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Category: GOOGL

SP 500 Earnings: Capex is not Earnings / Tech Revisions Still Positive

July 26, 2024 Brian Gilmartin Leave a comment

Occasionally this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the SP…

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Posted in: Capex, GOOG, GOOGL, MSFT, Technology

Tech Sector’s Historical EPS and Revenue Growth Heading into Q2 ’24 Earnings

July 22, 2024 Brian Gilmartin Leave a comment

Looking at the above table, the tech sector is expected – as of last Friday, July 19 ’24 – to…

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Posted in: GOOGL, Technology

Microsoft, Alphabet report after the close, Tuesday, January 30, ’24

January 27, 2024 Brian Gilmartin Leave a comment

Microsoft (MSFT) and Alphabet (GOOG / GOOGL) report after the closing bell on Tuesday, January 30 ’24. Microsoft (MSFT): Microsoft…

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Posted in: GOOG, GOOGL, MSFT

Top 10 SP 500 Mega-Cap Update and Top 10 Holdings

November 12, 2023 Brian Gilmartin Leave a comment

Moody’s (the credit rating agency) drops a cherry bomb on Friday, November 10th, 2023, after the close, watch-listing the credit…

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Posted in: Amazon, Apple (AAPL), GOOGL, MSFT, Top 10 Client Holdings, Top 10 Market Cap Weights

Big Tech Reports This Week: The “Magnificent 7” Holding Up SP 500 – Part I

October 22, 2023 Brian Gilmartin Leave a comment

This weekend’s Weekly Earnings update noted the SP 500 earnings yield (EY) is at a 6-month high, and that 4…

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Posted in: GOOG, GOOGL, MSFT

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Fundamentalis

  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

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