... its annual revenue forecast, and investors will track whether this trend continues: they await comments on the demand for new drugs and possible progress in clinical trials. An important signal will be the dynamics of debt load and plans for returning capital to shareholders—as BMS is known for generous dividends. If management can convince the market that the company is navigating the downturn in sales of core products and will return to a growth trajectory by 2026 (thanks to new launches), this ...

... the health of the chip industry. In 2023, equipment manufacturers faced a downturn due to memory market saturation and reduced capital spending from chip makers. However, signs of demand revival have emerged in late 2024 to early 2025 (especially due to ... ... any abrupt comments from Powell could alter expectations and trigger sell-offs in the bond market, which would spill over into equities. Another risk is the concentration of negative surprises in corporate earnings: if several large companies (especially ...