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Amazon’s Q2 results need to beat expectations clearly to fuel a strong stock rally, as much of the optimism may already be priced in. Cloud performance will be a key focus, with investors hoping...
Microsoft (NASDAQ:MSFT) continues to demonstrate strong financial health and strategic prowess in the rapidly evolving technology landscape. With 14.13% revenue growth over the past twelve months and...
Tariffs and taxes dominated the macro narrative to kick off the second half. President Trump’s July 9 initial reciprocal tariff deadline came and went, with little stock market volatility and a...
Meta may raise AI spending above $72B to match rivals and scale data centers. Stock correction continues, with key support between $680 and $695 under close watch. Strong fundamentals, but earnings...
Just like the quantum uncertainty concept itself, quantum stocks defy precise prediction, shifting between volatility and speculative promise. The probabilistic nature of quantum computing is one of...
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY Key tech players from the Magnificent 7 release results this week – Meta and...
Typically, in Monday’s Commentaries, we share a few paragraphs titled “The Week Ahead’ in a lower section. This week, the amount and importance of the data could have a meaningful impact on markets...
In July 2007, just before the financial crisis erupted, Citigroup) CEO Chuck Prince summed up Wall Street’s dangerous exuberance: “When the music stops, in terms of liquidity, things will be...
The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles...
Slightly over 20% of S&P 500 companies have reported earnings for the second quarter (less if measured by market cap) and so far, it appears that results are good enough. The rate of results...
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