Boeing Q2 FY12/24 Earnings Review
$BA Q2 numbers were dreadful. The stock looks bullish to us anyway.
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
ARM Q1 FY3/25 Earnings Review (No Paywall)
$ARM reported its Q1 of FY3/25. We consider the long-term and short-term opportunities here.
Qualcomm Q3 FY9/24 Earnings Review
$QCOM reported its Q3 of FY9/24 yesterday. We look at detailed fundamentals plus long- and short-term stock setups.
Meta Platforms Q2 FY12/24 Earnings Review (No Paywall)
Meta Platforms (META) Q2 was rock solid, the stock is inexpensive, and the chart looks bullish to us.
Market On Open, Wednesday 31 July (No Paywall)
Pre-FOMC Moonage. Can It Last?
Pinterest Q2 FY12/24 Earnings Review
$PINS Q2 was rock solid. Growth decelerated some & the guide is for further deceleration. But the stock remains inexpensive in our view and there is always the potential for the company to be acquired by a bigger friend.
AMD Q2 FY12/24 Earnings Review
$AMD Q2 was a solid print and the stock may benefit if the narrative of "an alternative to $NVDA" solidifies.
Microsoft Q4 FY6/24 Earnings Review (No Paywall)
Microsoft ($MSFT) reported its Q4 of its FY6/24 today after the close. The stock is off a little - around 6% at the time of writing (1645 Eastern) - but the print was good. Still the Big Dog! Price target $487.
Countdown To FOMC - Market On Open, Tuesday 30 July
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Dog Days Of Summer
Quick note to our Market Insight subscribers and free readers