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Nvidia Tonight: Here are Updated Estimate Revisions and a Look at Overall Market Sentiment

February 26, 2025 Brian Gilmartin Leave a comment

This index always catches the eye on X. This was posted last night, February 25th, 24 hours before the breathlessly-awaited…

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Posted in: Nvidia (NVDA), stock market sentiment

SP 500 Earnings: Weaker 2025 SP 500 EPS Estimates Follow Same Pattern as Late ’23, and Early ’24

February 21, 2025 Brian Gilmartin Leave a comment

This simple spreadsheet table tells the story of what’s happening with forward SP 500 estimates: the 4th quarter, ’24 was…

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Posted in: Nvidia (NVDA), Weekly Earnings Update

Walmart Earnings Preview: “Alternative Revenue Streams” and E-commerce Will Eventually Boost Margins

February 16, 2025 Brian Gilmartin Leave a comment

Walmart (WMT), the retail grocery giant, reports their fiscal Q4 ’25 financial results before the opening bell on February 20,…

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Posted in: Costco (COST), WMT

SP 500 Earnings: 2025 SP 500 EPS Estimates Continue to be Revised Lower

February 14, 2025 Brian Gilmartin Leave a comment

There is a lot of focus on the 10-year Treasury yield thanks to comments from President Trump and Treasury Secretary…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

Cisco Earnings Preview: Old Tech Tends to be Slow (Growth) Tech. May Not be a Bad Thing.

February 11, 2025 Brian Gilmartin Leave a comment

Cisco Systems reports their fiscal Q2 ’25 results after the closing bell on Wednesday, February 12th, 2025. Analyst consensus is…

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Posted in: CSCO

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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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