7 days ago
The S&P 500 (SNPINDEX:^GSPC) and the Nasdaq Composite (NASDAQINDEX:^IXIC) have advanced 13% and 14%, respectively, year to date. The driving force behind those double-digit gains has been strong earnings growth, particularly among technology companies involved in the artificial intelligence infrastructure build-out.
However, by one valuation measure, the stock market is repeating a pattern last seen during the dot-com bubble. Is the AI boom destined to end in a catastrophic market crash? Of course, no one can predict the future, but here's what investors should know.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
The S&P 500 recorded a cyclically adjusted price-to-earnings (CAPE) ratio of 41.1 in August. The index's CAPE ratio has now exceeded 40 in five consecutive months, something that has only happened once before: during the dot-com bubble in 2000.
#NVIDIA #market #ratio
However, by one valuation measure, the stock market is repeating a pattern last seen during the dot-com bubble. Is the AI boom destined to end in a catastrophic market crash? Of course, no one can predict the future, but here's what investors should know.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
The S&P 500 recorded a cyclically adjusted price-to-earnings (CAPE) ratio of 41.1 in August. The index's CAPE ratio has now exceeded 40 in five consecutive months, something that has only happened once before: during the dot-com bubble in 2000.
#NVIDIA #market #ratio
8 days ago
On August 5, Primerica (NYSE:PRI) reported second-quarter results that read as two different companies bolted together. Net income climbed 13% to $202 million, and earnings per diluted share jumped 19% to $6.45, pushing return on stockholders' equity to 32.1%. Total revenue reached $865 million, up 9% from a year earlier. But those headline figures obscure a split story. The investment arm is sprinting to record highs while the life insurance sales force is quietly getting smaller. Here is what is actually moving the numbers.
Investment and savings product sales hit a record $4.4 billion in the quarter, up 23% from a year ago, while client ***** et values ended the period at an all-time high of $140 billion, up 16%. Net inflows added another $397 million. That growth translated directly into profit. ISP segment revenue rose 21% to $361 million, and pretax income jumped 31% to $104 million, meaning the segment's margin expanded even as it grew. The reason: ***** et-based commission revenue climbed 28%, outpacing the 19% rise in average client ***** ets, thanks to a shift toward higher-margin US managed accounts and Canadian mutual funds.
Primerica also returned $172 million to shareholders in the quarter through $135 million in buybacks and roughly $37 million in dividends, bringing year-to-date capital returns to $352 million. Its effective tax rate improved to 21.7% from 23.9% a year earlier, and its life insurer's statutory risk-based capital ratio stood at approximately 440%, a cushion most insurers would envy.
The company's distribution engine tells a rougher story. The life-licensed sales force fell 3% year over year to 148,612 representatives. Recruiting rose 2% to 82,346 recruits, but far fewer of them actually got licensed: new life-licensed representatives dropped 15% to 11,020. That gap between recruiting and licensing shows up directly in output. The company issued 78,904 life insurance policies, down 12%, with total face amount issued falling 8% to $27.7 billion.
Term Life revenue was roughly flat at $444 million even as adjusted direct premiums rose 3%, and segment pretax income fell 4% to $148 million. Part of that came from cost creep rather than claims: the benefits and claims ratio held steady at 57.9%, but the insurance expense ratio rose to 8.4% from 7.6% a year earlier, eating into a segment that is supposed to be Primerica's stable, predictable cash generator.
#million #year #rose #sales
Investment and savings product sales hit a record $4.4 billion in the quarter, up 23% from a year ago, while client ***** et values ended the period at an all-time high of $140 billion, up 16%. Net inflows added another $397 million. That growth translated directly into profit. ISP segment revenue rose 21% to $361 million, and pretax income jumped 31% to $104 million, meaning the segment's margin expanded even as it grew. The reason: ***** et-based commission revenue climbed 28%, outpacing the 19% rise in average client ***** ets, thanks to a shift toward higher-margin US managed accounts and Canadian mutual funds.
Primerica also returned $172 million to shareholders in the quarter through $135 million in buybacks and roughly $37 million in dividends, bringing year-to-date capital returns to $352 million. Its effective tax rate improved to 21.7% from 23.9% a year earlier, and its life insurer's statutory risk-based capital ratio stood at approximately 440%, a cushion most insurers would envy.
