July 21, 2024 @ 8:27 am | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
I expect technology sector weakness to continue this week with earnings worries still unanswered. What could put an end to selling in tech stocks? The NASDAQ 100 is down almost 4% in the last week. Certainly earnings news that showed earnings growth at the companies...
April 21, 2024 @ 7:04 pm | Breaking News |
I’m sure you’ve noticed. The technology sector, which led the stock market rally in 2023 and in the early days of 2024, is in a slump. The Technology Select Sector SPDR ETF (XLK) tumbled 6.27% last week and is down 7.16% in the last month. For 2024 to date, as of the...
April 9, 2024 @ 7:10 pm | Breaking News |
Nvidia (NVDA) doesn’t report earnings until May 22. But the report is already shaping up as critical for the stock. Analysts see the company reporting earnings of $5.13 a share for the quarter, up from just 88 cents a share in the same quarter of 2023. But the...
October 23, 2023 @ 5:35 am | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Hope you like earnings news. This week brings a ton of third-quarter earnings reports with news from Microsoft, Amazon, Meta Platforms, and Alphabet quite capable of moving the entire market. We’ll also get more consumer company (Coca-Cola and Kimberly-Clark for...
October 2, 2023 @ 5:59 pm | Breaking News |
I’m going to take advantage of today’s pop in Nvidia (NVDA) to sell the shares out of my very short-term Volatility Portfolio tomorrow on my subscription JAM.com site, Tuesday, October 2. The shares closed up at the close today at $447.82, a gain of 2.95%...
June 14, 2023 @ 12:32 pm | ADBE, ALB, AMAT, Breaking News, CMI, Dividend Income Portfolio, GOOG, JCI, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT, NVDA, SCCO, ZBH |
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...
June 14, 2023 @ 12:25 pm | ADBE, ALB, AMAT, Breaking News, Buy Hold Sell, CMI, Dividend Income Portfolio, GOOG, JCI, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT, SCCO, ZBH |
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...
June 1, 2023 @ 7:39 pm | Breaking News, Buy Hold Sell, Jubak Top 50 Portfolio |
Artificial intelligence really is a paradigm-breaking, transformative technology. Right now, investors are so enthusiastic about the sector, especially the obvious leader Nvidia (NVDA), that we’re looking at a potential bubble that will collapse with much...
February 7, 2023 @ 7:00 pm | Breaking News |
This isn’t exactly unexpected. Microsoft (MSFT) today unveiled new versions of its Bing search engine and Edge browser powered by the newest artificial intelligence technology from ChatGPT maker OpenAI. Microsoft recently invested $10 billion in OpenAI. “This...
October 26, 2022 @ 7:59 pm | Breaking News, Jubak Top 50 Portfolio |
Alphabet (GOOG) reported a drop of 24% in third-quarter earnings after the market closed on Tuesday, October 25. Gross revenue rose just 6% to $69.09 billion. In the third quarter of 2021, revenue grew by just 6% to $69.09 billion from the third quarter of 2021. In...
July 27, 2022 @ 7:02 pm | Breaking News |
My one-hundred-and-sixtieth YouTube video “Investing to beat the coming recession” went up today. I’m back, after a week’s hiatus. This week I’m sharing some thoughts about the market trials and tribulations of Snap (SNAP) and Alphabet...
July 24, 2022 @ 4:59 pm | Breaking News |
What a week ahead. I’d expect speculation about what the Federal Reserve will say on Wednesday to dominate a very lengthy slate of market news. No real suspense about whether or not the Fed will raise rates at its July 27 meeting. The central bank has made it...
April 27, 2022 @ 7:09 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT |
On Tuesday, April 26, Microsoft (MSFT) reported net income of $16.73 billion or $2.22 share for the company’s fiscal third quarter. That was up from net income of $15.46 billion or $2.03 a share in the third quarter of fiscal 2021. Wall Street analysts had...
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...
