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Stocks are barely higher, but the real action is in rates and the dollar. When the 10-year sits around 5% and the market is parsing every adjective from the Fed, valuation discipline stops being optional.
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Oil prices declined Thursday as prospects of renewed peace negotiations eased fears of supply disruptions stemming from escalating tensions in the Middle East. The pullback followed reports that U.S. Vice President JD Vance had reached out to Iranian Security Council chief Mohsen Rezaei in an attempt to restart peace negotiations, WSJ reported.
Erika Najarian, the U.S. large-cap bank analyst at UBS, favors banks with lots of excess capital. What the midterms could mean for the industry.
Treasury yields dropped in Asian trade as markets digested the Federal Reserve's interest-rate decision, with the focus now shifting to the European Central Bank's meeting.
U.S. Vice President JD Vance sent a letter to the secretary of Iran's Supreme National Security Council, in an effort to revive peace negotiations, The Wall Street Journal reported.
5 corporate events ahead: Oracle, NVIDIA, Moderna, Anthropic, and Nike. Each could trigger significant stock-price swings.
Insead's Ilian Mihov questions the Fed's decision to hold interest rates despite persistent inflation and a resilient U.S economy, suggesting the upcoming midterm elections may have influenced policymakers. He also cautions that the AI investment boom has yet to translate into measurable productivity gains, with underlying productivity remaining negative.
Financial journalist John Carney and former Deputy Treasury Secretary Michael Faulkender discuss the U.S. economic outlook after Federal Reserve Chair Kevin Warsh's decision to hold rates on 'Kudlow.' #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #kudlow #economy #useconomy #finance #financial #business #markets #stockmarket #wallstreet #federalreserve #fed #interestrates #inflation #growth #economicgrowth #banking #investing #money #treasury #kevinwarsh #warsh #economicoutlook #rates #jobs #america
NeoGenomics, Inc. (NEO) Q3 2026 Earnings Call Transcript
DeepSeek, Moonshot used OpenAI's GPT-6 Astra to train latest models, The Information reports
The Fed chairman said higher rates are reaching the investment surge and growth is broadening beyond it. The positions cut in opposite directions for where to set rates.
CTO Realty Growth, Inc. ( CTO ) Q3 2026 Earnings Call October 28, 2026 9:00 AM EDT Company Participants Jenna McKinney John Albright - President, CEO & Director Philip Mays - Senior VP, CFO & Treasurer Conference Call Participants Jay Kornreich - Cantor Fitzgerald & Co., Research Division Matthew Erdner - JonesTrading Institutional Services, LLC, Research Division Robert Stevenson - Huntington Securities, Inc., Research Division Craig Kucera - Lucid Capital Markets, LLC, Research Division Gaurav Mehta - Alliance Global Partners, Research Division John Massocca - B. Riley Securities, Inc., Research Division Presentation Operator Good day and thank you for standing by.
AI capex is only about 3% of GDP, but it drove about half of US growth in the first half of the year, according to StoneX Chief Market Strategist Kathryn Rooney Vera. Strip it out and growth was closer to 1.5%.
A $30 billion spending spree is slated to give the government stakes in chip firms, miners and more.
Google, Meta and other tech firms are pushing back against broad ICE demands for user data as the federal agency scours platforms for immigration speech.
NeoGenomics (NEO) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.03 per share a year ago.
Japan's Nikkei Stock Average was up 0.6% as gains in artificial intelligence-related shares help offset losses in videogame and other electronics stocks.
EU energy ministers to discuss soaring fuel prices as winter looms
Australia's Star Entertainment accepts $183.6 million anti-money laundering penalty
Omar Aguilar, CEO and CIO of @CharlesSchwab Asset Management, believes the U.S. economy remains resilient even as crude oil volatility serves as a key risk to the macro outlook. He adds that the AI trade is here to stay but warns that the "extreme growth" seen in some companies over the last couple years will not last.
Norwegian defence and technology company Kongsberg Gruppen reported a 145% jump in third-quarter order intake on Thursday, driven by strong demand for missiles, air defence systems and weapon
The Fund declined 4.75% while the Russell 2500 Index declined 6.37%. Key contributors include Illumina, Revvity and Waystar. Key detractors include Regal Rexnord, Knife River and Red Rock Resorts.
Chemed NYSE: CHE reported higher third-quarter revenue and adjusted earnings as growth at its VITAS hospice business offset margin pressure at Roto-Rooter from customer-acquisition and fuel costs.
MGM Resorts International NYSE: MGM said third-quarter performance reflected resilient casino demand and convention activity, although higher travel costs and pressure on leisure room rates weighed on its Las Vegas results.
Dividend Aristocrats underperformed SPY in September but rebounded sharply in October, narrowing the YTD gap. NOBL and the average Aristocrat have YTD returns of 13.13% and 13.35%, trailing SPY's 14.15%. Dividend growth among Aristocrats accelerated, with the 2026 average increase now at 4.55%, bolstered by recent double-digit hikes.
BetMGM net revenue from operations increased 7% in the third quarter. Third quarter slot win in Las Vegas set a new resort record.
Boot Barn Holdings, Inc. ( BOOT ) Q2 2027 Earnings Call October 28, 2026 4:30 PM EDT Company Participants Mark Dedovesh - Senior VP of Investor Relations & Finance John Hazen - CEO & Director Jim Watkins - CFO & Secretary Conference Call Participants Matthew Boss - JPMorgan Chase & Co, Research Division Steven Zaccone - Citigroup Inc. Exchange Research Dylan Carden - William Blair & Company L.L.C., Research Division Peter Keith - Piper Sandler & Co., Research Division Janine Hoffman Stichter Christopher Nardone - BofA Securities, Research Division Maksim Rakhlenko - TD Cowen, Research Division Jonathan Komp - Robert W.
Tenable NASDAQ: TENB reported third-quarter results above the high end of its guidance, citing growing adoption of its Tenable One exposure-management platform, higher customer expansion and demand for AI-enabled security capabilities.
Boot Barn NYSE: BOOT reported second-quarter fiscal 2027 net sales of $582 million, up 15% from a year earlier, as new store openings and positive comparable-store sales supported growth. Diluted earnings per share rose 26% to $1.73, exceeding the high end of the company's guidance by $0.08.
Carlisle Companies NYSE: CSL reported third-quarter revenue growth of 9% to $1.5 billion and record adjusted earnings per share of $5.92, up 6% from a year earlier, as resilient reroofing demand, pricing and share gains offset continued weakness in construction end markets.
Boston Scientific NYSE: BSX reported third-quarter 2026 results that fell below its prior guidance after a cybersecurity incident disrupted manufacturing and product shipments for eight business days, while competitive and pricing pressures weighed on key cardiovascular franchises.