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Earnings
Rising yields rattled the market, but we’re sticking with our favorite AI
Rising bond yields and oil prices put stocks under pressure this week, while another bout of volatility in the AI trade tested investors' conviction in the market's biggest growth theme. The S & P 500 and tech-heavy Nasdaq Composite…
Labubu maker Pop Mart shares fall after sales drop in Asia, Americas
A person holds a PopMart Labubu The Monsters Big into Energy Series Vinyl Plush dolls during a press preview at an AliExpress pop-up store in London, Britain, Nov. 11, 2025. Isabel Infantes | ReutersShares of Pop Mart fell over 4% in…
Why our cyber stocks are dropping and our favorite memory play is rallying
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Thursday's key moments. 1. Stocks fell on Thursday as higher oil prices and bond yields pressured the market.…
Lowe’s (LOW) Q2 2026 earnings
Lowe's on Wednesday reported mixed quarterly results as the home improvement retailer said it saw "pressure" in spending on projects.Though the company did not cut its full-year guidance, it updated its outlook to the bottom end of its…
We upgraded Home Depot and raised our price target. It made the best of a
Home Depot reported a very good quarter, executing well on things it can control, despite what CFO Richard McPhail called "frozen housing conditions." The Club stock rose modestly in Tuesday's down market. Revenue for Home Depot's second…
We’re downgrading Honeywell Aerospace after a shockingly bad earnings debut
Honeywell Aerospace shares tumbled 11% on Wednesday evening after the company reported weak quarterly results and cut its full-year outlook due to supply chain stumbles. It's a rough look for the newly public maker of cockpit systems and…
Rheinmetall stock volatile as Germany’s F126 warship cancellation hits
Rheinmetall on Thursday trimmed its 2026 guidance after a cancelled project to make large warships for the German government fell through earlier this year. The defense company now sees full-year sales in the range of 13.7 billion euros…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on Wall Street last week. The S & P 500 and Nasdaq both dropped modestly Friday but managed to post their…
SoftBank gets $8.2 billion boost from Intel as OpenAI takes a backseat
CANADA - 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)Sopa Images | Lightrocket |…
We’re lifting our price target on Cardinal Health after issuing rosy profit
Cardinal Health on Tuesday showed why the healthcare distributor belongs in our portfolio, delivering robust full-year earnings guidance that trumped some imperfections in the final quarter of its fiscal 2026. Revenue for the three…