Microsoft and Meta: Doubling Down on AI Investments – Analyzing the Latest Earnings In the latest earnings season, tech giants Microsoft (MSFT) and Meta Platforms (META) reported robust results, showcasing their commitment to artificial intelligence (AI) and its integration across their ecosystems. Both companies’ financials indicate significant capital expenditures aimed at advancing AI capabilities, further solidifying AI as a pillar of their future strategies. Here’s a breakdown of how these earnings reflect their focus on AI and what it could mean for their business prospects. 1. Microsoft’s AI Spending Surge: Enhancing Cloud and Productivity Services Microsoft’s earnings highlighted strong growth in its cloud business, particularly Azure, its cloud computing platform, which has been i
$Apple(AAPL)$ Q3 earnings report, while a small beat, didn't surprise the market too much, dropping 1.8% after hours in a big pullback for the broader market as a whole, back to before last quarter's earnings report, which was almost a full quarter without too much volatility.I. Financial data performanceRevenue and ProfitTotal Revenue: Revenue for the quarter was $94.9 billion, an increase of 6.1% year-over-year, above market expectations of $94.36 billion.Gross Profit Margin: Gross profit margin was 46.2%, largely in line with market expectations, and the company had solid cost control.Net profit: After taking into account the US$10.2 billion EU back tax, net profit was US$14.74 billion, down 35.8% year-on-year; excluding the impact of back tax,
The S&P 500 is one of the world’s most closely followed stock indices, encompassing 500 of the largest publicly traded companies in the U.S. and offering diversified market exposure. Among the most popular ETFs tracking this index are the SPDR S&P 500 ETF (SPY), iShares Core S&P 500 ETF (IVV), and Vanguard S&P 500 ETF (VOO). But what are the differences between these three ETFs, and how should investors choose between them? This article will compare them based on expense ratio, liquidity, tracking error, and dividend handling.1. Expense Ratio: VOO and IVV Take the LeadExpense ratios are a key factor for long-term investors. Although all three ETFs track the same index, there are slight differences in their management fees:SPY: 0.09%IVV: 0.03%VOO: 0.03%In terms of cost, IVV
China Faces Credit Downgrade Risk as Central Bank Holds Junk Assets
$HSI(HSI)$ $Direxion Daily FTSE China Bear 3X Shares(YANG)$ $PING AN(02318)$ $SSE Comp(000001.SH)$ China Faces Rising Risks as Future Credit Downgrade Threatens Currency and Capital Outflows Recently, Reuters reported similar rumors that many may remember: the Chinese government was supposedly planning a ¥2 trillion special bond issuance. Half of this was intended to stimulate consumer spending, while the other half was for supporting local governments with debt relief, including an 800-yuan monthly subsidy per child for families with two or more children. As it turned out, these claims were
Why AAPL is Leading the Charge in AI-Powered Consumer Devices
$Apple(AAPL)$’s latest MacBook Pro release, powered by the new M4 chip family, is a clear signal of the company’s commitment to innovation and AI-forward computing. Despite earlier criticisms that Apple was becoming stagnant, the company has effectively silenced skeptics with the launch of this high-performance, AI-integrated lineup. The M4 chips, built on advanced 3nm technology, offer unprecedented power, efficiency, and the inclusion of Apple's new "Apple Intelligence" for on-device AI capabilities. In my view, this strategic step cements Apple's role as a frontrunner in AI-driven computing, paving the way for future growth and solidifying its competitive advantage. The M4 chip family, comprising the M4, M4 Pro, and M4 Max, represents Apple's m
2024 Halloween Sale: Bagging Bargains I seized the opportunity to bolster my portfolio during the recent market dip, snatching up: - $Coinbase Global, Inc.(COIN)$ - A strategic play on the cryptocurrency space - $Microsoft(MSFT)$ - A stalwart tech giant with resilient growth prospects Next on my radar: $NVIDIA Corp(NVDA)$. I'm patiently waiting for a pullback to $129.99, presenting an attractive entry point. However, I'm contemplating a more aggressive strategy - selling puts on my live account. This would allow me to: - Generate premium income - Potentially acquire NVDA shares
Oct 2024 update: How to use what you already know to make money in the market
I bought a classic book recently, One Up On Wall Street, How to use what you already know to make money in the market. Peter Lynch attributed his secret to being able to achieve far more than other fund managers to: "The stocks I want to buy are exactly those that traditional fund managers want to avoid. I will continue to think about stock selection like an amateur investor as much as possible." he wrote about how to find 10x stocks, 13 stock selection criteria and other practical contents, and also mentioned 6 types of company stocks: slow growth, stable growth, rapid growth, cyclical, distress reversal, and hidden assets. There are small and medium size Gems in Singapore stocks market. These companies present steady growth and decent dividends. Fund manager really don't want them, big c
🚀Share your strategy for making money on the market!
Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.[Winners Announcement:31 Oct]1.Here are the 6 Tigers whose post has the best quality & interaction yesterday:Congratulations on being offered 50 Tiger Coins!Why Roku
Amazon Cloud Business Powers Earnings Beat. $208 PT Possible?
$Amazon.com(AMZN)$ stock jumped after it reported its third-quarter results after market close on Thursday (31 Oct). Revenue growth of 11% powered better-than-expected earnings. Amazon said that it earned an adjusted $1.43 per share on sales of $158.9 billion for the September-ended quarter. It came in better that the adjusted earnings of $1.14 per share on sales of $157.3 billion expected by analysts. For the current quarter, Amazon guided for sales of $185 billion at the midpoint of its range. It came in within the target by analyst at $186.3 billion in December-quarter sales. But the company's guidance for operating income of $18 billion easily bested the $17.3 billion analysts were looking for, according to FactSet consensus. Amazon lost
31 Oct Major Indices Experienced Losses To End October In RED
The major indices experienced losses across the board as losses in the Dow Jones Technology, Dow Jones Basic Materials and Dow Jones Financials sectors led shares lower. At the close in NYSE, the DJIA fell 0.90% to hit a new 1-month low, while the S&P 500 lost 1.86%, and the NASDAQ fell 2.76%. The biggest gainers of the session on the DJIA were Verizon Communications Inc (VZ), which rose 2.06% at the close. Amgen Inc (AMGN) added 1.46% and Walt Disney Company (DIS) was up 1.19% in late trade. Biggest losers included Microsoft Corporation (MSFT), which fell 6.03% in late trade. Intel Corporation (INTC) declined 3.50% and Amazon.com Inc (AMZN) down 3.28%. The top performers on the S&P 500 were Paycom Soft (PAYC) which rose 21.41% ,Entergy Corporation (ETR) which was up 15.16% and Int
JEPI ETF - A Dividend Oasis Amidst A Bearish Market
🌟🌟🌟When the markets are Bearish, I seek comfort in Dividends. JEPI $JPMorgan Equity Premium Income ETF(JEPI)$ does it particularly well as it has a laser focus to deliver monthly distributable income and stock market exposure with less volatility. JEPI uses a Covered Call Options Strategy to generate the monthly income. This is usually the domain of big institutions and expert traders. JEPI is the largest Actively Managed ETF in the US with Assets Under Management of USD 36.64 billion and a favourite with dividend seeking income investors like me. JEPI also has one of the lowest Expense ratio of 0.35% for an actively managed ETF. That is an important consideration as it puts more m
Verizon 3Q24 Report - 31% Drop in EPS, What Is Going On?
