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$Tesla Motors(TSLA)$ Tesla, Inc. Q3 2023 earnings disappointed investors and analysts, with sales and EPS below estimates. Operating profit margin, gross profit, and adjusted EBITDA margins have been falling for several quarters. Demand for EVs is not growing despite discounts, and the Cybertruck announcement may take even longer to generate positive cash flows. The company has ample liquidity reserves. Tesla is ridiculously overvalued, given the fact the company is no longer a growth star.

$Palantir Technologies Inc.(PLTR)$ Palantir Technologies' stock surged 20% on Nov. 2 after the data mining and analytics company posted its third-quarter report. Its revenue rose 17% year over year to $558 million and exceeded analysts' expectations by $2 million. It generated a net profit of $72 million, compared to its net loss of $124 million a year ago, while its adjusted earnings of $0.07 per share cleared the consensus forecast by a penny.

$Amazon.com(AMZN)$ Amazon's total revenue growth accelerated to 13% year over year (YOY) after growing 11% YOY in the second quarter. The growth was led by a 25% gain in digital advertising sales, which reached $12 billion in the quarter. This comes despite an overall slowdown in the ad market this year. Amazon's ads, like product placement and display, are highly targeted at consumers actively shopping. This makes them extremely efficient and popular with advertisers. Amazon Web Services grew 12% YOY (more on AWS below), and third-party seller and subscription services 18% and 13%, respectively. Amazon stock tends to trade on sales growth more than anything, which explains why the stock popped 8% after earnings.

$Apple(AAPL)$ Apple’s price target for 2024 is lowered to $200 by Oppenheimer amid demand concerns in China and the ongoing geopolitical conflict. The brokerage updated its estimates for Apple’s EPS from $6.86 to $6.61 and its revenue estimates from $412.8B to $405.2B. The earnings report is expected to be published later this week. Martin Yang, a senior analyst at Oppenheimer, said in a CNBC interview that consumer sentiment is not improving in major markets, including China. Yang also said that he sees worsening foreign exchange market headwinds into the fourth quarter due to geopolitical events. In the next 12 months, he said, iPhone, Mac, and iPad shipments are going to be weaker than previously expected.

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$Tencent(00700)$ Tencent’s (OTCMKTS: TCEHY) revenue streams are diversified across various segments. Value-added services contribute 50% of total revenue, online advertising accounts for 17% and fintech and business services make up the remainder. This diversification reduces dependence on a single revenue source, making Tencent more resilient to market fluctuations. Additionally, Tencent’s social networks, including Weixin and WeChat, have achieved a combined monthly active user base of 1.3 billion. Tencent’s ability to continually attract and retain users is crucial for its advertising and social media businesses. The synergy among accounts demonstrates the company’s ability to create value for users, attracting a

$Microsoft(MSFT)$ Its fiscal first-quarter revenue jumped 13% to $56.5 billion and beat Wall Street’s expectations. Revenue in the company’s Azure cloud business rose 29%, ahead of the pace set in the previous quarter. Microsoft reported profit of $2.99 a share, well ahead of expectations of $2.65.

$AT&T Inc(T)$  bearish Way back in 1993, AT&T (NYSE: T) traded for $15/share. At the time, it had a great position in landline telephony along with investments in emerging fields that would become the internet and mobile communications. AT&T shares would rally several times in the ensuing years as investors hoped AT&T would cash in on the new developments in the industry. And yet, fast forward to today, and T stock trades for $15/share once again. The only meaningful return over that time came from the dividend. And even that is less generous than it used to be, as AT&T slashed its dividend in early 2022. AT&T’s problems are mounting. Its huge debt load costs more than ever to serve its needs, given rising interest rates.

$Merck(MRK)$  bullish Its dividend yield of just under 2.9% at the current share price is respectable, but not exactly thrilling. Think bigger picture, though. Merck is a solid income-producing stock with great potential for capital appreciation. Let's also not forget how consistently (and how much) this company has grown its dividend payments. Merck, of course, is one of the world's top pharmaceutical companies. Diabetes treatment Januvia, HPV vaccine Gardasil, and MMRV vaccine Proquad are all parts of its portfolio, although its biggest breadwinner right now is cancer-fighting drug Keytruda. That drug accounts for more than one-third of Merck's total revenue, yet its reach is still growing.

