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Category: mu

SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions

March 21, 2026 Brian Gilmartin Leave a comment

Five – six weeks into the Iran conflict the most surprising aspect to the SP 500 earnings data is that…

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Posted in: mu, ORCL, Sector Earnings Growth Estimates, SP 500 Earnings Yield, SP 500 estimate revision data

SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

June 21, 2025 Brian Gilmartin Leave a comment

This coming week investors hear from FedEx (FDX), Micron Technology (MU) and then Nike (NKE) on Thursday night, June 26th,…

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Posted in: FDX, mu, NKE

Semiconductors Looking Wobbly: Micron Estimate Revisions Sharply Negative Post Earnings

January 1, 2025 Brian Gilmartin Leave a comment

Bespoke put out a note on New Years Eve talking about the lousy action in semiconductors and the SMH (semiconductor…

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Posted in: MSFT, mu, SMH (semiconductor ETF)

FOMC Release & Micron Earnings Preview: Macro and Micro

December 18, 2024 Brian Gilmartin Leave a comment

The last FOMC announcement of 2024 is coming in a few hours. Here’s what the current fed funds futures market…

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Posted in: 10-year Treasury yield, CME fed funds futures, FOMC meeting, Monetary policy, mu

SP 500 Earnings: Nasdaq and Mega-Caps Still Lagging / Micron Reports This Week

September 22, 2024 Brian Gilmartin Leave a comment

The leadership group from the October ’22 lows – mainly the tech sector, and the mega-cap 10, or what are…

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Posted in: mu, Nasdaq 100, Nasdaq Composite

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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