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Category: MSFT

Microsoft, Alphabet report after the close, Tuesday, January 30, ’24

January 27, 2024 Brian Gilmartin Leave a comment

Microsoft (MSFT) and Alphabet (GOOG / GOOGL) report after the closing bell on Tuesday, January 30 ’24. Microsoft (MSFT): Microsoft…

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Posted in: GOOG, GOOGL, MSFT

SP 500 Earnings Update: It’s Less About Q4 ’23 Results and More About ’24 Guidance

January 13, 2024 Brian Gilmartin Leave a comment

Refinitiv published their weekly update Friday, January 12th, 2024. SP 500 data: The forward 4-quarter estimate ended the week at…

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Posted in: Apple (AAPL), C, JPM, MSFT, Weekly Earnings Update

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: The “Magnificent 7” Holding Up SP 500 – Part I

October 22, 2023 Brian Gilmartin Leave a comment

This weekend’s Weekly Earnings update noted the SP 500 earnings yield (EY) is at a 6-month high, and that 4…

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Posted in: GOOG, GOOGL, MSFT

SP 500 Earnings and an Oracle Earnings Preview

September 9, 2023 Brian Gilmartin Leave a comment

Oracle (ORCL) is another large-cap technology software company that will report their fiscal Q1 ’24 financial results after the closing…

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Posted in: MSFT, ORCL, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week
  • 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

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