$AT&T Inc(T)$  bullish Telecom stocks have been decimated in 2023, in large part because rising interest rates make their dividend yields less attractive. In the case of AT&T, the yield is now up to 7.7%, and that alone would be enough to own the stock. What's being overlooked is the company's improving cash flow and extremely low price-to-free cash flow multiple. Despite pricing pressure and the relatively weak growth in wireless revenue, AT&T is still a cash flow machine, and that's not likely to slow anytime soon. 

$Tesla Motors(TSLA)$ Chief Executive Elon Musk is under pressure to show investors that he can keep Tesla's profit machine humming, after a disappointing third quarter in which its sales momentum slowed despite steep price cuts. The electric-car pioneer is set to report financial results for the July-to-September period after the markets close Wednesday. While revenue is expected to climb from the same year-ago period, net income is projected to take a hit, falling about 34% in the third quarter to $2.2 billion, according to analysts surveyed by FactSet. Weighing on the company's quarterly profit are price cuts that have reduced the starting prices of some Tesla vehicles by about one-third this year.

$Exxon Mobil(XOM)$  bullish Exxon Mobil (NYSE:XOM) is one of the safest bets in the oil and gas industry. The company operates as an integrated oil company. That means it has operations at every level of the process (upstream, midstream, and downstream). When oil prices are surging, companies like Exxon Mobil have the ability to generate significant revenue and strong earnings. While these “windfall profits” may bother some activists, it is a benefit to shareholders. The company currently delivers an annual dividend of $3.64 per share to investors. Currently, that equates to a dividend yield of 3.28%.  

$Lululemon Athletica(LULU)$  bullish Lululemon has had a strong year, despite weakness in the overall apparel industry. The company lifted its full year forecast earlier this year. It's second quarter results came in better than Wall Street expectations, with net revenue increasing 18% year-over-year. “I think what we're seeing here is a discerning consumer,” Oppenheimer & Co. senior analyst Brian Nagel told Yahoo Finance after the company’s latest quarterly results. “LULU performed well through the pandemic, right? But I think what's happening here post-pandemic is, as a society, we are still dressing a lot more casually, you know. So this ongoing strength in Lululemon, the double-digit sales growth to a certain extent is coming at the e

$Zoom(ZM)$  bullish Zoom (NASDAQ:ZM), while not at its pandemic peak, remains a top choice for digital classrooms. With more than 50% market share in 2022, it’s deeply entrenched in this sector. Despite slower growth, Q2 revenue increased by 3%. Analysts predict gradual growth to 11.7% in 2027 and double-digit earnings per share growth by 2028. The stock recently received an “outperform” rating from Royal Bank of Canada, with a price target of $95.00, suggesting a potential 46.85% upside from the previous close. Zoom’s future growth hinges on corporate success and expanding its role as a comprehensive business communication platform. In 2023, its stock has seen a modest 2% gain, trailing other software stocks. Despite this, Zoom holds a robust

$PayPal(PYPL)$  bullishPayPal operates a two-sided payments platform that provides financial services to merchants and consumers. By participating in both sides of the transaction, the company gains an advantage over service providers that work solely with merchants. Specifically, PayPal has a better understanding of consumer spending habits, which translates into deeper insights and better fraud protection. In fact, PayPal says it has the highest authorization rates and lowest loss rates in the industry. The investment thesis here is simple: PayPal is the most accepted digital wallet in North America and Europe, and the company holds an impressive 41% market share in online payment processing, nearly double the 21% market share held by secon

$Alibaba(BABA)$ Alibaba leads China's $2.7 trillion e-commerce market with its popular Tmall and Taobao marketplaces, and it also has its tentacles in many other growth markets, such as fintech and cloud services. Over the last 10 years, Alibaba grew revenue 36% per year, but a volatile economy in China over the past few years has sent its stock tumbling to new lows. Alibaba's revenue slowed to an increase of just 2% year over year, coming in at $126 billion. The good news is that a recovery in consumer spending serves as a catalyst to send the stock back up. The shares trade at an unbelievably cheap valuation of less than 10 times this year's consensus earnings estimate. 

$Amazon.com(AMZN)$ Amazon UK will spend 170 million pounds ($207 million) on two pay rises for its frontline operations staff over the next six months in a move which could catch the attention of the Bank of England which is keeping a close eye on inflation pressures. The internet giant, which employs 75,000 in the UK, said on Monday that from Oct. 15, minimum starting pay would increase by at least one pound an hour to between 11.80 pounds and 12.50 pounds, depending on location. Pay rates will further increase to between 12.30 pounds and 13 pounds an hour from April next year. The increases mean Amazon’s minimum starting pay will have risen by 20% in two years, and 50% since 2018, it said.