1 BMO: #Equitymarkets point to a flat open this morning, with most major #NorthAmerican #indices sitting just off record highs. We're also into the thick of #earningsseason, with the likes of #Tesla and #IBM on deck today after #Netflix missed expectations last night.🧵 #markets
Morgan Stanley highlights Meta and Atlassian as top picks for the remainder of the earnings season, citing strong earnings confidence and growth prospects in cloud and advertising.
#YonhapInfomax #MorganStanley #Meta #Atlassian #EarningsSeason #TargetPrice #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=86724
Morgan Stanley Highlights Meta and Atlassian as Key Stocks to Watch This Earnings Season

Morgan Stanley highlights Meta and Atlassian as top picks for the remainder of the earnings season, citing strong earnings confidence and growth prospects in cloud and advertising.

Yonhap Infomax

Markets are calm on the surface, but this equilibrium is built on fragile trust. Earnings season so far has rewarded companies delivering clarity and punished those offering ambiguity.

With geopolitical uncertainties still evolving—from China’s Fourth Plenum to U.S. policy debates—volatility sits just beneath the surface.

#Markets #Netflix #DowJones #EarningsSeason #Tech #Industrials #InvestorSentiment #Volatility #ExpectationManagement #GlobalEconomy (4/4)

US defense stocks have lagged the broader market amid the government shutdown, but Wall Street analysts see a buying opportunity as earnings season approaches and shutdown concerns are expected to ease.
#YonhapInfomax #DefenseStocks #GovernmentShutdown #EarningsSeason #WallStreet #AerospaceAndDefenseETF #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=86537
US Defense Stocks Face Earnings Test—Wall Street Sees Buying Opportunity as Shutdown Fears Ease

US defense stocks have lagged the broader market amid the government shutdown, but Wall Street analysts see a buying opportunity as earnings season approaches and shutdown concerns are expected to ease.

Yonhap Infomax

The surface of the global economy still looks stable, but the undercurrents—ranging from U.S. fiscal experiments and digital‑infrastructure fragility to energy‑security realignments—keep volatility close.
Markets may appear calm for now, yet they’re standing on shifting ground.

#Markets #Netflix #EarningsSeason #Geopolitics #China #US #Australia #Volatility #APEC #Investing (4/4)

The third-quarter earnings season began on a strong note, with major U.S. banks beating expectations and investor focus shifting to upcoming results from Netflix, Tesla, and Intel, as markets watch for continued momentum and key sector trends.
#YonhapInfomax #EarningsSeason #Netflix #Tesla #Intel #NetProfitDecline #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=86283
Q3 Earnings Season Off to Strong Start—Wall Street Eyes Netflix and Tesla Results

The third-quarter earnings season began on a strong note, with major U.S. banks beating expectations and investor focus shifting to upcoming results from Netflix, Tesla, and Intel, as markets watch for continued momentum and key sector trends.

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South Korea’s KOSPI index continued its record-breaking run, opening the week higher as third-quarter earnings season accelerated, with semiconductor stocks leading gains and investors closely watching US-China tariff negotiations.
#YonhapInfomax #KOSPI #EarningsSeason #SemiconductorStocks #SKHynix #USChinaTensions #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=86212
KOSPI Continues Record-Breaking Rally—Earnings Season Drives 0.4% Gain at Open

South Korea’s KOSPI index continued its record-breaking run, opening the week higher as third-quarter earnings season accelerated, with semiconductor stocks leading gains and investors closely watching US-China tariff negotiations.

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This week, Wall Street turns its focus to the US Q3 earnings season and September CPI, with heightened attention on executive commentary amid volatility and systemic risk concerns.
#YonhapInfomax #EarningsSeason #ConsumerPriceIndex #FederalReserve #Tesla #JamieDimon #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=86155
[New York Stock Market - Weekly Outlook]Earnings Season Kicks Off in Earnest—Heightened Focus on Executive Commentary

This week, Wall Street turns its focus to the US Q3 earnings season and September CPI, with heightened attention on executive commentary amid volatility and systemic risk concerns.

Yonhap Infomax
Global fund managers are adopting a balanced approach in Q4, weighing AI-driven growth against bubble risks, with focus shifting to AI investments and sector allocation.
#YonhapInfomax #AIMarket #FundManagers #Nvidia #PortfolioRebalancing #EarningsSeason #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=85191
Global Fund Managers' Q4 Strategy—Balanced Investing Amid AI Frenzy

Global fund managers are adopting a balanced approach in Q4, weighing AI-driven growth against bubble risks, with focus shifting to AI investments and sector allocation.

Yonhap Infomax
Crucial week for Indian stock markets with Q2 earnings from IT & banks, inflation data releases, and US tariff impact. Monitor Nifty, Sensex, and sector performance. https://english.mathrubhumi.com/news/money/anticipating-market-movements-how-earnings-inflation-and-us-china-trade-tensions-affect-indian-stocks-t40zjvi4?utm_source=dlvr.it&utm_medium=mastodon #StockMarketIndia #MarketOutlook #NiftySensex #EarningsSeason