D) None
I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries.
Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off.
I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers to be more prudent with their money. However, institutions might still be ‘forced’ to spend for their AI investments and growth is expected there.
Big Banks, Big Bar Too: Beat and Fade This Earnings Season?
Q1 earnings season is kicking off with big banks expected to post solid results, especially Citi, Wells Fargo, and Morgan Stanley, while stronger trading, deal fees, and net interest income are supporting the setup. But that also creates the tension: if numbers come in “good,” is there still enough upside left, or has the market already priced in a clean quarter?
Which matters more here — the actual beat, or 2026 guidance from management? If the banks deliver solid Q1 results, do you chase the group, or wait for a post-earnings fade?
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