Earnings Season Overview - The busiest weekend of earning season features four of the Magnificent Seven stocks, promising significant market activity [1] - Analyst will release videos covering the MAG Seven stocks, hot charts from various reporting companies, and a special segment on gold miners [2][3] - Analyst will share charts and videos on X (formerly Twitter), Stock Twits, and Blue Sky throughout the earning season [4] Apple (AAPL) - Apple's earnings surprise track record is strong, but analysts have slightly reduced their bullishness [6][7] - Revenue growth is expected to be 53% this year and 8% next year, but the forward PE is high at 30 times [7][8] - Apple's lack of a significant presence in AI may be holding the stock back [8] Amazon (AMZN) - Amazon has regained a Zacks number one ranking after facing difficulties in 2022 [9][10] - Amazon has beaten earnings estimates for 10 consecutive quarters, with expected revenue growth of 136% this year and 159% in 2026 [11] - Amazon's PE ratio of 36 times is relatively low compared to its historical levels [11] - Amazon is heavily involved in AI and building data centers, becoming a one-stop shop for its data center needs [12] Meta Platforms (META) - Meta Platforms also has a Zacks number one ranking and has turned around its performance after 2022, beating earnings estimates for 10 consecutive quarters [13][14] - Revenue growth is projected at 78% this year and 101% in 2026, with a PE ratio of 27 times [15] - Meta is investing heavily in AI, and its success will determine future share performance [16] Microsoft (MSFT) - Microsoft has a Zacks number two ranking and a strong earnings chart, with only one miss in 2022 [17] - Revenue growth is expected to be 131% this year and 118% next year [18] - Despite an expensive PE ratio of 34 times, Microsoft offers double-digit revenue growth [19]

What to watch. What's priced in and what's at stake for both tech and the broader market. That brings us to our talk of the tape.As earnings season rolls on, what should investors be watching most closely. Joining us here at post nine this morning. This afternoon, Adam Parker, founder and CEO of Trivariate research, also a CNBC contributor.AP it's great to have you. >> Thanks for having me. Good to see you.>> Nice afternoon with plenty to talk about as we're approaching session highs here. I want to start w ...

Company Overview - Gorman-Rupp (GRC) is located in Mansfield and operates within the Industrial Products sector, experiencing a price change of -2.35% since the beginning of the year [3] - The company currently pays a dividend of $0.19 per share, resulting in a dividend yield of 2%, which is significantly higher than the Manufacturing - General Industrial industry's yield of 0.21% and the S&P 500's yield of 1.54% [3] Dividend Performance - Gorman-Rupp's annualized dividend of $0.74 has increased by 2.1% from the previous year, with a total of five dividend increases over the last five years, averaging an annual increase of 4.62% [4] - The current payout ratio stands at 39%, indicating that the company distributes 39% of its trailing 12-month earnings per share as dividends [4] Earnings Outlook - For the fiscal year 2025, the Zacks Consensus Estimate predicts earnings of $1.99 per share, reflecting a 13.71% increase compared to the previous year [5] - The company is viewed as a strong dividend investment opportunity, particularly in the context of rising interest rates, where high-yielding stocks may face challenges [6]

Nancy, great to see you. Um, kind of catch us up here on Nvidia's your thinking, this valuation now, uh, opportunities in China and all the rest of it. Good to see you, Kelly.You look great. Healthy. Thank you.Sleep deprived. I guess I'm what. Sleep deprived, but go ahead.Well, you had the same five and a half kids. Um, so I guess I would just say that uh the valuation is not as stretched as everyone would would argue. U I don't know that you buy it here.We were adding during the April tariff tantrum. We pi ...

What do you think about the effects of one big, beautiful bill now that we have it. And Steven was obviously a huge part of creating that legislation, now that we have that certainty and now that you can investors can calculate, put it in their models, is it a good thing. Well, I think the clarity, as you just referenced, is really the important thing for portfolio managers and for corporations, corporate executives thinking about capital spending decisions, dividend policies, things like that, all are enha ...

Israel Iran war redhot Nancy you saw the president is on social media today he was demanding Iran's surrender you know there's the risk when you when you ask this question Nancy that you can come off sounding kind of cold but I'm just wondering if you think as a longtime market watcher does the market ultimately Nancy kind of look through all that and as long as oil behaves itself here and I'm looking at WTI still under 75 the market do you think Nancy is ultimately going to just concentrate on the economy ...

Ben Snider, Goldman Sachs senior U.S. portfolio strategist, joins 'Money Movers' to discuss markets, reducing recession concerns and slowdown expectations. ...