October 27, 2023 @ 6:34 pm | AMZN, Breaking News, INTC, Jubak Top 50 Portfolio |
You can tell a lot about market sentiment by watching how it reacts to good news from individual stocks. Yesterday, both Amazon (AMZN), a current market leader, and Intel (INTC), a former market leaders and still an important technology sector stock, both reported...
April 29, 2022 @ 7:13 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
My one-hundredth-and-twenty-seventh YouTube video “Lessons from Amazon” went up today. Today I’m covering Amazon’s (AMZN) earnings report after hours on April 28. The company delivered its first quarterly loss in 7 years. The shares closed down...
April 25, 2022 @ 6:48 pm | AAPL, ABBV, AMZN, BMY, Breaking News, FB, GOOG, PYPL |
Going into this earnings season, the hope was that strong, surprisingly strong perhaps, earnings from the big growth stocks would put a stop to the selling. Earnings would be strong enough to convince investors that the market wasn’t over-valued since at these...
April 20, 2022 @ 8:14 pm | AMZN, Breaking News, COST, Jubak Picks Portfolio |
Today, as we watch Netflix (NFLX) edge toward a drop of 35% at the close on yesterday’s huge earnings disappointment, the name of the game is “Find the new Netflix.” Other streaming service companies? Sure. An obvious choice. Shares of Disney (DIS)...
February 8, 2022 @ 10:44 pm | AMZN, Breaking News, Buy Hold Sell, Jubak Top 50 Portfolio |
Investors have been really impressed by Amazon’s fourth quarter earnings report. And there were some impressive numbers in the report for the quarter. Amazon’s cloud services unit, AWS, saw revenue growth accelerate again to a 40% growth rate. Revenue...
December 9, 2021 @ 7:15 pm | AAPL, AMZN, Breaking News |
I’m starting up my videos again–this time using YouTube as a platform. My seventy-eighth YouTube video “Look Out for Earnings Season” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
April 1, 2021 @ 7:34 pm | AMAT, AMZN, ASML, Breaking News, FCX, FQVLF, GOOG, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SCCO |
With the financial markets closed tomorrow for Good Friday, traders and investors jumped in to buy today ahead of what is expected to be a jobs report tomorrow morning showing unemployment dropping to 6.0% (by the official measure) from 6.2% in February. The Standard...
October 1, 2020 @ 7:41 pm | AMZN, Breaking News, IFNNY, MSFT |
The economic news today was at best “not terrible.” Initial claims for unemployment for the week showed a job market recovery that has stalled. Treasury Secretary Steve Mnuchin and House Speaker Nancy Pelosi adjourned their talks for another day without...
July 20, 2020 @ 7:02 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
This morning shares of Amazon (AMZN) burst higher out of the box, gaining 5.98% as of noon New York time. The catalyst, it appears, was a new target price from Goldman Sachs of $3800 a share, up from the previous target of $3000. The shares had closed at $2961.97 on...
July 7, 2020 @ 7:34 pm | AMZN, Breaking News, WMT |
Walmart (WMT) will launch a new subscription service, Walmart+ later this month according to Recode.com. For $98 a year, a price comparable to Amazon Prime, subscribers will get same-day delivery of groceries and general merchandise, discounts on fuel at Walmart gas...
December 26, 2019 @ 6:32 pm | AMZN, Breaking News |
Amazon (AMZN) reported today, December 26, that the holiday shopping season broke records for the company this year. Among other high-lights five million new customers started Prime free trials or paid memberships globally, and the number of items delivered with...
October 24, 2019 @ 7:31 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
You know what an “Amazon quarter” feels like right? Lots of revenue growth but no earnings as capital spending eats profits? Well, that’s sort of what the company delivered today. But not quite. And the not quite is important. Usually an Amazon...
October 21, 2019 @ 6:56 pm | AMZN, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT |
This week brings an earnings “showdown” between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft’s cloud...
July 23, 2019 @ 6:59 pm | AAPL, AMZN, Breaking News, FB, GOOG |
According to the Wall Street Journal this afternoon, the Justice Department is opening a broad antitrust review into whether dominant technology firms are unlawfully stifling competition. “The new antitrust inquiry is the strongest signal yet of Attorney General...
April 26, 2019 @ 7:54 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
Great first quarter for Amazon (AMZN.) On Thursday, April 25, Amazon reported earnings of $7.09 a share, $2.43 a share better than Wall Street expected. The company’s cloud unit, AWS, reported a 42% increase in revenue, 59% jump in operating income and a surge...
February 6, 2019 @ 7:31 pm | AMZN, Breaking News, Jubak Top 50 Portfolio, Volatility |
Nothing wrong with 20% year over year revenue growth–unless, of course, you’re Amazon (AMZN). On Thursday, January 31, the company reported that revenue growth in the fourth quarter–the strongest retail quarter of the year–had at 20% come in at...
