Earnings

27 Aug27 Aug 2026 AI Buildout Is Stimulating The Economy Nvidia's Q2 earnings report suggests that the AI spending boom is broadening. The company forecast 70% revenue growth next fiscal year, far… Ed Yardeni Nvidia 25 Aug25 Aug 2026 Peak Fear? Peak Yields? Peak Earnings? Peak AI? The answers are: Yes, Maybe, No, and No. We have nothing to fear but nothing to fear. The stock market likes to climb a… Ed Yardeni AI 23 Aug23 Aug 2026 ECONOMIC WEEK AHEAD: August 24-28 Global bond markets stole the spotlight last week. The US 10-year yield closed at 4.74% and the 30-year at 5.27%… Ed Yardeni Jackson Hole · Free 22 Aug22 Aug 2026 US MARKET CALL: Stocks Getting Cheaper As Earnings Outpace Prices Stocks are cheaper than they were in January. S&P 500 forward earnings has risen twice as fast as the S&P… Ed Yardeni Earnings · Free 28 Jul28 Jul 2026 Inflation Risks Still Outweigh Labor Market Risks All eyes are on Wednesday’s FOMC meeting. Markets expect the Fed's monetary policy committee to leave the federal funds rate (FFR)… Ed Yardeni Fed 18 Jul18 Jul 2026 US MARKET CALL: Hanging Out At 7,500 And 4.50% The S&P 500 first hit 7,500 on May 14 and has remained stuck around that level. The index continues to cruise… Ed Yardeni Earnings · Free