Markets and Economy

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

Crypto, AI Hit as Market Buckles Ahead of Nvidia

Resurgent credit worries along with AI caution and falling rate cut odds stalk the market ahead of Home Depot today and Nvidia tomorrow. Stocks hit a one-month low Monday.

Risk Still Hibernating: AI, Crypto Lead Retreat

A turnaround Tuesday didn't show up, at least early, as AI and cryptocurrency assets continued to retreat. Home Depot earnings disappointed and risk-off sentiment is prevalent.

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.

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.

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.

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.

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.

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.

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.