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.

Looking to the Futures

Crude oil futures (/CLF26) ended Friday’s session higher, as energy traders respond to Ukraine drone and missile attacks on Russia’s key oil export port of Novorossiysk

Weekly Trader's Outlook

Investors were sent on a roller-coaster rise this week, driven by continued selling pressure in the tech/AI space and relatively hawkish Fed speak around the potential for a December rate cut.

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.

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.

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.