JPMorgan: Swapping A 5% Yield For A 5.9% Yield: JPMorgan's preferred securities offer an interesting opportunity due to higher yields and lower dividend coverage ...
seekingalpha.com/article/4719388-jpmorgan-swapping-a-5-percent-yield-for-a-5-9-percent-yield
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Salesforce: You'll Regret Not Picking Up This 22x P/E Bargain: Salesforce has recovered from a May selloff, showing robust sales and profit growth ...
seekingalpha.com/article/4719712-salesforce-youll-regret-not-picking-up-this-22x-pe-bargain
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Carvana: Surprising Profits; Turnaround Is Accelerating (Rating Upgrade): Carvana's unique online model and heavy investments are paying off. Click here to find ...
seekingalpha.com/article/4719532-carvana-surprising-profits-turnaround-is-accelerating-rating-upgrade
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Wall Street Breakfast Podcast: 7-Eleven Rejects $39B Circle K Offer: 7-Eleven owner Seven & i rejects $39B buyout bid from Couche-Tard. Intel considers selling ...
seekingalpha.com/article/4719495-wall-street-breakfast-podcast-7-eleven-rejects-39b-circle-k-offer
Broadcom shares slump as revenue target disappoints investors hoping for big AI boost
reuters.com/technology/broadcom-shares-slump-revenue-target-disappoints-investors-hoping-big-ai-boost-2024-09-06/
After Recent Drop, Ford Looks Like A Good Value And Income Bet: Ford has reported substantial sales growth in the month of August. Click here to see why F stock ...
seekingalpha.com/article/4719470-after-recent-drop-ford-looks-like-a-good-value-and-income-bet
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No one has gained more wealth this year than Mark Zuckerberg, who is up $56 billion
fortune.com/2024/09/06/mark-zuckerberg-net-worth-elon-musk-jensen-huang-nvidia-meta-tesla-amazon-jeff-bezos-ceo/
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Nvidia: Margin Reckoning Is Years Away (Rating Upgrade): Nvidia's stock drop presents a buying opportunity despite a DoJ subpoena with strong financial ...
seekingalpha.com/article/4719050-nvidia-margin-reckoning-is-years-away-rating-upgrade
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Quick Glance: Nvidia Stock: Decline or Buying Opportunity?
- Nvidia's stock fell over 13% due to weak economic data and uncertainties following positive quarterly results.
- BlackRock strategists questioned whether AI revenues would justify high investments, while US antitrust authorities are investigating Nvidia.
- Despite the drop, the long-term AI hype remains intact, positioning Nvidia as a key player in this sector.
- Analysts recommend buying the stock, noting a decrease in the price-to-earnings ratio compared to the past five years, along with expectations of significant revenue and profit growth.
I sold all my Tesla shares (TSLA), here’s why: I fully divested from Tesla (TSLA), selling all my shares. I’m going to try to explain why. At Electrek, we...
electrek.co/2024/09/05/i-sold-all-my-tesla-shares-tsla-why/
Intel could be removed from Dow Jones due to stark stock price drop: Report: As Intel's market cap drops below $100 billion, the company's stock could be removed ...
tomshardware.com/pc-components/cpus/intel-could-be-removed-from-dow-jones-due-to-stark-stock-price-drop-report
Quick Glance: Trump Media's Stocks Suffer Dramatic Collapse
- Shares of Trump Media & Technology Group plummeted below $17, erasing all gains since January amid a significant sell-off.
- The company's valuation dropped from $4.9 billion in March to approximately $2 billion, with TMTG reporting only $4.13 million in revenue and a loss of $58.2 million in 2023.
- Despite potential legal penalties facing Trump, TMTG has stated there are no plans to sell shares.
- The initial stock surge was fueled by the meme stock phenomenon, similar to past volatile rallies seen with companies like GameStop.
