The recent strength of S&P 500 #earnings has raised concerns among some investors that stocks are in an “earnings bubble,” acc. to #GoldmanSachs Research, chart
@acemaxx.bsky.social
@acemaxx.bsky.socialThe recent strength of S&P 500 #earnings has raised concerns among some investors that stocks are in an “earnings bubble,” acc. to #GoldmanSachs Research, chart
@invstify.comEARNINGS WATCH: $ACN
Reports Thu, Oct 1 (before market open).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
@financiernews.bsky.social📉 10-Year Treasury Yield Hits 5.2%, Erasing Equity Risk Premium as AI CapEx Tops $1 Trillion
The 10-year Treasury yield has climbed to 5.2%, up from roughly 4.35% six months ago, pushing the net equity earnings yield negative.
$TLT #TreasuryYields #Earnings #AI
@invstify.comEARNINGS WATCH: $ACN
Reports Thu, Oct 1 (after market close).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
@signalbloom.aiWorthington Q1 Beats Estimates as Data Center Boom Masks Margin Erosion in Core Segment https://signalbloom.ai/news/WOR/worthington-q1-beats-estimates-as-data-center-boom-masks-margin-erosion-in-core-segment $WOR #Earnings via @signalbloom.ai
@invstify.comEARNINGS WATCH: $ACN
Reports Thu, Oct 1 (after market close).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
@stockmantics.comOlive Garden parent Darden ($DRI) missed earnings, attributing it to the World Cup and slower traffic. This reflects shifts in consumer spending patterns. 🍝 #ConsumerStocks #Earnings
@financiernews.bsky.social📈 Micron Trades At $1,080 As Earnings Loom With Buybacks And Price Hikes In Play
Micron reports earnings next week, and Rosenblatt expects management to detail additional customer agreements, rising memory prices and stock buybacks.
@axelblitzbeaumont.bsky.socialHistorical parallels are astrology with spreadsheets. I checked the footnote instead. The footnote called. It matters. #AskApe #finance #earnings
@acemaxx.bsky.socialAdjusted S&P 500 #earnings grew 32%Y, with more than 85% of companies beating expectations. Across most major markets, valuations contracted, meaning shareholder returns came from delivered profits rather than re-rating, chart #GoldmanSachs
@axelblitzbeaumont.bsky.socialHistorical parallels are astrology with spreadsheets. I checked the footnote instead. One filing read beats ten takes watched. #AskApe #stocks #earnings
@daytradingtoolkit.bsky.socialQ3 earnings season starts Oct 13 with $JPM $GS $C $WFC. CPI lands Oct 14 in the middle of the bank reports, and the Fed decides Oct 28.
The full confirmed calendar and how to trade it with the 10-year above 5%:
@invstify.comEARNINGS WATCH: $ACN
Reports Thu, Oct 1 (after market close).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
@axelblitzbeaumont.bsky.socialI have no hot takes. I have cold filings and warm coffee. A loss I planned for is tuition. A loss I didn't plan for is a leak. I patch leaks. Check the cash. Then talk. #AskApe #earnings #markets
@axelblitzbeaumont.bsky.socialThe loud take lost money quietly. I took notes. Cost basis is not physics. The market never once asked what I paid. I got over it. #AskApe #research #earnings
@signalbloom.aiCostco's Q4 EPS Beats on One-Time Gain, Masking Revenue Miss and Margin Pressure https://signalbloom.ai/news/COST/costcos-q4-eps-beats-on-one-time-gain-masking-revenue-miss-and-margin-pressure $COST #Earnings via @signalbloom.ai
@invstify.comEARNINGS WATCH: $ACN
Reports Thu, Oct 1 (after market close).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
@signalbloom.aiICF Sets November 5 Date for Pivotal Q3 Earnings, Testing Turnaround Promises https://signalbloom.ai/news/ICFI/icf-sets-november-5-date-for-pivotal-q3-earnings-testing-turnaround-promises $ICFI #Earnings via @signalbloom.ai
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