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Category: Amazon

Weekly Update: The “Forward 4-Qtr Estimate” Will Jump to $212 – $213 Next Week

October 1, 2021 Brian Gilmartin Leave a comment

One of the vagaries of the IBES data by Refinitiv, is that the “This Week in Earnings” and the Earnings…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Weekly Earnings Update

SP 500 “Top 10”: Market Cap vs Earnings Weight

September 25, 2021 Brian Gilmartin Leave a comment

There is a few similarities between today’s SP 500 and the SP 500 back in the late 1990’s. Ed Yardeni…

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Posted in: Amazon, Apple (AAPL), Earnings Weight vs Market Cap, MSFT, Top 10 Earnings weights, Top 10 Market Cap Weights

Looking at EPS / Revenue Revisions for Big Tech Reporting Next Week

July 22, 2021 Brian Gilmartin Leave a comment

The financial stocks that reported last week have all rebounded as the revisions remain positive for the sector in general,…

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

Technology Sector Feeling the Tax Change Negotiations

June 1, 2021 Brian Gilmartin Leave a comment

Watching futures as the morning unfolded on the first day of June, it was nice to see a strong rally…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, Technology

Technology’s “Big 5” Report Next Week – 20% of SP 500 Market Cap

April 23, 2020 Brian Gilmartin Leave a comment

  Looking at the SP 500 EPS and revenue data in general, the trough in y/y decline in SP 500…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Technology

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Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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