Stock Market Blog
Daily stock market analysis, trade alerts, and trading education from Ross Givens and the Traders Agency team.
Visa Tops Fiscal Q4 EPS Estimates as Rising Price Targets Put Fiscal 2027 Outlook in Focus
Visa topped fiscal fourth-quarter EPS estimates with $3.48 versus a $3.44 consensus, per Public.com, extending a beat streak as analysts weigh rising price targets, a pending card-network bill, and unresolved fiscal 2027 guidance.
Guidewire to Acquire hyperexponential in Deal Worth Up to $2.1 Billion to Expand AI Underwriting
Guidewire Software has agreed to acquire AI underwriting firm hyperexponential for up to $2.1 billion, funded partly by a $1 billion term loan, with the deal expected to close by January 2027.
Stock Market Today: Technology Leads While S&P 500 Advances
Technology led the session while the S&P 500 advances. See the validated market scorecard, sector performance, and what traders are watching next.
Celestica Raises 2026 Revenue Outlook to $21.0 Billion, Sets Initial 2027 Target of $40 Billion on AI Infrastructure Demand
Celestica raised its 2026 revenue outlook to $21.0 billion and issued an initial 2027 outlook of $40.0 billion, citing hyperscaler and frontier AI lab demand, according to a regulatory filing reported by StockTitan.
Cadence Lifts 2026 Revenue Growth Outlook to 21%, Adds $2.5 Billion Buyback as Backlog Hits Record $8.2 Billion
Cadence raised its 2026 revenue growth outlook to about 21%, authorized an additional $2.5 billion in share buybacks and reported a record $8.2 billion backlog, per StockTitan's review of the company's 8-K filing.
How Interest Rates Affect Stock Valuations
Interest rates and stock valuations are linked by the discount rate. Learn why Fed announcements can drop stocks even when company news is quiet.
When Good News Isn’t Good Enough
Sales are strong. Profits are growing. Then the stock drops. Earnings season has a way of punishing traders who overlook one crucial detail.
SpaceX Is Building a Phone Company… and THIS Stock Gets Paid First
SpaceX stock isn't public yet, but its push for 80,000 cell towers may make Crown Castle (CCI) the trade to watch. Here's the setup.
Credit-Market Stress Is Rising, but AI Financing Could Be Near a Peak
Credit spreads and CDS prices are flashing warning signs tied to AI infrastructure financing, but strong demand for new issuance suggests markets may have already priced in much of the risk.
Boeing Pushes Back 737 MAX Production-Rate Target to Early 2027
Boeing CEO Kelly Ortberg says the 737 production rate of 47 jets a month won't be reached until early 2027, citing wing supply constraints, as Q3 free cash flow improves but commercial margins stay negative.
S&P Global Launches Strategic Review of Capital IQ Alongside Q3 2026 Earnings
S&P Global reported Q3 2026 revenue of $3.678 billion and higher EPS while announcing a strategic review of Capital IQ and associated data businesses, with no timeline disclosed.
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