AMZN
Sector Monday for Sector Monday Week: Streaming media market getting even more competitive, which is bad news for Netflix valuation
Sector Monday is my regular (or occasionally regular) post on the investible trends in a timely sector. I'm filling the first of the two weeks while I'm on break in Sicily (it's nasty work but some has to do it) with a week of Sector Monday posts. Normally these posts...
Amazon to the earnings rescue after Facebook plunge
A day after Facebook (FB) told Wall Street analysts to expect slower growth for the rest of 2018 (and saw its stock plunge 18.96%) Amazon (AMZN) beat Wall Street earnings projections by a massive $2.58 a share, reporting earnings for the second quarter of $5.07 versus...
Sector Monday: Drug store chains are right to be afraid of Amazon
Sector Monday (actually running on Monday this week) is my regular (or occasionally regular) post on the investible trends in a timely sector. This post will run only on JubakAM.com and will never appear anywhere else. Ever. Amazon's deal to acquire PillPack for $1...
Amazon targets digital display ad market with new tool
Amazon has announced a new advertising tool that lets companies selling on Amazon buy digital ads that will follow shoppers wherever they travel on the Internet with ads intended to lure those consumers back to Amazon to make a purchase. The tool goes out to select merchants for test later this month,
Did Intel and Amazon finally break the sell on earnings beat pattern today?
Okay, this obviously isn’t a Morning Briefing. I wanted to wait and catch the earnings announcements from Amazon, Intel, and Microsoft. All three beat earnings estimates–but this market hasn’t been very generous in rewarding earnings surprises (after Netflix) that is. Â The key tests here are to see what the shares did in after-hours trading, after investors and traders saw the earnings news, and to see how the market treats these beats tomorrow.
What President Trump can actually do about Amazon–and what you should do about Amazon
Another day’s worth of tweets by President Donald Trump attacking Amazon (AMZN) and another day of losses for the stock. At 3 p.m. Monday New York time Amazon shares were down another 5.21% (in the midst of a meltdown in the technology sector, I’d note, so the president doesn’t get all the credit/blame). At $1371 the stock is now below its 50-day moving average at $1471. The 200-day moving average kicks in at 1158. Which means support at that level is another 200 points–or 15%–away. Clearly the President’s rhetoric has more short-term than long-term effects on the stock. But I don’t dismiss the President’s complaints as simply rhetoric
Amazon tanks after report that President Trump wants to “go after” the company
Well, why not? Shares of Amazon (AMZN) were down as much as 7.4% after Axios reported that President Donald Trump is "obsessed" with regulating the company and has discussed changing the way the company collects (or doesn't) sales tax. The stock rallied back to close...
On the first day of Christmas my first stock pick for 2018 is Amazon–and a partridge in a pear tree
I think 2018 will be the year that Amazon (AMZN) finally starts motoring on all cylinders. Not that the stock has done all that badly in 2017--up 56.5% year-to-date as of December 15--on its dominance of the e-commerce economy and it's leading position in the Cloud...
Who’s No. 2 in digital music? By some measures it’s Amazon and not Apple
On a day when Apple (AAPL) announced that it was buying Shazam to close the gap with digital music leading Spotify, let's not lose track of the dark horse newcomer moving up fast. A little more than a year after Amazon (AMZN) started to offer web-streaming of songs...
Tech giants crush earnings after close today: AMZN, GOOG, MSFT, INTC
Just the bare facts. And on the bare facts of earnings from Alphabet, Amazon, Microsoft, and Intel it's hard to see the market doing anything but climbing tomorrow. Alphabet (GOOG) beats by $1.17 a share on earnings. Revenue climbed 23.7% yer over year to $27.77...
What happened in the markets (and economy) last week–and what it means for August and September
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