Market Overview - The S&P 500 Index closed down -0.05%, the Dow Jones Industrials Index down -0.59%, while the Nasdaq 100 Index closed up +0.42% [1] - Stock indexes settled mixed as higher bond yields led to long liquidation in equities, with the 10-year T-note yield rising +5 basis points to 4.06% [2] - The University of Michigan US September consumer sentiment index fell -2.8 to a 4-month low of 55.4, which weighed on stock prices [5] Economic Indicators - The US consumer sentiment report for September was weaker than expected, contributing to a Fed-friendly outlook for interest rate cuts [3][9] - Markets are pricing in a 100% chance of a -25 basis point rate cut at the upcoming FOMC meeting, with an overall expectation of -70 basis points by year-end [6][9] Company Movements - Warner Bros Discovery (WBD) surged over +16% following reports of a potential acquisition bid from Paramount Skydance [13] - Tesla (TSLA) rose more than +7% after receiving approval for testing autonomous vehicles in Nevada [13] - Micron Technology (MU) increased over +4% on speculation of accelerated growth due to strong demand for AI chips [14] - Oracle (ORCL) fell more than -5% amid reports of insider backing for a competing acquisition bid [17] Sector Performance - Covid vaccine makers, including Moderna (MRNA) and BioNTech SE (BNTX), retreated over -7% following reports linking child deaths to Covid shots [16] - Home builders and suppliers faced declines due to rising T-note yields, with Builders FirstSource (BLDR) and Toll Brothers (TOL) down more than -2% [16]

Market Overview - The S&P 500 and Nasdaq 100 have reached new all-time highs, driven by expectations of Federal Reserve interest rate cuts [2][4] - The Dow Jones Industrials Index has decreased by -0.31% [1] - Higher bond yields are limiting stock market gains, with the 10-year T-note yield rising to 4.06% [3][8] Economic Indicators - The University of Michigan's September consumer sentiment index fell to a 4-month low of 55.4, below expectations of 58.0 [5] - Inflation expectations for the next 5-10 years increased to +3.9% from +3.5% in August, contrary to expectations of a decline [5][8] - Markets are pricing in a 100% chance of a -25 basis point rate cut at the upcoming FOMC meeting [6][9] Company Movements - Warner Bros Discovery (WBD) surged over +11% following reports of a potential acquisition bid from Paramount Skydance [13] - Tesla (TSLA) rose more than +5% after receiving approval for testing autonomous vehicles in Nevada [13] - Micron Technology (MU) increased by over +3% due to strong demand for AI chips, contributing to a +13% rally this week [14] - Super Micro Computer (SMCI) gained more than +2% after announcing high-volume deliveries of Nvidia systems [14] - Microsoft (MSFT) rose over +1% after reaching a preliminary agreement with OpenAI regarding their partnership [15] Declines in Stock Prices - Lululemon Athletica (LULU) fell more than -3% after a price target cut by Bank of America [16] - Oracle (ORCL) decreased over -3% amid reports of insider backing for a competing acquisition bid [17] - MGM Resorts International (MGM) declined more than -1% due to insider selling activity [18]

Market Analysis by covering: FedEx Corporation, General Mills Inc, Darden Restaurants Inc, Lennar Corporation. Read 's Market Analysis on Investing.com ...

Lennar Corporation ( LEN ) is due to report its Q3 earnings on September 18 after the market closes, so I wanted to go through what to expect and what I’m looking out for, as well as give some general comments onMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst ...

Lennar Corporation ( LEN ) is due to report its Q3 earnings on September 18 after the market closes, so I wanted to go through what to expect and what I’m looking out for, as well as give some general comments onMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst ...

The market expects Lennar (LEN) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended August 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Sept ...

Earnings per share (EPS) predicted at $2.14 with revenue around $9.06 billion.Conference call scheduled for September 19, 2025, to discuss Q3 earnings.Key financial metrics highlight Lennar's solid market position, including a P/E ratio of approximately 10.97 and a debt-to-equity ratio of 0.19.Lennar Corporation (NYSE:LEN), a leading homebuilder in the United States, is set to release its quarterly earnings on September 18, 2025. Analysts predict an earnings per share (EPS) of $2.14 and revenue of around $9 ...

Key Takeaways LEN shares gained 23.2% in 3 months, outperforming construction peers but trailing the homebuilders group.ASP fell to $398K, backlog dropped 13.1%, and gross margins contracted 400 bps to 18.2% in FY25 H1.LEN's asset-light land strategy and tech-driven model aim to drive long-term growth despite near-term risks.Lennar Corporation (LEN) has gained 23.2% in the past three months, underperforming the Zacks Building Products - Home Builders industry, but notably outperforming the broader Zacks Con ...

With a market cap of $36.9 billion, Lennar Corporation (LEN) is the second-largest homebuilder in the United States. The Miami, Florida-based company's operations span homebuilding, financial services, and multifamily development, supported by tech-driven initiatives. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and Lennar fits this criterion perfectly. Its strengths lie in its scale, diversified homebuyer base, operational efficiency, and tech-driven innovation. ...

is where is your final trade heading today. China. Dan Ives actually touched on it.Um expect expectations are for an improving consumer in China and there's a number of different ways to play that. Wow. Okay.Oh, what's your best way. I I I think it you know in terms of a China ETF or uh Apple's a great example of a way to play that. Thank you, Stephanie Link.Uh Lenar, I still like housing very much. I don't own it yet, but the valuation is very compelling. And Josh Brown, I like housing too.Rocket Company's ...