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October Could Bring New Market Surprises As Earnings Season Nears: Here's What To Watch

Seeking Alpha · Wed, 23 Sep 2026 10:20:00 -0400

The macro is in focus through month-end, but investors must not overlook company-level trends in the days ahead, including an active conference circuit. Stocks remain resilient despite higher Treasury rates and Fed hiking, with the S&P 500 near record highs, led by tech. Jobs data, consumer spending, and corporate guidance will be key signals as investors eye Q4 volatility catalysts and 2027 forecasts.

Launching The Allocation Compass: A Risk-Reward Approach To Portfolio Allocation

Seeking Alpha · Wed, 23 Sep 2026 10:00:00 -0400

The Allocation Compass is a service focused on portfolio allocation, leveraging a proprietary Risk-Reward Rating System for disciplined, risk-adjusted returns. The service offers three risk-reward-optimized model portfolios - Dividend Growth, Dividend Income, and Balanced Dividend Income - each blending ETFs and individually selected equities. The Risk-Reward Rating System evaluates 35 criteria across 10 categories, assigning buy/sell ratings and maximum allocation limits for robust risk management.

Not Palantir. Not Micron.

The Motley Fool · Wed, 23 Sep 2026 09:47:00 -0400

Jensen Huang says cybersecurity is the next major use case for artificial intelligence. Cybersecurity is one of the more compute-intensive uses of AI because the inference workloads must run continuously.

Staples ETF Widens Gap Over Discretionary in 2026

ETF Trends · Tue, 22 Sep 2026 09:16:29 -0400

The State Street Consumer Staples Select Sector SPDR ETF (XLP) has climbed 6.6% so far in 2026, according to State Street data as of September 21. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) has fallen more than 7% over the same stretch, a 13.

Market information is provided for research and visualization and is not investment advice.