Uganda’s coffee earnings have more than doubled in the past 12 months as a national drive for more production caught a rising price wave https://t.co/FmdC6AgLNl ...

The VIX volatility index falling below 15 for the first time since February. For more, let's bring in Mandy Shu, head of derivatives market intelligence for SIBO Global Markets. Mandy, it's always great to see you. Great to be here.It's not just the VIX. I mean, volatility across asset classes, bond volatility is also very low. What does this tell you.Yeah, to me, I think it's a sign that what we're seeing in the markets is very much fundamentally driven, right. The fact that equities keep making new all-ti ...

Market Catalysts anchor Julie Hyman breaks down the latest market news for July 25, 2025. Meta, Microsoft, Apple, and Amazon are all set to report earnings. Laffer Tengler Investments CEO and CIO Nancy Tengler and Bernstein Managing Director and Senior Analyst Stacy Rasgon break down earnings expectations for the "Magnificent 7", chip stocks to consider, and opportunities for investors. For more Market Catalysts videos, please visit: https://finance.yahoo.com/videos/series/market-catalysts/ #youtube #stocks ...

Market Performance & Trends - S&P 500 closed just below 6400, up approximately 04% on the day [6] - Dow Jones Industrial Average closed higher by about 05% for the day, with a weekly gain of about 13% [7] - Nasdaq 100 and Nasdaq Composite each rose about 025% on the day, 1% on the week [7] - Russell 2000 also participated, up 04% on the day and about 09% on a weekly basis [7] - Broad-based buying with 332 names in the S&P 500 to the upside [8] Sector & Company Specific Highlights - Materials and Industrials each gained about 2%, and Consumer Discretionary up about 08% [8] - Energy sector was lower by 04%, and Communication Services moderately lower [8] - Deckers (UGG and HOKA) saw UGG sales rising about 19% and HOKA sales increasing roughly 20% [10] - Yeti's stock was up about 56% following reports of potential takeover interest [11] - Tesla was a top gainer in the Nasdaq 100, with the stock up about 35% [14] - Intel's stock was down 85% after the CEO's comments sparked concerns about cost-cutting [16] - Charter Communications was down 85% after reporting a loss of 111000 residential high-speed internet customers [21] - PINNACLE Financial Partners and SYNOVUS were both down 12% and 125% respectively, after agreeing to an all-stock transaction valued at $86 billion [22] Federal Reserve & Economic Commentary - Former Dallas Fed President suggests it's not time to act in July but potentially in September [2][3] - Discussion around the pressure on the Fed and next week's Fed meeting [2] - Modest downward movement in yields, about one basis point across the board [23]

Equity bears take note: Earnings are beating estimates at the highest rate in four years, a sign that the stock rally can run on for a while longer https://t.co/rVwC6jywkJ ...

Market Overview - Pre-market futures are mixed but showing signs of weakness, following record high closes on the S&P 500, with profit-taking being a potential factor [1] - The tech-heavy Nasdaq is up by 42 points (+0.18%), while the Dow is down 300 points (-0.67%) due to UnitedHealth's DOJ probe, and the S&P 500 is nearly flat at -0.004% [2] Job Market Data - Initial Jobless Claims have decreased for six consecutive weeks, with the latest figure at 217K, the lowest in 14 weeks, down from 250K in early June [3] - Continuing Claims are reported at 1.955 million, slightly above the previous week's revised figure of 1.951 million, indicating a stall just below the 2 million mark [4] Q2 Earnings Reports - American Airlines (AAL) reported earnings of 95 cents per share, exceeding expectations by +20.25%, but shares fell -6% due to warnings of softer demand leading to a Q3 loss [5] - Honeywell (HON) surpassed earnings expectations with $2.75 per share, a +4.2% increase, and revenues of $10.35 billion, but shares are down -2.7% as the company plans to split into three segments by 2026 [6] - Union Pacific (UNP) reported earnings of $3.03 per share, beating expectations by +4.84%, with revenues of $6.2 billion, but shares are down -3% ahead of the opening bell [7] Economic Indicators - Upcoming S&P flash Services and Manufacturing PMI for July are expected to show slight growth in Services to 53.2 and a dip in Manufacturing to 52.7, both remaining above the growth threshold of 50 [8] - New Home Sales for June are anticipated to rise to 645K units, up from 623K the previous month, although existing home sales were disappointing, falling below 4 million for the first time since September [9] Future Earnings Reports - Q2 earnings reports will continue after the market closes, with Intel (INTC) and Deckers Outdoor (DECK) among the companies set to report [10]

