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7 Jun 2024

Here’s how many times the word “AI” has been said on the earnings calls of some of the biggest companies in the world

Source: Evan, Uptrends

24 May 2024

If you're not dropping the word AI in your earnings calls, you must not be playing the game right...

Source: BofA, The Transcript

23 May 2024

Nvidia's Net Income hit another record high at $14.88 billion in Q1.

That's a 628% increase over last year's Net Income of $2.04 billion. $NVDA Source: Charlie Bilello

22 May 2024

$NVDA publishes its Q1 FY 2025 report today.

The company is now the third-largest in the world, trailing only $MSFT and $AAPL, after seeing its market cap rise by 200% over the last year alone. Will the brutal momentum continue? Source: Quartr

22 May 2024

All eyes are on Nvidia this week: Nvidia, $NVDA, earnings alone drove 42% and 37% of the S&P 500 year-over-year EPS growth in Q3 and Q4 2023.

The company also accounted for 11% of the entire S&P 500's return over the last 12 months. In Q1 2024, Nvidia’s contribution to the S&P 500's EPS growth is estimated to reach ~40%. Nvidia's Q1 2024 EPS and revenue are projected to grow by 474% and 241%, respectively. Source: The Kobeissi Letter, BofA

21 May 2024

Not all new highs are the same.

Awesome chart from @sonusvarghese thru Ryan Detrick here. End of March, SPX up 10.2% YTD. Only 3.1% from EPS growth and the rest (7.1%) was from multiple expansion. On 5/15, SPX up 11.1% YTD. Now 5.3% from EPS growth and 6.0% from multiple expansion.

13 May 2024

S&P 500 companies continue to outpace earnings expectations, but not quite as much on the sales side.

But now we are seeing these expectations rise, so the quarters ahead may become a bit more challenging as we may see earnings growth slowing at the same time. Source: Bloomberg, Markets & Mayhem

13 May 2024

"Power Up America" theme is Goldman's top performing basket year-to-date w/+37.5% driven by global data centers' eye-popping demand for power.

17 of the 22 companies from the basket that have reported earnings have beat estimates by an average of +29%. Source: HolgerZ, Bloomberg

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