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Earnings Season

Stock Market Outlook 2026: Earnings, Inflation & the Fed

Corporate earnings are delivering another powerful quarter, with S&P 500 profits projected to surge nearly 25% year-over-year, marking the second consecutive quarter of 20%+ earnings...

Big Tech Earnings, Oil Prices & Fed Outlook

Wall Street is entering one of the most important weeks of the earnings season as more than 80 S&P 500 companiesprepare to report results, including Alphabet,...

Alphabet, Tesla & AI: What Investors Need to Watch 

In this interview, Ted Thatcher, Founder and President of Bright Lake Wealth Management, breaks down the biggest themes driving Wall Street, from corporate earnings and AI...

Markets at a Crossroads: Earnings, Fed Policy & Semiconductor Stocks

Corporate America is entering one of the busiest weeks of earnings season, with more than 300 companies reporting results, including Alphabet and Tesla. As investors look for...

Should Investors Keep Riding the AI Wave? 

Markets are entering the second half of the year with plenty of crosscurrents. While softer-than-expected CPI and PPI inflation data have eased pressure on...

Tech Stocks Tumble as Market Rotation Accelerates 

Tech stocks took center stage as markets navigated another volatile trading session, with semiconductor and memory stocks leading the decline while investors rotated into...

Cooling Inflation Signals a New Path for the Fed

Inflation continued to move in the right direction as both the Consumer Price Index (CPI) and Producer Price Index (PPI) came in cooler than...

Inflation Falls, Bank Earnings Surge & AI Spending Soars 

Markets received a major boost after June's inflation report came in cooler than expected, strengthening hopes that the Federal Reserve could begin cutting interest...

Markets in Focus: Cooling Inflation, Big Bank Earnings & Tech Outlook

Markets kicked off the day with a flood of major headlines as investors weighed cooler-than-expected inflation, blockbuster earnings from the nation's biggest banks, renewed...

Markets React to CPI, Fed Expectations & Earnings Season 

Markets opened with mixed sentiment as investors digested cooler-than-expected inflation data, a wave of strong bank earnings, and continued volatility across the technology sector....

Bank Earnings, Interest Rates & Where Smart Money Is Moving

As capital rotates out of mega-cap technology stocks and into financials, Chris Whalen, Chairman of Whalen Global Advisors, joins in to break down what could be...

The Signal: Your Week Ahead

Q2 earnings reports arrive this week, alongside Fed Chair Kevin Warsh’s first semi-annual Congressional testimony and CPI data. Over in London, we mourn the...