
By Laura Matthews NEW YORK, Aug 21 (Reuters) - Nvidia's earnings report and the Federal Reserve's Jackson Hole symposium will test the assumptions behind this year's stock market rally, offering clues
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By Laura Matthews NEW YORK, Aug 21 (Reuters) - Nvidia's earnings report and the Federal Reserve's Jackson Hole symposium will test the assumptions behind this year's stock market rally, offering clues

Spending on K-12 and back-to-college combined is expected to hit a record of nearly $147 billion, according to the National Retail Federation. “Customers are responding to just absolutely fantastic investments in price,” Walmart’s U.S. CEO David Guggina said yesterday during the company’s earnings call that highlighted the cost pressures facing consumers. “We have a list of 14 key items that are priced less than what we saw in 2019,” he also said of the store’s school supplies, citing examples from the store’s Pen+Gear brand, which has crayons for 25 cents and No. 2 pencils for 92 cents.

Ross Stores (NASDAQ:ROST) shares rallied in pre-market trading after the off-price retailer delivered stronger-than-expected second-quarter sales and earnings and raised its full-year profit outlook, supported by higher customer traffic and a tariff refund. Sales for the quarter increased 13% year on year to $6.

The Morning Bull - US Market Morning Update Friday, Aug, 21 2026 US stock futures are slightly softer this morning, with E-mini S&P 500 contracts edging down about 0.1%, as investors digest a fresh mix of interest rate and bond market signals. The US Treasury plans to double its buybacks of long term bonds, which has pulled 30 year yields lower and is an attempt to ease the pressure from higher borrowing costs. At the same time, Federal Reserve minutes show some officials were ready to raise...

Walmart posted a strong Q2 earnings beat and raised its outlook, but slowing U.S. sales, weaker transactions, and temporary tariff benefits pressured shares and divided investors.

For all the US Treasury’s efforts to stem rising borrowing costs, cooling inflation remains the most compelling way to lower bond yields, according to Goldman Sachs Group Inc.

U.S. stock futures are posting slight gains heading into Friday morning as investors weigh rising geopolitical risks against a backdrop of manageable domestic inflation and resilient financial conditions. The Polymarket (CRYPTO: POL) crowd is leaning bullish for the Aug. 21...

President Donald Trump signed a new policy Thursday aimed at growing U.S. space launches and expanding re-entry capacity, including directing agencies to consider federal land for new launch sites. The Push for 1,000 Launches By 2030 The National Space Transportation Policy directs the Secretary of War, NASA, and other agencies to identify federal land for an additional reentry site within 90 days, part of a push to support more than 1,000 launches and reentries annually by 2030. The policy also

On Thursday, former Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google software engineer Linwei Ding received a major legal reprieve after a federal judge overturned his economic espionage convictions. Judge Rejects Economic Espionage Convictions U.S. District Court Judge Vince Chhabria in San Francisco ruled that prosecutors failed to provide sufficient evidence that Ding knew or intended his actions would benefit the Chinese government, a requirement for economic espionage charges, Reuters re

There might not be a safe place to hide in case of an AI bubble. But some ETFs could be less unsafe than others.

MARA Holdings Inc. (NASDAQ:MARA) clawed back to the $11 territory on Thursday, surging 15.54 percent to finish at $11.15, as investors positioned their portfolios after President Donald Trump renewed his push to Congress to speed up the passage of the Clarity Act. The bill is a proposed US federal law establishing a regulatory framework for […]

Both of these entertainment giants have lost money for their shareholders in 2026.

A number of stocks fell in the afternoon session after Walmart’s results reinforced worries about a stretched U.S. consumer. According to CNBC, Walmart (NYSE: WMT) shares fell nearly 10% even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance of 3% to 3.75% looked light. CFO John David Rainey told CNBC the company was eligible for about $2.9 billion in tariff refunds, wit

A number of stocks fell in the afternoon session after Walmart’s results reinforced worries about a stretched U.S. consumer. According to CNBC, Walmart (NYSE: WMT) shares fell nearly 10% even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance of 3% to 3.75% looked light. CFO John David Rainey told CNBC the company was eligible for about $2.9 billion in tariff refunds, wit

