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Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth

Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth

The U.S. consumer remains resilient enough to support earnings growth, but that resilience is increasingly concentrated. The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 67.0% growth over last year's levels. Of the 185 retailers tracked by LSEG, the Broadline Retail sector, representing a wide variety of consumer goods, is headed for the highest earnings growth rate in the second quarter, recording a 231.1% surge over last year's level.

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منبع: Market Watch خبرگزاری
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Why it pays to stay invested: No amount of bad news could stop the stock market's strongest run in more than 25 years

Why it pays to stay invested: No amount of bad news could stop the stock market's strongest run in more than 25 years

Despite a number of shocks and surprises — a global pandemic, a tariff scare and a war with Iran, to name a few — returns in the U.S. stock market have been strong relative to history since the end of 2019.

منبع: Market Watch
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منبع: Seeking Alpha خبرگزاری
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Retail Companies On The Hotseat This Week

Retail Companies On The Hotseat This Week

Retail sales was expected to be up +.1%, but it came in with a surprising -.6%. The media will focus on retail earnings, but the bull market is broad and strong without any help from retail, semiconductors, and despite a headwind from bonds.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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August 2026 Trading Outlook: Stock Market, Bonds, Fiscal Flows, And Interest Rates

August 2026 Trading Outlook: Stock Market, Bonds, Fiscal Flows, And Interest Rates

The S&P 500 Index (SP500) is supported by robust private sector surpluses and fiscal flows, with constructive market conditions projected into mid-September. Federal outlays remain elevated, but a seasonal decline in private sector surplus is expected after early September, potentially dampening risk asset momentum.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Bears Beware: Case For Bull Market Momentum

Bears Beware: Case For Bull Market Momentum

Market bears have seen many arguments fade as AI demand strengthened, earnings improved, market breadth widened, and inflation fears seem to have eased. AI infrastructure spending may not signal an earnings bubble if broader adoption of AI agents creates years of demand for compute capacity.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Bargain Hunters, AI Bets, And CEO Confidence: Navigating The Final Wave Of Q2 Earnings

Bargain Hunters, AI Bets, And CEO Confidence: Navigating The Final Wave Of Q2 Earnings

Earnings slow down from this point forward, with only 737 global companies releasing results for Q2 this week. All eyes will be on the retail earnings and Nvidia results. Corporate uncertainty dipped back down in during the Q2 earnings season after spiking higher in Q1.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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The Market Says AI Bubble, The Guidance Says Buy

The Market Says AI Bubble, The Guidance Says Buy

AI-infrastructure stocks are not in a bubble; earnings and guidance across the stack are accelerating, not stagnating. Coherent, Applied Materials, and Sandisk each report robust revenue growth and guide to higher future demand, signaling real, funded AI buildout.

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منبع: Bloomberg Markets and Finance خبرگزاری
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Treasury 30-Year Yields Are Back at 2007 Highs

Treasury 30-Year Yields Are Back at 2007 Highs

Global bond yields have resumed their march higher on Monday, with US rates pushing to pre-global financial crisis highs again. With oil ticking higher on fresh Middle East headlines and the Empire Manufacturing survey coming in hotter than expected, yields have extended their ascent in the US session.

منبع: Bloomberg Markets and Finance
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The King Of The AI Bubble

The King Of The AI Bubble

Nvidia Corporation is downgraded from Buy to Hold due to mounting risks and the emergence of a $500B AI securitization scheme. NVDA remains central to the AI industry, but the new Wall Street-backed financing platforms signal a potential AI bubble reminiscent of the 2005-2009 MBS era.

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منبع: Schwab Network خبرگزاری
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Why Japan's U.S. Treasury Investments Remain Critical as U.S. Economy Firms

Why Japan's U.S. Treasury Investments Remain Critical as U.S. Economy Firms

@CharlesSchwab's Collin Martin says rising crude oil prices are "one part of the puzzle" behind the uptick in yields, though he believes other factors are at play. Despite elevated fixed income pricing, he sees the U.S. economy as resilient in the face of benign inflation data.

منبع: Schwab Network
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منبع: Seeking Alpha خبرگزاری
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Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before

Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before

Flex Inc. delivered strong Q1 '27 results, with 20% y/y revenue growth and beats across all major segments. RemainCo's RMS and ITS segments posted unexpected double-digit growth, improving the investment case for both post-spinoff entities. Management reaffirmed the Q1 2027 tax-free spin-off of Cloud & Power Infrastructure, with segment momentum and sustainability in focus.

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منبع: CNBC Television خبرگزاری
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Market Midday: Stocks Mixed, US Debt Hits $40T, US-Iran War Continues • 8/17/26

Market Midday: Stocks Mixed, US Debt Hits $40T, US-Iran War Continues • 8/17/26

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More.

منبع: CNBC Television
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منبع: Seeking Alpha خبرگزاری
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Korea Electric Power: Turning Bearish After Q2 Shortfall (Rating Downgrade)

Korea Electric Power: Turning Bearish After Q2 Shortfall (Rating Downgrade)

I downgrade Korea Electric Power Corporation to 'Sell' following a substantial Q2 earnings miss and mounting negative catalysts. KEP's 2Q2026 profitability was under pressure from surging fuel costs, a declining nuclear power mix, and sluggish economic growth impacting electricity demand. Rising CapEx, flattish tariff rates, and dividend cuts are potential de-rating catalysts.

منبع: Seeking Alpha
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