SHOCKING: Corporate earnings - What They Never Told You

US stocks: Nasdaq hits record as megacap gains offset elevated Treasury yields

On Monday, the S&P 500 gained ground and the Nasdaq Composite hit a historic high, propelled by heavyweight stocks. The technology sector led this upward trend, thanks to impressive performance from Nvidia, Meta Platforms, Microsoft, and Tesla. However, the Dow Jones Industrial Average faced a slight setback amid elevated Treasury…

The Economic Times · 6h ago

Wall Street Week Ahead: Spiking bond yields, midterms, earnings to test US stocks' typical fourth-quarter strength

As the fourth quarter commences, US stocks traditionally experience a positive trajectory. Nonetheless, investors face hurdles such as climbing bond yields and a heavy reliance on AI expenditures. Coupled with the looming corporate earnings season and the November elections, market unpredictability intensifies. Analysts predict notable earnings growth, particularly driven by…

The Economic Times · Oct 3

Robinhood to allow 24-hour weekend trading of US stocks as industry shifts to wider access

Robinhood is set to revolutionize trading by offering 24/7 access to select US stocks during weekends, fostering a more flexible investment environment for its users. This move aligns with a growing trend towards longer trading hours. Alongside this, new features will allow betting on corporate earnings and trading perpetual futures.

The Economic Times · Sep 30

Indian economy growing faster than it looks? World Bank’s Neelkanth Mishra pushes back on doubts over 7.8% growth

High-frequency data reveals that India's economy is on an upward trajectory, exhibiting robust growth. An executive highlights vibrant vehicle sales and soaring credit demand. Additionally, corporate earnings show positive trends, with notable increases in capital expenditure. However, the nation is still on the path to fully recovering from the effects…

The Economic Times · Sep 7

ETMarkets Smart Talk | Nifty at 20.5x is not expensive; smallcaps are where valuations worry us: Pradeep Gupta

With the Nifty trading at around 20.5 times earnings — nearly 12% below its 10-year average — Gupta argues that the broader market is not expensive, especially at a time when corporate earnings are accelerating and upgrades are outpacing downgrades.

The Economic Times · Sep 4

Rising Treasury yields emerge as key risk to Wall Street’s record rally

Investors in the US stock market are monitoring Treasury yields closely, aware that they may hinder any potential rally. The benchmark ten-year yield is nearing levels that could disrupt equity valuations. While robust corporate earnings currently mitigate rising borrowing costs, the focus is shifting to inflation and interest rates. Should…

The Economic Times · Sep 3

Nominal GDP growth set to surge to 12%. Why the stock market may still struggle to rally

India’s nominal GDP growth could accelerate to 11.5%-12% in FY27, supporting stronger corporate earnings. However, elevated valuations, rising equity supply and potentially slower domestic flows could limit broad market gains. Jefferies favours lenders, power, ports and real estate, but sees a selective stock-picking environment rather than a broad-based rally.

The Economic Times · Sep 3

JP Morgan traders back down bullishness on US stocks after Fed chair Warsh's Jackson Hole speech

JPMorgan Chase traders are now tactically cautious on US stocks for upcoming weeks. This shift follows Federal Reserve Chairman Kevin Warsh's hawkish comments on interest rates. Traders cite uncertainty over rate outlook and potential AI stock unwinding as key risks. Despite near-term caution, the broader market backdrop is expected to…

The Economic Times · Aug 31

India Inc revenue growth to moderate to 13-15 pc in Q2; margins to contract: Report

India Inc's revenue growth is projected to contract to fifteen percent in the September quarter. Operating profit margins are expected to compress by over one percentage point. Domestic consumption sectors show better growth than export-linked ones. Below-normal monsoon may impact rural consumption and food inflation. Corporate earnings will show healthy…

The Economic Times · Aug 27

Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta Bhandwaldar

We are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy prices on the Indian market. From the corporate earnings perspective we are fairly constructive. After 1.5 years of earnings downcycle, the earnings cycle has been reviving from 2HFY26.

The Economic Times · Aug 25