets.
analyst ratings
August brought a cluster of semiconductor price-target increases with few rating changes. What upgrades, downgrades and target revisions actually signal.
economy
Interest rates, inflation and equity valuations: why the Federal Reserve's path still sets the discount rate under record US stock prices.
markets
UK and European stocks trade at a persistent discount to US equities. What index composition explains, what it doesn't, and where the value sits.
news
The IPO market has reopened after a multi-year drought. What the current listings pipeline says about investor appetite and pricing discipline.
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