Core Viewpoint - The discussion centers around the impact of the Federal Reserve (Fed) and earnings growth on market performance, with a focus on the potential for continued double-digit gains in the stock market. Group 1: Federal Reserve's Role - The Fed's actions, particularly rate cuts, have been significant but there is a belief that further cuts may not be necessary given strong GDP growth of 4.3% in Q3 and projected 15% profit growth year-over-year for the next year [3][4] - There is speculation that the Fed may still cut rates once or more in the coming year due to political pressures, but the primary focus should be on earnings growth rather than Fed actions [4][6] Group 2: Earnings and Economic Growth - Earnings growth is identified as the primary driver of market gains, with initial fears about earnings being unfounded as the year progressed [2] - The combination of strong earnings, supportive monetary and fiscal policies, and robust GDP growth creates a favorable environment for the stock market [6][8] Group 3: Market Outlook and Risks - There is cautious optimism about the market's ability to continue its upward trajectory, driven by AI and other sectors, despite potential volatility and risks such as upcoming Supreme Court decisions that could impact trade policy [15][16] - Concerns about inflation resurfacing if rate cuts are implemented too aggressively highlight the delicate balance the Fed must maintain [11][12]

The S&P 500 is expected to grow earnings by 15% in 2026. But worries persist. ...

The Commonwealth Bank of Australia (ASX: CBA) share price has seen plenty of ups and downs over the last 12 months. It’s now time to consider if the ASX bank share is a good buy or not.What makes the ASX bank share appealing?The biggest bank in Australia is one of the highest-quality banks in the world. It’s an impressive operation with its national branch network, its ability to reach customers, and its consistent dividend.While it’s usually priced more expensively than ASX bank share peers, history has sh ...

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Headline though, GDP much stronger than expected, 4-3, highest read since Q3 of 2023. You know, Josh, I I wonder what this does to the thinking on rates. Torstston at Apollo says long-term interest rates will remain higher for longer.Investors should plan accordingly. Deutsche Bank today ratchet higher for yields is a significant story. I mean, we've been talking about and gaming out and planning for a rate cut in early 26.What if the Fed takes a hawkish tilt. I mean, do investors need to rethink this whole ...

APPROVES THE FIRST WEIGHT LOSS PILL. WE'RE FOLLOWING THAT STORY. WE WILL RIGHT INTO THE CLOSE UP 6.5%.ALL OF IT TAKES US TO OUR TALK OF THE TAPE, THE ROAD AHEAD FOR THIS BULL MARKET. LET'S WELCOME IN OUR PANEL FOR SOME ANSWERS. TRIVIA ADAM PARKER, NEW EDGE WEALTH'S CAMERON DAWSON AND REQUISITE CAPITAL'S BRYNN TORKINGTON BOTH ADAM AND BRYNN ARE CNBC CONTRIBUTORS.IT'S GREAT TO HAVE EVERYBODY WITH US. AS I SAID, BRYNN, WE ARE HEADING FOR ANOTHER RECORD CLOSE ON THE S&P 500. HOW DO YOU FEEL ABOUT THINGS AS THIS ...

The road ahead for this bull market. Let's welcome in our panel for some answers. Trivariat's Adam Parker, New Edge Wealth's Cameron Dawson, and Requisite Capitals Bin Talkington.Both Adam and Bin are CNBC contributors. It's great to have everybody with us. As I said, Bin, we are heading for another record close on the S&P 500.How do you feel about things as this end of year approaches. We're going to put another great year in for stocks and we look ahead to a new one. Yeah, I mean who would have thought ba ...

Indian investors are positioning for a revival in earnings growth to identify new winners in 2026, after local equities lagged most Asian peers this year. https://t.co/oiFI23UPAH ...

At the very beginning of the year, we ran this three-part segment on my 25 questions for 20 2025. Look, I came up with four big macro questions. One question for each of the 11 major sectors, and of course, 10 tech specific questions.So, now that the year is nearly over, let's talk about the answers. First question, does the yield on the 10-year Treasury go to 4% or 5% first or neither. At the time, the tenure was sitting at just over 4.5%.This is one where we got a definitive answer because the tenure went ...

Core Insights - Lam Research (LRCX) has shown a strong performance in the latest trading session, closing at $175.27 with a +1.74% increase, outperforming the S&P 500's gain of 0.64% [1] - Over the past month, LRCX shares have appreciated by 20.76%, significantly exceeding the Computer and Technology sector's gain of 1.98% and the S&P 500's gain of 3% [1] Earnings Expectations - Analysts expect Lam Research to report earnings of $1.15 per share, reflecting a year-over-year growth of 26.37% [2] - The consensus estimate for revenue is projected at $5.22 billion, indicating a 19.23% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $4.79 per share and revenue at $21.04 billion, representing increases of +15.7% and +14.11% respectively from the previous year [3] - Recent changes in analyst estimates suggest a positive outlook for Lam Research's business performance and profit potential [3] Analyst Ratings and Performance - The Zacks Rank system currently rates Lam Research as 2 (Buy), with a historical average annual return of +25% for stocks rated 1 since 1988 [5] - Over the last 30 days, the Zacks Consensus EPS estimate has increased by 0.05% [5] Valuation Metrics - Lam Research is trading at a Forward P/E ratio of 35.97, which is above the industry average of 34.78, indicating a premium valuation [6] - The company has a PEG ratio of 1.77, compared to the industry average PEG ratio of 1.94 [6] Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, ranks in the top 37% of all industries according to the Zacks Industry Rank [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]