Research Blog

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After Shutdown and Tech Sell-Off, All Eyes Turn to Retail Earnings

11/17/25

This week we get results from retailers: WMT, TGT, TJX, ROST, HD, LOW, as well as results from AI darling Nvidia.

Government Reopening in Sight, Markets Refocus: Key Investor Conferences to Watch Before Year-End

11/12/25

A busy conference docket now through the holidays is likely to help clear up what has been a foggy macro backdrop, given the dearth of official data since October 1.

Recent IPO Earnings in Focus the Final Peak Week of the Q3 Season

11/10/25

This week we get results from an onslaught of recent IPOs such as Gemini Space Station, Via Transportation, Figure Technology, Stubhub and more.

Netflix Joins the (Much Smaller) Stock-Split Club

11/05/25

Traditional stock-split announcements have slowed in the second half of 2025, reflecting more cautious corporate sentiment.

At the Halfway Mark S&P 500 Earnings Defy Headwinds as Tech and Health Care Deliver Strong Q3

11/03/25

Potential earnings surprises this week: Eastman Chemical, Martin Marietta Materials, Stanley Black & Decker, ConocoPhillips and more.

Musk’s Pay Vote and BofA’s Rare Investor Day Headline Busy Shareholder Event Stretch

10/29/25

A packed week of shareholder meetings and investor days could set the market’s tone for November.

Q3 EPS Growth Accelerates Despite Misses, But the Real Test Is This Week

10/27/25

This week marks the first peak week of the Q3 2025 earnings season, kicking off with results from a slew of Mag 7 names, including Microsoft, Meta, Alphabet, Apple and Amazon.

Inside the Dow: Key Earnings Ahead for Some of the Index’s YTD Winners

10/22/25

Nasdaq stocks seem to always be in the spotlight, right? Let’s go old school this week by scanning key events with some of the best names on the Dow Jones Industrial Average (DJIA).