Apple gave up its earnings pop. How to trade it from here

Just days after long time tech darling surpassed $4 trillion in market cap, Apple delivered an earnings report that beat on both the top and bottom. However, the reason we saw shares jump by over 4% in after-hours was due to CEO Tim Cook’s robust guidance on future iPhone 17 sales forecasts. After Apple opened […]

How to tackle private credit’s ‘cockroaches’ as contagion fears build

Key Points J.P. Morgan CEO Jamie Dimon warned last week of “cockroaches” lurking in private markets. Private markets have come into sharper focus following the recent high-profile collapses of First Brands and Tricolor in the U.S. As central banks turn their attention to the sector, investors say closer analysis and active portfolio management are more […]

How to prepare your portfolio for lower interest rates: top advisors

Compassionate Eye Foundation/Steven Errico The Federal Reserve cut its benchmark rate in September, and is now expected to announce two more cuts before the end of the year. In prior rate-cutting cycles, there has been plenty of upside potential for investors to boost earnings and balance risk as the Fed adjusts its policy stance. Still, “all in […]

This insurance stock is breaking out, but remains cheap. How to get long with options

Elevance Health is emerging from a 2025 reset with improved positioning to restore margins and grow its earnings base. Management has demonstrated discipline by lowering guidance to reflect elevated costs rather than delaying recognition, clearing the decks for the future. At the same time, the Carelon platform continues to deliver robust growth, diversifying revenue streams […]

How to trade an improving outlook for bank stocks going forward

(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) Traders are keeping an eye on financials as the sector’s backdrop improves. Investors are also awaiting key revisions to U.S. labor data due out later in the day. […]