The company's distribution engine tells a rougher story. The life-licensed sales force fell 3% year over year to 148,612 representatives. Recruiting rose 2% to 82,346 recruits, but far fewer of them actually got licensed: new life-licensed representatives dropped 15% to 11,020. That gap between recruiting and licensing shows up directly in output. The company issued 78,904 life insurance policies, down 12%, with total face amount issued falling 8% to $27.7 billion.
Term Life revenue was roughly flat at $444 million even as adjusted direct premiums rose 3%, and segment pretax income fell 4% to $148 million. Part of that came from cost creep rather than claims: the benefits and claims ratio held steady at 57.9%, but the insurance expense ratio rose to 8.4% from 7.6% a year earlier, eating into a segment that is supposed to be Primerica's stable, predictable cash generator.
#million #year #rose #sales
10 days ago
During the lightning round of the September 1 episode of Mad Money, a caller highlighted Velo3D, Inc.'s (NASDAQ:VELO) 52% year-over-year revenue surge, raised guidance, and projected second-half positive EBITDA along with deep ties to ***** eX and defense primes and asked whether it was finally time to buy. Jim Cramer commented:
Okay, they have not had the revenue growth that I thought they should have and that's why I think it's at $11. I think you got to wait for a few more solid quarters because it has not been the right place to be. You can buy about a quarter position because it is a good spec, but I don't want you to get bigger than that until we find out why the revenues aren't growing more.
Velo3D, Inc. (NASDAQ:VELO) stands out because it builds high-end metal 3D printers that make extremely complex parts for rockets, satellites, and defense equipment. When aerospace giants like ***** eX need lightweight engine components that traditional factories simply cannot manufacture, they turn to Velo3D's systems. By figuring out how to print these tricky metal parts without needing the usual support structures, the company has secured a real spot in industries where precision is absolutely necessary and there is zero room for error.
Nevertheless, having great technology does not automatically make a stock a winner. Selling million-dollar hardware takes time, and investors are waiting to see if the company can reliably turn those impressive contracts into steady cash flow. When a hardware stock is this speculative and sales are choppy, it serves as a good reminder that exciting tech needs a few solid quarters of real financial proof before investors can trust the growth story.
Looking at what the professionals are doing, it is easy to see why caution is warranted. According to Insider Monkey's database of over 1,000 elite hedge funds, just 14 held a position in Velo3D, Inc. (NASDAQ:VELO) during the second quarter, a tiny ***** p from 12 in the prior quarter. More importantly, short interest sits at a massive 30.43% of the float. That means a large chunk of the market is actively betting against the stock, which shows deep skepticism around the company's ability to execute on its promises.
#velo3d #NASDAQ #velo #Stock
Okay, they have not had the revenue growth that I thought they should have and that's why I think it's at $11. I think you got to wait for a few more solid quarters because it has not been the right place to be. You can buy about a quarter position because it is a good spec, but I don't want you to get bigger than that until we find out why the revenues aren't growing more.
Velo3D, Inc. (NASDAQ:VELO) stands out because it builds high-end metal 3D printers that make extremely complex parts for rockets, satellites, and defense equipment. When aerospace giants like ***** eX need lightweight engine components that traditional factories simply cannot manufacture, they turn to Velo3D's systems. By figuring out how to print these tricky metal parts without needing the usual support structures, the company has secured a real spot in industries where precision is absolutely necessary and there is zero room for error.
Nevertheless, having great technology does not automatically make a stock a winner. Selling million-dollar hardware takes time, and investors are waiting to see if the company can reliably turn those impressive contracts into steady cash flow. When a hardware stock is this speculative and sales are choppy, it serves as a good reminder that exciting tech needs a few solid quarters of real financial proof before investors can trust the growth story.
Looking at what the professionals are doing, it is easy to see why caution is warranted. According to Insider Monkey's database of over 1,000 elite hedge funds, just 14 held a position in Velo3D, Inc. (NASDAQ:VELO) during the second quarter, a tiny ***** p from 12 in the prior quarter. More importantly, short interest sits at a massive 30.43% of the float. That means a large chunk of the market is actively betting against the stock, which shows deep skepticism around the company's ability to execute on its promises.
