S&P 500 Earnings Season: AI Dominance Masks Deeper Market Weakness

S&P 500 Earnings Season: AI Dominance Masks Deeper Market Weakness

Goldman Sachs projects a strong S&P 500 earnings season, anticipating a 27% rise in Q3 EPS, largely fueled by concentrated AI infrastructure spending. While headline growth looks solid, market breadth remains narrow, with median companies facing margin pressure and slower revenue gains, a divergence last seen during the dot-com era.
S&P 500 Earnings Season: AI Dominance Masks Deeper Market Weakness

S&P 500 Earnings Season: AI Dominance Masks Deeper Market Weakness

Goldman Sachs projects a strong S&P 500 earnings season, anticipating a 27% rise in Q3 EPS, largely fueled by concentrated AI infrastructure spending. While headline growth looks solid, market breadth remains narrow, with median companies facing margin pressure and slower revenue gains, a divergence last seen during the dot-com era.
S&P 500 Earnings Season: AI Dominance Masks Deeper Market Weakness

S&P 500 Earnings Season: AI Dominance Masks Deeper Market Weakness

Goldman Sachs projects a strong S&P 500 earnings season, anticipating a 27% rise in Q3 EPS, largely fueled by concentrated AI infrastructure spending. While headline growth looks solid, market breadth remains narrow, with median companies facing margin pressure and slower revenue gains, a divergence last seen during the dot-com era.
MoneyHero (MNY) Estimates Slashed: What the Deep Cuts Mean for Investors

MoneyHero (MNY) Estimates Slashed: What the Deep Cuts Mean for Investors

MoneyHero Limited (NASDAQ: MNY) saw its 2026 financial forecasts sharply downgraded by its sole analyst. Revenue estimates were cut to US$73 million from US$90 million, and projected losses widened to US$0.17 per share from US$0.12. The price target also fell 25% to US$2.25, signaling increased market concern.
Argenx Stock: Wall Street Sees 23% Surge, But What's The Catch?

Argenx Stock: Wall Street Sees 23% Surge, But What’s The Catch?

Wall Street analysts project Argenx stock could surge 23% over the next 12 months from September 2026. This bullish forecast is driven by strong Vyvgart performance and pipeline advancements in autoimmune disorders, but investors must weigh significant biotech risks.
Marvell Investor Day: AI Infrastructure Tensions Rise

Marvell Investor Day: AI Infrastructure Tensions Rise

The market faces a quiet week dominated by geopolitical events and bond yields. Key events include Marvell's investor day, providing insights into AI infrastructure, and Delta Air Lines' earnings, which will shed light on travel demand and fuel costs. Investors are advised to manage cash positions for potential market dips.
Jobs Report Sparks Nasdaq Rally: Nvidia, Micron Eye Fed Path

Jobs Report Sparks Nasdaq Rally: Nvidia, Micron Eye Fed Path

Last week, a soft US jobs report increased bets for a Fed rate hold, lifting Nasdaq by 0.45%. Nvidia authorized a new $150B share buyback, while Micron projected strong FY27 revenue of $61.5B, signaling robust chip demand despite investor concerns about manufacturing capacity.
Nasdaq Hits Record: Why Rising Yields Cloud Investor Optimism

Nasdaq Hits Record: Why Rising Yields Cloud Investor Optimism

The stock market ended last week strong, with the Nasdaq hitting a record high, and the S&P 500 and Russell 2000 rebounding. However, Treasury yields continued their ascent, signaling a divided market. This divergence poses questions about equity valuations and future policy actions by the Fed and Bank of England.
Enterprise AI: Why Palantir's Playbook Just Became Wall Street's Obsession

Enterprise AI: Why Palantir’s Playbook Just Became Wall Street’s Obsession

Many firms are adopting a strategy similar to Palantir's, integrating deep operational AI into complex enterprise data environments. This trend, driven by rising demand for efficiency, requires substantial investment in data infrastructure and specialized talent. The intensified competition and high costs could pressure margins for undifferentiated offerings, despite strong market growth projections for enterprise AI solutions.
Circuit Breaker Labs Pitches AI Safety: Can It Prevent Catastrophic Bot Harm?

Circuit Breaker Labs Pitches AI Safety: Can It Prevent Catastrophic Bot Harm?

Circuit Breaker Labs, an AI safety testing startup, will pitch at TechCrunch Disrupt in October 2026. Founded by Shirali and Arul Nigam, it develops AI agents to 'red-team' models for psychologically harmful interactions, aiming to prevent incidents like those leading to wrongful death lawsuits against Character.AI and OpenAI.