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Original OpenBook briefings on stocks, earnings and indices such as the S&P 500 and Nasdaq, based on public market reporting. Follow an instrument on its market page.
SpaceX's earnings report will spotlight AI computing rentals, a revenue driver that also carries significant cost pressures.
College endowments that built large positions in SpaceX face higher risk as the company's stock may decline, reducing diversification.
A J.P. Morgan analyst lifts his negative view on Intel after noting gains in manufacturing and chip design.
Micron and other chip stocks rebound after a steep selloff as investors eye Nvidia's upcoming European conference and Meta's earnings release.
Corporate earnings this week could confirm a rally’s durability or signal investor caution toward tech-driven growth.
Morgan Stanley highlights a potential S&P 500 pullback as a chance to add quality stocks.
Goldman Sachs suggests buying 23 consumer-facing laggards as earnings growth slows and big-tech stocks face challenges.
Anthropic will set aside 5% of its shares for a public benefit fund, a move that may shape investor sentiment before its planned IPO.
Boeing, Meta and EchoStar's hefty past-year charges may make their latest quarterly earnings appear stronger, boosting S&P 500 growth prospects.
Strong corporate earnings clash with rising bond yields, challenging AI sector's resilience to higher borrowing costs.
Chart analysis shows a triple-top reversal pattern in the S&P 500, hinting at a prolonged period of underperformance and potential market rotation.
Microsoft, Shopify and four AI-focused firms are positioned to potentially exceed Wall Street expectations as earnings season begins.
