Rater hike estimates are falling fast as inflationary pressures ease.
Rater hike estimates are falling fast as inflationary pressures ease. via Bloomberg pic.twitter.com/TOoAoQzwej — Daniel Lacalle (@dlacalle_IA) July 6, 2026
estimates
AMD’s stock soars 20% as data center growth pushes revenue and guidance past estimates
Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company’s revenue forecast also exceeded estimates as demand soars for chips to power artificial intelligence workloads. The stock ripped 20% higher in premarket trading on Wednesday. Here’s how the chipmaker did versus LSEG consensus estimates for the quarter ended in March: EPS: $1.37 vs. $1.29 …
Fed signals openness to future rate hikes… “Consensus estimates from Bloomberg now project GDP at 2.28% and headline CPI inflation at 3% to end the year.”
"Consensus estimates from Bloomberg now project GDP at 2.28% and headline CPI inflation at 3% to end the year."@_JoshSchafer pic.twitter.com/iYvnlVhrO1 — Daily Chartbook (@dailychartbook) April 8, 2026 🔴 Fed Minutes: Many participants saw risk of inflation remaining elevated for longer than expected amid persistent oil price increase, which could call for rate hikes. — FinancialJuice …
CSIS Estimates $891 Million Daily Cost for Initial U.S.-Led Iran Operations
The Defense Department won’t say how much Operation Epic Fury might cost, but one bipartisan think tank is putting the price tag at some $891 million a day for the first four days of the attack — or $3.7 billion total. The Center for Strategic and International Studies says the eye-popping numbers are due largely …
The US has spent nearly $2 billion on the war in Iran, according to estimates. We are actively shooting down $20,000 drones with $2 to $4 million missiles and are spending $12 million to DESTROY a $50,000 drone.
🚨🇺🇸 BREAKING: The US has spent nearly 2 billion dollars on the war in Iran, according to estimates. pic.twitter.com/uKjI7wFMKe — Jackson Hinkle 🇺🇸 (@jacksonhinklle) March 3, 2026 🚨BREAKING: JESSE WATTERS TURNS ON TRUMP “Gas prices are gonna jump. Mortgage rates are already ticking up. You're gonna see inflation.” pic.twitter.com/cHygnRCxfm — Spencer Hakimian (@SpencerHakimian) March 2, …
SoftBank just missed Wall Street Net Income estimates by 70%. Meta hides $27 billion in AI debt off the books. Oracle piles on $38 billion more through shadow financing. ‘The AI hype will die.’
SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/615qtOBOAZ pic.twitter.com/KlUrlbZfiM — JustDario 🏊♂️ (@DarioCpx) February 12, 2026 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They’re using something called conduit financing, where a special purpose vehicle borrows the money, builds the …
Tesla deliveries plunge 13%—misses estimates
TSLA deliveries 336,681, -13% y/y, estimate 390,343 Model 3/Y deliveries 323,800, -12% y/y, estimate 381,536Other models deliveries 12,881, -46% q/q, estimate 16,335 — zerohedge (@zerohedge) April 2, 2025 https://twitter.com/MacroMicroMe/status/1907425117770231905
Earnings estimates slashed, reality forces long-overdue downward revisions. S&P, Nasdaq shorts hit multi-year highs. S&P 500 trails global markets like never before since 1988
Downward #earnings revisions have been outpacing upward revisions. As you know,we have been stating for quite a while that #estimates were way to high and would have to adjust lower for #economic realities.H/T @sentimentrader pic.twitter.com/rzDVOxozSy — Lance Roberts (@LanceRoberts) March 31, 2025 BofA says trend followers have been ramping up US equity "SHORTS" ahead of …
ILLINOIS AUDIT: GOV PRITZKER SPENT $1.6 BILLION ON ILLEGAL IMMIGRANT HEALTHCARE—TRIPLE THE ESTIMATES
Republicans are demanding the program be shut down immediately. But what does Pritzker do? Defends it. No accountability, no remorse, just the same tired excuses. Meanwhile, taxpayers struggle, and Illinois inches closer to financial collapse. 🚨🇺🇸ILLINOIS AUDIT: GOV PRITZKER SPENT $1.6 BILLION ON ILLEGAL IMMIGRANT HEALTHCARE—TRIPLE THE ESTIMATES A state audit revealed Governor JB Pritzker …
Bummer! January Jobs Growth Below Estimates Amid Massive Revisions, Job Gains At +143k (New Sheriff In Town!)
by confoundedinterest17 Biden is out and so are the crazy job preferences of his administration (e.g., green energy). There is a new sheriff in town (Donald Trump). Here’s what the BLS reported in Trump’s first official jobs report since he returned to the White House: total payrolls printed at 143K. down sharply from an upward revised …
Tesla Q4 deliveries missed estimates, stock dips below $400 again.
