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As autumn conference season approaches, the market’s focus is shifting squarely toward whether AI capital expenditures can justify the current record-setting rally.
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As earnings season peaks, restaurant results will offer a key temperature check on whether the American consumer is finally buckling under a cooling labor market.
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A wave of major consumer earnings reports and fresh retail sales data will offer investors key insights into household spending trends.
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The latest earnings reports from Big Tech have laid bare a growing divide in the market's appetite for massive AI spending.
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Cash is king. Not for investors right now, but among the hyperscalers. The craving for capital is high as the AI arms race takes new twists and turns.
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As the Q2 earnings season kicks into high gear, market sentiment around the AI trade is undergoing a critical sanity check.
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Big Tech results, beginning Wednesday after the bell, offer fresh insight into AI spending trends and corporate profitability.
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All eyes turn to the first two Magnificent 7 earnings reports this week: Alphabet and Tesla, as well as IBM results
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