Independent thinking for complex markets and current events
Quarterly Results: Alphabet Inc. announced Q3 2024 financial results. Total Revenue: $88.3 billion, a 15% year-over-year increase. Google Services: Revenue increased 13% to $76.5 billion, driven by: Growth in Google Search and other services. Increased subscriptions and device sales. Strong YouTube ad performance. Google Cloud: Revenue up 35% to $11.4 billion, fueled by: Growth in …
Nvidia earnings date is now official – November 20 https://www.wallstreethorizon.com/nvidia-earnings-calendar
They are not buying stocks. The Insider Transaction Ratio has risen into 'bearish' territory. via @hmeisler pic.twitter.com/58B6BhJwxz — Daily Chartbook (@dailychartbook) October 15, 2024 h/t HighYieldLarry
by confoundedinterest17 Biden/Harris will be remembered for many things, mostly BAD. Uncontrolled immigration, crime out of control, endless wars, grossly incompetent government administrators, 200k+ missing immigrant children, etc. But wreckless inflation coming from insane government spending takes the cake. And it is heating up again, with the help of The Feral Reserve. Yes, The FERAL …
A turbulent five days for markets, featuring rising tensions in the Middle East and a port strike that both started and stopped, was capped off by a better-than-expected September jobs report that helped stocks close marginally up on the week. For the first week of October the S&P 500 (^GSPC) rose 0.2%, while the Nasdaq …
Credit & stock markets pricing in 250bps rate cuts and 18% SPX EPS growth between now and end-2025…don’t get much better than that for risk so investors forced to chase. – BofA pic.twitter.com/OYr3EKJZbR — Win Smart, CFA (@WinfieldSmart) September 25, 2024 Nvidia and Apple account for over 20% of the average retail investor's portfolio. pic.twitter.com/MiGahSKhdY …
If $spx earnings estimates for 24 and 25 are rolling over, the multiple will need to contract. pic.twitter.com/WCBTrdsRCv — Michael J. Kramer (@MichaelMOTTCM) September 24, 2024 The Stock Market Could See A Sharp Pullback This Week https://t.co/Cj5LMVRzRq #MACRO: $SPY, $QQQ, #RESERVES, #MARGIN — Michael J. Kramer (@MichaelMOTTCM) September 22, 2024 So The Economy Now Depends …
The United States' 33 million small businesses employ about 46% of all private sector employees, according to the Small Business Administration, and were responsible for 70% of net new jobs since 2019. — unusual_whales (@unusual_whales) September 11, 2024 37% of NFIB respondents reported deteriorating earnings, the largest share since March 2010, due to weaker sales …
Look at these two charts and explain to me how it is possible that "inflation expectations" (whatever the f*** those are) are under control? Americans earn fewer dollars than they have in 80 years, and their desire to hold those dollars is near an 80 year low. Jettison the… pic.twitter.com/v0DaECBLzY — Dr_Gingerballs (@Dr_Gingerballs) September 3, …
This could be the stock market’s most important week of the year as investors await Nvidia’s second-quarter earnings results on Wednesday, according to one Wall Street analyst. Wedbush analyst Dan Ives called the imminent Nvidia results the “most important tech earnings in years” in a note last week. “We believe the most important week for …
As we approach $NVDA earnings next week here are some concerns: This company’s stock appears to be heavily overvalued based on the metrics provided. The P/E 76 and P/S 24 ratios are extraordinarily high, suggesting that the market has very optimistic expectations for future… https://t.co/l3ckYZdQ6X — The Coastal Journal (@1CoastalJournal) August 20, 2024 $NVDA breakout …
I now predict something that is not priced into ANY Wall Street earnings model: A secular Tech recession. I base this on the fact that the Cloud outsourcing bubble that began during the pandemic is now four years old and encompasses the last manic AI melt-up phase. Which will… pic.twitter.com/8Bbv8hmzj9 — Mac10 (@SuburbanDrone) August 13, …
41% of Russell 2000 companies now have negative earnings This number is up more than 2x since 2006 And is comparable to levels seen during the peak of 2008 Financial Crisis This is not sustainable pic.twitter.com/CTN5a9ayaw — Bravos Research (@bravosresearch) August 8, 2024 Certainly not ruling out the summer 07 playback of a rally to …
There are signs of exhaustion in margin expansion, prompting investors to seek more clarity about the earnings impact from heavy capital expenditures (capex) on AI. This trend has been noted by analysts, such as Konstantinos Venetis from TS Lombard, who highlighted that the pressure on margins is prompting investors to look closely at how significant …
