Well, all four major averages back in the red after yesterday's bounce. Tech once again the lagard as some recent highf flyers return to earth. Should investors view any pullback as a buying opportunity.Far Miller and Washington President CEO Michael Farre joins us. Michael, good to see you. Um, some of the highest valuation stocks in the market are also the biggest in tech.And so even beneath the index level, I wonder is there anywhere to hide. Won't the whole market get dragged down if there's a sentiment ...

Core Viewpoint - Stocks experienced notable movements influenced by the Supreme Court's skepticism regarding President Trump's tariffs and a stronger-than-expected U.S. jobs market reading [2][3]. Company Summaries - **Advanced Micro Devices (AMD)**: Reported better-than-expected third-quarter earnings and revenue, with data-center revenue increasing by 22% to $4.3 billion. The company anticipates fourth-quarter revenue of approximately $9.6 billion, exceeding analysts' expectations of $9.2 billion [3][5]. - **Arista Networks**: Experienced an 8.6% decline despite reporting third-quarter adjusted earnings that surpassed expectations. Revenue rose by 27% to $2.31 billion, but the fourth-quarter sales guidance of $2.3 billion to $2.4 billion fell short of projections [4][5]. - **Super Micro Computer (SMCI)**: Saw an 11% drop after reporting weaker-than-expected fiscal first-quarter earnings and revenue, along with mixed guidance for the current quarter [6][5]. - **Pinterest**: Plummeted by 22% following weak third-quarter earnings and disappointing fourth-quarter revenue guidance, although adjusted EBITDA outlook met Wall Street expectations [6]. - **Axon Enterprise**: Dropped 9.4% after reporting a third-quarter loss, with adjusted earnings of $1.17 per share missing analysts' expectations of $1.52. The company announced an acquisition of Carbyne valued at $625 million [7]. - **Novo Nordisk (NVO)**: Lowered its growth outlook due to competitive pressures from copycat versions of its weight-loss drugs, now expecting operating profit growth of 4% to 7% and sales growth of 8% to 11% [8]. - **Humana (HUM)**: Reported third-quarter adjusted earnings of $3.24 per share, exceeding analysts' estimates of $2.93. However, the stock declined by 6% after the company lowered its full-year guidance [9]. - **Rivian Automotive**: Gained 23% despite a wider-than-expected third-quarter loss, reporting a gross profit of $24 million against analysts' expectations of a $64 million loss [10]. - **McDonald's**: Rose by 2.2% after third-quarter adjusted earnings slightly missed estimates, with same-store sales increasing by 2.4% in the U.S. and 3.6% globally [10]. - **Zimmer Biomet**: Was the worst performer in the S&P 500, with a 15% decline following weaker-than-expected quarterly sales [11]. - **Trex**: Dropped 31% after reporting weaker-than-expected quarterly sales and earnings, along with slashed guidance for 2025 and 2026 [11]. - **Kratos Defense & Security Solutions**: Fell 14% after issuing fourth-quarter sales guidance that missed analysts' estimates [11]. - **Lumentum Holdings**: Gained 24% after posting fiscal first-quarter earnings and revenue that beat forecasts, along with strong revenue guidance for the second quarter [12].

The markets are looking ahead to oral arguments at the Supreme Court today about whether President Trump's reciprocal tariffs are legal. Oral arguments may provide hints about how the Supreme Court might rule. The Supreme Court is expected to issue its ruling by late this year or early in 2026. Lower courts have already ruled that Mr. Trump's reciprocal tariffs are illegal, finding they are based on a specious claim of emergency authority under the 1977 International Emergency Economic Powers Act. If the US ...

Stock futures are pointing higher to start the week as investors look ahead to a slew of corporate earnings reports due from major semiconductor firms and drugmakers. Here's what you need to know today. https://t.co/GBAPQybCgj ...

Core Insights - The article promotes a premium service called "Value in Corporate Events" that focuses on major corporate events such as earnings reports, mergers and acquisitions, and IPOs, providing actionable investment ideas [1] Group 1 - The service covers 10 major events each month, aiming to identify the best investment opportunities [1] - It offers members the chance to capitalize on significant corporate events and changes in capital allocation [1] - The article emphasizes that the analysis is independent and not influenced by any business relationships with the companies mentioned [1]

Group 1 - Amphenol Corporation is acquiring more assets from CommScope Holding Company, indicating a strategic move to enhance its datacom capabilities [1] - This acquisition marks the second M&A deal between Amphenol and CommScope, suggesting a continued interest in consolidating resources within the datacom sector [1] - The investing group "Value In Corporate Events" focuses on identifying opportunities in major corporate events such as M&A, IPOs, and earnings reports, providing insights for potential investments [1] Group 2 - The article emphasizes the importance of actionable ideas in the context of corporate events, highlighting the group's commitment to covering significant developments in the market [1] - Coverage includes approximately 10 major events per month, aimed at finding the best investment opportunities for members [1]