MercadoLibre Is Still One Of The Best Growth Plays Out There: MercadoLibre is a promising investment with growth potential due to strategic investments and ...
seekingalpha.com/article/4719162-mercadolibre-is-still-one-of-the-best-growth-plays-out-there
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Why Broadcom Should Beat Earnings Again: Broadcom's Q2 FY2024 results show strong sales growth driven by AI revenue. The Q3 outlook suggests potential margin ...
seekingalpha.com/article/4718861-why-broadcom-should-beat-earnings-again
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Nvidia's 15% drop makes it a good time to buy the AI titan, BofA says: The semiconductor stock is trading near its lowest valuation in five years ...
markets.businessinsider.com/news/stocks/nvidia-nvda-ai-investing-spending-earnings-doj-report-blackwell-bofa-2024-9
Nvidia suffers record $279 billion loss in market value as Wall St drops: Shares of AI heavyweight Nvidia tumbled 9.5% on Tuesday in the deepest ever single-day ...
reuters.com/markets/nvidia-chip-index-tumble-investors-pause-ai-rally-2024-09-03/
Boeing's cash flow goal to be delayed, says Wells Fargo as it downgrades stock: Boeing's annual free cash flow target of $10 billion may be delayed by about two ...
reuters.com/business/aerospace-defense/boeings-cash-flow-goal-be-delayed-says-wells-fargo-it-downgrades-stock-2024-09-03/
We are all capitalists now: The corporation has changed significantly over the past century — so has the consumer
ft.com/content/dbc3a391-6e61-4df4-939c-cdc53a4a9c85
Intel's Dow status under threat as struggling chipmaker's shares plunge: Intel was one of the first two tech companies to join the Dow Jones Industrial Average ...
reuters.com/technology/intels-dow-status-under-threat-struggling-chipmakers-shares-plunge-2024-09-03/
Ten Reasons That Likely Motivated Buffett To Sell Bank Of America Stock: Warren Buffett is selling Bank of America shares due to headwinds like potential ...
seekingalpha.com/article/4718573-ten-reasons-that-likely-motivated-buffett-to-sell-bank-of-america-stock
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There’s nowhere left to go for JPMorgan stock, as it gets downgraded after rising 30% this year
fortune.com/2024/09/03/jpmorgan-stock-bank-of-america-wells-fargo-jamie-dimon/
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Markets slide as Nvidia shares plunge almost 10%: Stocks drop as disappointing US economic data dampened investor optimism about the AI boom.
bbc.com/news/articles/crlrw01g45ro
Tracking Ray Dalio's Bridgewater Associates 13F Portfolio - Q2 2024 Update: Bridgewater Associates' Q2 2024 portfolio saw changes in top holdings and stake ...
seekingalpha.com/article/4718572-tracking-ray-dalios-bridgewater-associates-13f-portfolio-q2-2024-update
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Since mid July, Berkshire Hathaway has sold Bank of America stock in five of the past six weeks, unloading a total of 129 million shares and earning $5 ... Show more
Berkshire Hathaway tops $1 trillion market cap for first time as Buffett accelerates BofA stock sales
Berkshire Hathaway tops $1 trillion market cap for first time as Buffett accelerates BofA stock sales
Fluence: Promising Signs: Fluence's share prices have skyrocketed due to strong quarterly results and potential interest rate cuts ...
seekingalpha.com/article/4718475-fluence-promising-signs
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Merck's Change To Profit Guidance Provides An Opportunity: Merck's reduced profit guidance is primarily due to recent acquisitions, but the company remains ...
seekingalpha.com/article/4718394-mercks-change-to-profit-guidance-provides-an-opportunity
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Swimming With Giants - Don't Bet Against BlackRock: BlackRock's immense scale and strategic growth into high-demand areas make it a powerhouse ...
seekingalpha.com/article/4718365-swimming-with-giants-dont-bet-against-blackrock
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Report: Home Depot spent billions on its own shares instead of raising pay: Home Depot ranks in the bottom 100 companies in the S&P 500 index for median pay ...
ajc.com/news/atlanta-news/lowes-home-depot-top-list-of-share-buybacks-advocacy-group-says/UU5CXO2JPBB3DEBOCEZOQTZHSA/
Ross Gerber on his journey from Musk backer to his biggest critic: Elon Musk's $44 billion Twitter purchase kickstarted three "horrendous" years for Tesla ...
businessinsider.com/elon-musk-tesla-stock-crash-tsla-price-outlook-ross-gerber-2024-8
Salesforce: Top Value For Growth Investors: Salesforce's Q2 earnings beat expectations, driven by strong revenue growth, free cash flow ...
seekingalpha.com/article/4718296-salesforce-top-value-for-growth-investors
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Reddit: Surprisingly Good Start: Reddit, Inc. shows solid growth but struggles with monetization of users. Insiders selling shares after Q2 results ...
seekingalpha.com/article/4718268-reddit-surprisingly-good-start
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Nvidia valuation falls almost $200bn after earnings: Silicon Valley chipmaker seeks to reassure investors of further growth despite production issues
ft.com/content/4bd3ab1b-984f-44e7-9b40-43d0802d5672
Quick Glance: Nvidia's Disappointing Forecasts Lead to Stock Plunge
- Nvidia's shares dropped 6% following underwhelming quarterly forecasts.
