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Category: Weekly Earnings Update

SP 500 Earnings: Nvidia Reports Tuesday Night – It Will Matter

November 19, 2023 Brian Gilmartin Leave a comment

Nvidia (NVDA) is the big earnings report forthcoming this week, as the AI chip giant will report it’s fiscal Q3…

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Posted in: SMH (semiconductor ETF), Weekly Earnings Update

SP 500 Earnings: Forward Growth Estimates Starting to be Reduced

November 11, 2023 Brian Gilmartin Leave a comment

Here’s a table thrown up every few weeks to show readers how the quarterly “bottom-up” SP 500 EPS growth rates…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, CPI / PPI, Weekly Earnings Update, WMT

SP 500 Earnings: Beware the Doomsayers – SP 500 Earnings Should Be Fine

November 4, 2023 Brian Gilmartin Leave a comment

No sooner did we have one solid week for the stock and bond markets as the seasonally-favorable part of the…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, HYG, Weekly Earnings Update

SP 500 Earnings Update: Earnings are in Good Shape; Earnings Yield Jumps to 5.80%

October 27, 2023 Brian Gilmartin Leave a comment

Changing up the presentation a little, here is a page from this week’s (10/27/23) Refinitiv “This Week in Earnings” report…

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Posted in: Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield the Highest Since Mid-March ’23

October 21, 2023 Brian Gilmartin Leave a comment

Roughly 16% of the SP 500’s market cap will report this coming week, with Microsoft (MSFT) and Alphabet (GOOG/GOOGL) on…

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Posted in: Weekly Earnings Update

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Fundamentalis

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  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back

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