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Markets hate uncertainty and we've got plenty of it walking into election season. Energy prices are the wild card this cycle, but history still rewards investors who stay put through the midterms.
Thanks @Varneyco for having me on @FoxBusiness
Thanks @Varneyco for having me on @FoxBusiness
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Before the earnings release I told @Varneyco I expected the explosion in $AMZN's AWS business to continue.
AWS grew 39%, its fastest in nearly five years.
Wall Street is swallowing hard at $77B of CapEx in one quarter. I'd worry more if they stopped building. @FoxBusiness
AWS grew 39%, its fastest in nearly five years.
Wall Street is swallowing hard at $77B of CapEx in one quarter. I'd worry more if they stopped building. @FoxBusiness
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$MSFT grew Azure 48% with free cash flow still positive, so even a $25 billion bond sale looks like borrowing from strength to me.
Stuart and I are both on Team Microsoft, and this quarter gave neither of us a reason to switch sides. @Varneyco @RiggsReport
Stuart and I are both on Team Microsoft, and this quarter gave neither of us a reason to switch sides. @Varneyco @RiggsReport
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Niche college football - Elon/StarLink - United crossover. 💯/💯
I love this app.
I love this app.
@danorlovsky7 @PatMcAfeeShow We have inflight Wi-Fi that actually works
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Looking torward to joining @rogerfpetersen tomorrow at 10am PT / 1pm ET on
@BNNBloomberg.
The Fed held, but two dissents make a December hike even more likely, and $MSFT and $GOOGL just showed the market is paying for discipline over ambition.
Catch us live! @BloombergTV
@BNNBloomberg.
The Fed held, but two dissents make a December hike even more likely, and $MSFT and $GOOGL just showed the market is paying for discipline over ambition.
Catch us live! @BloombergTV
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Going into earnings my one caution on $GOOGL was cash flow, and this quarter it came in negative as AI spending ramps. Cloud more than doubled though, and the full stack advantage I talked about with @Varneyco on @FoxBusiness looks as real as ever. I'm still bullish.
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& even higher for under 25 (*10%-ish) when you factor out the degree.
Fascinating to watch this happen to so many young people now:
1) Go to college
2) See that the job market sucks
3) Become entrepreneurial
Published data says 6-8% unemployment for recent grads. Feels way low versus reality.
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The Fed and Big Tech in the same week, with $MSFT and $GOOGL reporting tonight and $AMZN tomorrow. I'm watching CapEx guidance and whether all that Al spending continues to turn into real revenue.
Looking forward to joining @ScottTheCowGuy this morning to discuss!
Looking forward to joining @ScottTheCowGuy this morning to discuss!
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She Loves Me, She Loves Me Not.
This market continues to be on again, off again. I broke down the way I'm approaching it earlier this week on @SchwabNetwork with @DianeKingHall.
This market continues to be on again, off again. I broke down the way I'm approaching it earlier this week on @SchwabNetwork with @DianeKingHall.
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In my opinion, the 10 year is still surprisingly underrated in this market.
Stocks aren't the only opportunity right now. With the 10-year Treasury yield around 5%, @tedthatcher_ makes the case for buying bonds now:
#bonds #investing
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Ted Thatcher retweeted
Alphabet to $10 trillion? Nvidia or the equal-weight S&P 500? New highs or a 10% correction? @tedthatcher_ goes rapid-fire in a round of “This or That.”
#investing #nvidia
#investing #nvidia
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$CRWV got hit when the market repriced its debt, and credit swaps were pricing default odds close to a coin flip. If you believe in the AI buildout, I think the selling may have gone too far.
Talked neoclouds with @Varneyco and @RiggsReport on @FoxBusiness
Talked neoclouds with @Varneyco and @RiggsReport on @FoxBusiness
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Once again, happy Sankey Diagram season to all who celebrate!
$SPCX SpaceX Q3 FY26:
• Revenue +161% Y/Y to $14.6B ($1.6B beat).
• Operating margin 19% (+17pp Y/Y).
• CapEx $19.6B (including $16.4B for SI).
• GAAP EPS $0.35 ($0.19 beat).
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My case for $NVDA
Nvidia ($NVDA) has pulled back from its highs, but @tedthatcher_ of Bright Lake Wealth Management sees nearly 40% upside to $300. Here's why he thinks the market is undervaluing the AI chip giant:
#nvidia #nvda
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Add, hold or avoid? Had a blast playing Wall Street’s favorite game with @TheStreet, live from the @NYSE floor with @Cline_Woods!
CoreWeave is more than 50% off its highs. Netflix is heading into earnings. Buy, hold or avoid? @tedthatcher_ of Bright Lake Wealth Management makes his rapid-fire investing calls.
#investing #stocks
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