US stocks will shrug off tariff risks to get a boost from the second-quarter earnings season, the latest Markets Pulse survey shows https://t.co/0nvHOUB4W7 ...

For Europe’s luxury stocks, this earnings season will hammer home the widening gulf between the winners and the losers https://t.co/7OD94BuzJs ...

Core Insights - Wall Street Horizon provides institutional traders and investors with accurate and comprehensive forward-looking event data [1] - The company covers 9,500 companies worldwide and offers more than 40 corporate event types [1] - The data provided helps financial professionals to take advantage of or avoid market volatility [1] Company Overview - Wall Street Horizon specializes in delivering earnings calendars, dividend dates, option expiration dates, splits, and investor conferences [1] - The company offers a range of delivery options for its event data [1] Market Impact - By keeping clients informed of critical market-moving events and revisions, Wall Street Horizon empowers financial professionals [1] - The focus on event data allows for better decision-making in the context of market volatility [1]

Company Overview - United Rentals (URI) is a leading equipment rental company with a vast fleet of construction and industrial equipment across North America and Europe [3] - The company has experienced significant growth, with its stock soaring 1,100% over the past decade, outperforming both the Zacks Construction Sector and the S&P 500 [4] Financial Performance - URI has averaged 16% revenue growth and 36% GAAP earnings expansion over the past four years [10] - The company is projected to see a slowdown in growth, with anticipated sales growth of 4% in 2025 and 5% next year, following a period of substantial growth [10] - Earnings are expected to expand by 1% this year and 10% next year, supported by upward EPS revisions [10] Market Position and Valuation - URI's stock is currently trading 13% below its November highs and at a 6% discount to the Construction sector, as well as 22% below the S&P 500, with a forward earnings multiple of 17.6X [5][7] - The company is positioned for potential breakout opportunities, especially ahead of its upcoming Q2 earnings report [7] Strategic Initiatives - United Rentals has announced a new $1.5 billion share repurchase program, indicating confidence in its financial health and commitment to returning value to shareholders [13] - The company also pays a dividend, adding to its attractiveness for long-term investors [13] Industry Context - The ongoing investment super cycle in energy infrastructure and manufacturing/reshoring is benefiting United Rentals, contributing to its strong performance relative to market benchmarks [4]

Economic Data Highlights - U.S. stocks have shown stability, supported by positive economic data and strong corporate earnings, with the S&P 500 nearing its all-time high after setting seven new records in 15 trading sessions [1] - Initial jobless claims fell to 221,000, down 7,000 from the previous week, indicating strength in the labor market [3] - Retail sales increased by 0.6% in June, surpassing the 0.2% forecast, suggesting robust consumer activity despite tariff concerns [3] Corporate Earnings Performance - Approximately 50 S&P 500 companies have reported earnings, with 88% exceeding Wall Street estimates, reflecting broad corporate strength [2] - Financial companies reported a 94.4% rate of exceeding second-quarter earnings expectations, yet stock prices saw only modest gains due to prior market anticipation [6] Market Valuation and Reactions - Current stock valuations are elevated, with the S&P 500 trading at 22 times expected 12-month profits, making it challenging for stocks to rise without exceptionally positive earnings [5][7] - Companies that miss earnings estimates are facing harsher penalties from investors, indicating a low tolerance for underperformance in a high-valuation environment [7] Investment Strategies - Investors are advised to monitor S&P 500 ETFs such as Vanguard S&P 500 ETF (VOO), iShares Core S&P 500 ETF (IVV), and SPDR S&P 500 ETF Trust (SPY) [8] - For those concerned about potential downside risks, options include SPDR Portfolio S&P 500 High Dividend ETF Fund (SPYD) and SPDR Portfolio S&P 500 Value ETF (SPYV) [8]

Core Viewpoint - KeyCorp (KEY) is positioned favorably for an upcoming earnings report, with positive trends indicating a potential earnings beat [1][5]. Earnings Estimate Revisions - Recent earnings estimate revisions for KeyCorp have been favorable, suggesting analysts are optimistic about the company's performance ahead of the earnings report [2][5]. - The Most Accurate Estimate for the current quarter exceeds the Zacks Consensus Estimate of 34 cents per share, indicating a positive adjustment in analysts' expectations [3]. Earnings ESP and Historical Performance - KeyCorp has a Zacks Earnings ESP of +0.61%, which is a positive indicator for potential earnings surprises [3]. - Historical data shows that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of delivering positive surprises and have averaged over 28% in annual returns [4]. Investment Consideration - Given the positive earnings estimate revisions and a Zacks Rank of 3, KeyCorp is a stock that investors may want to consider prior to the earnings announcement [5].

It's good to have you here. We're back here once again. We're looking at trade deadlines and the possible impact of tariffs going higher on our biggest trading partner, the EU.Um Howard Lutnik also mentioning that the the administration is looking to renegotiate the USMCA, which is a year away. But does that trade the math on the idea that tariffs may be, you know, I guess more reasonable, if you will, on Mexico and Canada. Uh Frank, that's a great question.And I think I think when when investors are thinki ...

The second-quarter earnings season is off to a ripping start. Investors are underwhelmed, and valuations might have something to do with it https://t.co/sOPdZhD046 ...

Core Insights - The Nasdaq 100 Volatility Index (VXN) is currently at its lowest level since February 13, indicating a stable market environment with minimal expected daily fluctuations of just over 1% in the Invesco QQQ Trust ETF [1] Group 1 - The VXN index is under 19, suggesting low volatility and investor confidence as the market approaches the Q2 earnings season [1]

Group 1 - The article emphasizes the importance of earnings season for obtaining updates on companies in investment portfolios or watchlists, despite some overhyping of its significance [1] Group 2 - The article does not provide specific company or industry insights, focusing instead on the general context of earnings season and its relevance to investors [2][3]