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"Stunning Quarter": Highest Earnings Growth In Over Two Decades

"Stunning Quarter": Highest Earnings Growth In Over Two Decades Yesterday, Deutsche Bank's head of thematic research published his latest chartbook, "The Great 2026 Reset," which delves into the market and political implications of the Iran conflict (available here to pro subs). One key topic explored by Reid is the remarkable US Q1 earnings season. As we previewed ahead of the start of reporting seasons, earnings are significantly exceeding consensus estimates across all metrics, despite a high bar. S&P 500 earnings growth is projected to accelerate sharply from 13.4% in Q4 to...
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Jul 6, 2026 / Tyler Durden
Mag 7 Stocks: Risk Or Opportunity In The Making?
Mag 7 Stocks: Risk Or Opportunity In The Making? Authored by Lance Roberts via RealInvestmentAdvice.com 💰 Mag 7 Stocks: What Is Causing The Drag For the past few months, the “Magnificent 7”, or more colloquially known as “Mag 7,” stocks have looked more like the “Lag 7.” The market’s largest growth names, Apple (AAPL), Microsoft (MSFT), Google (GOOG), Amazon (AMZN), Tesla (TSLA), Meta (META), and Nvidia (NVDA), have trailed badly. Those Mag 7 stocks now carry a bearish story built around one word: capex. As we noted in last weekend’s report, the selling has been sharp. The question is...
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Feb 28, 2026 / Tyler Durden
CCP-Linked NGO Network Prepares "Emergency Protests" In US After Trump's Iran Strikes Jeopardize Oil Flows To China
CCP-Linked NGO Network Prepares "Emergency Protests" In US After Trump's Iran Strikes Jeopardize Oil Flows To China TL;DR, while we find the actions of the Trump administration disappointing - based on their campaign promises vs. reality - there can be little doubt (given the speed and breadth of action) that kneejerk protests emerging within minutes of an event are clearly manufactured, aimed at leftist youth, and risk alienating antiwar conservatives. Planned demonstrations branded "Hands Off Iran" or "Stop The War On Iran" are scheduled to take place this afternoon in major cities...
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Apr 6, 2026 / Tyler Durden
Slower EV Sales Will Be The "New Normal" For Tesla Amidst AI, Robotics Push
Slower EV Sales Will Be The "New Normal" For Tesla Amidst AI, Robotics Push Tesla Inc. is increasingly betting its future on AI, autonomy and robotics — but it still depends on selling cars to finance that shift, and that core business is under pressure, Bloomberg reported this week.  Wall Street estimates point to roughly 372,160 vehicle deliveries last quarter. That would mark an 11% increase from a weak year-ago period, yet still place among Tesla’s softer recent results and far below its near-500,000 peak quarters. Earlier headwinds — including political...
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