LIVE MARKETS-Nvidia, Walmart results still to come as earnings season winds down

Target Corporation
NVIDIA Corporation
Home Depot, Inc.
Walmart Inc.
Dow Jones Industrial Average

Target Corporation

TGT

0.00

NVIDIA Corporation

NVDA

0.00

Home Depot, Inc.

HD

0.00

Walmart Inc.

WMT

0.00

Dow Jones Industrial Average

DJI

0.00

Updates with new blog entry

Main US indexes pare losses; Dow off 067%

Cons disc down most among S&P sectors; Energy biggest gainer

Dollar, crude, gold gains; bitcoin up ~2%

US 10-Year Treasury yield edges up to ~4.13%

Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com

NVIDIA, WALMART RESULTS STILL TO COME AS EARNINGS SEASON WINDS DOWN

The U.S. earnings season is almost finished, with results in now from more than 450 of the S&P 500 companies. But the biggest report of the season - Nvidia NVDA.O - is still to come, along with a host of retailers including Walmart WMT.N.

The results could be key for the market, which has been selling off amid concerns about AI exuberance and expensive valuations. The S&P 500 is on track for a fourth day of losses.

Nvidia, the biggest company by market cap and leader in the AI trade, is due to report after the bell on Wednesday, while Walmart is due Thursday before the bell.

Stronger-than-expected results have pushed S&P 500 estimated earnings growth for the third quarter up to 16.9%, which would be the highest since the fourth quarter of 2024, when it was 17.1%, according to LSEG data as of Friday.

Analysts had estimated growth for the third quarter of 8.8% on October 1.

Also reporting this week is Target TGT.N, due Wednesday before the bell, while Home Depot HD.N earlier Tuesday forecast a bigger drop in full-year profit after missing Wall Street estimates for quarterly earnings.

(Caroline Valetkevitch)

*****

EARLIER ON LIVE MARKETS:

CFRA NOT SURPRISED BY RECENT WEAKNESS, SAYS YEAR-END MAY STILL BE IN THE CARDS CLICK HERE

YESTERDATA: HOMEBUILDER SENTIMENT A BIT LESS GLOOMY, STALE FACTORY ORDERS MEET CONSENSUS CLICK HERE

AI BOOM OR BUST? THE UNCERTAIN DANCE OF MARKETS CLICK HERE

TAP STEPS INTO EUROPE'S BIG AIRLINE DANCE CLICK HERE

AI FRENZY FUELS TRILLIONS IN SPENDING - AND A MARKET ON EDGE CLICK HERE

FROM DISPARITY TO OPPORTUNITY: ECONOMIC TRENDS SIGNAL BROADER RECOVERY IN 2026 CLICK HERE

S&P 500 INDEX BREAKS 50-DMA: WILL THE SHIP SINK, OR THE TIDE TURN? CLICK HERE

WHY ENERGY IS KEY FOR AI'S NEXT CHAPTER CLICK HERE

94% OF THE STOXX IN THE RED, HEALTHCARE RESISTS CLICK HERE

BEFORE THE BELL: RISK-OFF SET TO SPREAD TO EUROPE CLICK HERE

FEAR AND CAUTION GRIP MARKETS CLICK HERE


SPXstxabove50dma11182025 https://fingfx.thomsonreuters.com/gfx/buzz/klvyjzorkpg/SPXstxabove50DMA11182025.png

NAHB https://www.reuters.com/graphics/USA-STOCKS/zgvoyrdklvd/nahb.png

Factory orders https://www.reuters.com/graphics/USA-STOCKS/jnpwkwoxkpw/factoryorders.png

Core capital goods https://www.reuters.com/graphics/USA-STOCKS/gdpzjwgdbpw/corecap.png

This page is machine-translated. Sahm tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation. *Disclaimer: The above content only represents the author's personal position and opinion and does not represent any position of Sahm Capital Financial Company and Sahm cannot confirm the authenticity, accuracy, and originality of the above content. Investors should consider the risks of investment products in light of their circumstances before making any investment decisions. When necessary, please consult a professional investment advisor. Sahm does not provide any investment advice, nor does it make any commitments and guarantees.