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Category: Capex

SP 500 Earnings: Capex is not Earnings / Tech Revisions Still Positive

July 26, 2024 Brian Gilmartin Leave a comment

Occasionally this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the SP…

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Posted in: Capex, GOOG, GOOGL, MSFT, Technology

Will AI’s Capex Strain Lower Tech Stock Valuations, and Apple’s Buyback Might Be Misunderstood

May 5, 2024 Brian Gilmartin Leave a comment

Capex: FASB – the Financial Accounting Standards Board – defines “capex” as “the investment required to sustain the economics of…

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Posted in: Apple (AAPL), Capex

Fundamentalis

  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High
  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22

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