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Category: Amazon

Walmart Earnings Preview: America’s Inflation Fighter and AI Beneficiary

May 14, 2024 Brian Gilmartin Leave a comment

Walmart (WMT) is expected to report their fiscal Q1 ’25 financial results before the opening bell on Thursday, May 16th,…

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Posted in: Amazon, WMT

Amazon Earnings Preview: The Model’s Evolving, AI Is Expected to Benefit Retail

April 28, 2024 Brian Gilmartin Leave a comment

The sell-side consensus around Amazon looking out 3 – 5 years is that revenue growth is expected to slow, i.e.…

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Posted in: Amazon

Walmart Trades to New All-Time-High Before Amazon

February 29, 2024 Brian Gilmartin Leave a comment

Very few have noticed that Walmart (WMT) has traded to an all-time-high before the e-commerce juggernaut Amazon (AMZN) has done…

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Posted in: Amazon, WMT

Amazon Earnings Preview: Amazon Putting Covid Capex Explosion in Rear View Mirror

January 31, 2024 Brian Gilmartin Leave a comment

Amazon (AMZN) reports after the closing bell on Thursday, February 1, 2024. Analyst consensus is expecting $0.80 in EPS on…

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Posted in: Amazon

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

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Fundamentalis

  • Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International
  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock

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