Last night after the close, LinkedIn (LNKD) reported Q4 results that were better than expected, but guided down their outlook for the current quarter and 2016, shares are down 30% in the pre-market. My initial …
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Regardless of whether you think the bull market that started in Q1 of 2009 is over or not, one thing is fairly certain, that the breadth of the rally in large cap U.S. stocks petered …
Continue readingOn July 21st 2015, Apple (AAPL) closed a few percent from its all time highs. After the bell the company reported fiscal Q3 results that disappointed Wall Street, sending the shares down 4.25% the next day …
Continue readingEarlier, Dan previewed GOOGL earnings due after the close. I wanted to detail a couple of trade ideas based on the assumption of long stock. Some readers are long GOOGL stock and these trades can …
Continue readingEvent: Google (GOOGL) reports Q4 results tonight after the close. The options market is implying about 6.5% one day move vs the 4 qtr average one day move of 7.4% and the 10 year average …
Continue readingFacebook’s (FB) 15% gain yesterday, equaling about $45 billion in market capitalization in one fell swoop, makes sense on one level because they were undeniably a fantastic set of results. But they are surprising against …
Continue readingApple’s (AAPL) commentary on the global macro environment has certainly spooked tech investors, with the stock down 6.4% as I write, placing the stock down 30% from its all time highs made in April and …
Continue readingLast night on CNBC’s Fast Money we had a discussion about, wait for it, Apple (AAPL). You know the usual questions, why has it under-performed the broad market given its cheap valuation, fortress balance sheet, dominant …
Continue readingThis may not come as a surprise, but Wall Street research analysts love Apple (AAPL) with 47 Buy ratings, 7 Holds and only 1 Sell, with an average 12 month price target of $148.50, about …
Continue readingIn 2008, Oracle (ORCL) CEO Larry Ellison famously poked a little fun at the term Cloud Computing, (listen here, trust me its worth it) asking the question “WHAT THE HELL IS CLOUD COMPUTING?” Ellison, now the Chairman/CTO …
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