primeimages/E+ via Getty Images By James Picerno The stock market’s decline since the Iran war started isn’t surprising, but some market observers have been puzzled by the gradual, orderly slide in equities to date. Why hasn’t the conflict triggered a deeper correction? Robust earnings may be a factor. The S&P 500’s current drawdown is -7.2%, which is still relatively modest by historical standard...
primeimages/E+ via Getty Images By James Picerno The stock market’s decline since the Iran war started isn’t surprising, but some market observers have been puzzled by the gradual, orderly slide in equities to date. Why hasn’t the conflict triggered a deeper correction? Robust earnings may be a factor. The S&P 500’s current drawdown is -7.2%, which is still relatively modest by historical standards. No one knows if the decline will deepen, or when the war will end, but solid earnings data is a likely reason why the correction, so far, is still within a “normal” range. Earnings are a key - if not the primary - driver of equity returns through time, which suggests that recent gains on this front, along with upbeat expectations for the near-term outlook, may have helped limit the downside for stocks. The research firm FactSet estimates that the equity market’s year-over-year earnings growth rate through this year’s first quarter is 12.5%. “If 12.5% is the actual growth rate for the quarter, it will mark the sixth straight quarter of double‑digit (year over year) earnings growth reported by the index,” writes the senior analyst. For recent historical perspective, consider the stock market’s performance (S&P 500 Index) in context with earnings. Unsurprisingly, equities have been rising in line with earnings growth. If the bullish forecasts for earnings are accurate, the growth trend may provide support for stocks and help minimize the war-related downside risk. Market volatility in the short term can spike for a variety of reasons, and so, it’s never clear how much support earnings can provide over a few weeks or months. As the renowned value investor Ben Graham famously observed, “In the short run, the market is a voting machine, but in the long run it is a weighing machine.” Wall Street remains generally upbeat on S&P earnings for 2026. The question is how much of a haircut could be brewing if the war runs longer than the optimistic views suggest? Analysts at Barclays ...
Flags of the European Union outside the European Central Bank (ECB) headquarters in Frankfurt, Hesse, Germany, on Thursday, March 19, 2026. The ECB kept interest rates unchanged for a sixth meeting as it seeks clarity on how damaging the war in Iran will prove for inflation and the economy. Photographer: Alex Kraus/Bloomberg
Flags of the European Union outside the European Central Bank (ECB) headquarters in Frankfurt, Hesse, Germany, on Thursday, March 19, 2026. The ECB kept interest rates unchanged for a sixth meeting as it seeks clarity on how damaging the war in Iran will prove for inflation and the economy. Photographer: Alex Kraus/Bloomberg
Lassonde Industries press release ( LSDAF ): Q4 GAAP EPS of $7.92. Revenue of $768.1M (+4.1% Y/Y) beats by $214.83M . Gross profit of $225.0 million (29.3% of sales), up $32.1 million from the same quarter last year. This net increase results mainly from the following items: More on Lassonde Industries Lassonde Industries Inc. (LAS.A:CA) Q4 2025 Earnings Call Transcript Lassonde Industries Inc. 20...
Lassonde Industries press release ( LSDAF ): Q4 GAAP EPS of $7.92. Revenue of $768.1M (+4.1% Y/Y) beats by $214.83M . Gross profit of $225.0 million (29.3% of sales), up $32.1 million from the same quarter last year. This net increase results mainly from the following items: More on Lassonde Industries Lassonde Industries Inc. (LAS.A:CA) Q4 2025 Earnings Call Transcript Lassonde Industries Inc. 2025 Q4 - Results - Earnings Call Presentation Palm Valley Capital Fund buys Ingredion in Q4, sells Northwest Natural Historical earnings data for Lassonde Industries Dividend scorecard for Lassonde Industries
Recent share performance and business scale Taiwan Semiconductor Manufacturing (TSM) has recently faced a 6.2% one day share decline, adding to a month drop of about 15%, even as the stock remains higher over the past 3 months. Over the past year, the company reports a total return of about 96%, with multi year total returns that are several times the starting value. Recent moves come against a ba...
Recent share performance and business scale Taiwan Semiconductor Manufacturing (TSM) has recently faced a 6.2% one day share decline, adding to a month drop of about 15%, even as the stock remains higher over the past 3 months. Over the past year, the company reports a total return of about 96%, with multi year total returns that are several times the starting value. Recent moves come against a backdrop of sizeable operations across global semiconductor markets. See our latest analysis for...
Cathie Wood just dialed back one of Big Tech’s biggest names again. The ARK Invest boss shed 3,578 shares of Meta Platforms (META) on March 25, a move worth nearly $2.1 million. The sale was spread across three of ARK’s major actively managed ETFs, with Meta coming off a lean patch, having ...
Cathie Wood just dialed back one of Big Tech’s biggest names again. The ARK Invest boss shed 3,578 shares of Meta Platforms (META) on March 25, a move worth nearly $2.1 million. The sale was spread across three of ARK’s major actively managed ETFs, with Meta coming off a lean patch, having ...
According to the current regulations, Sword Group announces that its 2025 Financial Report has been made available to the public. It was sent to the Commission de Surveillance du Secteur Financier (CSSF) and was also filed with the Luxembourg Stock Exchange. It can be viewed and downloaded on the website of the company: 2025 FINANCIAL REPORT
According to the current regulations, Sword Group announces that its 2025 Financial Report has been made available to the public. It was sent to the Commission de Surveillance du Secteur Financier (CSSF) and was also filed with the Luxembourg Stock Exchange. It can be viewed and downloaded on the website of the company: 2025 FINANCIAL REPORT
The S&P 500 Index ($SPX ) (SPY ) today is down -0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.81%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.81%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...