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Ahead of Wall Street: Archive

Mark Vickery

A Tale of Two Tech Giants: NVDA and PANW

Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.

NVDANegative Net Change PANWNegative Net Change

Mark Vickery

Pre-markets Recoup Some Losses Ahead of NVIDIA Earnings

Ahead of NVIDIA's Q3 numbers this afternoon, TGT, LOW and TJX all outperformed on quarterly bottom-line estimates.

TGTPositive Net Change TJXNegative Net Change LOWPositive Net Change NVDANegative Net Change

Mark Vickery

Pre-markets Stay Red Ahead of NVIDIA Earnings, Jobs Data

Until one or both of these brings a sigh of relief to market participants, we'll likely see a "risk-off" trading environment.

ADPPositive Net Change NVDANegative Net Change HDPositive Net Change

Mark Vickery

Econ Data Comes Out This Week, Along with NVDA, WMT Earnings

New jobs data joins Trump's food tariff exemptions on the last big earnings week of Q3.

TGTPositive Net Change TJXNegative Net Change WMTPositive Net Change NVDANegative Net Change HDPositive Net Change

Mark Vickery

Pre-markets Pick Up Where Thursday Left Off: Down

A plurality of Fed members have by now spoken up this week doubting that 25 basis-point (bps) cuts will continue indefinitely.

SMFGPositive Net Change MUFGPositive Net Change

Mark Vickery

Pulling Back for a Fresh Look at This Recent Pullback

Fed members are openly having second thoughts about further cuts to interest rates, especially with no new data on the jobs or inflation front.

MRKPositive Net Change BRK.BPositive Net Change AMATNegative Net Change AUPositive Net Change BZHPositive Net Change PLTRNegative Net Change

Mark Vickery

Pre-markets Down on AI Spending, Disney Earnings, Fed Rate Speculation

No new government data yet on jobs or inflation. Disney beats, but shares are falling in early trading.

DISPositive Net Change AMATNegative Net Change SBHNegative Net Change

Mark Vickery

Big Banks Up, Speculative AI Down in Hump Day Markets

The Dow closed over 48K for the first time, while the Nasdaq gave back -0.25% today. And Cisco posted a Q1 beat late.

GSPositive Net Change MSPositive Net Change CPositive Net Change AMDNo Net Change CSCONegative Net Change DISPositive Net Change AMATNegative Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Mark Vickery

Pre-markets Up as Government Plans to Re-open

Not to say we're definitely going to get this week's planned CPI, PPI, Weekly Jobless Claims and Retail Sales reports, but they are still a possibility.

TMEPositive Net Change ONONPositive Net Change MHPositive Net Change

Mark Vickery

Mixed Pre-Markets on Weaker Jobs & Hiring Data, More Q3 Earnings

Weekly private-sector hiring and Small Business Optimism lagged, while the blue-chip Dow remains in the green at this hour.

MSFTPositive Net Change ADPPositive Net Change AUPositive Net Change BYNDNegative Net Change METAPositive Net Change NBISPositive Net Change

Mark Vickery

Big Bounceback Trading Day for AI & Tech

This was the best single-day of trading on the Nasdaq since May, led by chipmakers generally and the AI infrastructure trade more specifically.

CSCONegative Net Change NVDANegative Net Change ORCLNegative Net Change DISPositive Net Change AMATNegative Net Change AUPositive Net Change TSMNegative Net Change BYNDNegative Net Change RGTIPositive Net Change NBISPositive Net Change CRWVNegative Net Change PSKYNegative Net Change

Mark Vickery

Pre-Markets Up as Government Shutdown Looks to End

We don't officially see the government opened this morning, but a major impediment from the minority party is being removed.

TSNPositive Net Change MNDYPositive Net Change RGTIPositive Net Change PSKYNegative Net Change

Mark Vickery

The Jobs Week That Wasn't, Plus More Q3 Earnings

For employment numbers, we can cobble together what we have, and try to construct something that resembles a realistic labor market scenario.

ADPPositive Net Change CEGPositive Net Change FLRPositive Net Change WENPositive Net Change FUNNegative Net Change CGCNegative Net Change

Mark Vickery

Pre-Markets Improve on Big Earnings Morning

One might say the relative volatility we started seeing in early October has continued into this month as well.