Market Sentiment & Valuation - Market sentiment can shift rapidly, with healthcare experiencing a quick turnaround from negative to positive [1] - The market is characterized by institutions with low conviction and a return of retail FOMO (Fear Of Missing Out), evident in meme stocks and retail numbers [2] - Valuations are at a historical low percentile, a situation only seen twice before: during the pandemic and the internet boom [3] Earnings & Growth Drivers - Sustaining market growth from the current level requires earnings growth [9] - Tariffs may negatively impact consumers and producers, hindering earnings growth [9] - Automation, AI, and spending on infrastructure projects can drive earnings growth [10] Investment Opportunities & Risks - A broader, stock-specific environment is emerging, still influenced by the "Magnificent Seven" (now six) which account for 25% of earnings [4] - Opportunities exist to be both bullish and mindful of downside risks [4] - Financials and healthcare show potential for earnings growth due to AI and biotech advancements in drug development [11] - Caution is advised regarding "value traps" like small caps and energy, which have repeatedly disappointed [5][6] - The market's behavior doesn't always align with what "should" happen; focus on where the earnings are [7][8][9]

headlines continue to come in. There you go. There's your S&P midday Joe.We have a very big stretch that now begins over the next couple of weeks because Megacap earnings as I said kick off in a couple hours. We can show you the calendar which really lays it out mostly next week. But some important ones are this week too.What's at stake. >> Well, first of all, that stretch begins with you coming back. Great to see you.>> Did he behave himself while I was gone. And he being Weiss modestly. >> But I know now ...

Investor hopes for an earnings revival are fading as fewer Indian companies surpass analyst expectations. Read for free with your email on what could move markets today https://t.co/TRtfYYenJh ...

Financial Data and Key Metrics Changes - The company reported record quarterly revenue and net interest income, with average loan and deposit growth of 2% quarter over quarter [4][5] - Adjusted return on tangible common equity was 16.7%, and return on average assets was 1.6% [5] - Net interest income increased to $617 million, up $17 million from Q1 [9] - Total non-interest income was $86 million, with fee income at $81 million, marking the third highest quarter for fees in the company's history [10] Business Line Data and Key Metrics Changes - Average loan balances increased by $940 million quarter over quarter, with commercial and industrial (C&I) lending being the largest contributor [8] - Demand for residential mortgage products remained strong, with expectations for similar or higher volume in Q3 [9] - The company experienced notable growth in commercial deposits, alongside consumer and business banking balances [7] Market Data and Key Metrics Changes - The criticized loans ratio decreased to 2.15% of loans, and non-performing assets decreased to 22 basis points of total assets [13] - The allowance for credit losses increased to $760 million, or 1.38% of total loans, reflecting changes in the economic outlook [14] Company Strategy and Development Direction - The company aims to maintain a strong capital position, with a tangible common equity ratio of 10% and a common equity Tier 1 capital ratio of 14.5% [15] - The focus remains on diversifying revenue streams and enhancing customer relationships to support growth [5][10] - The company is actively managing credit risk and optimizing deposit costs while preparing for potential rate cuts [20][49] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about maintaining margins and loan growth, despite potential rate cuts [20][34] - Client sentiment is improving, with businesses becoming more comfortable navigating tariff-related uncertainties [39] - The company expects full-year loan growth to be in the range of 4% to 6%, with net interest income and revenue trends projected to exceed 7% [16][17] Other Important Information - The company repurchased approximately 26,000 shares of common stock for about $2 million, with $241 million remaining for future buybacks [15] - The second quarter income tax expense was $92 million, with an effective tax rate of 22.9% [11] Q&A Session Summary Question: Ability to sustain loan yields and deposit beta - Management is focused on continuous deposit cost optimization and expects to maintain margins through Q3 [20] Question: Credit reserve build and C&I outlook - The reserve build relates to the CECL model and economic outlook rather than specific issues within the C&I book [23] Question: Impact of legislative changes on renewable energy tax credits - Existing investments and loan commitments remain unaffected by new rules, but future strategies are being reconsidered [26][28] Question: NII growth relative to loan growth - Management confirmed that NII growth is expected to track loan growth, with potential upside if rates remain higher for longer [34] Question: Client sentiment around investment pace - Client sentiment is improving, with businesses adapting to tariff situations and feeling more comfortable [39] Question: Trends in deposit costs - Average total deposit costs decreased, and management expects to continue this trend as they approach future rate cuts [46][49] Question: Core expenses and investments - The company is focused on hiring and building capabilities to support future growth, which will lead to increased expenses [50][51] Question: Loan growth in commercial real estate - The company aims for balanced growth across loan types, with a focus on C&I and single-family loans [81]