Joining us right now is Dan Skellyy. He's Morgan Stanley's wealth management managing director. And Dan, thanks for coming in today.Morning, Becky. Um, a lot of talk about how this is the worst week we've seen since August 1st, but we're still talking about 1% declines or or less for the major averages. And maybe that tells you more about where the markets have been recently.People keep thinking this is time for a pulled back. There's time for a pullback. What do you think, Becky.First off, we've blown past ...

Joining us right now is Dan Skellyy. He's Morgan Stanley's wealth management managing director. And Dan, thanks for coming in today.Morning, Becky. Um, a lot of talk about how this is the worst week we've seen since August 1st, but we're still talking about 1% declines or or less for the major averages. And maybe that tells you more about where the markets have been recently.People keep thinking this is time for a pulled back. There's time for a pullback. What do you think, Becky.First off, we've blown past ...

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Corporate Earnings Overview - Corporate earnings are a primary driver of stock market returns, with the current bull market supported by a resilient corporate backdrop, particularly in the tech sector due to an investment boom in artificial intelligence [1][2] - Total earnings growth in Q2 was 12.5% year-over-year, with revenues up 6.2%, both exceeding estimates, indicating strong corporate performance despite concerns like tariffs [3][4] - S&P 500 earnings for Q3 are expected to rise by 5.1% year-over-year, with a 6% increase in revenues, although this reflects a deceleration compared to Q3 2024 [5] Earnings Revisions and Outlook - The trend of earnings estimate revisions for Q3 has been mainly positive since April-May, with increases noted in sectors like technology and financials, which is seen as a bullish sign [7] - Annual S&P 500 earnings are projected to increase by 9.3% in 2025, supported by a 4.1% rise in revenues, with expectations for accelerated growth in the coming years [9][10] Company-Specific Insights - Jabil (JBL) reported fiscal Q4 earnings of $3.29 per share, surpassing estimates by 11.5%, with revenues of $8.25 billion, exceeding consensus by 7.67% [13][14] - Costco (COST) is expected to report fiscal Q4 earnings of $5.81 per share, reflecting a 12.8% growth year-over-year, with revenues projected at $86.23 billion [16][20] - Costco's performance will provide insights into membership trends and consumer behavior, particularly in a value-focused retail environment [17][20]

It's near the bottom on #Altcoins & $ETH.What's next?$ETH at $10K#Altcoins to go 3-5xIt's not the end of the bull market, it's the start of the bull market and recent listings have shown proof of this. ...

Market Analysis by covering: S&P 500, SPDR® S&P 500® ETF Trust, Berkshire Hathaway Inc Class A, iShares MSCI ACWI ex U.S. ETF. Read 's Market Analysis on Investing.com ...

The 4-year cycle is gone.Don't bet on it.We're starting up the biggest bull market for #Altcoins ever.Hold them.Be patient.Be happy. ...

Is the $BTC bull market over? Options tied to BlackRock's spot ETF, $IBIT, lean bearish for two straight months. By @godbole17.https://t.co/ZAUsbiDvx8 ...

Market Overview - The current bull market is primarily driven by large-cap growth stocks, raising concerns about the sustainability of these gains [1] Analyst Background - Gary Alexander has extensive experience in covering technology companies and has worked in Silicon Valley, providing insights into industry trends [1] Contribution and Influence - Alexander has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, indicating his influence in the investment community [1]

Core Viewpoint - The bull market in U.S. stocks is expected to experience only a pause for the remainder of the year, despite the high valuation of the S&P 500 according to Morgan Stanley's Andrew Slimmon [1] Group 1 - The S&P 500 is currently considered to have lofty valuations [1]