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Category: 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

Big Tech Reports This Week – Part II

October 24, 2023 Brian Gilmartin Leave a comment

The other two mega-cap tech names that report this week – META (META) and Amazon (AMZN) do so on Wednesday…

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Posted in: Amazon, Facebook (FB)

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

CPI Inflation Will Come Down: A Look at Walmart, Amazon, Costco and Home Depot

November 25, 2022 Brian Gilmartin Leave a comment

The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and…

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Posted in: Amazon, Costco (COST), Home Depot (HD), inflation, WMT

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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