|Day Low/High||620.59 / 638.41|
|52 Wk Low/High||463.41 / 646.84|
FATMAANN names are leading to the downside, but small-caps and value are outperforming.
Investors might have to take it on the chin -- and then do some soul searching -- as names like Microsoft, Tesla and other stars get hit.
The bears have predicted a negative reaction to earnings for many years and have seldom been rewarded for their pessimism. Microsoft will be a good test case Thursday.
Yesterday afternoon I opined (in "Is Today a Short-Term Peak In 'At Home' Plays?") that the abrupt and sizable move higher in Amazon , Netflix , Zoom , Shopify , and other at home equities was reminiscent of the short-term peak in bank stocks on Jun...
The market is seeing a very intriguing mix of action as we enter the bulk of earnings season.
In order to measure how long this market can run you need to understand what is going on with Ma and Pa Sixpack.
Market timers are likely to remain frustrated as they are focused on the wrong issues.
I am shorting Netflix over $490/share. The quarterly release is clear: Netflix has pulled forward sales. (And so are others, like Zoom .) * Valuation is far too high. * New subs opportunity is at lower ARPU. * India subs won't pay $16/month. * Reg...
Perhaps, but don't underestimate the growing power of individual traders and investors.
I have added to my already large Invesco QQQ short in the after hours, following the very weak forward subscriber guidance at Netflix (-$56). The operating margin guide is also a bit weaker than some previously assumed and, with its heightened pro...
Could it be that money is beginning to flow from tech to consumer staples like this household name?
Along with paid subscriber numbers, keep an eye on Netflix's second-half and regional commentary, as well as its free cash flow guidance.
It has been nearly two months since we last reviewed NFLX.
Our analysis and trading strategy on this 'wild bunch' stock.
Do these four make sense? The answer, surprisingly, is very much so if they continue to execute as well as they have.
Among the things to watch: How Q3 demand is trending for markets such as smartphones, online advertising, streaming and e-commerce.
Next week the June quarter earnings season maelstrom kicks off with 115 companies, including 32 S&P 500 constituents, reporting their latest quarterly results. In recent days we've seen a number of companies up their outlook for the quarter but we'v...
There is no tech-focused fund in the United States that offers a higher yield than Columbia Seligman Premium Tech Growth Fund.
Big cap 'stay at home' names ramped sharply higher, but there are signs of turbulence ahead.
A reader asked me if NFLX deserves a market cap of $200 billion. Here's my answer.
The only way for the S&P 500 to make new highs is for the remainder sectors to take the baton from technology and do some of the heavy lifting as well.
Let's check the latest charts and indicators for the shares.
There are stocks for people who believe we're roaring back, those who are hiding out from the virus, and those fearing gloom and doom. But here are the ones I'd give a workout.
Disinfectant makers, home repair retailers and even camping equipment names might be your best bet until a vaccine comes.
The U.S. is reportedly eyeing amending bans on U.S. companies working with the Chinese tech giant, and this is creating opportunities.
Hong Kong will have its own tech quartet as of next Thursday; Asian shares don't have the same euphoria as U.S. stocks (yet), and that's a good thing.
Should COVID-19 significantly depress economic activity in the second half of 2020, companies seeing only moderate top-line pressures right now could see their sales drop more sharply.
There is a key price at which those who own the streaming service giant should reassess their plans for their shares.
There is a risk-off theme to the market as news comes in of rising Covid-19 cases in some states, while the Fed has been a ray of light during this crisis.