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Fry Cook · Full-time McDonald's🍟 $MCD

[App Economy Insights @EconomyApp]

Who’s the real winner here?
$MSFT $GOOG $AMZN $META

[App Economy Insights @EconomyApp]

$NVDA NVIDIA Q3 FY25 (October quarter).

• Revenue +17% Q/Q to $35.1B ($2.0B beat).
• Gross margin 75% (-1pp Q/Q).
• Operating margin 62% (flat Q/Q).
• Non-GAAP EPS $0.81 ($0.06 beat).

Q4 FY25 guidance:
• Revenue ~$37.5B ($1.5B beat).

[Earnings Hub @EarningsHubHQ]

Palantir’s $PLTR revenue each quarter as a public company

[Investing.com @Investingcom]

🇺🇸U.S. ECONOMIC DATA THIS WEEK:

• PPI INFLATION (TUES.)
• CPI INFLATION (WED.)
• JOBLESS CLAIMS (THURS.)
• RETAIL SALES (THURS.)
• NY FED MANUFACTURING INDEX (THURS.)
• PHILLY FED MANUFACTURING INDEX (THURS.)
• HOUSING STARTS (FRI.)
• CONSUMER SENTIMENT (FRI.)

$DIA $SPY $QQQ $VIX 🇺🇸 🇺🇸

[Jesse Cohen @JesseCohenInv]

⚠️Week Ahead Watchlist - July 29-August 2:

• Mon: $MCD Earnings
• Tues: Consumer Confidence, JOLTs; $MSFT $AMD $SBUX $PYPL Earnings
• Wed: ADP Payrolls, Employment Cost Index, Pending Home Sales; Fed Rate Decision, Powell; $META $ARM $QCOM $BA Earnings
• Thurs: Jobless Claims, ISM Mfg. PMI; $AAPL $AMZN $INTC Earnings
• Fri: Jobs Report; $XOM $CVX Earnings

$DIA $SPY $QQQ

[Investing.com @Investingcom]

🇺🇸U.S. ECONOMIC DATA THIS WEEK:

*ISM MANUFACTURING PMI (MON.)
*JOLTS JOB OPENINGS (TUES.)
*ADP NONFARM PAYROLLS (WED.)
*ISM SERVICES PMI (WED.)
*JOBLESS CLAIMS (THURS.)
*NONFARM PAYROLLS (FRI.)
*UNEMPLOYMENT RATE (FRI.)
*AVERAGE HOURLY EARNINGS (FRI.)

$DIA $SPY $QQQ $VIX 🇺🇸 🇺🇸

[The AI Investor @The_AI_Investor]

NVDA earnings is out.

[App Economy Insights @EconomyApp]

$NVDA NVIDIA Q1 FY25 (ending in April).

• Revenue +18% Q/Q to $26.0B ($1.5B beat).
• Gross margin 78% (+2pp Q/Q).
• Operating margin 65% (+3pp Q/Q).
• Non-GAAP EPS $6.12 ($0.54 beat).
• Dividend raised by 150%.

Q2 FY25 guidance:
• Revenue ~$28.0B ($1.2B beat).

[Investing.com @Investingcom]

🇺🇸U.S. ECONOMIC DATA THIS WEEK:

*PPI INFLATION (TUES.)
*CPI INFLATION (WED.)
*RETAIL SALES (WED.)
*NY FED MANUFACTURING INDEX (WED.)
*JOBLESS CLAIMS (THURS.)
*PHILLY FED MANUFACTURING INDEX (THURS.)
*BUILDING PERMITS (THURS.)
*HOUSING STARTS (THURS.)
*INDUSTRIAL PRODUCTION (THURS.)

$DIA $SPY $QQQ $VIX 🇺🇸 🇺🇸

[Evan @StockMKTNewz]

Here are some of the key semiconductor suppliers for Apple's $AAPL Vision Pro

[App Economy Insights @EconomyApp]

$BRK Berkshire Hathaway Q1 FY24.

