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S&P 500 Posts Longest Losing Streak in A Month | Closing Bell
Youtube· 2025-09-25 22:25
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Matt Miller, taking you through to that closing bell with a global simulcast. We're joined now by Carol Massar and Tim Stenovec in the radio booth. Welcome to our audiences across all of our bloomberg platforms. Carol Massar on another down day for the markets. Fractional losses, to be sure, but when you kind of stack it up over the last few days. A lot more caution coming back into this market. Yeah, I was just r ...
Fast-fashion retailer H&M group closed 135 stores, but its profits and stock are soaring. Here's why
Fastcompany· 2025-09-25 18:41
SUBSCRIBE | FastCo Works LOGIN advertisement BY Sarah Fielding Listen to this ArticleMore info 0:00 / 0:00 As of August 31, the H&M group had 4,118 stores, compared to 4,298 at the same point last year. Stock price rises despite tariff warning Despite the concerning forecast, investors responded positively to H&M group's current earnings. Trading on the Stockholm Stock Exchange, the company's share price (STO:HM-B) jumped 10% through after- hours and into premarket trading Thursday morning. Subscribe to t ...
Tech lags and Fed commentary a sign of extreme valuations, says Empower's Marta Norton
Youtube· 2025-09-23 19:42
Let's ask Truis wealth CIO Keith Lerner and Empower chief investment strategist Marta Norton who joins us here at Post9. Good to see both of you. Thanks for coming in.>> Yes, my pleasure. >> What do you make of I guess tech lagging, a little more volatility, this comment from the Fed chair. You don't get that every day about valuations in equities, >> right.And you know, I think it really is a sign of how extreme valuations are. We all know that valuations aren't a timing indicator. markets can grind on for ...
Citi's Scott Chronert: It's up to earnings and fundamentals to justify high valuations
CNBC Television· 2025-09-23 15:28
Market Valuation & Fed Policy - Elevated market valuations are a concern, but earnings growth and accommodative Federal Reserve policy mitigate immediate risks [1][2] - The market operates under the assumption of "don't fight the Fed" following the latest rate cut [2] Earnings & Fundamentals - The ability of earnings and fundamentals to justify valuations is crucial; the market's focus is on whether fundamentals can support current valuations [3] - The sustainability of the AI tailwind is key to supporting a positive fundamental outlook for equities [4] AI Growth & Free Cash Flow - Nvidia's market capitalization increased by $160 billion following an announcement, indicating strong AI growth [5] - Companies are generating significant free cash flow as their business models mature, providing financial flexibility [5][6] - Companies are using free cash flow to build moats, acquire new technologies, and secure future demand [6][7] Competitive Strategy - Companies are proactively "buying demand," which can be seen as a moat-building strategy [7][8] - Unlike the tech bubble, current revenue sources are more stable, reducing the risk of a fundamental collapse [8][9] - Mag Seven companies are reducing fully diluted share count, demonstrating financial flexibility [9] Potential Risks - There is a concern that companies are investing heavily out of desperation or fear of vulnerability [11] - Meta's significant investment in talent suggests potential concerns about competitive threats [11]
Thomas: AI opportunities are kind of limitless, take your pick
CNBC Television· 2025-09-23 11:42
All right, so we got to talk to you about this big deal between Nvidia and OpenAI up to $100 billion. But there's one important caveat to this deal. It's not just Nvidia investing in OpenAI and say, "Hey, take the money. Do with it what you will." The idea is that OpenAI will use that money to buy Nvidia chips.Now, according to our notes, you say your channel checks have showed the data center demand has increased since July. But what do you make of a deal where a company invests in another company to get s ...
Nvidia's $100B deal with OpenAI is 'transformational', says Hightower's Stephanie Link
CNBC Television· 2025-09-23 11:15
Futures calm this morning following a new highs for the Dow, S&P, and NASDAQ. Joining us right now is Stephanie Link, chief investment strategist at High Totower and a CNBC contributor. Okay, so here we are.We we're on the on the back of this big Nvidia news. A lot of people excited about that. I don't know.I'm actually curious before we even get into everything. How excited or not are you about that news. Oh, it's it's transformational.I mean, and this is incremental 350 to400 billion dollars for Nvidia ov ...
X @Investopedia
Investopedia· 2025-09-22 21:01
Your pay stub contains important information about your earnings and deductions for taxes, insurance, and more. Learn what elements are included on a pay stub and how to properly understand them. https://t.co/I3pvV6sPcI ...
Fed has provided tailwind for equities moving forward, says Morgan Stanley's Chris Toomey
CNBC Television· 2025-09-22 20:26
Welcome back. Stocks on track for another record close. Here to share where he sees the market heading next is Chris Tumi, Morgan Stanley, managing director of private wealth management.It's good to see you back. Thanks for having me. You say good news is already priced in.Really. Like you think it's all in. No, I mean I look I think we've been positive on the market.So I think the variables that were driving performance for us were, you know, earnings breath which is continuing to look good, operating leve ...
Is the Stock Market Overvalued? We're About to Find Out.
Barrons· 2025-09-22 14:41
Inflation and jobs data will be near-term tests. Earnings, however, are a more poweful driver. ...