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AMD beats on revenue, misses on adjusted EPS, Trump's tariff deadline looms, latest on trade deals
Yahoo Finance· 2025-08-06 14:06
Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karali live from Yahoo Finance Studios in London. It's Wednesday 6th August.Coming up on the show, Asian and European markets move higher as earnings and tariffs take center stage. Will the US follow suit. Weight loss drug giant Nova Nordisk sees sales of Begoi sore, but sales in America disappoint.And mining giant Glenor decides not to change its listing to New York and sticks with London. So grab your coffee and let's own the morning. The first ...
How AI stocks and earnings are driving the market rally
Yahoo Finance· 2025-08-06 13:44
You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Is this bull market stronger than Wall Street thinks? On this episode of Trader Talk, Kenny Polcari and Bullseye Brief founder Adam Johnson explain why artificial intelligence (AI)–driven capital spending, strong earnings, and resilient consumer demand could push stocks even higher. They reveal how savvy investors are reading earnings reports for future signals and why the Federal Reserve may not need to cut ra ...
X @Bloomberg
Bloomberg· 2025-08-06 07:30
European stocks posted modest gains as investors tackled another busy day of earnings and studied the latest news on tariffs https://t.co/v20oSmo173 ...
This Week’s 5 Top Earnings Charts
So, I'm back with another earnings allstars video. You think it's over, right. Just because six out of the seven MAG7s have now reported earnings.But no, of course, it's not. This is a very busy week for earnings, even though no MAG7s. There's about a 100 S&P 500 companies still to report this week.Plus, we're starting to get a lot of these smaller and midcap companies that are pouring in. A lot of consumer names. I'm going to be watching.and I brought several of them with me here today. It was hard to pick ...
Trivariate's Adam Parker: Consensus view is we will get a market pullback on tariff-related fears
CNBC Television· 2025-08-05 19:46
Which takes us to our talk of the tape. Is this market just taking a breather before launching its next leg higher. Or has momentum just grinded to a halt.Let's ask Adam Parker. He is Triariat's founder and CEO and a CNBC contributor. Welcome back.>> Thanks for having me. >> You make the argument that dips should be bought. Why.>> Well, you know, I think most institutional investors think we're going to get some kind of growth scare, maybe a stag inflation scare here. August through October. >> Is that what ...
Sterling Infrastructure(STRL) - 2025 Q2 - Earnings Call Transcript
2025-08-05 14:02
Sterling Infrastructure (STRL) Q2 2025 Earnings Call August 05, 2025 09:00 AM ET Company ParticipantsNoelle Dilts - VP - IR & Corporate StrategyJoseph Cutillo - CEO & DirectorNicholas Grindstaff - CFOAdam Thalhimer - Director - ResearchConference Call ParticipantsLouie Dipalma - Research AnalystBrent Thielman - MD & Senior Research AnalystJulio Romero - Equity Research AnalystOperatorGood morning, ladies and gentlemen, and welcome to the Sterling Infrastructure Second Quarter Webcast and Conference Call. At ...
X @Bloomberg
Bloomberg· 2025-08-05 10:48
Apollo reports record earnings from fees in the second quarter, driven by a boost in lending activity and a bump in managed assets https://t.co/GFHALbLhLm ...
Him & Hers Health report Q2 earnings, missing revenue estimates
CNBC Television· 2025-08-04 21:31
and hims and hers earnings are out as well. Our Brandon Gomez has those numbers. Brandon, hey John.Yeah, you can see shares moving down just about 10%. A little confusion here for investors. I mean, you have a beat um on EPS.Uh revenues did come in a bit light for the quarter reaffirmed guidance for the fiscal year as well as Q3. What did come in very light was Q3 adjusted Ebida. I just got off the phone with the company's CFO.He talked to me about what some of the cause of that is. He said, "Our focus is o ...
Wall Street Rallies as S&P 500 Jumps 1.5% | Closing Bell
Bloomberg Television· 2025-08-04 20:31
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Scarlet Fu taking you through to that closing bell with a global simulcast. It starts now.Carol Massar in the radio booth Matt Miller in today for Tim Stenovec as we welcome our audiences across all of our platforms television, radio and our partnership with YouTube, a phenomenal day. Carol Massar was a recoup some of the phenomenal losses from last Friday. It's kind of amazing because Friday, I mean, it just felt ...
Small caps in the U.S. are trading at the cheapest valuation relative to large caps since 2000.
Yahoo Finance· 2025-08-04 12:01
If anyone's watching the show and those two stocks have an outsized impact on your portfolio, I encourage you to diversify. I look at small caps in the US trading at the the cheapest valuation relative to large cap caps since 2000, since June of 2000. And if you look at the 25 years since then, small caps have actually outperformed large caps even with Microsoft and Apple and Meta and everyone else driving them higher.Valuation is not a perfect timing tool. Um, but it does tend to work longer term. And righ ...