For a Palantir $PLTR-0.7% to recently announce a super collaboration with the government (the amount was around $250m), it's been pretty miserable these days. Does anyone know what's going on, see yesterday's 6% drop?
Nikolas Gabriels
What did you think of the Mety event where they talked about AI, metaverse, glasses and more? I was quite intrigued to hear that Meta's new generation of Ray-Ban smart glasses will start selling for $299. That doesn't sound bad for fans of these technologies here, or am I wrong?
Meta
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I haven't looked at it much yet, but I've seen some pictures and read some comments and the glasses look great and the price is great too.
An article just jumped out at me about 3 Morgan Stanley $MS-0.5% picks. I wanted to ask if you know, follow or own any of the companies. They are Howmet Aerospace $HWM+0.1%, Thermo Fisher $TMO-0.8% and Zoetis Inc $ZTS+0.0%.
What do you think about the goings-on with Disney and Charter? I'm not totally into it, but I know it was moving the market and streaming companies on Friday. I didn't take the time to look up how much Disney $DIS+0.9% profits through Charter, and Charter pays Disney $2.2 billion a year in programming fees alone.
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I'm not even that bothered. I'm holding the stock and may buy a little more. I believe. the stock will start to rise, but probably not so soon :)
Salesforce $CRM+0.3% doubled its commitment to profit growth and raised its adjusted operating margin target to 30% for the current fiscal year. This is notable in that these figures were not expected until late 2024. Do you have CRM stock in your portfolio?
Salesforce
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I don't have shares of this company, but I'm adding it to my watchlist. Thanks for the tip.
Today we report the results of CrowdStrike Holdings $CRWD+1.6%. Anyone holding their stock? I think cybersecurity is an interesting sector, I would like to include stocks from this sector myself.
CrowdStrike
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I don't hold the stock, but I'll definitely be watching. It might already be moving out of this sideways trend.
Foot Locker $FL+0.3% results are pretty poor, I really didn't expect this. In addition, the company has suspended dividend payments, ostensibly to allow more flexibility for strategic investments. What do you think? Is FL in trouble or is this a buying opportunity?
Hey, investors. How do you see this week with Nvidia $NVDA-2.2%. Will the AI and tech rally extend or will we crash and get our feet on the ground? Expectations are high, so I expect an equally big move if met, but also disappointment with the results.
Nvidia
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I don't expect anything at all, as I don't have this stock in my portfolio, but I would like to include $NVDA-2.2% stock in my portfolio. But the results interest me quite a bit.
Do you have StoneCo $STNE+3.2% in your portfolio? I see their numbers are growing rapidly, results are quarter after quarter, year after year better and better and yet the stock price seems to be down and the company still has room to move.
What are your thoughts on this company?
StoneCo Ltd.
STNEDoes it ever happen to you that you have a company in your sights, it underperforms, some bad news comes out and the share price doesn't budge? 🤐 I do in the case of Boeing $BA+1.1%, which I would love to have in my portfolio but the bad environment and conditions apparently don't bother them at all.
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It happens to me sometimes too and I would love for the stock to go lower, but as you write nothing happens. I would also like to include $BA+1.1% stock in my portfolio, however the stock is currently high.
So it looks like Palantir $PLTR-0.7% is out of the woods. Congrats to everyone who held on and didn't sell, as YTD has already made over 180% there. I probably don't need to go into the quarterly results too much, we have that here at Bulios Flas News. But what has pleasantly surprised me are the share buybacks and the idea of inclusion in the index. What do you think? Do you...
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I don't own shares of $PLTR-0.7%, but the buybacks are great and if this stock made it into the index, that would be great.
What do you think of the AMD $AMD-1.9% results?
Bulios Flash News: Advanced Micro Devices (AMD) reported better-than-expected second quarter results. Earnings per share came in at $0.58, up from the estimated $0.57. Revenue fell 18% year-over-year to $5.4 billion, but still beat expectations of $5.32 billion.
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I'm honestly surprised. Because the mines just aren't good yet, they're still going down, and that's where the other things are coming from, plus their P/E? ... like it's great, I wish them well and it pisses me off that I didn't buy. Plus the opportunity in India is great! ... they're different companies, but if I take $SBUX+0.1% for example which also had results yesterday and vice versa, the share price went down and a bit, even though their earnings are growing due to how the world is already open after Covid.
California and other states are moving to block 3M's $10.3 billion-1.5% PFAS settlement that would resolve claims against 3M over water pollution. Allegedly, they say the amount is still low and would not be a proper penalty for MMM.
3M
MMMWhat was so bad about Microsoft's $MSFT-0.8% results that the stock price is falling in the premarket?
I've only found so far:
EPS of $2.69 beating expectations of $2.54
Revenue of $56.2B beating expectations of $55.4B
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Microsoft's fiscal quarter earnings revealed a gradual decline in Azure cloud revenue growth that overshadowed quarterly gains. Microsoft reported year-over-year revenue growth from Azure and other cloud services of 26% for the fourth quarter, down 1 percentage point from the previous quarter.
As I watch today, nothing much is happening yet, but the same cannot be said about the predictions and rating changes, which are literally tearing the bag today.
Let's take a look at the most interesting ones 👇
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We'll see how far $AAPL+0.1% stock goes. But I'm holding $AAPL+0.1% stock for now and I have no plans to sell.
I would say that Palantir is just about breaking away from the government and starting to make money elsewhere.