Briefing

With American Express scheduled to report second-quarter 2025 earnings on Friday, July 18, Wall Street finds itself at a critical juncture of confidence and conviction. Forecasts point to strong momentum: earnings per share are expected in the $3.86–$3.87 range, up from $3.49 last year, while revenue is projected to climb to $17.7 billion from $16.3 billion. But the real story … [Read more...] about American Express Set to Surge: Q2 2025 Earnings Could Be the Catalyst for $360 Target

Biotech stocks took a sharp hit today, with the iShares Nasdaq Biotechnology ETF (IBB) falling over 1.6% by mid-afternoon. What initially seemed like a routine pullback quickly took on the shape of a sector-wide selloff, triggered by a series of clinical disappointments, mounting financial stress among small-cap firms, and intensifying regulatory fears. For a sector known for … [Read more...] about Biotech Stocks Sink Amid Clinical Setbacks, M&A Turmoil, and Policy Uncertainty

A once-reliable engine of Wall Street profit is now sputtering through its worst stretch in more than ten years. Investment banking, the high-margin business of advising on mergers and acquisitions and raising capital through debt and equity issuance, is poised to log its 14th consecutive quarter of underperformance. For the five major U.S. investment banks—JPMorgan Chase, Bank … [Read more...] about Wall Street’s Dealmaking Drought: Investment Banking Faces Longest Slump in Over a Decade

Salesforce (CRM), long admired for its impressive growth and leadership in cloud-based software solutions, has recently seen its shares come under pressure following the company's fiscal fourth-quarter 2024 earnings announcement on January 31, 2024. While Salesforce delivered solid growth figures, investors' attention was drawn more to its cautious guidance for fiscal year … [Read more...] about Salesforce Faces Investor Skepticism After Q4 2024 Results and Weak Fiscal 2025 Outlook

The White House has jolted global markets once more with a sweeping and aggressive move: President Donald Trump has announced the immediate imposition of 30% tariffs on a broad array of imports from the European Union and Mexico, dramatically escalating trade tensions that had simmered but not boiled over in recent months. Investors, already edgy from rising bond yields and … [Read more...] about Trump’s Tariff Blitz: Market Braces for Volatility as White House Reignites Global Trade War