Group 1 - The article promotes a premium service called "Value in Corporate Events" that focuses on major earnings events, M&A, IPOs, and other significant corporate events with actionable investment ideas [1] - The service aims to provide members with opportunities to capitalize on various corporate events, covering 10 major events a month to identify the best investment opportunities [1] Group 2 - The article includes a disclosure stating that the author has no stock or derivative positions in any mentioned companies and does not plan to initiate any positions within the next 72 hours [1] - It emphasizes that past performance is not indicative of future results and that no specific investment recommendations are provided [2]

Core Insights - Oil prices surged approximately 5% following the imposition of sanctions on major Russian companies, specifically Rosneft and Lukoil, due to the ongoing Ukraine conflict [1][2][7] - Major stock indexes experienced slight gains, driven by the energy sector's performance, which rose by 1.2% on the S&P 500 index [2][4] - Positive earnings reports contributed to stock market support, although some companies like IBM and Tesla faced declines due to slower growth and profit misses, respectively [3][4] Oil Market - U.S. crude oil prices increased by 5.2% to $61.54 per barrel, while Brent crude rose by 4.89% to $65.65 per barrel [7] - The European Union approved a 19th package of sanctions against Russia, which included a ban on Russian liquefied natural gas imports [7] Stock Market Performance - The Dow Jones Industrial Average rose by 15.86 points (0.03%) to 46,606.27, the S&P 500 climbed by 20.19 points (0.30%) to 6,719.59, and the Nasdaq Composite advanced by 111.44 points (0.49%) to 22,851.83 [5] - The MSCI global stock gauge increased by 2.24 points (0.23%) to 993.01, while the pan-European STOXX 600 index rose by 0.35% [5] Treasury Yields - The benchmark U.S. 10-year Treasury note yield rose by 3.3 basis points to 3.986%, reaching a session high of 3.997% [8]

Market Overview - The earnings season has caused significant market fluctuations, with strong reports from major banks leading to a market surge, followed by a decline after Netflix's earnings miss and Tesla's electric vehicle numbers [1] - A report indicating the White House's consideration of export restrictions to China further increased market uncertainty, contributing to a drop in indices [2] Company Performance - Tesla's stock increased by 8.7% year-to-date but fell 0.8% at market close ahead of Q3 earnings, ultimately dropping 3.8% after hours [3] - Intuitive Surgical's stock rose by 13.8% due to its second consecutive positive earnings report [3] - Tesla reported a profitable quarter with total revenue of $28.1 billion, a 12% year-over-year increase, but its operating margins decreased to 5.8% due to a 40% year-over-year decline in operating income to $1.6 billion [10] Stock Movements - The S&P 500 index slipped 0.5%, primarily due to the significant gain in Intuitive Surgical's stock, while the Nasdaq Composite fell 0.9% ahead of Tesla's earnings release [7] - The Dow Jones Industrial Average decreased by 0.8%, with notable declines in stocks such as Apple, Goldman Sachs, Amazon, and Salesforce [7] - The small-cap Russell 2000 index suffered a more substantial decline, closing down 1.5% [7] Upcoming Earnings Reports - Anticipated earnings reports from companies such as Intel, Honeywell, T-Mobile, and Blackstone are expected tomorrow [4]

Core Insights - Netflix's third-quarter earnings fell short of expectations, primarily due to a one-time tax charge exceeding $600 million related to its operations in Brazil, leading to a 10.1% drop in its shares [5][8] - Intuitive Surgical experienced a significant increase in its stock price by 13.9% after reporting better-than-expected quarterly results, driven by a rise in procedures using its robotic surgical systems [7][8] - Major U.S. equity indexes declined, with the S&P 500 down 0.5%, the Dow down 0.7%, and the Nasdaq down 0.9%, influenced by the underperformance of tech stocks and anticipation of Tesla's earnings report [3][7] Company-Specific Summaries - **Netflix (NFLX)**: Reported lower-than-expected net income for Q3, impacted by a substantial tax expense related to Brazil, resulting in a significant share price decline [5][8] - **Intuitive Surgical (ISRG)**: Achieved strong quarterly sales and profit figures, leading to a notable increase in stock price, and raised its full-year growth forecast for procedures [7][8] - **Lennox International (LII)**: Experienced a 10.2% drop in shares due to disappointing quarterly sales, attributed to a challenging macroeconomic environment and regulatory changes [4] - **Coinbase Global (COIN)**: Shares fell 5.4% as major cryptocurrencies declined, with Bitcoin dropping below $110,000 [6] - **Avery Dennison (AVY)**: Reported better-than-expected results, leading to a 9.5% increase in shares, supported by improved pricing and a partnership with Walmart [9] - **Boston Scientific (BSX)**: Shares rose 4% after surpassing sales and profit estimates, benefiting from strong sales of its medical devices [10]