Category Archive: Finance
Cloud Stocks: Microsoft’s AI Hits $13B ARR
Photo Credit: Tawanda Razika from PixabayLast week, Microsoft (Nasdaq: MSFT) announced its second quarter results that surpassed market expectations. However, its stock slumped following a weak outlook and the buzz around DeepSeek. Microsoft’s Financials Microsoft’s second quarter revenues grew 12% to $69.63 billion, beating analyst estimates of $68.78 billion. EPS was $3.23, exceeding analyst estimates of $3.11.Microsoft’s Intelligent […]
This Trade War Might Be The Straw That Breaks The U.S. Dollar’s Back.
Image Source: Unsplash Originally posted by James Hickman at Sovereign.com:It was early spring in the year 1171 AD when Byzantine Emperor Manuel I Komnenos decided to go to war against his much smaller ally– Venice. And the historical record shows that it was a really bad idea.The Byzantine Empire was still a vast and powerful state […]
A Massive Bear Steepener In Rates May Lie Ahead
Image source: Pixabay It is possible that the 10-year rate still has much further to rise, especially if the neutral rate for the economy is somewhere around 3%.Video Length: 00:11:43More By This Author:Tariff News Causes Market Volatility To SpikeTrade Wars: The Return Of The Tariff ManStocks Drop As The Fed Fails To Promise More Rates Cuts
S&P 500 Earnings Dashboard 24Q4 – Tuesday, Feb. 4
Image Source: Unsplash S&P 500 Aggregate Estimates and Revisions 24Q4 Y/Y earnings are expected to be 12.1%. Excluding the energy sector, the Y/Y earnings estimate is 15.3%. Of the 211 companies in the S&P 500 that have reported earnings to date for 24Q4, 76.8% reported above analyst expectations. This compares to a long-term average of 67%. The 24Q4 Y/Y blended revenue growth estimate is 4.7%. If the energy sector is […]
Tariff Pause & South American Weather Supportive Near-Term. The Corn & Ethanol Report
We kicked off the day with Redbook YoY at 7:55 A.M., JOLT’s Job Openings, Factory Orders MoM, Factory Orders ex Transportation, and JOLT’s Job Quits at 9:00 A.M., RCM/TIPP Economic Optimism Index at 9:10 A.M., Fed Bostick Speech at 10:00 A.M., 42-Day Bill Auction at 10:30 A.M., Fed Daly Speech at 1:00 P.M., API Energy […]
PayPal Announces $15 Billion Share Buyback Amidst 9% Stock Decline
Image courtesy of 123rf.com PayPal (Nasdaq: PYPL) has reported fourth-quarter earnings that surpassed expectations, with earnings per share reaching $1.19, above the anticipated $1.12, and revenue hitting $8.37 billion, exceeding the projected $8.26 billion. Despite this strong financial showing, the company’s shares experienced a notable decline of over 9%. This drop is attributed to concerns over slowing growth […]
Trump Tariffs Rally Gold And Silver
The gold market experienced significant gains this week, driven by major geopolitical and economic developments. The primary catalyst was President Trump’s announcement of new tariffs, imposing a 25% duty on imports from Canada and Mexico and a 10% levy on Chinese imports.Although the tariffs on Mexico and Canada were temporarily paused for 30 days, the […]
Stocks Rise As Wall Street Brushes Off Tariff Woes
Stocks are higher today as the market brushes off tariff jitters, though the 10- and 30-year Treasury yields are rising on inflationary concerns amid the trade war. The Nasdaq Composite (IXIC) is up 233 points, with help from Palantir Technologies’ (PLTR) post-earnings surge, while the S&P 500 Index (SPX) and Dow Jones Industrial Average (DJI) sit firmly in […]
Elliott Wave Technical Analysis: Sonic Healthcare Limited
Today’s Elliott Wave analysis provides an updated outlook on the Australian Stock Exchange (ASX) stock SONIC HEALTHCARE LIMITED – SHL.We observe a potential third wave of upside in ASX: SHL. This report highlights expected market movements, including key price levels that could confirm a bullish trend shift or invalidate the setup, affecting upside potential.ASX: SONIC HEALTHCARE LIMITED – SHL 1D Chart (Semilog Scale) Analysis Function: Major […]
FTSE Recovers With Broader Risk Sentiment, As Trump/XI Set To Speak
Image Source: Unsplash On Tuesday, the primary stock index in the UK encountered a dip, primarily due to the struggles in the communications sector. This decline was set against a backdrop of cautious global market sentiment, fuelled by looming trade tensions between the US and China. Despite this initial setback, there was a glimmer of hope […]
