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US stocks edge down with Iran and earnings season in focus
Reuters Videos71d agoneutralVIDEO
US stocks edge down with Iran and earnings season in focus

<body><p>STORY: Stocks started the week on a down note, with the Dow falling about six tenths of one percent, while the S&P 500 dropped two tenths and the Nasdaq ended basically flat.</p><p>:: Archive</p><p>Investors looked for moves toward de-escalation in the Middle East&nbsp;while they waited for earnings reports due from major technology companies later in the week.</p><p>Melissa Brown, managing director of investment decision research at SimCorp, says the technology firms will have to post significant earnings growth to maintain their lofty trading levels.&nbsp;</p><p>“Every company, whether it's Google or Tesla, obviously they have very different business models and different drivers of their business. But overall, I think to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well. So, we want the businesses to be profitable and growing.”</p><p>:: Archive</p><p>Meanwhile, Yemen's Iran-aligned Houthis said on Monday that they were imposing a naval blockade on Saudi Arabia, opening a new front in the U.S.-Iran war and widening the threat to global energy supplies and trade beyond the Gulf.&nbsp;</p><p>But a senior Iranian official told Reuters that mediators have passed Iran a proposal to de-escalate the war with the U.S. that would offer a 10-day ceasefire to find ways to revive an interim deal reached last month.</p><p>Stocks on the move included Paramount Skydance which lost two percent and Warner Brothers Discovery which slipped almost four percent after a judge halted their $110 billion merger temporarily as a coalition of states argued it would irreparably harm competition.</p><p>And shares of Domino’s Pizza gained two percent after the chain’s quarterly revenue edged past Wall Street estimates.</p></body>

Analyst raises Robinhood price target in a bold new call
TheStreet71d agoneutral
Analyst raises Robinhood price target in a bold new call

Bernstein has raised its price target on Robinhood Markets (Nasdaq: HOOD) to $160 from $130, keeping its Outperform rating, betting the brokerage is positioned to benefit from a broader shift in how retail investors trade. The new target rests on a thesis that broker-dealers, exchanges, prediction ...

Wedbush's Intel call has catch buried in fine print
TheStreet71d agoneutral
Wedbush's Intel call has catch buried in fine print

Intel heads into its second quarter earnings report on July 23 carrying an unusual problem. Wedbush Securities expects the numbers to look strong. The firm is far less certain that strong will be enough to move the stock. In a note to clients, Wedbush analyst Matt Bryson said revenue and margins ...

Bank of America doubles down on Microsoft stock ahead of earnings
TheStreet71d agoneutral
Bank of America doubles down on Microsoft stock ahead of earnings

Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...

Coinbase CEO has blunt 2-word response to bank deposits
TheStreet71d agoneutral
Coinbase CEO has blunt 2-word response to bank deposits

Brian Armstrong, the co-founder and CEO of the Coinbase Global (Nasdaq: COIN) cryptocurrency trading exchange, has been among the most aggressive industry figures to get the Digital Asset Market Clarity Act passed in the U.S. Congress. But the legislation, which seeks to ...

Bloomberg71d agoneutral
UBS Trading Desk Says Buy Momentum Stocks as Selloff Nears End

(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck

Jensen Huang's staggering $4 trillion bet shifts Nvidia
TheStreet71d agoneutral
Jensen Huang's staggering $4 trillion bet shifts Nvidia

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...

Samsung launches first US credit card with Barclays, signals ambitions for deeper financial services push
Reuters71d agoneutral
Samsung launches first US credit card with Barclays, signals ambitions for deeper financial services push

Samsung Electronics on Monday launched its first U.S. co-branded credit card with Barclays, deepening its push into the financial services space ‌in the country and signaling plans to broaden its offerings in the future. The Samsung Galaxy ‌Card, issued by Barclays and running on Visa's network, will allow users to apply, manage accounts, track spending and redeem ​rewards entirely through Samsung Wallet. The credit card launch also puts Samsung in direct competition with Apple Pay, which dominates payment services in the U.S. The launch comes as technology companies and banks race ‌to deepen ties between digital wallets ⁠and financial products, seeking to make smartphones the primary device for payments and money management, and both Samsung and Barclays want to capitalize on it.

Investing.com71d agoneutral
SpaceX sets date for maiden earnings report: Why August 4 is make-or-break

SpaceX (NASDAQ: SPCX) has officially set the date for its premier earnings debut as a public company. The aerospace titan announced it will release its second-quarter 2026 financial and operational results after market close on Tuesday, August 4, 2026. Management will host a live, audio-only webcast to discuss the quarterly performance at 3:30 p.m. CT / 4:30 p.m. ET, with pre-registration and replays available via ir.spacex.com. While first-quarter earnings reports are always closely watched, th

Strong earnings growth needed to justify tech valuations, says expert
Reuters Videos71d agoneutralVIDEO
Strong earnings growth needed to justify tech valuations, says expert

<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>

Rare Earth Stocks Slide On Oversupply Fears
Investor's Business Daily71d agoneutral
Rare Earth Stocks Slide On Oversupply Fears

Rare earth stocks have been a ticket for riding a roller coaster for over a year, but the latest descent has been particularly brutal. Downward momentum gathered steam last Thursday, after the International Energy Agency's Global Critical Minerals Outlook 2026 edition highlighted a planned surge in mining capacity well beyond expectations of refining and magnet production. MP Materials, USA Rare Earth, Critical Metals, Energy Fuels and American Resources all fell by more than 10% last week and some stocks continued to fall on Monday.

Alibaba signals shift in AI coding war with Anthropic
TheStreet71d agoneutral
Alibaba signals shift in AI coding war with Anthropic

There are only two AI leaders that matter in the fight for coding supremacy right now, and neither is backing down from the other. Anthropic’s Claude Fable 5 remains the benchmark every Chinese lab measures itself against, and two different companies made that exact comparison within three days. ...

Disney streaming margins and parks business in focus ahead of earnings
Proactive71d agoneutral
Disney streaming margins and parks business in focus ahead of earnings

Walt Disney Co (NYSE:DIS, XETRA:WDP) is scheduled to report fiscal third quarter results on August 5, with UBS analysts expecting accelerating earnings growth as first-half headwinds ease and forecasting the company will maintain its fiscal 2026 guidance. UBS expects Disney to report fiscal...

Bank of America sends strong Netflix stock verdict after earnings
TheStreet71d agoneutral
Bank of America sends strong Netflix stock verdict after earnings

Netflix (NFLX) shares had a rough week, and Wall Street can't agree on what will happen to the stock next. The company's earnings came in close to Wall Street expectations. However, investors sold the stock anyway. Netflix Shares closed at $68.95 on Friday, July 17, down 7.26% on the day after ...