Intel: We Have Not Seen The Bottom Yet
Summary: Intel suffered its worst-ever quarterly loss in the first quarter.Moderating growth in the PC market continues to...
Month: April 2023
Amazon: Risks Keep Accumulating
Summary: Amazon's Q1 reporting was solid, but AWS commentary clearly disappointed, challenging the growth...
5 Reasons It’s Still Day 1 For Amazon
Summary: Amazon closed the week down roughly 3% in the wake of its latest earnings report.This short-term fluctuation,...
Meta Platforms: Rally Still Has Legs
Summary: Meta Platforms reported an impressive rebound in Q1'23, but the company is only now returning to growth, providing...
Google: The Hidden Truth Behind Accounting Boosts
Summary: In a quarter ripe with one-time adjustments, non-core FX impacts and accounting assumption changes, it is...
AT&T: $16B In FY2023 FCF Is Still Possible
Summary: T has been wrongfully sold-off, since its free cash flow generation has always been lumpy, depending on the timing...
Microsoft Triggers Our Buy Signal (Technical Analysis)
Summary: This is a technical analysis article. Microsoft had a great pop in price after earnings because it seems to be...
Amazon Q1 Earnings: A Conundrum, Despite EPS And Revenue Beat
Summary: Amazon.com, Inc. remains a valuation conundrum, even for themselves.2023 Q1 earnings was the first time in a year...
Google: Rally Incoming
Summary: Google reported a strong start into 2023, beating analyst consensus estimates with regard to both revenue and...
Meta Platforms: Up 170% Since November And Still A Strong Buy
Summary: Meta Platforms crushed earnings predictions for the first quarter.The social media company surprised the market...