BREAKING: Tesla, $TSLA, delivered 495,570 vehicles in Q4 2024, well below estimates of 512,466. The stock is back below $400 on the news for the first time since December 10th. pic.twitter.com/UAskYNhv2g — The Kobeissi Letter (@KobeissiLetter) January 2, 2025 $TSLA Reports COLLAPSING Q4 Delivery Numbers • Q4 2024 deliveries dropped to 484,507, down from 504,770 …
Thunderstruck! US Unemployment Rate Is 8.7%, More Than Double BLS Estimate Of 4.1% (Mortgage Rates Rising With Declining BLS Estimates)
by confoundedinterest17 Thunderstruck! Interest rates should be thunderstruck when realization dawns that the recend BLS jobs reporr was grossly mismeasured. National unemployment was 8.7% in this month’s Rasmussen Reports Real Unemployment and significantly more than double the 4.1% rate officially reported by the Bureau of Labor Statistics today. Mortgage rates are rising again with Friday’s surprising jobs report. But as it just …
Costco Wholesale misses quarterly revenue estimates
Costco Wholesale missed market expectations for fourth-quarter revenue on Thursday on cautious spending by budget-conscious customers at its membership-only stores, as well as an impact from lower gasoline prices. Shares of the company were down marginally in volatile extended trading. They have gained about 37% so far this year. While ultra-low prices on groceries and …
Declining earnings estimates for 2024 and 2025 may lead to lower stock market valuation multiples.
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 …
McDonald’s earnings, revenue miss estimates
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 …
Florida and Texas housing collapse getting worse. Zillow estimates being written down 21%.
The Texas and Florida housing markets are beginning to crash. With inventory levels spiking and Zillow value estimates declining in these markets. 65% of consumers say this is a bad time to buy a home pic.twitter.com/iBxCnJg9ek — Piker Capital (@PikerCapital) July 17, 2024
Zillow estimates tanking. Investors taking $150,000 write downs on houses. May’s housing inventory surge to 481,000 echoes 2008 peak
Investors are now selling at a loss in Florida’s Housing Market, with the Zillow Value estimates on some listings collapsing as much as 30%. Indeed, the seasonally-adjusted estimate of new houses for sale at the end of May was 481,000, marking the highest level since January 2008. This surge in inventory is a result of rising …
The US Economy is a story of the magnificent 7, fiscal deficits and contradictory employment estimates
via notayesmanseconomics We have seldom been in a time where there has been so much confusion and uncertainty about the US economy. We came into 2024 with the Conference Board leafing indicators having suggested a recession on the cards and then saw that annual economic growth had been around 3%. More recently the two surveys …
Apple beats Q2 estimates, as iPhone sales decline 10%… Earnings Snapshot
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 …
Alphabet Beats Revenue Estimates Buoyed by Cloud, Pays Dividend, Stock Skyrockets 13%
Cloud services revenue rose 28% to $900 million in quarter Company announces 20-cent dividend, $70 billion share buyback Alphabet Inc. reported first-quarter revenue that exceeded analysts’ expectations, buoyed by growth in its cloud computing unit. The Google parent generated sales, excluding partner payouts, of $67.6 billion for the three months that ended on March 31, …
Barrick (GOLD) Q4 Earnings Surpass Estimates, Sales Miss
Barrick Gold Corporation GOLD recorded net earnings (on a reported basis) of $479 million or 27 cents per share in fourth-quarter 2023. The figure improved from a loss of $735 million or 42 cents per share in the year-ago quarter. Barring one-time items, adjusted earnings per share were 27 cents. The figure beat the Zacks …
China’s Local Gov’t Debt in 2020 was 50% Higher Than WB, IMF Estimates
by Mike Shedlock To meet GDP demand of the Chinese Government, unproductive debt in China soared out of sight. Who will pay for the losses and cleanup? Image clip from video below. Local Chinese Debt in Need of Bailout The East is Read reports China’s Local Govt debt in 2020 was 50% Higher than WB, IMF Estimates. …
Bank of Israel estimates cost of war against Hamas will cost $53 BILLION dollars but don’t worry though American taxpayers got the tab!
Why are we paying for their war? When will we start asking these questions. Give til it hurts you cattle… via RT: Israel’s war on Hamas will cost the country $53 billion and hamper economic growth into 2024, according to figures published by the Bank of Israel on Monday. Fighting has been paused since a …
The IRS is tackling fraud and abuse in the ERC tax credit, which expired in 2021 due to claims boom. The credit has cost taxpayers $230 billion, triple earlier estimates.
The IRS has detailed tax dodging by the ultra-wealthy and says it recently squeezed 100 millionaires for $122 million in missing taxes, per BI. — Win Smart, CFA (@WinfieldSmart) October 25, 2023
Nvidia reports 88% jump in revenue and tops estimates, driven by demand for AI chips
Nvidia reports 88% jump in revenue and tops estimates, driven by demand for AI chips https://www.cnbc.com/2023/08/23/nvidia-nvda-earnings-report-q2-2024.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard Nvidia reported second-quarter earnings that beat elevated expectations for earnings and revenue, and provided guidance for the current quarter that was significantly higher than expected. Shares rose 9% in extended trading. Earnings: $2.70 a share, adjusted, versus $2.09 per share …
USGS study estimates at least 45% of tap water has PFA’s
by TinnRing At least 45% of the nation’s tap water is estimated to have one or more types of the chemicals known as per- and polyfluorinated alkyl substances, or PFAS, according to a new study by the U.S. Geological Survey. There are more than 12,000 types of PFAS, not all of which can be detected …
US Housing Starts Surge Most Since 2016, Exceed All Estimates (The Pause That Refreshes As Fed Dot Plots Suggest Return Of Zorp [Zero Outrageous Rate Policies!)
by confoundedinterest17 Well, not really unexpected since the housing sentiment index for home builders was above 50 yesterday. But with The Fed pausing rate hikes, housing starts are soaring! US housing starts unexpectedly surged in May by the most since 2016 and applications to build increased, suggesting residential construction is on track to help fuel …