October 25, 2018 @ 6:19 pm | AMZN, Breaking News, Jubak Top 50 Portfolio, Volatility |
Shares of Amazon (AMZN) climbed 7.09%, 117.97 points, in the regular session today on hopes for a good earnings report after the market close. The company delivered an earnings beat for the current quarter, reporting earnings of $5.75 a share, $2.66 better than the...
July 26, 2018 @ 7:46 pm | AMZN, Breaking News, Jubak Top 50 Portfolio, Update, Volatility |
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...
May 14, 2018 @ 7:14 pm | AMZN, Breaking News, Jubak Top 50 Portfolio, Update |
OK, so even remembering that announcing a new technology product isn’t the same as actually putting a working product into the market (as Microsoft (MSFT) and Intel (INTC) have proved over the years), but this announcement from Amazon (AMZN) is still a very big...
April 26, 2018 @ 7:47 pm | AMZN, Breaking News, Jubak Top 50 Portfolio, You May Have Missed |
Amazon (AMZN), Intel (INTC), and Microsoft (MSFT) all reported earnings after the close today. All three beat earnings estimates–but this market hasn’t been very generous in rewarding earnings surprises (after Netflix (NFLX)) that is. Â The key tests here...
April 2, 2018 @ 7:26 pm | AMZN, Breaking News, Jubak Top 50 Portfolio, Update, You May Have Missed |
Another day’s worth of tweets by President Donald Trump attacking Amazon (AMZN) and another day of losses for the stock. At 3 p.m. Monday New York time Amazon shares were down another 5.21% (in the midst of a meltdown in the technology sector, I’d note, so...
March 28, 2018 @ 7:27 pm | AMZN, Breaking News, Jubak Top 50 Portfolio, Volatility |
Well, why not? Shares of Amazon (AMZN) were down as much as 7.4% after Axios reported that President Donald Trump is “obsessed” with regulating the company and has discussed changing the way the company collects (or doesn’t) sales tax. The stock...
December 18, 2017 @ 6:35 pm | AMZN, Breaking News, Jubak Top 50 Portfolio |
I think 2018 will be the year that Amazon (AMZN) finally starts motoring on all cylinders. Not that the stock has done all that badly in 2017–up 56.5% year-to-date as of December 15–on its dominance of the e-commerce economy and it’s leading position...
October 26, 2017 @ 5:20 pm | AMZN, Breaking News, GOOG, Jubak Top 50 Portfolio, Update |
Just the bare facts. And on the bare facts of earnings from Alphabet, Amazon, Microsoft, and Intel it’s hard to see the market doing anything but climbing tomorrow. Â Alphabet (GOOG) beats by $1.17 a share on earnings. Revenue climbed 23.7% yer over year to...
July 31, 2017 @ 6:26 pm | AMZN, Breaking News, FB, Jubak Top 50 Portfolio, Volatility, You May Have Missed |
Let’s try to put together a few events from last week into a coherent (or, if that’s too much to hope, at least a semi-coherent) explanation for where the equity market stands now. What events, you ask? How about Friday’s report on second quarter GDP...
December 21, 2010 @ 8:30 am | AMZN, Leading Indicators, SYT, You May Have Missed |
2011 is shaping up to be a volatile year. The euro debt crisis threatens to expand to include Spain—before Greece and Ireland have moved out of danger. The U.S. economy seems to be on a path of moderate growth but the end of spending from the 2009 stimulus package in...
November 30, 2010 @ 8:30 am | AMZN, Leading Indicators, You May Have Missed |
When you’re being chased by a bear, you don’t have to run faster than the bear; you just have to run faster than the other guy. Good advice when you’re camping in bear country. Good advice, too, when you’re thinking about how to allocate your money in the current very...
June 14, 2010 @ 7:37 pm | AMZN, Leading Indicators, You May Have Missed |
Psst! Mister. You wanna buy some cloud? Cloud computing that is. It is the wave of the future in the delivery of everything from computer software to media products to computer services. Market researcher The 451 Group estimates that revenue for infrastructure as a...
May 7, 2010 @ 8:30 am | AAPL, AMZN, Breaking News, Leading Indicators, You May Have Missed |
It’s war. Full out war. Savage your former allies war. To the victor go the spoils war. To the death war. It’s Google (GOOG) against Hewlett Packard (HPQ) against Microsoft (MSFT) against Dell (DELL) against Lenovo (LNYGY) against HTC against Amazon.Com (AMZN)—and, of...
April 19, 2010 @ 5:08 pm | AMZN, Leading Indicators |
The Great Recession created quite a backlog in the technology sector. The average corporate notebook computer is now four years old, according to Needham & Co., and the average corporate desktop is five years old. That catch-up market is huge. One reason I own...