Yesterday's rally to record highs reflected hopes for peace and strong earnings. However, SpaceX and Advanced Micro Devices appeared to disappoint with results after the close.

Profit margins for refineries declined over the past week as crude inventories have decreased faster than refined product supplies.

After stocks closed near record highs Monday and Palantir topped estimates, investors await AMD and SpaceX after the close. Job openings kick off a key labor data week.

Kevin Warsh considers fewer Fed meetings, the Fed holds rates steady, the Senate moves to avert a shutdown, a new BLS chief is confirmed, and midterms near.

Investors are riding the bulls to fresh all-time highs as robust earnings, lower oil prices and hopes of a resolution to the Iran conflict list prices and sentiment.

Palantir kicks off another packed earnings slate after the bell, while manufacturing data is in focus this morning. Attention will then shift to jobs data later in the week.

Chip, software, and memory maker stocks headline the next wave of tech earnings. Here's what investors should watch, from AI infrastructure demand to memory market competition.

With the July jobs report Friday, any sign of labor market tightness might weigh on stocks, given the potential for Fed tightening, said Schwab's Kevin Gordon in the Week Ahead.

Stocks are on track for modest weekly gains, despite a volatile post-FOMC reaction in the bond market. Strong cloud services growth from hyperscalers Amazon and Microsoft has helped offset rising Treasury yields.