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Listen to the audio version of this article (generated by AI). Checking in on the bond market… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number Yardeni is watching As I write on Wednesday, the bond market just got rescued…for the moment. Yesterday, the ...
Key Points Micron could still have more upside with the current memory supercycle set to last longer than prior cycles. AMD looks like the better way than Intel to play the server CPU market. Alphabet is the most complete AI play, and looks likely to be a long-term winner. 10 stocks we like better than ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 19) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,373.89, up by 1.3 percent over the past 24 hours. Bitcoin price chart ...
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 463 S&P 500 companies reporting Q2 results (representing 92.6% of total index membership), aggregate earnings grew +40.9% ...
Key Points Apple and Alphabet are two of the largest holdings within Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB)‘s portfolio. Those tech giants are also among the most valuable stocks in the world, with market caps in excess of $4 trillion. Historically, under former CEO Warren Buffett, Berkshire hasn’t been all that big on tech stocks, but ...
Trip.com (TCOM) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company’s earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term ...
Key Points Netflix (NASDAQ: NFLX) stock is down 43% from its high, something that has happened only twice in the last 15 years. However, what may be more surprising is how this has affected the stock’s valuation. Thanks to the pullback, Netflix trades at a forward earnings multiple of 21. The stock traded at a ...
U.S. legacy automakers Ford F and General Motors GM have moved in different directions since their second-quarter earnings reports. GM has gained 14.4% since reporting on July 21, while Ford is down 3% since its July 28 results. That divergence is notable because both automakers delivered stronger earnings and raised their full-year outlooks. So, the question is ...
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (August 14) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$62,905.35, down by 0.5 percent over the past 24 hours. Despite encouraging US ...
Alibaba BABA is scheduled to report first-quarter fiscal 2027 results on Aug. 20. For the fiscal first quarter, the Zacks Consensus Estimate for revenues is pegged at $38.63 billion, suggesting an 11.74% rise from the year-ago quarter’s reported figure. The Zacks Consensus Estimate for earnings is pinned at $1.94 per share, indicating a decline of ...
The whipping post
The whipping post
The whipping post