Microsoft Corporation (MSFT) will be releasing its earnings for the six months ending December 31, 2024, on January 29, 2025 after market closes. Let’s analyse Microsoft's guidance and analysts' forecasts to gauge its anticipated performance. A pivotal factor in this analysis is Microsoft's planned $80 billion capital expenditure (CAPEX) for AI-enabled data centres in fiscal year 2025. We will delve into the potential impacts of this substantial investment, balancing the opportunities against the inherent risks, and two trading ideas. Microsoft's Guidance vs. Analysts' Forecasts In its recent communications, Microsoft projected revenue for the December 2024 quarter to be between $68.1 billion and $69.1 billion, with an implied operating margin of approximately 44% at the midpoint. This gui

Big-techs’ Earnigns are coming, how market s makes its predictions? $Invesco QQQ(QQQ)$ $Apple(AAPL)$ $Tesla Motors(TSLA)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$

Click where la?

The earnings season has commenced with notable strength. Major banks have reported robust results, indicating economic resilience, while Netflix delivered an impressive earnings beat, reigniting optimism in the tech sector. Concurrently, the S&P 500 (SPX) has surged to a new all-time high, fuelled by strong earnings, moderating inflation, and renewed investor confidence. As we approach the earnings reports of tech giants Microsoft (MSFT), $Meta Platforms, Inc.(META)$, Tesla (TSLA), and Apple (AAPL), the critical question arises: Will tech earnings continue to bolster the market's upward trajectory? Tech Giants' Earnings on the Horizon The upcoming earnings reports are poised to significantly influence market sentiment: Microsoft (MSFT): Schedu

Jefferies reiterated a Buy rating on $META and maintained its price target at $715. They wrote: "Expectations for META are reasonable, up 4% since Q3 vs. AMZN +24% & GOOGL +17%. While we see potential near-term downside to FCF estimates as META delivers initial FY25 Capex & Total Expense guides, we believe this would likely be a bottom and that there will be strong returns from these investments. Our ad checks remain bullish on META, and our conversations with teens indicate that TikTok's ban is driving them to IG Reels. Reiterate Buy, PT $715 = 24x our FY26 EPS."

$NVIDIA(NVDA)$   NVIDIA Corporation (NVDA) has established itself as a leader in the technology sector, particularly in the design and manufacturing of Graphics Processing Units (GPUs). The company’s robust business model and strategic initiatives position it favorably for sustained growth over the next 5 to 10 years. Diverse Revenue Streams NVIDIA’s revenue is primarily derived from two segments: • Compute & Networking: This segment, encompassing data centers and artificial intelligence (AI) applications, accounted for approximately 77.8% of NVIDIA’s revenue in 2023.  • Graphics: Serving the gaming and professional visualization markets, this segment contributed about 22.2% to the company’s revenue in the

$NVIDIA(NVDA)$  has once again surpassed $Apple(AAPL)$  as the world's most valuable company, let's hope the financial result will bring it even higher to 4T. [Miser]  

If we see some volitility it's a chance for a good buy in this sector⭐

Yes Tech Earnings will stay strong till 2025.

JPMorgan Chase (JPM) saw its stock rise by 2% after reporting impressive earnings of $4.81 per share, significantly exceeding analysts' expectations. The results underscore the bank’s robust performance across lending, investment banking, and asset management, demonstrating resilience amid economic uncertainties. Wells Fargo (WFC) surged 7% as it announced earnings of $1.43 per share, well above estimates. This performance reflects strong growth in net interest income, driven by higher interest rates and solid consumer banking demand. Goldman Sachs (GS) climbed 6% on the back of a doubling in dealmaking profits, fueled by a rebound in M&A activity, strong debt issuance, and exceptional trading performance. These results reaffirm Goldman’s ability to thrive in volatile financial markets

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Quite good

mmm