Investors Expect ‘Sunshine and Rainbows’ This Earnings Season

Investors eye earnings season and oil impact after Gulf tensions ease – Stock Takes

Investors eye earnings season and oil impact after Gulf tensions ease – Stock Takes

Mcap of 4 of top-10 most valued firms jumps Rs 92,995 cr; HDFC Bank, Airtel top gainers

Last week, four major firms experienced a significant market valuation increase of over Rs 92,000 crore, with HDFC Bank and Bharti Airtel leading the charge. Despite benchmark indices Sensex and Nifty dipping slightly and breaking their winning streak due to geopolitical tensions and escalating crude oil prices, the markets managed to recover some of those losses towards the end of the trading week.

What to Expect in Markets This Week: A Post-Fed Inflation Reading and Earnings From a Hot Memory Maker

What to Expect in Markets This Week: A Post-Fed Inflation Reading and Earnings From a Hot Memory Maker

Q2 Earnings Season Is About to Kick Off. These 5 Reports Will Set the Market's Tone.

Five reports over two weeks will tell investors whether the rally has the earnings to back it up.

How Hard Has the Iran War Hit Gulf Companies?

Gulf companies are preparing to report second-quarter earnings this week, offering investors the clearest picture yet of how the four-month Iran war has affected businesses across the region. The conflict disrupted trade, energy production, tourism and financial markets while raising inflation and borrowing costs, although its impact has varied widely depending on industry and geography. [] The post How Hard Has the Iran War Hit Gulf Companies? appeared first on Modern Diplomacy.

Oil In The Spotlight – Lunaro Weekly Report

Nick Spencer-Skeen, Senior Executive Officer, Lunaro Financial Markets Friday Closing Prices SP 500 7,537 (+0.72) Nasdaq 26,121 (+1.12) Gold 4,120 (-0.08) Brent Crude Oil 75.22 (-1.42) Markets endured a week of sharp cross-asset swings, with Middle East tensions driving the early risk-off move in oil and stocks before semiconductors and broader equities [] The post Oil In The Spotlight – Lunaro Weekly Report appeared first on Middle East News 247.

FrontView REIT Heats Up The Retail Landscape With New Growth Across America (Rating Upgrade)

FrontView REIT Heats Up The Retail Landscape With New Growth Across America (Rating Upgrade)

Asian Markets Decline As Middle East Tensions Escalate After Fresh US Strikes On Iran

Rising oil prices and renewed military action in the Gulf weighed on investor sentiment across the region.

Hyperscalers could end up resembling airlines—plagued by small margins, intense competition, and high expenses, AI skeptic warns 

“In placing massive hyperscaling bets, investors are setting lavish expectations about future earnings.”

Bloom Energy (NYSE: BE) Trades At 112x Forward Earnings As Retail Bulls Target Nearly 4x Rally

Bloom Energy Corp. (NYSE: BE) has surged more than 1,000 over the past year, yet retail investors and Wall Street analysts continue to see significant room for further gains. The San Jose, California-based company trades at a forward price-to-earnings ratio of 112.1, according to Koyfin data, a steep premium compared to industry peers. GE Vernova [] The post Bloom Energy (NYSE: BE) Trades At 112x Forward Earnings As Retail Bulls Target Nearly 4x Rally appeared first on Foreign Policy Journal.

Are the markets witnessing ‘AI fatigue’? Jefferies says US tech earnings to test investment cycle

Report says investors now focused on quarterly results of four major US hyperscalers - Alphabet, Amazon, Meta and Microsoft

Oil Drops, Houses Freeze, And Americans Keep Spending: Inside The Strange Recovery of Consumer Sentiment

American consumers are feeling a bit more optimistic, thanks to a break at the pump and some clever budget shuffling. The latest Morning Consult Index of Consumer Sentiment climbed 1.8 points to reach 90.3 among adults. This economic rebound was largely driven by higher-income households, whose specific sentiment index jumped 4.7 points to a strong [] Oil Drops, Houses Freeze, And Americans Keep Spending: Inside The Strange Recovery of Consumer Sentiment

Prediction Markets Have a Precision Problem — Here’s a Fix

Prediction markets are having a moment. Billions of dollars now flow through platforms like Polymarket every year, and “the market says”Continue reading on Medium »

Soaring Profits in EM Build the Case for a Raging Bull Market

For the first time in four years, companies in emerging markets are beating profit estimates, giving investors a fresh reason to believe the bull market is just getting started.

Tech selloff stirs bubble fears in US stock market

Soaring valuations, dramatic swings in the market value of trillion-dollar companies, and periodic sharp selloffs have fueled growing concerns that parts of the U.S. stock market may be in a bubble. Investors have long been skeptical of the astronomical gains in AI and semiconductor stocks, questioning whether Wall Street is inflating another speculative bubble. Markets reporter Saqib Ahmed has more. #stockmarket #AIbubble #speculation #stockbubble

Hong Kong retail sales grow 7.9% in May, extending winning streak to 13 months

Hong Kong’s retail sales in May rose 7.9 per cent year on year, extending the streak of growth to 13 months, with the sector benefiting from an increase in visitor numbers amid mainland China’s Labour Day “golden week” holiday. The value of retail sales for the month reached HK33.8 billion (US4.3 billion), according to provisional figures released by the Census and Statistics Department on Thursday, compared with HK31.3 billion in May 2025. Retail sales for the first five months of the year...

Silver Gains 2% in Egypt and 6.8% Globally as Softer Dollar Revives Investor Demand

Silver prices in Egypt's local market rose by around 2 over the past week, while global silver prices advanced 6.8, supported by a weaker U.S. dollar and lower Treasury yields after softer-than-expected U.S. economic data reinforced expectations that the Federal Reserve could begin easing monetary policy later this year.

Gold, silver prices up

Kathmandu, July 3: The price of gold and silver has increased in the domestic market today, the last trading day of the...

Retail investors rally behind beloved brands amid delisting fears

Retail investors rally behind beloved brands amid delisting fears

Dreary consumer sentiment set to be put to the test

A fresh look at consumer and business sentiment this week will provide key insights as Australia battles still-elevated core inflation.

Coping with the blockbuster trade that never was

Dealing with the aftermath of coming up short in the blockbuster of the summer

Heatwave compounds trading troubles at Topps Tiles

The retailer now expects underlying profits for the year to the end of September to be above £6.5 million, against £9.2 million the previous year.

Why economic forecasts keep getting it wrong

Why economic forecasts keep getting it wrong

SoHo Leads U.S. Trophy Retail Property Sales in Q1: Report

Manhattan’s SoHo neighborhood emerged as the country’s most active trophy retail market in the first quarter of 2026. A new report by boutique capital markets advisory firm Adirondack Capital Partners (ACP) tracked 14 trophy retail property sales in premier U.S. shopping corridors, totaling more than 704 million nationwide between January and March. The findings top []

$12 Sardines: How Inflation Is Forcing a Surprising New ‘Apocalyptic’ Grocery Trend

A new food report revealed that an uptick in costs is driving a shocking split in how inflation-weary shoppers spend their money.

U.S. Consumer Confidence Ticks Up, but Job Market Worries Keep Outlook Weak

U.S.

Surging Wall Street profit forecasts fuel fears of ‘earnings bubble’

Analysts’ expectations for SP 500 earnings are rising at fastest rate since the rebound from Covid pandemic