Warning Signals: Apple's Earnings and the Shadow Over Tech Stocks | Next Week on the Trading Floor

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Join hosts Andrew Brill and Jon Najarian for another episode of Next Week on the Trading Floor. This week, we dive into the dynamic world of stock market predictions. In this episode, we recap the biggest news from the past week, including insights on Tesla's movements in China and Apple's latest earnings report. We'll review our previous predictions for stocks like Goldman Sachs and Southwest Airlines, highlighting what we got right and where we missed the mark. Plus, we predict the potential winner and loser stocks for the upcoming week, focusing on Starbucks and Peloton. Don't miss our special segment on unusual options activity (UOA) where we discuss a promising trade with Gap Inc. (GPS).
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Пікірлер: 2

  • @johnmerlino7011
    @johnmerlino7011Ай бұрын

    Could ~$300 billion in US Treasury bond auction sales trigger higher yields this week that could drive markets down? Will auctions be successful this week? TSLA earnings and cash burn were bad, showing us that the gigafactories will be 'anchors' in a recession as sales numbers suffer. Across Mag 7 stock earnings, you really have to look at 'sequential quarter to quarter number trends' not year-over-year. The earnings do not look good to me as you look at growth and net income figures for each company. Apple's product sales numbers for the quarter for growth was negative with exception of 'services revenues of 15% growth' but 'regulators are all over the 30% "Rent" they ask every app to pay them. If it is in jeopardy, Apple is in trouble. GenAI is all about Data, not GPUs. Big investments in 2024 - 2025 will not equate to revenues and monetization quickly.

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