Marta Norton of @EmpowerToday expects capex to remain in focus, free cash flow to continue evaporating, and "the market is going to punish" the Mag 7 companies reporting earnings this week.
Ahead of the FOMC meeting, she says she remains in the no-hike camp and isn't overly concerned about yields in today's environment.
For more market news, tune in at: https://t.co/HJDnW0M1Qc
AI’s buildout is drawing comparisons to the dot-com era.
Mike Reynolds of Glenmede told @JD_Durkin what he’s watching in big tech earnings as companies pour billions into data centers and chase the next wave of AI growth.
Today on Taking Stock 🎙️ Markets rise to start week as Apple hits new all-time high.
@JD_Durkin speaks with Mike Reynolds of Glenmede on market outlook and Felipe Bayón of GeoPark. Plus, @Samsara and @FirstStudentInc join after ringing the Closing Bell!
https://t.co/WDwxhgDG0b
Today on Taking Stock 🎙️ Markets rise to start week as Apple hits new all-time high.
@JD_Durkin speaks with Mike Reynolds of Glenmede on market outlook and Felipe Bayón of GeoPark. Plus, @Samsara and @FirstStudentInc join after ringing the Closing Bell!
https://t.co/dCBMG78iGr
Today on @TakingStockLive 🎙️ Markets rise to start week as @Apple hits new all-time high.
@JD_Durkin talks with Mike Reynolds of Glenmede on market outlook + Felipe Bayón of GeoPark. Plus, @Samsara and @FirstStudentInc join after ringing the Closing Bell! https://t.co/CqE3Elyn92
Marta Norton, Chief Investment Strategist @EmpowerToday, told @MarleyKayden that she expects a strong earnings season.
However, a big question for companies remain what the forward guidance is going to look like and how much of the positive results are already priced in, she said, adding that we could be "reaching a plateau point."
For more market news, tune into: https://t.co/bKhJYbojjY
“Looking specifically at the hyperscalers, those cloud giants, and you look at the cloud revenue that they’re generating, it’s been a pretty meaningful step upward, a lot of it related to customers running AI workflows on their infrastructure,” Empower's Marta Norton says.
Does the record rally have any more room to run?
@EmpowerToday's Marta Norton and @Truist's Keith Lerner give their outlook from here:
https://t.co/S9R85limKd
“There’s a really big difference between stacking the Fed with political loyalists and bona fide economists who, based on the data, happen to agree with the administration,” Glenmede VP of investment strategy Michael Reynolds says on Fed independence.
“We’re starting to see trade deals, and as we compare what these trade deals look like to the rates that we saw on Liberation day, I think a lot of folks feel a sigh of relief that we’re not looking at the levels that were proposed in April,” Empower's Marta Norton says.
“We haven’t really seen the full force" of tariffs yet, says Empower's Marta Norton. She explains what she’s looking for as tech earnings season gets underway https://t.co/RRzQZLmGXh