#velo3d #NASDAQ #velo #Stock
11 days ago
Sept 03, 2026, 1:00 pm EDT
Estimating the U.S. national debt as a percentage of economic growth seems to have become something of a national pastime—one that is moving beyond data nerds.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Blackstone and Cliffwater have seen redemption requests of about 10% and 16%, respectively, at their private credit funds.
#rights #reserved
Estimating the U.S. national debt as a percentage of economic growth seems to have become something of a national pastime—one that is moving beyond data nerds.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Blackstone and Cliffwater have seen redemption requests of about 10% and 16%, respectively, at their private credit funds.
#rights #reserved
11 days ago
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A housing market crash happens when home values plummet due to a lack of demand for or an oversupply of homes. The factors leading to a housing market crash are varied, ranging from economic recessions to high mortgage rates that make it less affordable to buy a home. A housing crash can have upsides (low home prices) and downsides (losing built-up equity and tighter finances).
So, what's ahead for the housing market in 2026?
Read more: Want to buy a house in 2026? Here's what you need to know.
Despite 58% of Gen Z wanting a housing market crash, according to Clever, experts don't foresee one in 2026. If anything, they see a greater sense of normalcy following multiple years of twists and turns.
"We're not heading toward a housing crash; we're in a market correction defined by stability, not volatility," Hoby Hanna, CEO of Howard Hanna Real Estate Services, said via email. "Today's housing environment is fundamentally different from 2008. Homeowners have record levels of equity, lending standards are sound, and inventory remains constrained. What we're seeing now is a normalization, not a collapse, as the market adjusts to new economic realities. For buyers and sellers, this is a market filled with opportunity and resilience, not instability or uncertainty."
#we 're #hanna #Equity #disclosure
A housing market crash happens when home values plummet due to a lack of demand for or an oversupply of homes. The factors leading to a housing market crash are varied, ranging from economic recessions to high mortgage rates that make it less affordable to buy a home. A housing crash can have upsides (low home prices) and downsides (losing built-up equity and tighter finances).
So, what's ahead for the housing market in 2026?
Read more: Want to buy a house in 2026? Here's what you need to know.
Despite 58% of Gen Z wanting a housing market crash, according to Clever, experts don't foresee one in 2026. If anything, they see a greater sense of normalcy following multiple years of twists and turns.
"We're not heading toward a housing crash; we're in a market correction defined by stability, not volatility," Hoby Hanna, CEO of Howard Hanna Real Estate Services, said via email. "Today's housing environment is fundamentally different from 2008. Homeowners have record levels of equity, lending standards are sound, and inventory remains constrained. What we're seeing now is a normalization, not a collapse, as the market adjusts to new economic realities. For buyers and sellers, this is a market filled with opportunity and resilience, not instability or uncertainty."
#we 're #hanna #Equity #disclosure
19 days ago
For the first trading session of August 26th, the U.S. dollar is holding tight due to market anticipation of the July PCE inflation report as well as market forecasts of the first Fed Chairman Jackson Hole speech by Kevin Warsh. A more hawkish timing for a potential September rate pause by the Fed seems to be the more prevalent market opinion, with the July PCE inflation report likely to reinforce that opinion or counter it and push the market towards an additional rate hike. Collins, Boston Fed President, said during the week that interest rates will need to go up unless core inflation (which is currently hovering around 3.3%) shows a material decline.
Fiscal policy is also a looking constraining. While Treasury attempts to stabilize long term yields by expanding its existing bond buyback programs, practices to support aggressive Treasury borrowing, have come back into the spotlight and prompted some to ask whether there is a real threat of "fiscal dominance" for a central bank. That is a theme that will almost definitely be addressed at Jackson Hole along with inflation and Fed independence.
The Euro, on the other hand, has a clearer and more pressing monetary policy environment. ECB Executive Board member, Schnabel, said that current policy remains accommodative and that rates will need to be raised higher in order to return inflation to target in a sustainable manner. ThisW applies especially in the current environment with elevated energy prices and re-enforces market expectations for a September rate hike.
Sterling is one currency impacted by the current divergence in narrowing policies. Even while inflation in the UK remains unacceptably high, growth has surprised to the upside, leaving the market not pricing aggressive easing. However, strong labor market conditions makes fast hiking a policy option.
