Investing.com -- Raymond James released an analysis of second-quarter 2026 earnings across the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indexes.
The firm reported that earnings per share revisions were positive for the fifth consecutive quarter across all three market capitalizations. Raymond James noted that such sustained positive revisions typically occur early in economic cycles.
S&P 500 earnings per share growth is projected to exceed 25% in 2026, even after... (continue reading...)
Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.
"We see upside to numbers but are neutral into the print on NVIDIA and Broadcom given key debates are unlikely to be settled on earnings, while positive on Credo and... (continue reading...)
Investing.com -- Morgan Stanley has increased its 2026 forecast for commercial real estate transaction volumes to $635 billion, representing a 12% year-over-year increase, according to a research note released Tuesday.
The investment bank's revised outlook follows stronger-than-expected first-half performance, with CRE transaction volumes reaching $279 billion in the first six months of 2026, up 23% from the same period last year.
Commercial and multifamily loan... (continue reading...)
Investing.com -- China import softwood prices increased marginally week-over-week to $640 per ton while hardwood prices remained unchanged at $563 per ton, according to Citi. European hardwood and softwood prices declined approximately 1% week-over-week, marking the third consecutive weekly decrease.
The third quarter price is now up low single digits sequentially compared to mid single digits through the end of July. Containerboard prices continued to rise, with... (continue reading...)
Investing.com -- Bank of America analysts said convenience store sales growth lagged behind broader retail channels for most product categories in the four weeks ended August 8, suggesting consumers are choosing where to shop more carefully for items not needed immediately.
Total nicotine dollar sales fell 2.8% year-over-year in the period, down from a 2.2% decline in the prior four-week period. Cigarette sales dropped 3.5%, cigars fell 6.2%, and vapor products declined... (continue reading...)
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