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Well, that was quite a reversal. This morning, with the return of government economic data — and some better-than-expected labor market numbers — and basking in the glow of another brilliant NVIDIANVDA earnings report Wednesday, market indexes were up between 1-2% as of the opening bell. We’re at the mirror opposite of that now — down -1-2%.
So what happened" Consider it something of a second thought on these positive metrics we’d seen earlier. Yes, NVIDIA is still growing earnings and sales by more than +50% annually — but how long can that possibly last" Especially with the issue of leveraged financing going into the investment of things like AI infrastructure. Also — better jobs numbers" Well, doesn’t that mean we’re no longer going to get the 25 bps rate cut investors had priced into the market"
This is an oversimplification, but you get the idea. We’ve endured a rough November overall so far, but we’ve really started to slide off the table as of November 12th — the Dow is -2400 points from eight days ago, the S&P 500 is down -310, the Nasdaq -1325 and the small-cap Russell -145 points. Currently we’re trading back to the muddle-through weeks of late summer this year. Where do we go from here" Stay tuned…
Earnings Reports After the Close
The GapGAP posted its seventh-straight quarter of revenue growth in its Q3 report out after the close today. Earnings of 62 cents per share beat the Zacks consensus by 4 cents, while revenues of $3.9 billion basically matched expectations. Comps were up +5%, even with Athleta’s weak -11% year over year growth. Shares are up +4% on the news, swinging to positive trading value year to date.
Ross StoresROST had an even more impressive quarter on the numbers: earnings of $1.58 per share easily surpassed the consensus of $1.40. Revenues of $5.6 billion outperformed the $5.4 billion forecast. Next-quarter earnings guidance is up, as well, and we see the stock gaining nearly +3% in late trading, adding to its +6% gains from the start of the year.
Intuit INTU also made easy work of its estimates this afternoon in its fiscal Q1 report. The tax prep software firm posted earnings of $3.34 per share, above the $3.10 in the Zacks consensus, on revenues of $3.89 billion which bested the $3.76 billion expected. While next-quarter revenue guidance was raised, we do see it lowered on earnings in fiscal Q2. Shares are up nearly +3% nevertheless.
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Ulta Beauty's distinctive positioning, focused on inclusivity, innovation and engagement, remains a key to drive sustained traffic across both stores and digital channels.
TE Connectivity’s harsh-environment application business and industrial solutions are positives. Secular trends in autonomous driving systems and infotainment areas are tailwinds.
FICO is benefiting from the strong adoption of its FICO Scores, strong demand for the FICO platform, expanding clientele, and strong free cash flow generating ability.
Corning’s focus on innovation, its diverse product portfolio, secular growth drivers, favorable regulations and strategic reorganization are positives.
Weakness pertaining to freight revenues and volumes do not bode well for NSC. The company's high debt load and share price volatility are also causes for worry.
Brighthouse Financial's increasing expenses weighing on margin expansion, high debt level leading to higher leverage coupled with lower interest coverage keeps us on the sideline.
Sun Life faces earnings pressure due to volatility in equity markets and interest rates, increased expenses weighing on margin expansion and regulatory uncertainties are concerns.
AptarGroup will bear the impact of increase in several input costs, including utilities, metals, freight and labor. Supply chain disruptions will also act as a woe.
Sprouts Farmers faces slowing comparable sales and shrinking basket sizes as consumer sensitivity rises, signaling softer demand and limited growth visibility into early 2026.
The Hain Celestial Group (HAIN)Downgraded: 09/17/25
Hain Celestial’s North America segment is critical for overall company growth and consistent underperformances in major categories could drag down future performance.
American Eagle remains well placed on the back of cost-reduction efforts and brand progress. In addition, its Powering Profitable Growth plan bodes well.
Strength across all product groups is a positive catalyst for Edwards Lifesciences. The company’s bullish long-term growth strategy buoys optimism on the stock.
Align Technology’s robust product line, balanced growth across all channels and consistent focus on international markets to drive growth bolster our confidence in the stock.
