April 19, 2022 | Daily JAM, Morning Briefing |
Here’s what caught my eye yesterday, April 18. For a big change from recent losses, the chip group of stocks was all in the green. And not just by a pinch either. Yesterday Nvidia (NVDA) was up 2.47%: NXP Semiconductors (NXPI) was up 1.91%; Synaptics (SYNA) was up 4.49%; and Qualcomm (QCOM) was up 1.76%. Is something going on in the sector?
July 24, 2021 | AAPL, AMD, AMZN, Daily JAM, FB, GOOG, Jubak Picks, MSFT, Top 50 Stocks |
I hope it’s no surprise to you–I’ve been yammering away on this topic for the last two weeks after all–but next week is a big week for earnings from bellwether tech companies. The market reaction to those earnings will determine whether the current earnings based rally goes on for a while or if, instead, we get a sell on the news retreat. Tuesday, April 27, is the first big day with Apple (AAPL), Advanced Micro Devices (AMD), Alphabet (GOOG) and Microsoft (MSFT) all reporting.
July 28, 2018 | Uncategorized |
... much less earnings drama now that Facebook (FB), Amazon (AMZN), Netflix (NFLX) and other big tech market leaders have reported. But next week has a bumper crop of earnings reports scheduled with many of them in the important industrial sector where the effects of...
July 27, 2018 | Daily JAM, Mid Term, Volatility |
Facebook (FB) falls almost 20%. Netflix (NFLX) tumbles 14%. Twitter (TWTR) is down 21% on earnings. Intel (INTC) finished today down 9%. And yet the CBOE Volatility Index (VIX), which measures the price that traders are willing to pay to hedge risk VIX, the so-called...
July 27, 2018 | Daily JAM, Morning Briefing |
U.S. GDP (in real terms) grew at a seasonally adjusted annual rate of 4.1% in the second quarter. The economy hasn't seen 4% growth in the memory of most Wall Street analysts (who do, I admit, have short memories), but it still wasn't enough. Economists had been...
July 26, 2018 | AMZN, Daily JAM, Stock Alerts |
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...
July 26, 2018 | Daily JAM, FB, Morning Briefing |
Golly gee, what could be the big story in the U.S. markets today? How about the rout in Facebook (FB) shares--down 18.96% or $41.24 to $176 at the close. That $112 billion dollar drop in the market value of Facebook gives the company the record for the largest one day...
July 25, 2018 | Daily JAM |
The NASDAQ Composite Index broke higher out of the gate yesterday, July 24, climbing to 7928 at 9:39 a.m. New York time and staying solidly to the upside through 10:22 at 7924.53 on strong earnings from Alphabet (GOOG). But then the index proceeded to slide lower to...
July 24, 2018 | Daily JAM, Morning Briefing, Short Term |
The major indexes were up today on Alphabet's (GOOG) huge quarter, reported yesterday. The Standard & Poor's 500 stock index closed ahead 0.48% and the Dow Jones Industrial Average was up 0.79% at the close. Alphabet itself finished the day with a gain of 3.53%....
July 22, 2018 | Daily JAM |
...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...
July 19, 2018 | Daily JAM, Notes You Need |
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...
July 17, 2018 | Daily JAM, FB, GOOG, MSFT, Short Term, Volatility |
The Netflix (NFLX) drop yesterday (14.27%) and today (5.24%, which actually showed a recovery from the after-hours tumble) on the company's disappointing guidance for the third quarter says that we're still on track for a test of the earnings rally. But the test has...
