Dell: AI Competitiveness Could Strengthen Market Leadership
Summary: Management attributed revenue decline to market weaknesses in PC and server segments but highlighted recovery in...
Month: April 2024
PayPal Q1 Earnings: Enterprise Partnerships, Customer Adoption Driving Higher Transaction Volume
Summary: PayPal's Q1 earnings showed improvements in the transaction business and a beat-and-raise in EPS guidance.The...
Amazon Q1 Review: Best Of Big Tech Bunch
Summary: Amazon.com, Inc.'s Q1 earnings report shows strong performance, with revenue and EPS beating estimates.The twin...
Tesla: The Thesis Is Stronger Than Ever
Summary: Today, we will start with a brief consideration of Tesla, Inc.'s business through the lens of the nature of...
NIO Stock: I Keep Disagreeing With Wall Street
Summary: Wall Street analysts rate NIO stock as a strong buy with an average rating of 3.89.I disagree with this bullish...
Lucid Q1 Preview: Business Model Doesn’t Look Sustainable
Summary: Lucid Group faces challenges including cash burn, high valuation, and operational struggles, making it a sell.The...
Meta Platforms: Why The Selloff Is Unjustified
Summary: I believe the market has overreacted to Meta's guidance, creating a buying opportunity.Q1 earnings exceeded...
Herbalife Q1 2024 Earnings Preview
Herbalife (NYSE:HLF) is scheduled to announce Q1 earnings results on Wednesday, May 1st, after market close. The consensus...
Crushed From $60 To $40, Is It Time To Buy 6.6% Yielding Verizon?
Summary: Telco businesses have fallen out of favor with investors due to rising interest rates and high leverage.Verizon...
FuboTV says Warner Bros. Discovery networks left Fubo as of April 30
Sports-focused streaming service FuboTV (NYSE:FUBO) on Tuesday said Warner Bros. Discovery (WBD) networks have left Fubo as...