15 Jul 2024
The market is increasingly becoming more driven by earnings than multiples.
Source: BofA, Mike Zaccardi
15 Jul 2024
As we get into the heat of EPS season...
DB notes that more companies have been beating and by a larger amount in recent quarters. If this continues, it is tough to bet against this market... Source: Deutsche Bank, RBC
8 Jul 2024
The combined annual revenue of the 5 highest earnings 🇺🇸 companies is higher than the GDP of Brazil, Italy and Canada
Top 5 US companies based on Revenue (TTM) 🥇 Walmart $WMT: $657.3B 🥈 Amazon $AMZN: $590.7B 🥉 Berkshire Hathaway $BRK.B: $410.9B 4) Apple $AAPL: $381.6B 5) UnitedHealth $UNH: $379.5B Source: Evan
1 Jul 2024
Q2 US earnings calendar by The Transcript
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7 Jun 2024
Dot Com Bubble vs. Now - Things don't look similar - at least from an earnings angle
Source: Barchart, BofA
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
