智通财经APP获悉，美国30年期抵押贷款平均利率在本周跌破6%，为三年半来首次。但经济学家表示，这可能只是暂时的现象，且除非住房供应增加，否 则仅凭利率下降本身不足以显著提振住房需求。房地美周四公布的数据显示，30年期固定抵押贷款平均利率为5.98%，为2022年9月以来最低水平，低于上 周的6.01%，同时显著低于上年同期的6.76%。 美国住房市场已成为一个敏感的政治议题。由于供应有限、利率高企和建筑成本上升，美国房地产市场一直举步维艰，1月成屋销售降至两年多来最低水 平。负责监管抵押贷款金融巨头房地美和房利美的联邦住房金融局周二表示，美国去年12月房价同比上涨1.8%，较11月的同比涨幅2.1%有所下降。 美国总统特朗普正面临在11月国会中期选举前解决生活成本问题的压力，他提出了多项旨在提高购房可负担性的建议。特朗普上个月命令联邦住房金融局购 买2000亿美元的抵押贷款债券，以帮助降低住房贷款成本。经济学家对这些抵押贷款购买行为能否显著改善住房可负担性持怀疑态度。 上周公布的美联储1月27-28日政策会议纪要描述了一位纽约联储官员的情况介绍，指出政府的债券购买计划已导致"抵押贷款支持证券收益率显著下降" ...

Seasoned investors know it, but some traders might have to learn this lesson the hard way. ...

Home Depot, one of the largest U.S. home improvement retailers, continues to face challenges as shoppers shift their discretionary spending habits in stores. In response, the retailer’s CEO has issued a stern warning about how shifting consumer sentiment and market pressures could impact the company’s future performance and sales. In the fourth quarter of 2025, Home Depot’s U.S. comparable sales increased by a minor 0.3% year over year, according to the company’s latest earnings report. Also, recent Pla ...

We recently published 12 Stocks on Jim Cramer’s Radar.  The Home Depot Inc. (NYSE:HD) is one of the stocks on Jim Cramer's radar. Home improvement retailer The Home Depot Inc. (NYSE:HD)’s shares are down by 2.2% over the past year and are up by 11% year-to-date. Bernstein discussed the firm on February 18th. It raised the share price target to $381 from $362 and kept a Market Perform rating. The action came before The Home Depot Inc. (NYSE:HD)’s fiscal fourth quarter earnings report. Bernstein outlined th ...

Stifel analyst W. Andrew Carter raised the firm’s price target on Home Depot (HD) to $375 from $350 and keeps a Hold rating on the shares. The firm updated estimates post Q4 earnings. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on HD: Disclaimer & DisclosureReport an Issue ...

RBC Capital raised the firm’s price target on Home Depot (HD) to $377 from $363 and keeps a Sector Perform rating on the shares after its Q4 earnings beat. The company is executing well, but the lack of catalysts to drive improved housing turnover is resulting in a muted EPS growth outlook, the analyst tells investors in a research note. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on HD: ...

Retail Earnings Overview - Walmart shares declined following quarterly results due to underwhelming guidance, but the stock has increased over +13% since the start of 2026, outperforming the broader market's +0.4% gain [2] - Walmart's same-store sales in the U.S. increased by +4.6%, exceeding consensus estimates of +4.24%, with U.S. ecommerce sales up +27% year-over-year [3] - Home Depot beat estimates and reaffirmed guidance, with same-store sales increasing by +0.4%, surpassing estimates of a -0.24% decline [5][6] Walmart Performance - Walmart's ecommerce now accounts for approximately 18% of total revenues, with the U.S. ecommerce unit fully profitable [4] - The company reported a +46% increase in advertising revenues, totaling $6.4 billion for the fiscal year [4] Home Depot Insights - Home Depot's guidance reflects a stable demand backdrop, although the home improvement sector faces challenges from high home prices and mortgage rates [5] - The company is optimistic about demand normalization in the post-COVID period [5] S&P 500 Earnings Trends - Total earnings for 453 S&P 500 members reporting Q4 results are up +12.2% year-over-year on +8.7% higher revenues, with 75.1% beating EPS estimates [7] - Q4 earnings growth is expected to be +13.2% with +9.2% higher revenues, marking the 10th consecutive quarter of positive earnings growth [7] Retail Sector Performance - For 22 Zacks Retail sector companies reporting Q4 results, total earnings increased by +6.9% year-over-year on +8.6% higher revenues, with 50% beating EPS estimates [9] - Excluding Amazon, the retail sector's earnings growth rate for 2025 is projected to drop by +1.5% [11]

When consumers have an immediate hardware need, such as a fluorescent light tube for the kitchen, various fasteners, or adhesives for a repair, a quick trip to the local retailer can be the most convenient solution. Most communities have an independent hardware store or an Ace Hardware or True Value Hardware chain store to meet customers' needs. In some cases, it's more convenient to visit a Walmart for certain hardware goods. The retail giant has a pretty good selection of hardware items, like that fluores ...

Group 1: Private Equity and SaaS Companies - Jim Cramer expressed concerns about private equity firms investing in software-as-a-service (SaaS) companies that are vulnerable to AI disruption, questioning their portfolio choices [1] - Cramer emphasized the need for private equity firms to attract real institutional buyers willing to purchase at realistic discounts, rather than relying on inflated valuations [1] Group 2: Advanced Micro Devices Inc. (AMD) - Advanced Micro Devices Inc. (NASDAQ:AMD) shares have increased by 105% over the past year but have decreased by 4% year-to-date, facing a 17% drop after its fourth-quarter earnings report [6] - Baird maintained an Outperform rating for AMD with a price target of $300, citing AI demand and accelerated sales of AI CPUs as positive factors [6] - Evercore ISI raised AMD's price target from $328 to $358 while also maintaining an Outperform rating, following a significant $60 billion deal with Meta for GPUs and CPUs [6] Group 3: The Home Depot Inc. (HD) - The Home Depot Inc. (NYSE:HD) shares have decreased by 2.2% over the past year but increased by 11% year-to-date, with Bernstein raising its price target from $362 to $381 while maintaining a Market Perform rating [7] - The Home Depot reported $38.20 billion in revenue and $2.72 in earnings per share, surpassing analyst expectations, with same-store sales growth of 0.4% [7] - Cramer defended The Home Depot's performance post-earnings, questioning the rationale behind selling the stock given its conservative forecasts [7]

Stocks exposed to the US housing market plummeted Wednesday as investors assessed grim outlooks from companies like home improvement retailer Lowe’s Cos Inc., and weighed the lack of a housing policy update during President Donald Trump’s State of the Union speech. The S&P composite homebuilder index shed as much as 5.2%, the most since last April’s tariff-related market meltdown. The declines were led by Green Brick Partners Inc., Lennar Corp., Champion Homes Inc., Dream Finders Homes Inc., Installed Bui ...