David Wagner's Comment & Analysis
A complete archive of David Wagner's articles, including current analysis & comment - Page 8
Three AI outsiders have recently reported solid results.
However, the sharp rise in their share prices in recent months raises the question of whether their potential has been exhausted.
Let's take a...
EV stocks, including Tesla and BYD, are down this year as indexes keep making new records.
This has come at a time when the medium-term outlook for EV companies looks bleak.
So going forward, which of...
Bitcoin continued rallying and reached its highest level since November 2021.
Significant inflows into Bitcoin spot ETFs have set volume records and aided the rally.
Beyond ETF success, Bitcoin's...
Warren Buffett's Berkshire Hathaway published quarterly earnings on Saturday.
The company once again exceeded expectations, both in terms of EPS and revenues.
However, Buffett warned against expecting...
Some stocks were punished by the market despite satisfactory results.
In hindsight, it looks like investors have overreacted to earnings that weren't so bad.
Could this be a buying opportunity?
In...
Palantir, Arm Holdings, and Super Micro Computer reported better-than-expected Q4 results.
Their shares have exploded higher since the reports were published.
Valuations now look stretched, and a...
Walt Disney will publish its quarterly results on Wednesday, February 7, after the US stock market closes.
Results from Disney+ and other streaming services will be closely watched.
This will be a key...
Apple is due to report earnings today after the closing bell.
The stock has fallen sharply in recent days and is therefore nicely poised to react to a positive surprise.
What are the consensus...
Microsoft will publish its next earnings on Tuesday, January 30, after the bell.
The tech giant has no room for error, as its stock hit a new record high recently.,
What do the consensus forecasts...
The Q4 earnings season kicks off this week, with several major banks due to publish their results tomorrow.
JP Morgan, Bank of America, and Citigroup will publish their quarterly results on Friday...