Saturday Night Quarterback says, For the week ahead expect…
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To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Saturday Night Quarterback (on a Monday) says, For the week ahead expect…
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Looking at the big Microsoft earnings beat that wasn’t
Shares of Microsoft (MSFT) closed up 5.31% today after the company announced earnings that beat Wall Street projections. It’s always worth taking a look at what “beating Wall Street projections” actually means in any specific case. Lowering projections and then beating them is an old Wall Street game–and it seems that’s what we’re seeing here.
U.S. stocks pause ahead of earnings
Not terribly surprising that U.S. stocks are meandering in slightly negative territory today after busting out to new all-time highs. We’re about to head into the meat of earnings season and a little profit taking undoubtedly makes sense to many of those who caught the recent run. Tomorrow JPMorgan Chase (JPM) kicks off a run of earnings reports from big banks. IBM leads off technology earnings on July 18
Technology: Buy on the coming(?) dip
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Sector Monday: There’s lots of growth in cloud computing but how do you invest in it?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...IBM’s big negative lessons for exporters and software makers
The numbers themselves weren’t pretty. IBM reported a 14th consecutive quarterly drop in revenue. This quarter’s decline to $19.3 billion was 14% from the third quarter of 2014
Update Intel: Where’s the growth?
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Another down quarter for PC companies: Is that setting up growth for Intel in 2016?
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Technology stocks–especially PC stocks–showing revenue weakness just when the U.S. markets want to see growth
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