For 26 August, the primary FX theme is uncertainty in U.S. inflation and Fed Policy versus clearer expectations for Euro zone rates, with PCE and the Jackson Hole summary by Richard Clarida and John C. Williams, the likely new Fed Vice Chair, as the likely dominant topics.
#market #hole #likely
Fiscal policy is also a looking constraining. While Treasury attempts to stabilize long term yields by expanding its existing bond buyback programs, practices to support aggressive Treasury borrowing, have come back into the spotlight and prompted some to ask whether there is a real threat of "fiscal dominance" for a central bank. That is a theme that will almost definitely be addressed at Jackson Hole along with inflation and Fed independence.
The Euro, on the other hand, has a clearer and more pressing monetary policy environment. ECB Executive Board member, Schnabel, said that current policy remains accommodative and that rates will need to be raised higher in order to return inflation to target in a sustainable manner. ThisW applies especially in the current environment with elevated energy prices and re-enforces market expectations for a September rate hike.
Sterling is one currency impacted by the current divergence in narrowing policies. Even while inflation in the UK remains unacceptably high, growth has surprised to the upside, leaving the market not pricing aggressive easing. However, strong labor market conditions makes fast hiking a policy option.
For 26 August, the primary FX theme is uncertainty in U.S. inflation and Fed Policy versus clearer expectations for Euro zone rates, with PCE and the Jackson Hole summary by Richard Clarida and John C. Williams, the likely new Fed Vice Chair, as the likely dominant topics.
#market #hole #likely
20 days ago
It's nearly here. The moment Wall Street waits for every quarter since the AI trade kicked off: Nvidia's (NVDA) second quarter earnings.
Yes, while its Big Tech peers reported their results nearly a month ago, Nvidia is finally giving us the lowdown on its latest quarter when it reports Q2 earnings after the close on Wednesday.
For the quarter, Nvidia is expected to report second quarter adjusted earnings per share (EPS) of $2.09 on revenue of $92 billion, according to Bloomberg ***** yst consensus estimates. That would mark a 96% year-over-year jump in overall revenue, and a continued quarter-over-quarter acceleration.
Nvidia isn't the only tech giant making headlines. On Tuesday, Apple (AAPL) debuted new versions of its Mac Mini and Mac Studio aimed at AI developers.
The pint-sized desktops have quickly become must-haves in the AI world, so much so that certain models have become increasingly hard to find in stores.
#quarter #NVIDIA
Yes, while its Big Tech peers reported their results nearly a month ago, Nvidia is finally giving us the lowdown on its latest quarter when it reports Q2 earnings after the close on Wednesday.
For the quarter, Nvidia is expected to report second quarter adjusted earnings per share (EPS) of $2.09 on revenue of $92 billion, according to Bloomberg ***** yst consensus estimates. That would mark a 96% year-over-year jump in overall revenue, and a continued quarter-over-quarter acceleration.
Nvidia isn't the only tech giant making headlines. On Tuesday, Apple (AAPL) debuted new versions of its Mac Mini and Mac Studio aimed at AI developers.
The pint-sized desktops have quickly become must-haves in the AI world, so much so that certain models have become increasingly hard to find in stores.
#quarter #NVIDIA
25 days ago
Cerebras Systems (CBRS) stock has witnessed some volatility since listing in May 2026. After an initial rally to 52-week highs of $386, CBRS stock touched lows of $160.8. However, in what seems like profit booking after the IPO, the stock has crawled higher to current levels of $252.
With Cerebras recently reporting Q2 numbers, there appears to be an increase in investor interest in this AI infrastructure company. Chase Coleman III's Tiger Global Management has initiated new positions in Cerebras Systems with the addition of three million shares with a market value of $663 million.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#cerebras #House #market
With Cerebras recently reporting Q2 numbers, there appears to be an increase in investor interest in this AI infrastructure company. Chase Coleman III's Tiger Global Management has initiated new positions in Cerebras Systems with the addition of three million shares with a market value of $663 million.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#cerebras #House #market
1 month ago
HOUSTON, Aug 14 (Reuters) - Crude oil futures climbed over $1 a berrel on Friday on tanker attacks and a lack of progress on a peace agreement between the Trump administration and Iran's leadership.
Brent futures settled at $88.52 a barrel, up $1.45, or 1.67%. U.S. West Texas Intermediate crude futures finished at $82.40, up $1.15, or 1.42%.
