Uncertainty is the best way to define the market action this week. The Federal Reserve left interest rates unchanged, but the lack of forward guidance caused stocks to slip.
That slip became more pronounced after Alphabet reported its quarterly earnings, which included a miss on Google Search revenue. That fed into ongoing concerns about the AI bubble bursting. Even a strong report from Microsoft NASDAQ: MSFT wasn't enough to rally the tech sector.
Despite the headlines, earnings remain the key signal for investors to watch. And so far, those results suggest that the consumer is resilient; capital expenditure (CapEx) spending is intact, and the AI economy is still in its early stages.
Next week is likely to see some volatility around the midterm elections in the United States. However, after that, speculative narratives will give way to policy initiatives, and that's likely to reinforce the bull case for stocks.
Articles by Thomas Hughes
Coca-Cola NYSE: KO is everything AI isn’t, and Thomas Hughes said that’s its biggest strength. After a third-quarter beat and raised guidance, he explained why the Dividend King can keep climbing toward fresh highs.
NXP Semiconductors NASDAQ: NXPI fell after posting a strong third quarter. Hughes asked whether the sell-off is overdone.
The mobile business at Amkor Technology NASDAQ: AMKR is slowing. But Hughes said its AI ambitions are picking up the slack.
Articles by Sam Quirke
Apple’s first foldable iPhone sold out in minutes, pushing Apple NASDAQ: AAPL shares near record highs. But Sam Quirke explained why Wall Street still has questions heading into earnings.
Tesla NASDAQ: TSLA has rallied more than 30% in two weeks on talk of a SpaceX NASDAQ: SPCX merger. Quirke explained why one Wall Street firm thinks the upside goes well beyond a deal.
Morgan Stanley named Amazon NASDAQ: AMZN its Top Pick with a $350 price target. Quirke laid out what the earnings report needed to show to back up that call.
Articles by Chris Markoch
Newmont NYSE: NEM posted record third-quarter earnings even as gold pulled back from its highs. Chris Markoch explained why gold’s price floor may be the bigger story.
The housing market remains frozen, but two REITs just reported very different quarters. Markoch explained why the market rewarded one and punished the other.
Palantir NASDAQ: PLTR heads into its third-quarter report with expectations running high. Markoch identified three numbers that could decide how the stock reacts.
Articles by Ryan Hasson
Alphabet NASDAQ: GOOGL is seeing its cloud investment pay off. But Ryan Hasson explained why the bill for building it keeps growing.
Not every tech stock is getting crushed in the AI sell-off. Hasson highlighted five software and cybersecurity names that are holding up.
Articles by Leo Miller
Meta Platforms NASDAQ: META fell after earnings, but analysts are turning more bullish. Leo Miller explained why some see significant upside from here.
Energy is widening its lead as 2026’s best-performing sector. Miller highlighted three energy stocks rewarding shareholders with bigger dividends.
Meta’s $100 billion financing plan points to even higher capital spending. Miller explained why that’s good news for chip giant Broadcom NASDAQ: AVGO.
Articles by Nathan Reiff
Bristol Myers Squibb NYSE: BMY rose on new cancer trial data. Nathan Reiff explained why the breakthrough could matter beyond its own stock.
Quantum earnings season is almost here. Reiff asked whether pure-play quantum stocks are still a good bet against their big-tech rivals.
Three new ETFs are turning heads with strong early momentum. Reiff explained whether they’re worth buying.
Articles by Dan Schmidt
Consumer staples have posted gains this year, and beverage stocks are leading the way. Dan Schmidt explained what to watch from three of them ahead of earnings.
Boeing NYSE: BA got its MAX 10 approval, but the third quarter delivered a reality check. Schmidt explained why investors now have to wait longer for the cash flow story.
Comfort Systems USA NYSE: FIX posted record backlog growth, yet the stock sank on margin concerns. Schmidt asked whether that signals an AI slowdown or more growth ahead.
Articles by Jeffrey Neal Johnson
Anthropic’s IPO filing reveals billions in planned spending. Jeffrey Neal Johnson explained which AI infrastructure giants stand to benefit.
Ross Stores NASDAQ: ROST is defying the retail slump, and a UBS upgrade is fueling the bull case. Johnson explained why the off-price retailer stands out and what valuation risks to weigh.
Nucor NYSE: NUE is seeing steel earnings surge on AI and infrastructure demand. Johnson explained why it could be an overlooked AI infrastructure winner.
Articles by Peter Frank
Planet Fitness NYSE: PLNT has rebounded, but stagnant membership growth clouds its outlook. Peter Frank asked whether the company can get its growth back in shape.
Chord Energy NASDAQ: CHRD has rallied 70%, and analysts see more upside. Frank explained why the rally isn’t its only selling point.
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