A number of stocks fell in the afternoon session after Walmart’s results reinforced worries about a stretched U.S. consumer. According to CNBC, Walmart (NYSE: WMT) shares fell nearly 10% even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance of 3% to 3.75% looked light. CFO John David Rainey told CNBC the company was eligible for about $2.9 billion in tariff refunds, wit

NextEra Energy (NYSE:NEE) faces new regulatory attention as Maryland's Office of People's Counsel moves to join federal review of its proposed merger with Dominion Energy. The state watchdog is seeking participation in Federal Energy Regulatory Commission proceedings to assess potential effects on competition in the PJM regional power market. Consumer advocates in Maryland aim to examine how the transaction could influence electricity prices, service reliability, and market concentration...

Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 7.4% in the morning session after investors bid crypto names on fresh optimism around the Digital Asset Market Clarity Act, CoinDesk reported, with bitcoin also higher. CoinDesk put bitcoin at about $71,936, up roughly 2% over 24 hours — so some of Coinbase bid was crypto beta, but COIN still outran the coin on a policy premium. The catalyst was not a vote. Senate Banking Chair Tim Scott, speaking at SALT in Jackson Hole,
Investing.com -- Off-price retailer Ross Stores raised its full-year earnings outlook on Thursday after reporting stronger-than-expected second-quarter sales and profit, helped by robust customer traffic and a refund of tariffs.
Deere & Co (DE) beats expectations with a 14.4% operating margin, raises full-year guidance, and signals a potential bottom in the ag cycle despite tariff pressures.

Walmart will use $2.9 billion in tariff refunds to lower prices, but other retailers are less clear on their plans.

Michael Reinking, Senior Market Strategist at the NYSE, recaps a week dominated by Treasury Secretary Bessent, whose doubled liquidity support buybacks reignited the debasement trade, sending gold back above 4,500 and triggering a massive crypto short squeeze that propelled Bitcoin up ~15% and Ethereum up 25%. Escalating Iran tensions pushed ICE Brent into the low 90s after a 60-day ceasefire expired, while equity markets drifted lower with the S&P 500 down ~1.5% as retail earnings disappointed broadly and healthcare surged nearly 4% on landmark cancer trial results from Merck and Moderna. Looking ahead, next week's PCE print, Nvidia earnings, and Fed Chair Warsh's first Jackson Hole speech are the marquee events to watch.

<body><p>STORY: Walmart shares fell after the retailer missed Wall Street expectations for quarterly comparable sales, saying higher gasoline prices had shoppers reining in spending.</p><p>"We're starting to see maybe this convergence of the K-shaped economy, where, you know, we are seeing still resilience in various parts of it, but I think, you know, the combination of inflation, high prices, maybe it's specifically gas prices or food prices, is starting to weigh on the consumer."</p><p>The results added to concerns about consumer spending, a key driver of the U.S. economy.</p></body>

Federal debt just crossed a staggering new threshold while Treasury scrambles to prop up the bond market, and the intervention collapsed within 24 hours. Where Berkshire puts its money instead reveals something most retirees holding long bonds have not yet reckoned with.

The retailer's earnings doubled -- with $994 million of tariff refunds inside. Here's what the quarter looks like without it.

Despite FedEx’s outperformance relative to the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.
A fifth consecutive oil-price increase is strengthening Exxon's cash-flow outlook while reviving inflation risk.

Brent crude just broke $95 and the August inflation print has not yet landed, which means the window to position ahead of the next dividend cycle is closing fast. Three energy companies are already converting the spike into bigger shareholder checks, and the structural reasons why they can keep doing it through an $80 pullback are worth understanding before prices move again.

By Karen Roman AIR Global PLC (Nasdaq: AIIR) said first half revenue increased 3.7% to $206.9 million due to flavored shisha molasses revenue growth of 3.4% to $204.7 million, while gross profit rose 2.4% to $116.8 million. Adjusted EBITDA was $71.7 million, flat year-over-year, related to lower shipment volumes partially offset by U.S. tariff refunds. […] The post AIR Global Reports 1H Revenue & Gross Profit Growth, Maintains 2026 Guidance appeared first on ExecEdge.
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