- The revenue forecast for Q3 stands at $32.5 billion, with a gross margin estimated at 75%.
- CEO Huang confirmed a delay in Blackwell chip production until Q4, while demand for Hopper chips remains robust.
- Concerns about the long-term viability of generative AI investments may impact the tech market.
PayPal: Turnaround In Trouble: PayPal's shares might be on the rise, but strong competition and lack of major advantages could be a hindrance ...
seekingalpha.com/article/4718270-paypal-turnaround-in-trouble
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Brazil boasts some of the world’s largest #hydroelectric dams, and a key use for Brazil’s huge hydropower stock is producing green #hydrogen ... Show more
ow.ly
ow.ly
Buffett’s Berkshire Hathaway hits $1 trillion market value, first U.S. company outside of tech to do so
cnbc.com/2024/08/28/buffetts-berkshire-hathaway-hits-1-trillion-market-value-first-us-company-outside-of-tech-to-do-so.html
Quick Glance: Berkshire Hathaway achieves $1 trillion market cap milestone
- Berkshire Hathaway, led by Warren Buffett, became the first non-tech U.S. company to reach a $1 trillion market capitalization.
- The stock rose 28% in 2024, hitting $696,502.02 on Wednesday.
- Analysts view this achievement as a testament to the company's financial strength, focusing on traditional industries.
- Buffett has recently sold stocks and raised cash reserves to $277 billion, indicating a defensive market strategy.
Apple: Warren Buffett Sells, But Is It Going Higher (Technical Analysis): Apple's strategic innovations and market shifts position it well for future growth ...
seekingalpha.com/article/4717832-apple-warren-buffett-sells-is-it-going-higher
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Quick Glance: Warren Buffett's Apple Sell-Off: Future Implications
- Warren Buffett's recent sale of half of Berkshire Hathaway's stake in Apple raises questions about his reasons and the stock's future potential.
- Apple is set to launch the iPhone 16 featuring AI integration and is shifting towards in-house chip modem production for greater independence.
- Technical analysis indicates that Apple could potentially reach the resistance level of $275 within the next 180-240 days.
- Despite Berkshire's stock sale, there are currently no signs of a bearish trend for Apple.
Shares in the Silicon Valley-based company were down by more than 6% on Thursday after the chipmaker's latest earnings report failed to live up to Wall ... Show more
Nvidia valuation falls almost $200bn after earnings
Nvidia valuation falls almost $200bn after earnings
Li Auto: From Setback To Comeback (Rating Upgrade): Li Auto's Q2 earnings recovered with 1.5% operating profit and increased inventory turnover ...
seekingalpha.com/article/4717817-li-auto-from-setback-to-comeback-rating-upgrade
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Berkshire Hathaway hit $1 trillion market value, making it the first US non-tech company to achieve the milestone
cnn.com/2024/08/28/markets/berkshire-hathaway-one-trillion/
Quick Glance: Amazon Withdraws $115 Million Investment in Diamond Sports
- Diamond Sports Group, operator of regional sports networks, relied on Amazon's investment to avoid liquidation.
- However, Amazon has canceled its planned $115 million investment, further jeopardizing Diamond's future.
- Experts speculate that Amazon may have been dissatisfied with Diamond's evolving business plan or distracted by a recent NBA deal.
- Despite the withdrawal, Amazon could still serve as a streaming platform for Diamond's content if the company emerges from bankruptcy.
