It’s been a rough few days on Wall Street, though stocks look like they’re trying to make a stand here. Gold and silver are also rising a bit, though crude oil is lower. Treasuries and the dollar are mostly flat. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here.) It’s going to be an eventful 24 hours for markets, with Nvidia Corp. (NVDA) reporting quarterly results after the bell. Top Artificial Intelligence (AI) stocks have gotten pummeled in t ...

"We delivered another quarter of positive comp sales, despite headwinds related to hurricane activity in the prior year. With the closing of the FBM acquisition last month, we look forward to enhancing our offering to Pro customers and creating more sustainable, long-term sales and profit expansion for the company." 9 of 15 Regions Q3 2025 RESULTS Marvin R. Ellison, Chairman & CEO Delivered positive comp sales growth Partnered with Building Homes For Heroes of Mooresville, NC to build first-of-its kind comm ...

Market Overview - The market is anticipating significant movement due to Nvidia's upcoming earnings announcement, with expectations of a 7% potential move either up or down [1][2] - Historical reactions to Nvidia's earnings have been mixed, with implied volatility decreasing but stock prices pulling back slightly [2][3] - The S&P 500 may be influenced by Nvidia's performance, although recent trading sessions have shown limited reaction to earnings announcements [3][4] Nvidia Insights - Key focus will be on Nvidia's data center numbers, especially after a previous miss in this area, which was attributed to supply chain bottlenecks [4][5] - If Nvidia faces similar issues this time, it could negatively impact the stock more significantly than before [5] Sector Sentiment - The market appears to be adopting a more defensive stance, as indicated by the performance of equal-weighted indices [6][7] - A rotation in market sectors is observed, with both defensive and risk-on sectors not being sold off entirely, which may provide a foundation for the S&P 500 [7][8] Economic Indicators - Credit default swaps for companies like Oracle are rising, indicating elevated equity volatility in the market [9] - Upcoming expirations of VIX options may reduce market volatility temporarily [10] Federal Reserve Nomination - The shortlist for the next Fed chair includes Kevin Hasset and Kevin Walsh, with Rick Reer still in contention [12][13] - The market is looking for a nominee who will maintain a balanced approach to rate cuts, avoiding aggressive policies [14][16] Constellation Energy Update - Constellation Energy shares are rising following the approval of a $1 billion loan to restart the Three Mile Island unit, which was shut down in 2019 [19][20] - The loan aims to revamp the facility to meet U.S. standards for power production, benefiting the utility sector [20][21] Lowe's Performance - Lowe's reported revenue of $20.81 billion, slightly above expectations, and adjusted earnings per share of $3.36, compared to the anticipated $2.97 [23][24] - The company lowered its profit guidance but increased revenue outlook, reflecting a cautious sentiment in the housing market due to higher interest rates [25][26][27]

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter. A copy of the letter can be downloaded here. The US equity market continued the rally in the third quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The value equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) in the quarter, while the Russell 1000 Value and S&P 500 returned 5.3% ...

Core Insights - The home improvement sector is facing challenges due to a weak housing market and economic uncertainty, impacting major players like Home Depot and Lowe's [1][6]. Home Depot - Home Depot's Q3 net sales increased by 2.8% year over year to $41.4 billion, but this figure includes $900 million from the acquisition of GMS Inc. Without this, total sales were essentially flat compared to the previous year [2]. - Comparable sales growth was 0.2%, with a slight 0.1% growth in the U.S. Gross margin remained flat at 33.4% [3]. - Operating income fell by 1.2% year over year to $5.4 billion, and net income declined by 1.3% to $3.6 billion [3]. - CEO Ted Decker noted that while underlying demand remained stable, an anticipated increase in demand did not occur, attributing this to consumer uncertainty and housing market pressures [4]. Lowe's - Lowe's reported a 3% year-over-year increase in total sales to $20.8 billion, with comparable sales growing by 0.4%, driven by strong pro sales and an 11.4% increase in online sales [5]. - The retailer experienced positive comparable sales in 10 out of 14 product categories, including appliances and flooring [5]. - Similar to Home Depot, Lowe's saw a decline in profits, with operating income falling over 2% to $2.5 billion and net income decreasing by 4.7% to $1.6 billion [6]. Market Trends - Big-ticket purchases at Home Depot grew by 2.3%, but there is a noted decline in engagement for larger discretionary projects, which are typically financed by customers [7]. - Both Home Depot and Lowe's have updated their full-year outlooks, including lowering profit forecasts due to ongoing market uncertainties [7].

Core Insights - Home Depot reported a 1% decrease in earnings to $3.74 per share adjusted, missing analyst expectations of $3.84 per share [1] - Sales increased by 2.8% to $41.35 billion, which was below market expectations [1] Company Performance - Home Depot's stock retreated following the earnings report and lowered outlook [1] - The performance of Home Depot is contrasted with rival Lowe's, which is set to report earnings soon [1] Market Context - The Dow Jones index experienced a significant drop of 300 points, with Home Depot, Nvidia, and Palantir being early losers in the market [2]

Lowe’s Cos. reported profit that topped expectations on a pickup in online sales and growth in demand from professional contractors. Adjusted earnings per share were $3.06 in the third quarter, the company said in a statement Wednesday, compared with the $3.00 estimate of analysts surveyed by Bloomberg. Most Read from Bloomberg Lowe’s reported positive same-store sales growth for a second consecutive quarter on strength in its digital channel and in home services. It saw “continued growth” in sales to p ...

Lowe’s reports profit that topped expectations, helped by consumer spending on home renovations https://t.co/v3UwPVEk3F ...

Lowe's reported higher third-quarter sales as its online business helped it to offset weakness in the home improvement market. ...

Lowe's stock bounces after third-quarter sales of stores open more than a year rise more than expected, but also outpace those of rival Home Depot. ...