Roughly 80% of the stocks in the SP500 said the word tariffs on their last earnings call
Source: Evan on X
$BABA beats on the big three revenue, adjusted net income and adjusted EPS!
"Cloud revenue growth accelerated to double digits at 13% year-over-year, with AI-related product revenue achieving triple-digit growth for the sixth consecutive quarter" Source: The Transcript
ONE BILLION DOLLAR BABY.....
FOR THE FIRST TIME EVER 🚀 Robinhood $HOOD just had its first quarter with more than $1 Billion of Revenue Source: Evan
BREAKING: Amazon stock, $AMZN, falls over -7% despite reporting stronger than expected Q4 2024 earnings.
Source: The Kobeissi Letter @KobeissiLetter
With deepSeek and tariffs, we almost forgot that we are in the middle of the earnings season.
FactSet notes that beats are being rewarded above average and misses are being punished around average.
BREAKING: Alphabet stock, $GOOGL, falls over -7% after reporting Q4 2024 earnings.
Source: The Kobeissi Letter
This is the most important datapoint in earnings season so far.
Alphabet to invest $75 billion in CapEx during 2025 - this will ease chip industry fears. Large cap tech is maintaining record investment in AI infrastructure, even after DeepSeek’s disruption. Source: The Kobeissi Letter
Ferrari $RACE Q4 2024 results
"Quality of revenues over volumes: I believe this best explains our outstanding financial results in 2024" – Benedetto Vigna, CEO. Shipments +2% *EMEA +4% *Americas +8% *Greater China -21% *APAC +5% Revenue +14% EBIT +26% *marg 27% (24.4) EPS +32% Source: Quartr
