#earnings

#earnings

Another holiday-shortened trading week begins today, and the Vanguard S&P 500 ETF ( NYSEMKT: VOO) is feeling the Christmas spirit. The ETF opened up 0.6% Monday. Helping to fuel the rally is again Nvidia ( Nasdaq: NVDA), which plans to begin shipments of its H200 AI chip to China in February. Initial orders are said to total anywhere from 40,000 to 80,000 H200 chips.

Shares of Micron ( NASDAQ: MU) are up about 14%, or by $31 this morning. All thanks to strong earnings. EPS of $4.78 beat by 82 cents. Revenue of $13.64 billion beat by $760 million. Moving forward, the company expects to earn between $8.22 and $8.62 per share, with revenue expected to be between $18.3 billion and $19.1 billion for the second quarter. Analysts were looking for $4.78 per share on revenue of $14.3 billion.

Shares of Ford Motor Company (NYSE: F) gained 6.13% over the past month after gaining 9.65% the month prior. The legacy automaker's stock has gained more than 57% since its YTD low on April 8. So far this year, Ford is up 41.66%. It continues to pay patient shareholders with a dividend currently yielding 4.39%, or 15 cents per share quarterly.

After strong performance in 2025, the index is showing signs that future gains will depend less on liquidity and more on earnings quality and valuation resilience. "The market has shifted from being liquidity-driven to earnings-sensitive," said Saqib Iqbal, market analyst at Becoin.net. "With multiple rate cuts behind us and macro data softening, Nasdaq performance is now tied to profit growth and cash-flow resilience, rather than just cheap money."

Nike reported $0.49 per share in its August quarter against expectations of $0.27, delivering an 81% earnings surprise on revenue of $11.72 billion. The company has exceeded estimates in seven of its last eight quarters, averaging roughly 35% surprises. However, net income dropped to $727 million from over $1 billion a year earlier, and operating margin compressed to 7.9%. Gross margin held at 42.2%, but operating expenses ate into profitability as the company invested in digital infrastructure and premium product lines.

According to a survey conducted by Self.com earlier this year, 45% of Americans have a side hustle, with 10.5% of side hustlers noting that they earn over $1,000 monthly from their gigs. The survey also found that the average side hustle brings in $688 per month and that the highest proportion of those with a side hustle (36.2%) spend five to 10 hours per month on their side gig.

And on this hope, the Vanguard S&P 500 ETF ( NYSEMKT: VOO) is up 0.4% premarket. Williams told the crowd in Chile that, in his personal opinion, there's still "room for a further adjustment in the near term to the target range for the federal funds rate to move the stance of policy closer to the range of neutral, thereby maintaining the balance between the achievement of our two goals."

Growth in U.S. markets helped Swedish fintech firm Klarna to achieve a 26% jump in third-quarter revenue, beating expectations in its first report as a public company and forecasting revenue above $1 billion in the current quarter, the company said on Tuesday. The buy now, pay later lender, which went public in September in New York, reported revenue of $903 million, beating analysts' expectations of $882 million, according to data compiled by LSEG.