Stock Market Insights & Analysis
Newsletter
New Age Of Stock Market Volatility Driven By Machines
Throughout the generations, there have been world wars, depressions, recessions and financial market implosions, but this is the first market to be whipsawed by machines. What’s driving the intensity is algorithms which puts wealth preservation at stake as retirement funds compete against quant traders.
Zoom Video Analysis From Long-Time Bull
I recently discussed Zoom Video and its continued phenomenal rise. In the face of a global pandemic, the company has become the top performing stock on the NASDAQ this ...
Algorithms led to the fastest bear market in stock market history
Last week, I wrote about how algorithms led to the fastest bear market in history. I explained that what’s driving the speed and severity of the bear market is the esca...
Cybersecurity Stocks: Consolidation Likely In Near Term
Cybersecurity stocks were on a roller coaster ride in 2019 months before the coronavirus took hold. Last year saw exhilarating highs and sudden drops in stocks such as Crowdstrike and Zscaler with both losing nearly fifty percent of their market cap from August to October
Disney Earning Preview: Disney Plus Ranks High On App Store
Disney earnings tomorrow will report subscriber numbers for its OTT-streaming service tomorrow in what is perhaps the most anticipated earnings report of the week. One day after the launch, Disney announced that Disney Plus had attracted 10 million subscribers.
5 Soon-to-Be Trends in Artificial Intelligence And Deep Learning
Artificial intelligence is frequently discussed yet it’s too early to show real gains. AI’s major headwind is the cost of the investment, which will skew returns in the short-term. When the turnaround occurs, however, companies who are making the investment can expect to be rewarded disproportionately with a wide performance gap. In a recent report, McKinsey predicts AI leaders will see up to double the cash flow.
Facebook Stock: When Free Cash Flow Isn’t Enough
Facebook stock has struggled to keep up with the stellar gains of its mega-cap tech peers, and the problem can be found at the product level, which discounted cash flow...
Salesforce Stock: SaaS Juggernaut Must Evolve
Last month, Salesforce lowered its guidance on EPS from a Q4 consensus of $0.61 down to $0.54-$0.55. Although the company beat on revenue, the growth is slowing from 28% in FY 2020 to an estimated 23.5% in FY 2021 on estimates of $20.9 billion in annual revenue.
