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Morning Movers
Gapping up
$Disney (DIS.US)$ Shares of the entertainment giant ticked up less than 1% after Reuters reported that activist hedge fund Blackwells Capital will nominate three directors for Disney, competing with a slate from Trian Fund Management. Blackwells is supportive of CEO Bob Iger, the report said.
$Verizon (VZ.US)$ stock rose 1.2% after KeyBanc upgraded its stance on the telecoms giant to overweight from sector...
Gapping up
$Disney (DIS.US)$ Shares of the entertainment giant ticked up less than 1% after Reuters reported that activist hedge fund Blackwells Capital will nominate three directors for Disney, competing with a slate from Trian Fund Management. Blackwells is supportive of CEO Bob Iger, the report said.
$Verizon (VZ.US)$ stock rose 1.2% after KeyBanc upgraded its stance on the telecoms giant to overweight from sector...
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$Intel (INTC.US)$ My thesis is Intel will finally spread the AI cheer on their earnings call 1/25. With their coming to the party and taking on AMD/NVDA one can’t ignore the power this company has with its production capabilities. Yes they have had their lunch eaten by AMD and others, but if history is a teacher, we know everything can turn on a dime. Its absolutely not “too late” to get in INTC. I believe its just getting started.
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$SPDR S&P 500 ETF (SPY.US)$ $Meta Platforms (META.US)$ $S&P 500 Index (.SPX.US)$ $Apple (AAPL.US)$ $Invesco QQQ Trust (QQQ.US)$ $JPMorgan (JPM.US)$ $Bank of America (BAC.US)$ $NVIDIA (NVDA.US)$ $Intel (INTC.US)$ $Amazon (AMZN.US)$ $Netflix (NFLX.US)$ $Alphabet-A (GOOGL.US)$ $Microsoft (MSFT.US)$ $KBW Nasdaq Bank Index (.BKX.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$ $ARK Innovation ETF (ARKK.US)$ $McDonald's (MCD.US)$ $Snap Inc (SNAP.US)$ $Spotify Technology (SPOT.US)$ $Enphase Energy (ENPH.US)$ $Financial Select Sector SPDR Fund (XLF.US)$ $Lululemon Athletica (LULU.US)$ $PayPal (PYPL.US)$ $SPDR Portfolio S&P 500 ETF (SPLG.US)$ $Coca-Cola (KO.US)$ $iShares Russell 2000 ETF (IWM.US)$ $Russell 3000 Index Ishares (IWV.US)$ $Merck & Co (MRK.US)$ $Pfizer (PFE.US)$ $Adobe (ADBE.US)$ $Stem Inc (STEM.US)$ $Luminar Technologies (LAZR.US)$
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Columns ASML - Coast is clear?
$ASML Holding (ASML.US)$ stock is doing well these days
In light of better results, stock prices have shown up trend.
But what are the key points and potential pitfalls if any?
1. Revenue and gross profit is up
Previously a concern highlighting sales disruption due to restrictions on certain regulations might affect sales growth.
This might have no effect or little effect on the current Q2'23 results.
Revenue is up 2.31% from the preceding quarter, while the gross margin is...
In light of better results, stock prices have shown up trend.
But what are the key points and potential pitfalls if any?
1. Revenue and gross profit is up
Previously a concern highlighting sales disruption due to restrictions on certain regulations might affect sales growth.
This might have no effect or little effect on the current Q2'23 results.
Revenue is up 2.31% from the preceding quarter, while the gross margin is...
+1
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[Rewards] AMD leaps on Q2 earnings beat, with increased AI engagements
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Total 23Q2 revenue of AMD was $5.4 billion, representing a decrease of 18% year-on-year (YoY), but still topped estimates for sales.
● AMD's Non-GAAP gross margin was 50% in Q2 2023, compared with 54% YoY and flat quarter-on-quarter (QoQ).
● Non-GAAP net income was $948 million,...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Total 23Q2 revenue of AMD was $5.4 billion, representing a decrease of 18% year-on-year (YoY), but still topped estimates for sales.
● AMD's Non-GAAP gross margin was 50% in Q2 2023, compared with 54% YoY and flat quarter-on-quarter (QoQ).
● Non-GAAP net income was $948 million,...
+1
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$Amazon (AMZN.US)$ reported strong quarterly results on Thursday, beating analyst expectations on both revenue and earnings.
The share price surged after the surprise.
What would investors need to know about the latest results?
1. Revenue and profit improve
The company's revenue for the second quarter of 2023 was $134.4 billion, up 11% year-over-year. Operating income was $7.7 billion, up 130% year-over-year. Net income was $6.7 billion, up 220% year-over-year.
T...
The share price surged after the surprise.
What would investors need to know about the latest results?
1. Revenue and profit improve
The company's revenue for the second quarter of 2023 was $134.4 billion, up 11% year-over-year. Operating income was $7.7 billion, up 130% year-over-year. Net income was $6.7 billion, up 220% year-over-year.
T...
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KJ-stock
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[Rewards] Microsoft shines in fourth-quarter earnings, driven by solid growth in the cloud.
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Revenue was $56.2 billion and increased 8% YoY (year-on-year), vs. $55.5 billion as expected by Refinitiv. Specifically, revenue in Intelligent Cloud was $24.0 billion and increased 15% YoY.
● Net income was $20.1 billion with an increase of 20%, and the...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Revenue was $56.2 billion and increased 8% YoY (year-on-year), vs. $55.5 billion as expected by Refinitiv. Specifically, revenue in Intelligent Cloud was $24.0 billion and increased 15% YoY.
● Net income was $20.1 billion with an increase of 20%, and the...
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Fundamental investors generally base their investment decisions on the intrinsic value of a stock. They tend to believe that when investing in a stock that is perceived to be undervalued, they are more likely to make a potential profit. Conversely, they believe that buying an 'overvalued' stock poses a higher risk of loss. The company's earnings report can provide insight into a stock's value, and fundamental investors...
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