Brent and WTI were on track for weekly gains of 6.0% and 5.4%, respectively.
"We're getting a rally going into the weekend after new attacks on tankers and lack of progress on a cease-fire agreement," said Andrew Lipow, president of Lipow Oil **** ociates.
A "day of reckoning" may come if traffic in the strait of Hormuz remains constrained, through which 20% of global supply can pass, Lipow said.
#attacks #agreement #reuters
Brent futures settled at $88.52 a barrel, up $1.45, or 1.67%. U.S. West Texas Intermediate crude futures finished at $82.40, up $1.15, or 1.42%.
Brent and WTI were on track for weekly gains of 6.0% and 5.4%, respectively.
"We're getting a rally going into the weekend after new attacks on tankers and lack of progress on a cease-fire agreement," said Andrew Lipow, president of Lipow Oil **** ociates.
A "day of reckoning" may come if traffic in the strait of Hormuz remains constrained, through which 20% of global supply can pass, Lipow said.
#attacks #agreement #reuters
1 month ago
You may not have realized this amid the grind of a busy earnings season, but corporate America has delivered a bang-up performance when it comes to profits.
With second quarter reporting season beginning to slow down, it's worth examining how companies have performed on the bottom line — especially as the S&P 500 (^GSPC) is hovering near fresh records.
The profit numbers are nothing short of stellar.
Second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since the second quarter of 2021, according to a new note from FactSet.
"We've never seen earnings growth this high outside of post-recessionary rebounds. This is an unprecedented boom fueled by massive EPS gains in big tech, including markups in ******* eX/Anthropic," Creative Planning chief market strategist Charlie Bilello said.
#season
With second quarter reporting season beginning to slow down, it's worth examining how companies have performed on the bottom line — especially as the S&P 500 (^GSPC) is hovering near fresh records.
The profit numbers are nothing short of stellar.
Second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since the second quarter of 2021, according to a new note from FactSet.
"We've never seen earnings growth this high outside of post-recessionary rebounds. This is an unprecedented boom fueled by massive EPS gains in big tech, including markups in ******* eX/Anthropic," Creative Planning chief market strategist Charlie Bilello said.
#season
1 month ago
The housing market may be sluggish overall, but there are still some ZIP codes where competition is fierce and homes are selling well above listing price.
The most desirable ZIP code in the nation right now is 01960, according to Realtor.com's 2026 Hottest ZIP Codes report. That ZIP code belongs to Peabody, Massachusetts, a town located near Boston.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#codes #code #massachusetts #boston
The most desirable ZIP code in the nation right now is 01960, according to Realtor.com's 2026 Hottest ZIP Codes report. That ZIP code belongs to Peabody, Massachusetts, a town located near Boston.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#codes #code #massachusetts #boston
1 month ago
Tilray Brands will stop producing beer at its Terrapin facility in Athens, Georgia as the cannabis and beverages group continues to "optimise" its US beer network.
In a statement, the group said from 25 September, it will move "brewing production from Athens to other breweries within our network".
It said the move was part of "ongoing efforts to optimise our brewing network and support our long-term operating model".
The Nasdaq-listed company added: "With robust brewing operations across the country, this transition allows us to continue serving customers efficiently while leveraging the scale and capabilities of our broader brewery footprint."
The taproom, warehouse and repack operations in Athens "will remain open and continue serving customers from the current location".
#brewing
In a statement, the group said from 25 September, it will move "brewing production from Athens to other breweries within our network".
It said the move was part of "ongoing efforts to optimise our brewing network and support our long-term operating model".
The Nasdaq-listed company added: "With robust brewing operations across the country, this transition allows us to continue serving customers efficiently while leveraging the scale and capabilities of our broader brewery footprint."
The taproom, warehouse and repack operations in Athens "will remain open and continue serving customers from the current location".
#brewing
1 month ago
Shares of Micron Technology (NASDAQ: MU) are up 207% so far in 2026 (as of Friday market close).
While the rally has been impressive, investors may now be wondering whether the company's rapid business improvement is beginning to slow.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron sells DRAM, which helps processors handle data, and NAND, which stores it. The company also makes high-bandwidth memory (HBM), an advanced type of DRAM used in artificial intelligence (AI) systems.