This quarter $Verizon(VZ)$ released their reports with a shocking 31% drop in EPS compared to 3Q23. This was primarily driven by a severance charge of $1.7 billion from a voluntary separation program announced in June 2024. Don’t be fooled by the short-term numbers, this program is intended to pave the way for future financial improvement in the long run. The severance charge affected the consolidated net income by -30.2% and EBITDA by -13.57% compared to 3Q23. Verizon reported an Adjusted EBITDA of $12.5 billion, which excludes severance charges, marking the highest figure in the company's history. Business Segment: The segment gave us a bit of a surprise with the operating income for the quarter being 4.8% higher than in 3Q23, primarily driven by
$NVIDIA Corp(NVDA)$ My cost for Nvidia is USD22.9 on another platform where I no longer trade much. Having more fun on Tiger. Still a novice and don't commit as much as much time as I wish, guess this year has been good for not so active traders like me?
Ah, telling me about discounts after I've already placed my orders.Although the sell-off was rather abrupt, I still view it as pre-emptive risk release. The longer-term uptrend remains intact, providing dip-buying opportunities.$Apple (AAPL)$I was second-guessing my $230 put sale from earlier this week as too aggressive. Someone paid over $2 million to buy those $230 puts at the open, essentially fading my position:Buy $AAPL 20241122 230.0 PUT$ Ultimately it may not matter if earnings disappoint, as a rebound could materialize post U.S. election next week.The initial expectation was a rally into the vote, then a sell-off. But the reverse script of a pullback first, followed by a
On Mon, 28 Oct 2024 I have talked about how this week is going to be a pressure cooker week with all the economic reports and major tech giants’ quarterly earnings happening simultaneously. Click here !to read, repost and like ok - thanks. On the eve of US’s September personal consumption expenditure (PCE) inflation report due, below is a recap of what have transpired and how likely will US market ends on Thursday 4pm. US Market, Past 3 Days. To say that US market has been jittery is an understatement. Like it or not, it all boils down to today’s PCE inflation and tomorrow’s Non-Farm payroll reports to fully dictate market’s direction. 3 days’ p
"Unreliable" Stocks Rise While Strong Stocks Fall? Do You Have The Same Stocks?
A user on WSB shared that they bought $Reddit(RDDT)$ shares during its IPO and did nothing, yet their investment is now up 150%. Reddit is known as a platform for meme stocks, with WSB (WallStreetBets) gaining fame during the GME short squeeze battle in 2021. Despite Reddit’s association with meme stocks and its seemingly unreliable reputation, it managed to achieve profitability in this earnings report.“Unreliable” stocks bring the most profit?On Tuesday, Reddit announced its first quarterly profit and projected Q4 revenue above expectations, boosted by AI content licensing deals and strong digital ad spending, causing its shares to rise 41% yesterday.Another example mentioned yesterday is $Carvana Co.(CVNA)
Two Sides of AI! MSFT AI Spending is Bullish for NVIDIA?
Both $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ stock prices dropped by 4% following their earnings reports. Although financial results met expectations, management indicated that upcoming AI spending would increase. However, the earnings reports also showed that AI has had limited impact on growth in their traditional business segments.1. Big AI Spending: A Double-Edged Sword for Microsoft and Meta, but a Boon for NVIDIAIn earnings call, Microsoft announced it would continue ramping up investment in AI infrastructure, with next quarter’s spending budget likely to exceed $20 billion. This partially confirms that Microsoft has contracted a significant portion of
💰5 Charts Unlock Goldman Sachs' Secrets: Trump vs. Harris - Your Guide to Winning Bets
Hello Tigers, the voting day for the 2024 US election is November 5. The results of the new US president are about to be announced.Some recent public information shows that Goldman Sachs has different expectations for the performance of US stocks, various markets, and different industries during the election week based on different US presidential election results.According to Goldman Sachs's point of view:For the US stock market, whether Trump or Harris wins, the stock market will rise.But the market reaction to Harris's victory is greater, and the $.SPX(.SPX)$ , $NASDAQ 100(NDX)$ and $iShares Russell 2000 ETF(IWM)$ are expected to rise by 2.4%, 4% and 3.8% respec