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22 Feb 2024

Nvdia results are out - $NVDA beats in revenue & earnings - the stock is up more than 8% after hours.

"Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations." – Co-founder & CEO, Jensen Huang Nvidia reported fourth fiscal quarter earnings that beat Wall Street’s forecast for earnings and sales, and said that revenue during the current quarter would be better than expected, even against elevated expectations for massive growth. Revenue +265% *Data Center +409% *Gaming +56% *Professional Vis. +105% *Automotive -4% EBIT +983% *marg. 62% (21) EPS +765% Source: Quartr

12 Feb 2024

Jeff Bezos never focused on earnings, EPS, or "profit". Why? He knows those numbers are flawed.

Source: Brian Feroldi

12 Feb 2024

The us equity rally is being supported by better NTM earnings as well as multiple expansion, the latter driven mostly by Tech.

Source: Barclays, TME

5 Feb 2024

Earnings for the Week of February 5, 2024

source : earnings whispers

5 Feb 2024

US Earnings season UPDATE

Q4 GAAP EPS +16% higher than a year ago after 46% of S&P 500 companies have reported. Note that Beats are rewarded like never before. We have seen sharp moves for positive surprises led by large cap constituents. Source. Factset, TME

5 Feb 2024

The performance differential between Nasdaq 100 (Tech) and Russell 2000 (us small-caps) is extreme.

Yet the earnings gap between Mega Cap Tech Stocks and Small Caps has widened to all an all-time high. Source: Barchart

5 Feb 2024

Mentions of Job Cuts in Earnings Calls Hits Pandemic Peak

Layoffs are being mentioned on US earnings calls at the HIGHEST rate since the pandemic, according to Bloomberg. Source: Bloomberg, Genevieve Roch-Decter, CFA

2 Feb 2024

In 1997, Apple lost $1 billion. Today? $1 billion in profit every 3 days.

Source: Jon Erlichman

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