AI data center spending has increased demand for HBM and conventional server memory, while supply remains tight. Micron is shipping HBM4 in high volumes for its lead customer. Since HBM uses much more wafer capacity than conventional DRAM, rising HBM production also limits the supply of ordinary memory chips.
#dram
While the rally has been impressive, investors may now be wondering whether the company's rapid business improvement is beginning to slow.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron sells DRAM, which helps processors handle data, and NAND, which stores it. The company also makes high-bandwidth memory (HBM), an advanced type of DRAM used in artificial intelligence (AI) systems.
AI data center spending has increased demand for HBM and conventional server memory, while supply remains tight. Micron is shipping HBM4 in high volumes for its lead customer. Since HBM uses much more wafer capacity than conventional DRAM, rising HBM production also limits the supply of ordinary memory chips.
#dram
1 month ago
Zimmer Biomet Holdings (NYSE:ZBH) reported better-than-expected second-quarter results and increased its guidance for the full year, helping lift the medical technology company's shares more than 4% in pre-market trading.
The company posted adjusted earnings of $2.07 per share, exceeding the Wall Street consensus estimate of $2.01. Revenue rose 4.8% year over year to $2.18 billion, ahead of ***** yst expectations of $2.14 billion. On an organic constant-currency basis, revenue increased 4.0%.
Following its stronger first-half performance, Zimmer Biomet raised its adjusted earnings per share guidance for fiscal 2026 to between $8.47 and $8.59.
The midpoint of the revised range, $8.53 per share, is above the Wall Street consensus estimate of $8.47.
The company also increased its revenue outlook, now expecting reported sales growth of between 3.9% and 4.9%, compared with its previous forecast of 2.5% to 4.5%.
#zimmer
The company posted adjusted earnings of $2.07 per share, exceeding the Wall Street consensus estimate of $2.01. Revenue rose 4.8% year over year to $2.18 billion, ahead of ***** yst expectations of $2.14 billion. On an organic constant-currency basis, revenue increased 4.0%.
Following its stronger first-half performance, Zimmer Biomet raised its adjusted earnings per share guidance for fiscal 2026 to between $8.47 and $8.59.
The midpoint of the revised range, $8.53 per share, is above the Wall Street consensus estimate of $8.47.
The company also increased its revenue outlook, now expecting reported sales growth of between 3.9% and 4.9%, compared with its previous forecast of 2.5% to 4.5%.
#zimmer
1 month ago
There are six reasons the U.S. stock market could reach new highs in August, according to Fundstrat.
Equities have broadly flatlined over the past two months, with the S&P 500 SPX down 1% and the Nasdaq COMP down by about 2% since the beginning of June. But "as long as we have a healthy economy, consolidations are healthy," said Tom Lee, head of research at the market-strategy firm, adding that he believes stocks are poised to respond to positive catalysts.
If I marry my girlfriend, 67, will she lose her Supplemental Security Income and divorced spouse benefits?
The S&P 500 just hit a new high. 'Big Short' investor Michael Burry thinks it could bring a 1987-style fall.
Retail investors are buying the dip on ***** eX's stock before more shares flood the market
#Stock #healthy #august #equities
Equities have broadly flatlined over the past two months, with the S&P 500 SPX down 1% and the Nasdaq COMP down by about 2% since the beginning of June. But "as long as we have a healthy economy, consolidations are healthy," said Tom Lee, head of research at the market-strategy firm, adding that he believes stocks are poised to respond to positive catalysts.
If I marry my girlfriend, 67, will she lose her Supplemental Security Income and divorced spouse benefits?
The S&P 500 just hit a new high. 'Big Short' investor Michael Burry thinks it could bring a 1987-style fall.
Retail investors are buying the dip on ***** eX's stock before more shares flood the market
#Stock #healthy #august #equities
2 months ago
RTX Corporation (NYSE:RTX) on Thursday lifted its sales and profit outlook for 2026, amid sustained demand for commercial aircraft maintenance and military systems, as airlines continue to rely on older fleets and governments restock weapons.
The aerospace and defense company now projects adjusted sales in the range of $95 billion to $96 billion, up from its earlier estimates of $92.5 billion to $93.5 billion. Wall Street has an average forecast of $94.08 billion. The full-year adjusted EPS is expected in the range of $7.10 to $7.25, up from $6.70 to $6.90, and above ******* ysts' forecast of $6.92 per share.
