In case you were wondering why most stocks were green yesterday and $AAPL, $MSFT, $GOOG and $AMZN were down, here's why 👇

AI! The most talked about topic in the investment world lately. We had a crazy tech rally during covid. When the pandemic ended, inflation and interest rates rose and the tech. mega rally was extinguished.

Now we have a new rally!
ChatGPT has left investors feeling exuberant. And a new rally is in full swing as all sorts of future AI opportunities are priced in.
That's why I've...
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What do you think about the speculation about AMD $AMD and Amazon $AMZN? AMD has unveiled high-performance AI chips called MI300 and there is speculation that one of the biggest customers may be Amazon.

New at Verizon $VZ, they are looking for a CFO.

A company quite popular even...
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The 10 largest companies in the S&P 500:

1) Apple $AAPL - 7.4%

2) Microsoft $MSFT - 6.7%

3) Google $GOOG - 3.8%

4) Amazon $AMZN - 3.1%

5) NVDIA $NVDA - 2.6%

6) Berkshire Hathaway $BRK-B - 1.7%

7) Tesla $TSLA - 1.7%

8) META $META - 1.6%

9) Exxon Mobil $XOM - 1.3%

10) United Health Group $UNH - 1.3%

Or how Jim Cramer ruined our enjoyment of the stock markets... Time to short? 😂

Jim Cramer pointed out the top 7 stocks he thinks are guaranteed winners for this year - Apple $AAPL, Microsoft $MSFT, Nvidia $NVDA, Amazon $AMZN, Facebook $META, Tesla $TSLA, Google $GOOGL.

Amazon $AMZN will expand its mobile phone offerings for Prime members.

Apple $AAPL will offer high-yield savings accounts.

JP Morgan $JPM now controls more than 15% of US bank deposits.

Google $GOOG now controls more than 90% of global search traffic.

Meta $META just announced that it has 3 billion active users across all of its platforms.

A few companies now control almost...
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A brief assessment by Chief Strategist Dave Sekera at Morningstar.

I'm attaching...
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Amazon $AMZN in talks to offer free mobile service to Prime subscribers in the U.S.

This news immediately negatively impacted telecom stocks such as $TMUS, $VZ and $T.
According to YahooFinance, Amazon has been talking to wireless carriers about offering low-cost, or possibly free, nationwide mobile phone service to Prime subscribers. Negotiations have reportedly been ongoing for...
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Streaming services and finding the biggest players in the market.

Hello investors!

Today I'd like to hear your thoughts on which companies could have the biggest share of the streaming market. Video streaming has become an essential part of our lives, so it's important to keep an eye on how this area is evolving and which companies have the potential to grow and take the biggest...
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Like gentlemen and ladies. Growths from the beginning of 2023... 🤑 Do you have any? 🥂

NVIDIA $NVDA: +101%, Facebook $META: +98%, AMD $AMD: +57%, Tesla $TSLA: +37%, Amazon $AMZN: +35%, Google $GOOGL: +35%, Apple $AAPL: +33%, Microsoft $MSFT: +31%, Nasdaq 100 $QQ: +23%, S&P 500 $SPY: +8%.

Amazon $AMZN is back to where it was in February.

But that shot was subsequently punished and the stock rode down.

Will that be the case this time around?

Results season

The results season of the first quarter of this year is slowly coming to an end.

Of the companies, I was probably most pleased with $AAPL, which showed its strength and dominance again. However, I was also surprised by the results of $AMZN, the stock of this company climbed up after the results, but then fell down again. And I must not forget $PLTR whose shares saw...
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The last, "final part" to $AMZN

I wrote on this topic yesterday and today I just want to report the news. We got the results in and they were favorable, with the stock immediately up in after-hours trading, but then down about 3% below the misleading price within two hours of extended trading. Managers reported concerns about continued weakness in cloud growth and that sent the...
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🟢 $AMZN results:

- Revenue $127.40B (est. $124.55B)
- EPS $0.31 (est. $0.21)
- FCF $3.3B