January 20, 2022 @ 7:56 pm | AAPL, Breaking News, GOOG, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT |
I’m starting up my videos again–this time using YouTube as a platform. My ninetieth YouTube video “3 Picks on Tech Stock Guidance” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
November 29, 2021 @ 6:55 pm | Breaking News, Buy Hold Sell |
Today, Monday November 29, it’s a tale of two bounces from Friday’s big sell off. Technology stocks and especially big technology stocks are up big. At the close in New York Applied Materials was up 5.53%. Adobe (ADBE) was ahead 3.83%. Nvidia (NVDA) was...
November 19, 2021 @ 7:52 pm | Breaking News, Buy Hold Sell |
I’m starting up my videos again–this time using YouTube as a platform. My seventieth YouTube video “The rally narrows–or does it?” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s the...
July 22, 2021 @ 7:38 pm | Breaking News |
The Standard & Poor’s 500 closed up 0.20% today, July 22. The Dow Jones Industrial Average squeezed out a 0.07% gain. But if you were looking for bigger upside moves, turn your eyes to the technology sector. The NASDAQ Composite was up 0.36% and the NASDAQ...
July 19, 2021 @ 7:06 pm | Breaking News |
Today, Monday, July 19, stocks accelerated their retreat from the end of last week on fears that a fourth wave of the pandemic, fueled by the Delta variant, will crush hopes that the economy is headed back to normal. As of the close New York the Standard &...
July 5, 2021 @ 7:40 pm | Breaking News |
Friday’s market action argues that investors and traders are looking to buy shares of Apple, Amazon, Microsoft–you know the usual suspects–ahead of what looks like a blowout earnings season that will start on July 13 when JPMorgan Chase (JPM) reports...
April 29, 2021 @ 7:47 pm | Breaking News, OMC |
I’m starting up my videos again–this time using YouTube as a platform. The twenty-first YouTube video “3 Ad Picks But Not Google or Facebook” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
April 23, 2021 @ 7:37 pm | Breaking News |
Yesterday, a quite promising early stock market rally got derailed on news stories–based on anonymous sources–that the Biden administration would propose tax increases on wealthy Americans and corporations. The speculation points to an increase in the top...
April 22, 2021 @ 7:51 pm | Breaking News |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. The twentieth YouTube video “6 picks for next week’s earnings flood” went up today. Please watch and subscribe to my YouTube channel. And like my video....
April 8, 2021 @ 7:10 pm | Breaking News |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. The eighteenth YouTube video “Best Pick for the Big Tech War” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see...
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...
March 12, 2021 @ 7:25 pm | Breaking News |
The yield on the 10-year Treasury note climbed to 1.62% today, March 12. That’s a jump of 9 basis points on the day. (It takes 100 basis points to make up one percentage point.) Following the recent pattern, the climb in yields meant a drop in the prices of...
February 2, 2021 @ 7:02 pm | Breaking News |
Sure GameStop (GME) shares fell 60% today, February 2, at the close but that didn’t stop a rally in the broad market. For the day, the Standard & Poor’s 500 gained 1.39% and the Dow Jones Industrial Average rose 1.57%. The NASDAQ Composite added 1.56%...
January 27, 2021 @ 7:04 pm | Breaking News |
Shares of GameStop (GME) were up another 134.84% today, January 27, to close at $347.51. The stock traded at just $17.25 on January 4, 2021. The heady gains in GameStop have led traders to look for other heavily shorted stocks that might go up BIG as short sellers are...
January 22, 2021 @ 7:23 pm | Breaking News |
After barely dragging higher over the last month, big tech stocks turned red hot this week. And next week, when we get earnings from Microsoft (MSFT), APPLE (AAPL) and Facebook (FB) could be even hotter. The rally in big tech was fueled this week by blockbuster...
January 20, 2021 @ 7:33 pm | Breaking News |
Today the Standard & Poor’s 500, the Dow Jones Industrial Average, and the NASDAQ Composite all hit record highs. Likely cause? The peaceful inauguration of Joe Biden as President? Yesterday’s report of blow out gains in subscribers in the fourth...