The forecast lift came during the second quarter earnings call on July 23, where RTX beat Wall Street's estimates for both revenue and profit. Quarterly revenue came in at $24.7 billion, growing 14% year-over-year, while adjusted EPS was logged at $1.89, representing a 21% increase from the prior year's period.
The Pratt & Whitney unit, which manufactures engines for Airbus jets and the F-35, saw a 16% increase in sales to $8.89 billion, while demand for air and missile defense systems drove an 18% sales growth in the company's Raytheon defense business. Collins Aerospace, which delivers advanced aviation systems, saw an 8% increase in sales.
The company said its backlog expanded 22% from the prior year's period to $289 billion, which included $170 billion in commercial aerospace and $119 billion in defense-related orders. Operating cash flow during the quarter came in at $3.5 billion, resulting in free cash flow of $2.9 billion.
#sales #forecast
The aerospace and defense company now projects adjusted sales in the range of $95 billion to $96 billion, up from its earlier estimates of $92.5 billion to $93.5 billion. Wall Street has an average forecast of $94.08 billion. The full-year adjusted EPS is expected in the range of $7.10 to $7.25, up from $6.70 to $6.90, and above ******* ysts' forecast of $6.92 per share.
The forecast lift came during the second quarter earnings call on July 23, where RTX beat Wall Street's estimates for both revenue and profit. Quarterly revenue came in at $24.7 billion, growing 14% year-over-year, while adjusted EPS was logged at $1.89, representing a 21% increase from the prior year's period.
The Pratt & Whitney unit, which manufactures engines for Airbus jets and the F-35, saw a 16% increase in sales to $8.89 billion, while demand for air and missile defense systems drove an 18% sales growth in the company's Raytheon defense business. Collins Aerospace, which delivers advanced aviation systems, saw an 8% increase in sales.
The company said its backlog expanded 22% from the prior year's period to $289 billion, which included $170 billion in commercial aerospace and $119 billion in defense-related orders. Operating cash flow during the quarter came in at $3.5 billion, resulting in free cash flow of $2.9 billion.
#sales #forecast
2 months ago
Microstrategy has gone four consecutive weeks without buying a single satoshi of Bitcoin, its longest buying freeze in two years, while Michael Saylor keeps posting accumulation charts to X with the caption "We're gonna need another color."
The company sits on $3.225 billion in cash, MSTR is down roughly 33% year-to-date, and Q2 earnings land Thursday after the US market close. The central question for retail investors is blunt: is the BTC dip buy coming today, or is the math still broken?
EXPLORE: Best Crypto Presales With Asymmetric Upside in the Current Market
The mechanics of the freeze are straightforward. SEC filings on Jun. 29, Jul. 6, Jul. 13 and Jul. 20 each recorded no Bitcoin buys made under its standing acquisition programs. The filings covering June 29, July 6, July 13, and July 20 contained the same answer: nothing.
What makes the silence louder is the contrast with Saylor's behavior on X. He posted Strategy's color-coded Bitcoin accumulation chart on Sunday, July 27, under the caption "We're gonna need another color", a reference to how new purchase tranches get ******* igned a distinct color bubble on the chart.
#buying #accumulation
The company sits on $3.225 billion in cash, MSTR is down roughly 33% year-to-date, and Q2 earnings land Thursday after the US market close. The central question for retail investors is blunt: is the BTC dip buy coming today, or is the math still broken?
EXPLORE: Best Crypto Presales With Asymmetric Upside in the Current Market
The mechanics of the freeze are straightforward. SEC filings on Jun. 29, Jul. 6, Jul. 13 and Jul. 20 each recorded no Bitcoin buys made under its standing acquisition programs. The filings covering June 29, July 6, July 13, and July 20 contained the same answer: nothing.
What makes the silence louder is the contrast with Saylor's behavior on X. He posted Strategy's color-coded Bitcoin accumulation chart on Sunday, July 27, under the caption "We're gonna need another color", a reference to how new purchase tranches get ******* igned a distinct color bubble on the chart.
#buying #accumulation
2 months ago
Juan Hernandez joined ****** eX in 2015 as a welder making $28 an hour. The company offered him $10,000 in stock alongside his wages. He accepted without giving it much thought. He'd never been offered equity at any job before and didn't really know what to do with it.
