Round Numbers Matter: Microsoft’s $400 Threshold and What Comes Next Investors in tech stocks often focus intensely on financial statements, earnings calls, and analyst forecasts. …
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Big Tech Earnings: Separating Headlines from Reality When big tech giants like this week’s Microsoft, Apple, Amazon, and Meta report earnings, headlines quickly flood the …
Amazon’s Cyclical Dilemma: Is AWS at an AI Crossroads? Amazon’s latest earnings report, accompanied by a roughly 2.5% decline in pre-market trading, highlights investor concerns …
Headlines: Japan negotiators reportedly firmly opposed to US tariffs proposal US reluctant to exempt Japan from 10% reciprocal tariff – Kyodo Japan PM Ishiba: US …
The NVIDIA Connection: What Big Tech Earnings Tell Us About AI Demand Recent earnings reports from tech giants such as Microsoft, Meta, Apple, and Amazon …
Meta’s Quiet AI Revolution: More Profitable Than You Think? Meta Platforms’ recent earnings report underscores a crucial narrative investors shouldn’t overlook—the company’s highly effective integration …
China’s Shadow on Big Tech: Assessing Future Earnings Risks Recent earnings reports from major tech giants—Apple, Meta, Microsoft, and Amazon—have underscored an often-overlooked risk factor: …
Apple’s AI Uncertainty: Opportunity or Risk for Investors? Apple’s latest earnings report presented investors with mixed signals. Despite solid overall performance—revenue up 5% year-over-year and …
A year ago, the old Bond King made a prediction about the path of Treasury yields. At the time, the 10-year was trading at 4.57% …
Well, this is not going well… The problem here is that the US might want to keep 10% for everyone and sell it as good …