This 2025 Q2 earnings cycle, several companies knocked it out of the park, with each also seeing favorable price action post-earnings. Let’s take a closer look at what drove the positivity.

While Q2 results from Nvidia highlight this week’s earnings lineup, a pair of consumer-centric stocks are also worthy of attention in Ollie’s Bargain Outlet and Ulta Beauty.

The Bank of Korea held policy rates at 2.5%, with a dissenting vote raising expectations for an October rate cut. The BoK’s cautious growth view also suggests more rate cuts may be on the way in 2026.

If Trump continues to browbeat the Fed into lowering the fed Funds rate, then the path of future nominal rates may be lowered, but higher expected inflation will tend to increase the term premium.

Both are US semiconductor equipment manufacturers whose fortunes are tightly linked to NVDA’s capital intensity and the broader AI-driven chip boom.

The short-term Elliott Wave outlook for Gold indicates a sustained upward impulse from the July 31, 2025 low. The rally began with wave 1 peaking at 3409.4, followed by a wave 2 pullback concluding at 3311.26.

For those seeking cash-generating machines, two well-known tech companies fit the criteria nicely. Let’s take a closer look at how each currently stacks up.

A few months ago, I highlighted Euroseas as a top transportation stock to buy for higher highs. It’s very gracious to say that ESEA has delivered.

Markets love to consolidate after major earnings, which means this Slingshot Reversal is my favorite trade for Thursday!

For now, the market keeps dancing. But everyone on the desk knows: it’s the drummer, not the DJ, who eventually calls time. And right now, the drummer is the bond market.

While the Q2 EPS beats percentage of 75% for these S&P 500 Retail sector companies is tracking below the 20-quarter average of 79.3%, the revenue beats percentage of 75% is notably above the 20-quarter average of 67.5%.

It was another quietly positive day for the stock market, with all four major indexes closing in the green this Hump Day.

Several stocks involved closely in the AI trade shell out dividend payments. For those interested in getting paid with some AI exposure, let’s take a closer look at each.

I plot three series on private nonfarm payroll employment: the BLS’s CES, ADP’s, and the Quarterly CENSUS of Employment and Wages.

Productivity seems to be falling in the construction of housing, at the same time that there is widespread public concern that the price of housing is becoming less affordable to those with mid-level incomes over time.

Wednesday was a somewhat quiet, yet positive day in the gold and silver markets. The gold futures were up $19 to $3451, and I continue to find it interesting how a move of that size has now become somewhat normal.

In this video, Ira Epstein discusses the financial market dynamics as of August 27, 2025, focusing on NVIDIA's (NVDA​​​​​​​) earnings report, which fell short of expectations due to no sales to China, impacting the indices.

Trump’s 50 percent tariffs on India start today.

Last July, I reviewed Main Street Capital for dividend safety. The company received an “A” rating. Now that more than a year has passed, is the dividend just as safe?

The USD/JPY pair loses ground to near 147.20 during the early Asian session on Thursday.