Alphabet (GOOGL) and Amazon.com (AMZN) report Q3 results tonight after the close. Their combined market capitalizations are nearly $1 trillion, almost 20% of the weight of the Nasdaq 100 (NDX). The two companies have gained …
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Strange memories on this nervous night in San Francisco. The kind of peak that never comes again? If you listen very closely, you might just be able to hear it… the sound of universal optimism around …
Continue readingLast night on CNBC’s Fast Money we discussed Facebook’s launch of their Marketplace feature, think internal Ebay: As Julia Boorstin reported, the Marketplace had a gaff at launch by not having a filter set for …
Continue readingToday Alphabet (GOOGL) introduced their (kind of) much anticipated digital assistant, called Assistant to compete with Amazon’s (AMZN) Alexa/Echo products. The company also introduced a line of Google designed and branded smartphones that will compete …
Continue readingThe nearly $200 billion in semiconductor m&a in the last 18 months has less to do with what drove the sector historically (PCs & Smartphones) and more to do with emerging technologies like drones, artificial intelligence, …
Continue readingToday’s price action may or may not be the start of a period of greater stock market volatility… I’ll let you know the answer soon enough 😉 But one thing is certain with today’s 2% …
Continue readingFor the better part of 2015, it was somewhat concerning that a handful of growth stocks masked a total lack of progress in the broad market. #FANG 2015 vs. YTD 2016$FB +34% vs. +20%$AMZN +118% …
Continue readingYesterday we looked at Alphabet’s (GOOGL) earnings and I detailed 2 trade ideas into the earnings announcement. GOOGL is up about 4.5% this morning on a well received quarter: Alphabet reported second-quarter earnings of $8.42 …
Continue readingAfter this post I am going to sign off for the rest of the day and I won’t be doing TV tonight. I am going upstate to pick up my girls from camp, and then …
Continue readingDan previewed Alphabet’s (GOOGL) earnings due after the close in an earlier post. Here’s what he had to say on the likely stock reaction to the news: My view into the print: If TAC increases …
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