Airbnb shares dropped 14% in after-hours trading after the company reported second-quarter earnings that missed analyst expectations and warned that it’s seeing signs of slowing demand from U.S. customers. Here’s how the company did compared to LSEG estimates for the quarter ended June 30: Earnings per share: $0.86 versus $0.92 expected. Revenue: $2.75 billion versus …
$MSFT Microsoft Q4 FY24 (ending in June): ☁️ Azure +30% Y/Y fx neutral (vs. 31% in Q3). • Revenue +15% Y/Y to $64.7B ($0.3B beat). • Gross margin 70% (-1pp Y/Y) • Operating margin 43% (flat Y/Y). • EPS $2.95 ($0.02 beat). $MSFT Microsoft Q4 FY24 (ending in June): ☁️ Azure +30% Y/Y fx neutral …
McDonald’s missed second-quarter earnings and revenue estimates. The company’s same-store sales fell for the first time since the fourth quarter of 2020. McDonald’s is leaning on value meals to bring back customers as it deals with a worsening consumer pullback. McDonald’s on Monday reported quarterly earnings and revenue that missed analysts’ expectations as same-store sales …
Small caps have seen substantial downside earnings revisions this year. pic.twitter.com/yOyoCRjzHy — Piker Capital (@PikerCapital) July 18, 2024 Earlier this week, 72% of Small Cap Stocks were trading above their 200D moving average, the most in 3 years pic.twitter.com/6SLq3pFIJw — Barchart (@Barchart) July 19, 2024
The S&P 500's price to peak earnings ratio has moved up to 25.9, its highest level since 2000 and 50% above the historical median. $SPXhttps://t.co/l5IYmkf6Ih pic.twitter.com/DFI74St163 — Charlie Bilello (@charliebilello) July 17, 2024 Nasdaq Large Engulfing candle, followed by a falling window 2 major warnings🚨 Engulfing is a bearish trend reversal candle. Falling window is …
Tech earnings are bracketed by Netflix this Thursday and Apple two weeks later with most of the other mega caps in between, except Nvidia which is off cycle. This earnings period is the lowest liquidity period of the year due to summer volumes and stock buyback blackouts. Here… pic.twitter.com/AfMizxDkxt — Mac10 (@SuburbanDrone) July 15, 2024 …
Recent earnings reports from major US banks have been disappointing, which has led to a decline in their stock prices. For example, JPMorgan Chase’s stock fell more than 5% after the bank forecasted lower-than-expected full-year income from interest payments. Similarly, Wells Fargo and Citigroup also saw declines despite some positive aspects in their reports. This has …
Why is he selling? Does he know the next earnings reports are coming back to reality? We don't want to finally get regulators looking at the grift too closely. https://t.co/aVMhCLsGL9 — Uncle Milty’s Ghost (@his_eminence_j) June 27, 2024 This month’s net selling in the US tech sector is on track to be the largest on …
Tech is the most overbought since August 2020. And then it dropped straight line -15% back to the 50 dma. pic.twitter.com/4GI2YPnfEr — Mac10 (@SuburbanDrone) June 18, 2024 In April, semis rolled over with the rest of the Nasdaq. This time, the Nasdaq has rolled over while semis have made new highs. Which will make this …
It’s going to be a MASSIVE day for tech — curious to see which direction the top semiconductor valuations will go after todays report https://t.co/NpVMBx97vN — Shay Boloor (@StockSavvyShay) May 22, 2024 $NVDA earnings today! The odds are in favor of the BULLS. Since 2016, buying NVDA at the close before earnings and selling at …
The S&P 500 is near an ATH while the S&P 500 Earnings Yield has collapsed and is at 2008 levels and still moving lower. 👇🏼 But please, tell me how all this is bullish. pic.twitter.com/PCS1zak6lz — Kalani o Māui (@MauiBoyMacro) May 20, 2024 Nvidia earnings will be the apex of a global super crash. Nvidia …
But the stock market broke 40,000! Inflation flattens Americans’ wealth gains under Biden: report The move was widely expected after the PBOC left another medium-term facility rate unchanged last week. Both rates were kept at record lows, as Beijing sought to shore up economic growth by keeping local monetary conditions as loose as possible.The PBOC …
In a quarter marked by challenges, Apple’s latest financial report unveils a surprising resilience, defying expectations and igniting investor enthusiasm. Despite a turbulent market and fierce competition, the tech giant showcases strength in key sectors, signaling enduring potential amidst adversity. Key points: Apple’s second-quarter results surpassed expectations, with sales declining less than anticipated and profits …
CVS’s staggering 50% drop in first-quarter net income rattles markets, raising concerns over consumer resilience and economic stability. BREAKING: CVS Pharmacy stock, $CVS, crashes 13% after posting a massive earnings miss and lowering guidance. CVS' net income fell to $1.12 billion in Q1 2024, down from $2.14 billion in Q1 last year. That's a near …
