Markets and Economy

Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

Nvidia Earnings Ahead: AI Demand, Margins In-Focus

Investors will be looking for a read on hyperscaler AI spending, the impact of rising competition, and expansion to new growth areas in the chipmaker's upcoming Q3 earnings report.

Nvidia, Retail Earnings and Jobs Report Ahead

A busy week includes Nvidia earnings Wednesday, September jobs data Thursday, and a full shopping cart of retail earnings reports. Rate cut odds are down, and yields up.

Pressure Persists As Retailer, Nvidia Results Loom

Choppiness and pressure on tech spilled into Monday after two anemic weeks as investors await retailer and Nvidia results in coming days along with jobs data and Fed minutes.

Schwab's Market Perspective: Looking for Direction

While stock and bond markets wait for U.S. federal data to become available again, private-sector reports suggest lukewarm overall economic growth.

After Worst Day in Month, Tech Limps Into Weekend

Stocks fell sharply Thursday, with tech among the hardest hit as AI valuations again got questioned and rate cut odds got pinched. Fed speakers today could get a close watch.

Disney Up Next Following Firm Cisco Results

Disney's results could give insight into consumer entertainment spending. This follows a firm outing from Cisco and comes as investors eye D.C. for a possible end to the shutdown.

Q3 Retail Earnings Preview: Consumer Mood Darkens

Consumers are in a sour mood over inflation and jobs as major retailers prepare to report earnings and offer their outlooks for the holiday shopping period.

Data Picture Still Foggy as Shutdown's End Awaited

Stocks are up this week as investors await a House vote to end the shutdown. Today brings Cisco earnings, followed by Disney tomorrow. Nvidia is in focus after Tuesday's retreat.

Gov. Shutdown Nears End, Fed Speakers In-Focus

Markets eye a potential end to the government shutdown while turning attention to a busy week of Fed speakers, with investors looking for clues on the path of interest rates.

Desert Song: Relying on Alt Data for Economic Pulse

While we wait for federal data to come back online, private sector gauges continue to underscore still-weak manufacturing, resilient services, and mediocre job growth.