AZNNegative Net Change COPNegative Net Change RLPositive Net Change MRNAPositive Net Change TRIPNegative Net Change PLNTPositive Net Change TPRPositive Net Change

Mark Vickery

Markets Positive on Supreme Court Ruminations, Big Earnings

A ban on tariff policy would likely provide a major market catalyst to the upside.

QCOMNegative Net Change APPPositive Net Change ELFNegative Net Change SNAPNegative Net Change DASHPositive Net Change

Mark Vickery

ADP Rebounds to +42K, Plus Q3 Earnings from MCD & more

ADP marked an improvement of +20K above expectations and a swing to the positive from an upwardly revised -29K the prior month.

ADPPositive Net Change MCDNegative Net Change HUMPositive Net Change ACBPositive Net Change

Mark Vickery

Markets Stay Lower on Valuation Questions: AI, etc.

We've entered the rapid-pace phase of Q3 earnings season, where results tend to come in more blended than they do for the earlier-reporting sectors.

AMDNo Net Change AMGNPositive Net Change SMCINegative Net Change PINSNegative Net Change RIVNNegative Net Change

Mark Vickery

Pre-markets Sell Off on No New Economic News

This morning was to bring us new U.S. Trade Deficit figures, Factory Orders and JOLTS, but due to the government shutdown are not out.

BPNegative Net Change ADPPositive Net Change PFEPositive Net Change HTZNegative Net Change ADMPositive Net Change SHOPNegative Net Change SPOTNegative Net Change PLTRNegative Net Change

Mark Vickery

Does the Market Have Bad Breadth?

Is the breadth in this market, or lack thereof, a sign of weakening trading sentiment?

AMZNNegative Net Change AMDNo Net Change BPNegative Net Change PFEPositive Net Change AMGNPositive Net Change NVDANegative Net Change KMBPositive Net Change CLXPositive Net Change SMCINegative Net Change SHOPNegative Net Change UBERPositive Net Change PLTRNegative Net Change KVUENo Net Change

Mark Vickery

Pre-markets Mixed on Big Staples Acquisition

The blue-chip Dow and the small-cap Russell 2000 are both down at this hour, but the Nasdaq and S&P 500 are up.

WMBPositive Net Change SPGPositive Net Change KMBPositive Net Change CLXPositive Net Change LSCCPositive Net Change ONPositive Net Change PLTRNegative Net Change KVUENo Net Change

Mark Vickery

Pre-market Traders Fill Their Bags on Halloween

The Nasdaq leads major indexes this morning, +350 points on strength in Amazon following Q3 earnings yesterday.

AMZNNegative Net Change AAPLNegative Net Change CVXNegative Net Change XOMNo Net Change TROWPositive Net Change

Mark Vickery

Markets Take a Powder on Biggest Earnings Day of the Week

We???re still up from early Monday, except for the small-cap Russell 2000, which has taken it on the chin over the past two sessions.

WDCPositive Net Change RKTPositive Net Change TWLONegative Net Change

Mark Vickery

Pre-markets Down on Questions: Fed, Jobs & Q3 Earnings

Weekly Jobless Claims are not out again this Thursday morning, for the fifth straight week.

AMZNNegative Net Change AAPLNegative Net Change MAPositive Net Change LLYPositive Net Change ELNegative Net Change CROXPositive Net Change

Mark Vickery

Markets Fall Back on Fed Cut - Big Earnings After the Close

Fed Chair Powell insists the Fed's decision for the final FOMC meeting will be data-dependent, and that a cut in December is "not a forgone conclusion -- far from it."

MSFTPositive Net Change SBUXPositive Net Change NOWPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Mark Vickery

Pre-markets Advance Ahead of FOMC Rate Cut, Mag 7 Earnings

Today's rate cut will bring the Fed funds rate down to 3.75-4.00% -- the lowest we've seen since mid-December 2022.

BAPositive Net Change MSFTPositive Net Change CATPositive Net Change VZPositive Net Change SBUXPositive Net Change NVDANegative Net Change NOWPositive Net Change GOOGLNegative Net Change METAPositive Net Change