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Archives by Year:
Snap Just Reported A Surprise Revenue Growth: Here’s What Analysts Are Saying
Image Source: Unsplash Snap Inc (NYSE: SNAP) is trading up in extended hours after reporting a surprise revenue growth for its fiscal third quarter. Snap issued upbeat guidance as well The stock is being rewarded also because the guidance impressed as well.Snap now sees revenue of $1.32 billion and $1.375 billion in the current financial quarter. Analysts, […]
Alphabet Plunges 6% After Google Cloud Results Disappoint
Image Source: Unsplash The big question into Alphabet’s earnings was what, if any, progress they had made on monetizing the AI promise without cannibalizing the company’s main moneymaker – search advertising; and just how much capex they blew on NVDA chips to feed the LLM-processing beast.So how did Alphabet do? A quick look at the results […]
Demographics Are Not Japan’s Problem
…and never were.It has become conventional wisdom among economists that demographics are Japan’s underlying problem. Demographics are blamed for everything from slow growth to zero interest rates to deflation. But demographics are not and never were Japan’s problem. Japan may represent “the future”, but are we drawing the right lessons? The demographics hypothesis does have […]
ChatGPT Can Phish
Ah, the sweet irony of AI. On one hand, it’s the darling of tech innovation, automating tasks, and making our lives easier. On the other hand, it’s a Pandora’s box of cybersecurity nightmares.IBM’s recent research on ChatGPT’s proficiency in crafting phishing emails is a wake-up call. It’s like handing a Stradivarius to a scam artist […]
Market Talk – Tuesday, Oct. 24
ASIA:The major Asian stock markets had a mixed day today: NIKKEI 225 increased 62.80 points or 0.20% to 31,062.35 Shanghai increased 22.95 points or 0.78% to 2,962.24 Hang Seng decreased 180.60 points or -1.05% to 16,991.53 ASX 200 increased 12.80 points or 0.19% to 6,856.90 Kospi increased 26.49 points or 1.12% to 2,383.51 SENSEX closed […]
Grantham’s Contradictions
I thought it would be helpful to revisit Jeremy Grantham’s recent interview on Bloomberg UK’s Merryn Talks Money podcast. I’m a fan of Merryn, so I was inclined to give it a listen. You can find a link here.Let me also start this missive by saying that we at Smead Capital Management believe Jeremy Grantham is […]
Dow Snaps Losing Streak As Earnings Impress
The Dow surged 204 points today, snapping a four-day losing streak thanks to a slew of earnings reports — including a big quarterly win from Coca-Cola (KO) — that encouraged investors about the health of the stock market. The Nasdaq scored a triple-digit pop as well, while the S&P 500 (SPX) snapped its five-day skid, as the […]
Microsoft Soars As ‘Everything Beats’, Azure Growth Re-Accelerates
Image Source: Pixabay Microsoft (MSFT) shares are soaring after hours following a top- and bottom-line beat. Revenue was $56.5 billion (better than the expected $54.54 billion) and increased 13% (up 12% in constant currency). Diluted earnings per share was $2.99 (better than the $2.65 expected) and increased 27% (up 26% in constant currency). Under the hood, all the […]
3 Solid Retail Funds To Buy Ahead Of The Holiday Season
Image Source: Pexels The holiday season is approaching, and sales are expected to pick up this year, too. The retail sector has shown great resilience amid inflationary pressures that compelled the Federal Reserve to aggressively hike interest rates.This has seen retail sales increasing almost every month this year. Given this situation, investing in retail and discretionary […]
AgMaster Report – Tuesday, Oct. 24
DEC CORN After congesting for over 2 months in 470-500 trading range, Dec Corn decisively breached the $5.00 level last Thur & Fri – but was unable to close above it! The charts have confirmed what the fundamentals have been telling us for a while – the HARVEST LOW ARE IN!Being ½ way thru harvest […]
