Stock market today: S&P 500 hits fresh record with Fed decision, Big Tech earnings bonanza on deck

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• UnitedHealth expects 2026 revenue to be above $439 billion, reflecting a 2% year-over-year decline attributed to right-sizing across the enterprise

  80% confidence

• Gold's continued rise reflects investment motives which may be persistent: higher reserve allocations, and investors raising allocations to non-dollar and real assets. USD 6,000/oz is achievable with a weaker dollar this year.

  80% confidence

• The EU-India trade agreement would strengthen India's manufacturing and services sectors while boosting investor confidence in Asia's third-largest economy

  80% confidence

• While we acknowledge the challenges around recent advertiser headwinds as it relates to tariff headwinds and retailer ad budgets as Pinterest restructures its sales team and amid a relatively healthy online advertising environment, we believe engagement remains strong

  80% confidence

• Defense contractors are not permitted in any way, shape, or form to pay dividends or buy back stock, until such time as they are able to produce a superior product, on time and on budget

  80% confidence

• We have concluded the mother of all deals. We have created a free trade zone of two billion people, with both sides set to benefit.

  80% confidence

• Mentions of tariffs and trade, politics, and the labor market rose in January, and references to health/insurance and war edged higher in consumer confidence responses

  80% confidence

• In most episodes when risk appetite exceeded 1.0, equities delivered positive returns in the subsequent 12 months, but returns slowed down after about 6 months

  80% confidence

• We recognize our shareholders rely on our dividends, and they've come to expect our dividends. We've been paying them for decades on a quarterly basis. So we remain committed to the dividend. We're comfortable we can accommodate both that and the investment needs that come with delivering the current backlog and the potential future volumes on key programs.

  80% confidence

• As long as the Risk Appetite Indicator remains elevated, possibly because of a supportive macro backdrop, equity returns can remain positive

  80% confidence

• Amazon's entire grocery business generated over $100 billion of gross merchandising sales in the last 12 months excluding Whole Foods and Fresh, which would make Amazon a top 3 grocery in the US

  80% confidence

• Following softer-than-expected bookings late in the fourth quarter, bookings strengthened meaningfully in January. Based on these bookings, the company expects solidly positive first-quarter unit revenue for the domestic entity and the system, with total revenue growing 7.0%-10.0%.

  80% confidence

• While we've seen encouraging signals in our Amazon-branded physical grocery stores, we haven't yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion

  80% confidence

• Although the company is reducing its overall staffing levels with these actions in the near term, the company plans to reinvest in key development areas and strategic opportunities

  80% confidence

• Winter Storm Fern will lower first-quarter US GDP by 0.5% to 1.5% on a seasonally adjusted quarter-on-quarter basis, but wouldn't expect any lasting impact on the trajectory of the economy

  80% confidence

• Investor risk appetite hits highest level since 2021 at reading of 1.09, in the 98th percentile of readings since 1991

  80% confidence

• They are doubling down on something, on a trend ... that's saying that grocery buying is moving more online. The more the consumer can get things in a rapid way — and that could be logistically fulfilled, not only from a convenience standpoint but [also] having that same quality control applied to what they were ordering — that's what equates to consumer retention.

  80% confidence

• While we make the best military equipment in the world (no other country is even close!), defense contractors are currently issuing massive dividends to their shareholders and massive stock buybacks, at the expense and detriment of investing in plants and equipment. This situation will no longer be allowed or tolerated!

  80% confidence

• The EU-India deal is expected to double EU goods exports to India by 2032 by eliminating or reducing tariffs on 96.6% of EU goods exports to India

  80% confidence

Cited in these Via News reports

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