Earnings
Forward EPS, sector revisions, MegaCap-8, breadth.
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Rates
Nvidia’s wall of worry
The stock’s price-earnings multiple has fallen dramatically, which suggests investors aren’t convinced that the company can keep delivering blockbuster results. Even with AI stocks roaring again this week, as we noted yesterday, plenty of worries remain.
Earnings
Google’s biggest quarter ever
A summary of the interesting content that I consumed this past week… Chamath Palihapitiya
Earnings
Priced for ‘sunshine and rainbows’
Investors are about to find out whether second-quarter earnings can live up to their sky-high expectations.