Wall Street little changed in run-up to Nvidia earnings: U.S. stocks fell on Wednesday ahead of a quarterly report from Nvidia, Wall Street's centerpiece event ...
reuters.com/markets/us/futures-subdued-markets-await-nvidia-test-2024-08-28/
Amazon: This Could Be The Top: Amazon's shares have been depreciating due to a market correction, but have started to recover. Check out why I rate AMZN stock as ...
seekingalpha.com/article/4717237-amazon-this-could-be-the-top
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Quick Glance: Redesigned Amazon Fulfillment Center in San Francisco
- Amazon's redesigned fulfillment center in San Francisco aims to blend into the Showplace Square area.
- The facility will feature a 650,000-square-foot distribution warehouse with modern design elements and a 13,700-square-foot public space.
- The first two floors will serve as sorting areas and support for independent delivery partners using electric vehicles.
- The project is still subject to an 18-month moratorium requiring additional reviews by the Planning Commission.
Apple Is A Great Business And Already Well-Valued: Berkshire Hathaway has recently sold a large stake in Apple, but Warren Buffett still believes Apple is a ...
seekingalpha.com/article/4717459-apple-is-a-great-business-and-well-valued
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Coca-Cola: I Love This Company But It's No Longer On My Buy List (Rating Downgrade)
seekingalpha.com/article/4717020-coca-cola-i-love-this-company-but-its-no-longer-on-my-buy-list-rating-downgrade
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Affirm shares surge 34% and head for best day in three years after earnings beat: Affirm shares soared on Thursday after the provider of buy now ...
cnbc.com/2024/08/29/affirm-shares-surge-33percent-and-head-for-best-day-in-three-years.html
Greedflation: The high prices are taking their revenge: Many companies have recently raised their prices significantly. The stock market was pleased ...
wiwo.de/dossiers/boersenwoche/boersenwoche-473-editorial-gierflation-die-hohen-preise-raechen-sich/29843778.html
Stock market today: Tech shares tumble ahead of key earnings this week: The Dow hit a record high on Monday. Tech shares edged lower ahead of the hotly ...
markets.businessinsider.com/news/stocks/stock-market-today-tech-shares-decline-nvidia-earnings-this-week-2024-8
Quick Glance: Market Overview: Focus on US Rates and IPOs
- Indian markets are poised to open higher, buoyed by gains in US stocks following hints of potential rate cuts by the Federal Reserve.
- Asian markets display mixed results amid ongoing geopolitical tensions between Israel and Hezbollah.
- Analysts caution about a possible correction in the Nifty, which approaches resistance levels between 24850-24950.
- The stock market anticipates the listing of several IPOs, including Interarch Building Products, which has seen strong demand.
GDXJ: 48 To 28 To 58: Bubble collapses for large-cap U.S. stocks almost always feature initial substantial losses for gold mining and silver mining shares ...
seekingalpha.com/article/4717136-gdxj-48-to-28-to-58
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Apple’s top finance executive to step down at end of 2024: Luca Maestri will be replaced by Kevan Parekh after more than decade as CFO
ft.com/content/beedadd9-af8f-47d2-aef4-e4273f5e0c23
Wall Street Brunch: The Grandaddy Of Earnings Reports: AI chip demand has looked strong, but NVDA faces lofty expectations. Fed's favorite inflation gauge seen ...
seekingalpha.com/article/4716969-wall-street-brunch-the-grandaddy-of-earnings-reports
Is Apple Nearing Its Breaking Point?: Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024. Apple's RSI at 65.20 suggests AAPL stock is nearing overbought ...
seekingalpha.com/article/4716941-is-apple-nearing-its-breaking-point
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My Current Picks: 3 Dividend Super-Compounders Worth Buying: Younger investors might prefer non-dividend-paying or lower-yield stocks to capture long-term ...
seekingalpha.com/article/4716772-my-current-picks-3-dividend-super-compounders-worth-buying
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Bank Of America: 'Busted' Preferred Shares Still Offer A 5.85% Yield: Bank of America's Series L preferred shares offer a 5.85% yield and have potential for ...
seekingalpha.com/article/4716803-bank-of-america-busted-preferred-shares-still-offer-a-5-85-percent-yield
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AMD: Cheap As Chips, But Not For Long: Advanced Micro Devices has fallen 20% since March peak despite strong Q2 earnings and is cheaply valued and has good ...
seekingalpha.com/article/4716733-amd-cheap-as-chips-but-not-for-long
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I Have Soured On Lancaster Colony: Lancaster Colony's share price dropped 12.3% after disappointing financial results for Q4 2024. Find out why experts ...