When ****** eX went public this year at a $1.77 trillion valuation, Hernandez's 6,500 shares were worth just over $1 million, according to CBS News. He now works at Blue Origin. He's teaching his kids how to invest.
Mark Cuban saw that story and said it should be the rule, not the exception.
"I would like to see it so that every single CEO, founder, entrepreneur does what I did, which was to give equity to every single employee," Cuban said on the "What It Takes" podcast. "The way you're going to reduce income inequality for anybody who works with somebody is making sure they get shares of stock, and then they benefit."
He's not just theorizing. Cuban gave equity to all 330 employees at Broadcast.com before Yahoo bought it for $5.7 billion in 1999. About 300 of them became millionaires. He did the same at his first company, MicroSolutions.
#Equity #SpaceX
When ****** eX went public this year at a $1.77 trillion valuation, Hernandez's 6,500 shares were worth just over $1 million, according to CBS News. He now works at Blue Origin. He's teaching his kids how to invest.
Mark Cuban saw that story and said it should be the rule, not the exception.
"I would like to see it so that every single CEO, founder, entrepreneur does what I did, which was to give equity to every single employee," Cuban said on the "What It Takes" podcast. "The way you're going to reduce income inequality for anybody who works with somebody is making sure they get shares of stock, and then they benefit."
He's not just theorizing. Cuban gave equity to all 330 employees at Broadcast.com before Yahoo bought it for $5.7 billion in 1999. About 300 of them became millionaires. He did the same at his first company, MicroSolutions.
#Equity #SpaceX
2 months ago
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If you're looking to supercharge your savings, a high-yield savings account can provide a competitive interest rate to help your balance grow faster.
However, not all banks offer high savings account rates, which is why it's important to shop around and find the most competitive savings interest rates available.
Read on to learn more about where to find the best savings interest rates today.
The average interest rate on a traditional savings account is only 0.38%, according to the FDIC. However, today's best high-yield savings accounts pay around 3%-4%.
If you're looking to supercharge your savings, a high-yield savings account can provide a competitive interest rate to help your balance grow faster.
However, not all banks offer high savings account rates, which is why it's important to shop around and find the most competitive savings interest rates available.
Read on to learn more about where to find the best savings interest rates today.
The average interest rate on a traditional savings account is only 0.38%, according to the FDIC. However, today's best high-yield savings accounts pay around 3%-4%.
2 months ago
Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. U.S. and Iran continued to exchange attacks after Iranian missiles killed two U.S. servicemembers on Friday. Google-parent Alphabet, Tesla, Intel, GE Vernova and Interactive Brokers headline a big week of earnings, along with an AMD AI event.
The stock market saw losses last week that were concentrated in the Nasdaq and especially AI stocks. **** e Exploration Technologies (SPCX), better known as **** eX, dived well below its IPO price. But many stocks in the medical, financial, energy and transportation sectors are showing strength.
Still, investors should be playing more defense than offense, cutting losers and continuing to take profits.
Interactive Brokers (IBRK) reports Tuesday night with GE Vernova (GEV) tap early Wednesday. Google-parent Alphabet (GOOGL) and Tesla (TSLA) are scheduled for late Wednesday and Intel (INTC) is due Thursday evening
Also, Advanced Micro Devices (AMD) will hold the AMD Advancing AI event on Wednesday, with CEO Lisa Su a featured speaker. Also, expect big jet orders during the week around the biennial Farnborough Air Show.
The stock market saw losses last week that were concentrated in the Nasdaq and especially AI stocks. **** e Exploration Technologies (SPCX), better known as **** eX, dived well below its IPO price. But many stocks in the medical, financial, energy and transportation sectors are showing strength.
Still, investors should be playing more defense than offense, cutting losers and continuing to take profits.
Interactive Brokers (IBRK) reports Tuesday night with GE Vernova (GEV) tap early Wednesday. Google-parent Alphabet (GOOGL) and Tesla (TSLA) are scheduled for late Wednesday and Intel (INTC) is due Thursday evening
Also, Advanced Micro Devices (AMD) will hold the AMD Advancing AI event on Wednesday, with CEO Lisa Su a featured speaker. Also, expect big jet orders during the week around the biennial Farnborough Air Show.
