$Qualcomm(QCOM)$ After hours on the U.S. stock market, Qualcomm released its Q4 2024 earnings report, beating expectations and pushing the stock up by 6.3% post-close.The report showed Q4 revenue of $10.24 billion, exceeding the forecast of $9.906 billion, and EPS of $2.59, above the expected $2.40. Looking ahead, Qualcomm projects next quarter's revenue between $10.5 and $11.3 billion, higher than analysts’ forecast of $10.54 billion, with EPS between $2.85 and $3.05, above the expected $2.81.Despite strong results, Qualcomm’s stock has underperformed both the semiconductor sector and the broader market this half-year, pressured by rumors that ARM might cut off supply. However, growth potential in mobile chips, PC, and automotive markets offers Q

$Li Auto(LI)$ Li Auto’s Q3 earnings report beat market expectations, with impressive revenue and gross margin results. However, its Q4 revenue guidance fell short, causing the stock to drop 6% pre-market.I had predicted that Q3 performance would exceed expectations, given sales data that outpaced analysts’ estimates. Revenue followed suit, driven by strong sales, with the only uncertainty being gross margin. With analyst expectations for margin set low, Li Auto’s actual Q3 gross margin came in higher, limiting its impact on the stock price. The real focus is now on Q4 guidance.Li Auto projects Q4 revenue at RMB 432-459 billion, a year-on-year growth of 3.5%-10%, below the expected RMB 360 billion. It forecasts sales between 160,000-170,000 units, wi

$Palantir Technologies Inc.(PLTR)$ ’s stock has been on fire over the past few months, now trading at all-time highs. Analysts have cashed in on half their holdings, citing valuation risks that can no longer be ignored. However, they are holding on to the other half, given the company’s long-term potential.For new investors, the current price seems risky. Waiting for a pullback would provide a better margin of safety before adding it to a portfolio.Soaring Performance Outpaces the MarketIn just three months, Palantir’s stock has skyrocketed by 60%, far outperforming the broader market. After this stunning rally, analysts decided to lock in profits by selling half their shares.The reasoning? The stock has blown past optimistic target prices. Anothe

In 2024, $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ continued to sell off shares of $Bank of America(BAC)$ , cutting down on BAC's returns. Between early September and October alone, Berkshire sold around $2 billion in BAC shares, following a sell-off that began back in the spring. This reduction brings Berkshire’s BAC stake below 10%, which is key.Once the holding falls under 10%, Berkshire is no longer required to “promptly” report future sales. With this level reached, Berkshire may keep reducing its stake without publicizing each sale, especially if BAC’s price rises—more sales are almost inevitable.Analysts’ Optimism Fuels Market Despite Berksh

$Amazon.com(AMZN)$ is set to release its Q3 2024 earnings on October 31, with revenue expected to grow by 11% to $157.16 billion, and earnings per share projected to rise by 32% to $1.14.So far, Amazon's performance this year has matched the $.SPX(.SPX)$ and $NASDAQ 100(NDX)$ . However, given its revenue and profit growth prospects, and its relatively attractive valuation compared to other members of the "Mag 7," Amazon’s stock could outperform next year. With AWS and advertising as key growth drivers, the stock has about 25% upside from current levels.AWS Momentum: A Key Growth DriverAWS’s growth momentum looks set

On Friday, U.S. stocks surged to new highs as investors looked to the upcoming earnings reports to justify their bets on a soft economic landing.For the sixth consecutive week, U.S. stocks climbed, with the $.DJI(.DJI)$ and the $.SPX(.SPX)$ hitting new records. The Dow rose 0.96% this week, the S&P 500 gained 0.85%, and the $.IXIC(.IXIC)$ was up 0.8%.This marks the 47th record high for the S&P 500 this year. Despite lowered expectations for third-quarter earnings, investors are betting on yet another earnings season surprise. Analysts predict the weakest earnings growth in four quarters at 4.3% year-on-year, but forward guidance suggests a much stronger

$Berkshire Hathaway(BRK.B)$ $Berkshire Hathaway(BRK.A)$ , the investment giant led by Warren Buffett, has significantly boosted its stake in satellite radio company $Sirius XM(SIRI)$ to 32%. According to filings with the U.S. Securities and Exchange Commission (SEC), Berkshire bought about 3.6 million shares between Wednesday and Friday last week, investing around $87 million.Liberty Media Restructuring Sparks MoveThis purchase comes in the wake of $Liberty Media Corp(LSXMR)$ 's recent restructuring, led by billionaire John Malone. In early September, Liberty merged its SiriusXM-related shares and spun off the Atlanta

Last week, $Amazon.com(AMZN)$ 's stock rose about 1%, even after $Wells Fargo(WFC)$ downgraded it from "Overweight" to "Equal Weight" on October 7. Despite this, Amazon underperformed compared to the $Invesco QQQ(QQQ)$ , which saw a 2.3% increase. Wells Fargo's concerns stem from Amazon's investments squeezing profit margins and a weakening positive impact from its advertising revenue. However, they remain optimistic about the company's long-term prospects.Profit Margin and Investment TrendsWells Fargo has lowered its price target for Amazon from $225 to $183. Interestingly, this target aligns closely with the stock’s current price, suggesting that they do not fore