S&P 500 at 10,000 by 2027? The $440 Earnings Hurdle
Markets Daniel Marsh

S&P 500 at 10,000 by 2027? The $440 Earnings Hurdle

The S&P 500 could reach 10,000 by 2027, but the math requires both $440 in earnings and a 23x P/E. Here's why that's a stretch.

SPY VOO QQQ
UK House Prices Slip for First Time in Years; Builder Stocks Waver
Markets Daniel Marsh

UK House Prices Slip for First Time in Years; Builder Stocks Waver

UK house prices slipped 0.4% YoY in August, the first annual fall since 2023. Builder stocks wavered as affordability concerns persist.

LYG
Oracle Stock Slips Ahead of Q1 Report; Cloud Growth and Cash Burn in Focus
Earnings James Calloway

Oracle Stock Slips Ahead of Q1 Report; Cloud Growth and Cash Burn in Focus

Oracle shares dipped 1.8% ahead of its fiscal Q1 report. The market is focused on whether cloud growth can accelerate and if cash burn will ease.

ORCL
Existing-Home Sales Slip Below 4M Despite Inventory Surge
Analysis Daniel Marsh

Existing-Home Sales Slip Below 4M Despite Inventory Surge

U.S. existing-home sales fell below 4 million in August despite the highest inventory in over a decade, as high mortgage rates and rising prices keep affordability strained, pressuring housing stocks.

DHI LEN PHM
ECB's Revised Inflation Outlook Outweighs Rate Hike Impact
Analysis Daniel Marsh

ECB's Revised Inflation Outlook Outweighs Rate Hike Impact

The ECB's rate hike to 2.5% was expected, but its upgraded inflation forecasts signal prolonged price pressures, making oil prices key for future policy.

GLD USO
Core CPI at 0.2%: The Pivotal Number for Fed's Next Move
Economy Daniel Marsh

Core CPI at 0.2%: The Pivotal Number for Fed's Next Move

Friday's CPI report could sway the Fed's rate decision. A core reading of 0.2% or lower may hold rates, while 0.3% could trigger a hike.

SPY QQQ GLD USO
McDonald's Stock Slips to 52-Week Low: Is the 19x Earnings Multiple a Buying Opportunity?
Analysis Daniel Marsh

McDonald's Stock Slips to 52-Week Low: Is the 19x Earnings Multiple a Buying Opportunity?

McDonald's stock has tumbled to a 52-week low, now trading at 19 times forward earnings. Despite slowing U.S. traffic, profit remains strong, but is the stock cheap enough?

MCD
Walmart Recalls Great Value Berries Over E. coli Risk; WMT Impact Minimal
Regulation James Calloway

Walmart Recalls Great Value Berries Over E. coli Risk; WMT Impact Minimal

Walmart recalls a specific lot of Great Value Organic Triple Berry Blend over E. coli contamination. FDA investigation ongoing; WMT stock impact minimal.

WMT
Amex Innovation Ranking: Why Investors Should Focus on Data, Not Awards
Analysis Daniel Marsh

Amex Innovation Ranking: Why Investors Should Focus on Data, Not Awards

American Express' No. 3 innovation ranking highlights its data platforms, but investors should focus on expense trends and ROI from initiatives like Lumi and Passport.

AXP
Nova Scotia's New Utility Review Could Reshape Emera's Profit Model
Regulation James Calloway

Nova Scotia's New Utility Review Could Reshape Emera's Profit Model

Nova Scotia opens a review that could tie Nova Scotia Power's profits to performance metrics, altering Emera's regulatory outlook. No immediate financial impact, but long-term risk for EMA shareholders.

EMA
Royal Caribbean's Bourbon Push Targets Onboard Revenue Growth
Analysis Daniel Marsh

Royal Caribbean's Bourbon Push Targets Onboard Revenue Growth

Royal Caribbean's new bourbon tasting program on 17 ships is a strategic move to boost onboard revenue, which is growing faster than ticket sales, though its financial impact is likely minimal.

RCL
Chewy Stock Slips Further as Cash Flow Concerns Persist
Earnings James Calloway

Chewy Stock Slips Further as Cash Flow Concerns Persist

Chewy's stock continued to slide after Q2 results, with free cash flow falling 15.5% to $89.5 million. Despite strong sales growth, investors are wary of rising capex and acquisition spending.

CHWY