• Net profit $12.7B.
• Stock repurchase $2.6B.
• $AAPL stake cut by ~13%.
• Segment margin 14% (+3pp Y/Y).
• Cash and short-term securities $189B.

[App Economy Insights @EconomyApp]

$AMD AMD Q1 FY24:

• Revenue +2% Y/Y to $5.5B ($20M beat).
• Gross margin 47% (+3pp Y/Y).
• Operating margin 1% (+3pp Y/Y).
• Non-GAAP EPS $0.62 ($0.01 beat).

Lisa Su: “Widespread deployment of AI is driving demand for significantly more compute across a broad range of markets."

Q2 FY24 guidance:
• Revenue ~$5.7B (in-line).

[App Economy Insights @EconomyApp]

$AMZN Amazon Q1 FY24:

• Revenue +13% Y/Y to $143B ($0.7B beat).
• Operating margin 11% (+7pp Y/Y).
• FCF $50B TTM.

AWS:
• Revenue +17% Y/Y to $25.0B.
• Operating margin 38% (+14pp Y/Y).

Q2 FY24 Guidance:
• Revenue ~$144-$149B ($150B expected).

[Earnings Whispers @eWhispers]

#earnings after the close on Monday, April 29, 2024

https://t.co/My2Eq16qS8

$PARA $NXPI $RIG $LOGI $CHGG $WWD $RMBS $FFIV $LSCC $ACGL $SB $YUMC $WELL $SANM $COUR $MED $CRK $EG $BVN $AKR $WGS $TRUE $SBAC $ST $AMKR $ARI $CCK $AIN $LXU $MSA $CVI $FLS $HLIT $NTST $TWO $PCH $KFRC $LTC $BRX $CNO $LTRX $PKOH $PLOW $SUI $QGEN $RBOT $FLXS

[Evan @StockMKTNewz]

Early look at the largest stocks that report earnings next week

Apple $AAPL
Amazon $AMZN
Eli Lilly $LLY
Mastercard $MA
Novo Nordisk $NVO
Coca-Cola $KO
$AMD
Shell $SHEL
Linde $LIN
McDonald's $MCD
Qualcomm $QCOM
$HSBC
Conoco Phillips $COP
Amgen $AMGN
Pfizer $PFE
Eaton $ETN
Stryker $SYK
Booking $BKNG
$ADP
Starbucks $SBUX

[App Economy Insights @EconomyApp]

$MSFT Microsoft Q3 FY24 (ending in March):

• Revenue +17% Y/Y to $61.9B ($1.0B beat).
• Gross margin 70% (+0pp Y/Y)
• Operating margin 44% (+2pp Y/Y).
• EPS $2.94 ($0.11 beat).

☁️ Azure +31% fx neutral.

[App Economy Insights @EconomyApp]

$TSLA Tesla Q1 FY24:

• Deliveries -9% Y/Y to 386K.
• Revenue -9% Y/Y to $21.3B ($1.0B miss).
• Gross margin 17% (-2pp Y/Y).
• Operating margin 5% (-6pp Y/Y).
• Capex +34% Y/Y to $2.8B.
• Free cash flow (outflow) ($2.5B).
• Non-GAAP EPS $0.45 ($0.05 miss).

[App Economy Insights @EconomyApp]

$FDX FedEx Q3 FY24 (ending Feb. 2024).

• Revenue -2% Y/Y to $21.7B ($0.4B miss).
• Non-GAAP EPS $3.86 ($0.38 beat).

Margin gains attributed to the DRIVE program.

FY24 guidance:
• Low single-digit decline (unchanged).
• Non-GAAP EPS ~$17.8 (narrower range).

[App Economy Insights @EconomyApp]

$NKE Nike Q3 FY24 (ending Feb. 2024).

• Revenue +0% Y/Y to $12.4B ($130M beat).
• Non-GAAP EPS $0.98 ($0.23 beat).

• Inventory -13% Y/Y to $7.7B.
• Direct sales +0% Y/Y to $5.4B.
• Restructuring charges ~$0.3B.