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Category: GOOGL

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

SP 500 Earnings: Fed Funds Hike Next Week and Microsoft / Alphabet Report

July 21, 2023 Brian Gilmartin Leave a comment

Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME FedWatch tool, there is a…

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Posted in: BA, Coca-Cola (KO), Energy ETF's (XLE, Energy sector, GOOGL, INTC, MSFT, Weekly Earnings Update

SP 500 Earnings: More Inflation Data Due this week, Along with Mega-Cap Tech Earnings

April 21, 2023 Brian Gilmartin Leave a comment

The attached template (from Briefing.com) on expected economic data next week, including the first look at Q1 ’23 GDP, the…

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Posted in: Amazon, GOOG, GOOGL, Meta, MSFT, Weekly Earnings Update

Earnings Preview of Mega-Cap Tech: No Question Relative Value Has Improved for MegaCap Tech

October 23, 2022 Brian Gilmartin Leave a comment

In 2001 – 2002 the Nasdaq fell 80% from it’s March, 2000, high to its late 2002 low, with the…

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Posted in: Amazon, Apple (AAPL), GOOGL, Meta, MSFT

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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