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The chart of Procter & Gamble (PG) have seen a shift of momentum, with Ben Watson watching the $146 and $148 price levels on the short-term chart after recent weakness. The long-term chart shows the stock in a $140 and $154 range as investors may be looking to buy dips to get the dividend from a consumer staples company.

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Kevin Mahn breaks down the market fallout following Wednesday’s Federal Reserve decision and shares his reaction to Kevin Warsh’s comments, including why he believes the Fed may stop reinvesting in securities. He also examines what this could mean for interest rates, market liquidity, and whether the “wall of worry” will continue to weigh on investors. Mahn also reveals his stock picks including Alphabet (GOOGL), TSM (TSM), and Micron (MU).

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Diane King Hall reports from a risk-on open at the New York Stock Exchange. Shares of Mastercard (MA) is higher after posting beats on earnings and revenue while boosting its full-year outlook as core payments strength continues. Fortinet (FTNT) shares are surging after the cybersecurity stock posted strong 2Q numbers and continues to see above-expected growth through the end of the fiscal year. Lam Research (LRCX) is the best performer in the S&P 500 as the CEO says A.I. spending continues to reshape the chip industry.

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Andrew Plum explains why cooling inflation gives the Fed room to remain patient on interest rates. He highlights opportunities in dividend-paying stocks, Japanese equities, high-yield municipals, commodities, and gold.

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A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data.

On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. While Microsoft is being rewarded for its A.I. plans, Meta Platforms (META) is being punished for reiterating its capex spending, leading analysts to cut their price targets.A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data.

On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. While Microsoft is being rewarded for its A.I. plans, Meta Platforms (META) is being punished for reiterating its capex spending, leading analysts to cut their price targets.

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Market is misreading the macro picture - with higher yields being priced in. Nicolò Bocchin of Azimut thinks that investors are not pricing in a return a more normal market, with lower growth and lower tariffs. Bocchin says once energy prices and tariff concerns are resolved, we will likely be in a deflationary environment. He thinks Fed Chair Kevin Warsh should address the liquidity in the market and that keeping rates steady was the correct move. In the credit market, Bocchin sees opportunities in the short and long end of the curve.

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A day after a massive market drop, two A.I. giants told very different stories. Microsoft (MSFT) delivered a blowout quarter, revenue up 18% to $90B and Azure topping $100B for the first time, enhancing its argument that its A.I. spending is already paying off. Meanwhile, Meta Platforms (META) posted record revenue, but missed earnings and said it expects to spend on the higher range of its prior capex guidance, expecting $130B-$145B this year. On the chip front, Lam Research (LRCX) is moving higher despite mixed earnings as raised its 3Q guidance. Jenny Horne has Thursday's top moving stocks.

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Microsoft (MSFT) surpassed wall street’s expectations on the top and bottom line, while Meta Platforms (META) and Qualcomm (QCOM) both missed on EPS as investors weigh CapEx and its ability to generate long-term ROI. Marley Kayden takes investors through the biggest earnings after Wednesday's trading session.

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Marley Kayden talks about the Fed's decision to leave interest rates unchanged despite dissents from three of the FOMC members. She also discusses the sell-off in Hims & Hers (HIMS) after FTC filed a lawsuit against the company, alleging it shared customers health data.

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Marley Kayden and Alex Coffey talk about the biggest earnings movers so far this week in Microsoft (MSFT) and Meta Platforms (META). One beat on the top and bottom line while the other missed on EPS, signaling a mixed after-hours trading session as investors weigh if growing CapEx is offering enough AI ROI. Marley and Alex turn to other notable tech earnings from Qualcomm (QCOM), Arm (ARM), and Lam Research (LCRX), along with one of the biggest consumer discretionary names in Starbucks (SBUX).

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