seekingalpha.com/article/4716685-i-have-soured-on-lancaster-colony-corporation
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$PYPL $PYPL:CA - PayPal: Competition Fears Are Exaggerated. PayPal: Competition Fears Are Exaggerated (NASDAQ:PYPL) | Seeking Alpha #markets #stockmarket #trading
Snowflake: The More It Drops, The More I'll Buy: Snowflake's shares fell 15% after the Q2 earnings report, with strong EPS and revenue beat ...
seekingalpha.com/article/4716735-snowflake-the-more-it-drops-the-more-ill-buy
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High-tech industry legend leaves Intel board — Intel's stock dropped 6% since the announcement
tomshardware.com/tech-industry/high-tech-industry-legend-leaves-intel-board-intels-stock-dropped-6-since-the-announcement
Super Micro Computer: Ignoring Market Sentiment And Focusing On Fundamentals: Super Micro Computer's fundamentals are strong. Read why I prefer to overlook the ...
seekingalpha.com/article/4716229-super-micro-computer-ignore-market-sentiment-focus-on-fundamentals
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ITB: Home Demand Won't Go Away: iShares U.S. Home Construction ETF aims to mirror the performance of the Dow Jones U.S. Select Home Construction Index ...
seekingalpha.com/article/4716725-itb-home-demand-wont-go-away
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Diamond Hill Select Fund Q2 2024 Market Commentary: Markets moved modestly higher in Q2, delivering positive returns across most regions and countries.
seekingalpha.com/article/4716433-diamond-hill-select-fund-q2-2024-market-commentary
Quick Glance: Market Trends and Portfolio Insights for Q2 2024
- Markets experienced modest gains in Q2, with US stocks rising by +3%, primarily driven by large-cap stocks, while mid and small caps faced negative returns. Growth significantly outperformed value, with technology and communication services sectors leading the performance.
- Monetary policy diverged, as the European Central Bank cut rates while the Federal Reserve and Bank of England held steady. Fed Chair Powell indicated that US rates are likely to remain elevated for an extended period, while the Japanese Central Bank faces challenges in stabilizing the yen amid rising inflation.
- China's economy saw a 5.3% growth rate in Q1, supported largely by supply-side measures from the government, although consumer demand remains weak following a real estate crisis. Ongoing geopolitical tensions with the West complicate the economic recovery outlook.
- The portfolio underperformed the Russell 3000 Index in Q2, primarily due to weaker performance in industrial holdings. New positions were initiated in companies like Starbucks and Abbott Laboratories, while less promising investments were exited. Overall market conditions remain difficult, characterized by high concentration in a few tech stocks.
JD.com: This Is A Buying Opportunity (Rating Upgrade): JD.com shares declined due to Walmart selling its stake, but a long-term impact is unlikely ...
seekingalpha.com/article/4716393-jdcom-this-is-a-buying-opportunity
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The banks that loaned Musk $13B to buy Twitter might be having regrets: According to a Wall Street Journal report, banks that loaned Elon Musk $13 billion to buy ...
techcrunch.com/2024/08/20/the-banks-that-loaned-musk-13b-to-buy-twitter-might-be-having-regrets/
Microsoft: This Is The Time To Buy: Strong Q4 earnings report and growth prospects indicate Microsoft's growth story is far from over ...
seekingalpha.com/article/4716080-microsoft-this-is-the-time-to-buy
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Why I Sold All My Apple Shares And What I Am Buying Instead: Apple stock outperformed SPY 4x in the short term, driven by anticipation of AI-enabled iPhones in ...
seekingalpha.com/article/4716185-why-i-sold-all-my-apple-shares-and-what-i-am-buying-instead
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Target slashed prices. It paid off: US consumers, strained by years of higher prices and interest rates, are changing where they shop ...
cnn.com/2024/08/21/investing/target-stock-earnings/
Intel: Segment's Struggles Are Troubling, Sell, But Watch Closely: Intel reported poor Q2 financial results, with its data center unit dragging down its ...
