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Category: Amazon

SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

May 19, 2026 Brian Gilmartin Leave a comment

With Walmart (WMT) and Nvidia (NVDA) expected to bring the unofficial end to Q1 ’26 SP 500 earnings this week,…

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Posted in: 10-year Treasury yield, Amazon, Corporate High Yield, Corporate HighGrade Bonds, GOOGL, Netflix

Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s

February 1, 2026 Brian Gilmartin Leave a comment

When Amazon (AMZN) reports their Q4 ’25 financial results after the closing bell on Thursday, February 5th, 2026, the retail…

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Posted in: Amazon, WMT

Walmart Earnings Summary: The Bigger Picture Story: Walmart is Closing the Gap with Amazon in E-commerce

November 24, 2025 Brian Gilmartin 2 Comments

Walmart reported their fiscal Q3 ’26 financial results last Thursday morning, November 20th, ’25, and the stock bounced sharply during…

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Posted in: Amazon, WMT

Walmart Earnings Preview: Tariff Impact Fading, Still Looking for Margin Gains Ahead

November 18, 2025 Brian Gilmartin Leave a comment

If the sell-side consensus estimate is met for Walmart’s fiscal Q3 ’26 (essentially calendar ’25 with a January ’26 quarter…

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Posted in: Amazon, WMT

Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal

October 26, 2025 Brian Gilmartin Leave a comment

There seems to be some nervousness and a little worry over Amazon as it prepares to report it’s Q3 ’25…

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Posted in: Amazon, WMT

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Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

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