FANG techs (plus more) fall on news of investigations
Both Congress and government regulators are taking aim at big tech. The House Judiciary Committee is planning an investigation into whether digital platform companies are using their market power to harm competition. The Federal Trade Commission is taking the lead in...
Completely and newly revised for the bear: Special Report How to Protect Your Portfolio Without Selling Your Portfolio
This Special Report was revised--extensively- on December 21. When I posted the first version of this Special Report back in November, the bear market was just a possibility--although a highly likely possibility--and my best projection on how the market would develop...
Rare earnings good news from Microsoft after the close today
After the close of trading today, October 24, in New York Microsoft (MSFT) reported earnings of $1.14 a share, a big 18 cents a share above analyst estimates. Revenue climbed 18.5% year over hear to $29.08 billion, well ahead of Wall Street projections of $27.92...
Will earnings from Microsoft, Amazon, and Google put an end to this sell off tomorrow?
Today, Wednesday October 24, everything sold off. And stocks with the biggest growth prospects sold off the most. The Standard & Poor's 500 closed down 3.09% and the Dow Jones Industrials fell by a smaller 2.41%. The growth heavy HASDAQ Composite drop 4.43%. Among...
Is the next big tech stock thing, Chinese tech stocks?
There's some evidence that the money that has left big U.S. tech stocks such as Facebook (FB), Netflix (NFLX), Microsoft (MSFT) and Amazon (AMZN) on some recent days has been headed into big Chinese tech stocks such as Tencent Holdings (TCEHY), Alibaba (BABA), and...
Raising target price on Microsoft in Jubak Picks Portfolio after earnings
Going into yesterday's earnings report from Microsoft, I felt torn. On the one hand, the stock had hit an all time record high on the strong guidance for the June quarter back in April. How much higher could the stock go? Would guidance for the September quarter prove...
Next earnings season test after Netflix? Microsoft
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...
Adding Microsoft to my Jubak Picks portfolio–hoping for a July “miss” like that in April
As I wrote in Part 3 of my Special Report "Investing in a Late Cycle Market," I'm adding Microsoft to my Jubak Picks portfolio. The April third quarter earnings "miss" sets Microsoft up for a huge fourth quarter when the company reports on July 19. Plus whenever this...
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.
Saturday Night Quarterback says, For the week ahead expect…
So much news. And so much that has the potential to move the financial markets. Let’s start on the economic side, ok? Monday we get reports on personal income and inflation. And on the earnings side? Lots and lots of reports that could change the tone of this market. The biggest are Microsoft, (MSFT), PayPal (PYPL) and Facebook (FB) on Wednesday January 31 and then Alphabet (GOOG), Apple (AAPL) and Amazon (AMZN) on Thursday, February 1.
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