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Category: SMH (semiconductor ETF)

SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

October 17, 2026 Brian Gilmartin Leave a comment

It’s been a bit since this blog updated it’s SP 500 earnings data. As of Friday, 10/16/26, the “forward 4-quarter…

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Posted in: Emerging Markets, EMXC, mu, SMH (semiconductor ETF), SNDK, Weekly Earnings Update

SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share

September 18, 2026 Brian Gilmartin Leave a comment

  Estimate source: LSEG The above spreadsheet table is from an internal SP 500 EPS spreadsheet maintained since the end…

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Posted in: BAC, C, Financial sector, Financials, JPM, SMH (semiconductor ETF), Weekly Earnings Update

Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It

July 4, 2026 Brian Gilmartin Leave a comment

On Wednesday, June 24th, after the market closed, Micron Technology reported what could only be described as a blowout fiscal…

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Posted in: mu, SMH (semiconductor ETF)

SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable

June 27, 2026 Brian Gilmartin Leave a comment

After this weekly earnings update for the SP 500, as we end Q1 ’26, and are about to begin Q2…

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Posted in: mu, SMH (semiconductor ETF), SP 500 estimate revision data, Weekly Earnings Update

Semiconductors Looking Wobbly: Micron Estimate Revisions Sharply Negative Post Earnings

January 1, 2025 Brian Gilmartin Leave a comment

Bespoke put out a note on New Years Eve talking about the lousy action in semiconductors and the SMH (semiconductor…

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Posted in: MSFT, mu, SMH (semiconductor ETF)

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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