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Walmart and Cisco Earnings Summaries: A New Walmart Could Be At Hand

May 22, 2024 Brian Gilmartin Leave a comment

With two of the growth giants of the late 1990’s, there has been a decided turn for Walmart (WMT) for…

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Posted in: CSCO, WMT

SP 500 Earnings and StyleBox Update: Can Nvidia Earnings Re-Ignite a Rather Subdued Tech Sector ?

May 18, 2024 Brian Gilmartin Leave a comment

With Walmart (WMT) reporting this past week, it’s thought the Q1 ’24 earnings season has officially ended, but with Nvidia…

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Posted in: Nvidia (NVDA), Style analysis, Weekly Earnings Update

Walmart Earnings Preview: America’s Inflation Fighter and AI Beneficiary

May 14, 2024 Brian Gilmartin Leave a comment

Walmart (WMT) is expected to report their fiscal Q1 ’25 financial results before the opening bell on Thursday, May 16th,…

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Posted in: Amazon, WMT

Cisco Earnings Preview: Can Splunk Drive Growth Again at the Networking Giant

May 13, 2024 Brian Gilmartin Leave a comment

This will be a shorter earnings preview sine the stock is a very small position within client accounts, but Cisco…

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Posted in: CSCO

More on Bonds: Inflation Expectations data, Crude Oil, High Yield Credit, and Duration Risk

May 11, 2024 Brian Gilmartin Leave a comment

The above is Briefing.com’s weekly economic data table. April ’24 PPI and April ’24 CPI are due out Tuesday, May…

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Posted in: 10-year Treasury yield, Corporate High Yield, Corporate HighGrade Bonds, CPI / PPI

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Fundamentalis

  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher
  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps

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