Saturday Night Quarterback 2 says, For the week ahead expect…
...earnings, earnings, earnings for the big tech stocks that are so often the market leaders. (Saturday Night Quarterback 1 yesterday focused on the other big story this week, China tariffs.) Facebook (FB) Alphabet (GOG), Amazon (AMZN), Twitter (TWTR), and Intel...
Notes You Need for July 19: AMZN, ABT, IBM, AA, CSCO, QCOM deal, initial claims, Japan trade, President on dollar and Fed, Russia GDP, White House Fed walk back
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
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...
Notes You Need for February 22: oil inventories, MIC, U.S. dollar, Treasury auction, AMZN, PRGO, net neutrality
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical post resembles this one from today: “1:40 p.m.: Amazon (AMZN) has launched its own Basic Care line of more than 60 over-the-counter health products. The products are produced by Perrigo )PRGO), a private-label healthcare manufacturer, for Amazon. Perrigo reports earnings on February 27. “
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...