seekingalpha.com/article/4716323-intel-stock-segments-struggles-troubling-sell-but-watch-closely
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Nvidia’s Jensen Huang sells $14 million in stock almost daily—raising questions about his successor
fortune.com/2024/08/22/nvidia-jensen-huang-stock-sale-succession-planning/
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Google went public 20 years ago—what your $1000 investment would be worth today: Monday marked the 20-year anniversary of Google’s IPO. The stock has appreciated ...
fortune.com/2024/08/20/google-20-years-ago-ipo/
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Starbucks' Turnaround Is Coming: Starbucks has a strong competitive moat and turnaround plan focused on service efficiency and digital engagement ...
seekingalpha.com/article/4715877-starbucks-turnaround-is-coming
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Quick Glance: Starbucks CEO Brian Niccol Chooses Supercommuting Option
- Brian Niccol, the newly appointed CEO of Starbucks, will not be required to relocate to Seattle but instead will commute from his home in Newport Beach, California, using a corporate jet to cover the 1,000-mile distance to the office, as detailed in his offer letter.
- Niccol's compensation package includes a base salary of $1.6 million annually, with potential cash bonuses ranging from $3.6 million to $7.2 million based on performance, plus eligibility for equity awards up to $23 million. He had previously negotiated a similar arrangement when he became CEO of Chipotle.
- Starbucks will establish a remote office for Niccol in Newport Beach, along with a chosen assistant. However, he is expected to work at least three days a week in Seattle, emphasizing the disparity in flexibility between executives and regular employees.
- Niccol's arrangement reflects a growing trend where companies offer flexible work options to attract top talent. Experts suggest that if more senior leaders adopt remote work, it could inspire middle managers and other employees to seek similar arrangements, potentially transforming the workplace culture.
Nvidia Should Beat Again (Rating Upgrade): Nvidia continues to show strong growth and profitability, with Q1 results exceeding expectations across all segments ...
seekingalpha.com/article/4715611-nvidia-should-beat-again-rating-upgrade
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Nutrien Remains A 'Strong Buy' As The Tide Is Turning: Nutrien's stock has declined due to low crop prices, high inflation and interest rates ...
seekingalpha.com/article/4716009-nutrien-remains-a-strong-buy-as-the-tide-is-turning
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PepsiCo: Some Consumers Pushing Back, But Shares Remain Undervalued: PepsiCo is treading water in the Consumer Staples sector, a group that is performing well in ...
seekingalpha.com/article/4715444-pepsico-some-consumers-pushing-back-but-shares-remain-undervalued
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How Chinese investors tried to take over an Australian mining company: A struggle between an Australian mining company and Chinese investors has pulled back a ...
washingtonpost.com/world/2024/08/20/australia-china-rare-earths-mining-northern-minerals/
This tantalizing symmetry in Warren Buffett’s stock moves may be a clue on his Apple stake
fortune.com/2024/08/17/warren-buffett-stocks-berkshire-hathaway-portfolio-apple-shares-coca-cola/
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SCHG: An Excellent Growth Oriented, Tech-Weighted ETF: Discover how the SCHG ETF offers impressive returns with a low expense ratio, focused on top tech ...
seekingalpha.com/article/4715487-schg-excellent-growth-oriented-tech-weighted-etf
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Tracking Ken Fisher's Fisher Asset Management Portfolio - Q2 2024 Update: Learn about Fisher's latest 13F portfolio value increase, top stock positions ...
seekingalpha.com/article/4715481-tracking-ken-fisher-asset-management-portfolio-q2-2024-update
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Elon Musk’s financial woes at X have Tesla bulls fearing he will liquidate more stock
fortune.com/2024/08/15/elon-musk-tesla-stock-sale-twitter-x-advertiser-boycott-finances-bradford-ferguson/
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Lowe's: Laggards Are Affected More (Pre Q2 Earnings View): Lowe's has historically lagged behind Home Depot in financial performance and operational strategy ...
seekingalpha.com/article/4715409-lowes-laggards-are-affected-more-pre-q2-earnings-view
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What's Behind Shopify's Surprising Strength?: Shopify chalked another great quarter. Check out an analysis of SHOP's Q2 2024 results, with insights on the ...
seekingalpha.com/article/4715468-what-is-behind-shopify-surprising-strength
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Warren Buffett’s sale of 510 million Apple shares will go down as one of the best bets of his career
fortune.com/2024/08/11/buffett-apple-stock-holdings-sell-forecast/
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