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Simeon Hyman says rising Treasury yields largely reflect higher real rates and a resilient economy, with the 10-year potentially becoming a bigger threat to stocks around 5.5% to 6%. He sees opportunities in small caps and investment-grade credit, highlighting ITWO for covered-call income and IGHG …
South Korean AI memory giant Samsung fell after posting earnings, while BYD Co. (BYDDY) missed its bottom line. In the U.S., core PCE and GDP showed mixed results that both confirmed a lasting uptick in inflation. Sam Vadas and Marley Kayden take investors through their final takeaways of the tradi…
Jay Aldebert examines DoorDash’s (DASH) potential $17 billion acquisition of Instacart, which could create a stronger competitor to Uber Technologies (UBER), Amazon (AMZN) and Walmart (WMT) by combining restaurant and grocery delivery. He raises concerns about the roughly $13 billion in debt DoorDa…
Ecommerce giant Amazon (AMZN) leads another packed afternoon full of earnings. $201 billion in quarterly still wasn't enough to meet Wall Street's bar for the Mag 7 giant, which posted misses in key areas. Intel (INTC) shares plunged more than 20% following its report over apparent concerns tied to…
Alphabet (GOOGL) had one of its worst trading days on record Thursday after posting a double miss in earnings. ServiceNow (NOW) closed as the worst performer in the S&P 500 (SPX). Mag 7 earnings continued after hours with Amazon (AMZN), along with Intel (INTC). Both of those stocks also sold of…
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