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DHUnplugged Podcast - DHUnplugged #776: Same Story Line
Supreme Court Ruling on tariffs within weeks….
Say goodbye to the penny!
November heading for a potential fall.
Splits – Are they back?
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
NEED A NEW CTP - How About a Crypto ETF? (IBIT)
INTERACTIVE BROKERS
Warm-Up
- Supreme Court Ruling on tariffs within weeks....
- Say goodbye to the penny
- November heading for a potential fall
- Prediction - When will US Government Reopen
- New Term - AI Washing
Markets
- OpenAI - even more deals
- Palatir Earnings
- Serepta FLOP
-AMAZON BLOWOUT
- Splits - Are they back?
Election Day - Updates?
The SAME Stories are making their way around
- Seasonally good time for equities
- Don't fight the Fed
- Earnings trend
- Buybacks again
Under/Over on When US Government Opens
- November 10th - Under/Over?
November Outlook
- On the heels of a good October...
- Question: How much more is in the tank for blowouts? Earnings season is about over and what are other catalysts - Aside from Santa?
- More NVDA excitement? More OpenAi deals???
- So much good news is priced in it is hard to imagine HUGE upside
AI Washing
- AI washing is a deceptive marketing tactic where companies exaggerate or falsely claim to use artificial intelligence in their products to appear more innovative and advanced.
- It is also used when layoffs occur to say that there is less need for employees due to advances in technology.
- Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year.
Amazon
- Great earnings - stock up HUGE to ATH ater the report
- Amazon beats by $0.38, beats on revs; guides Q4 revs in-line
- Reports Q3 (Sep) GAAP earnings of $1.95 per share, $0.38 better than the FactSet Consensus of $1.57; revenues rose 13.4% year/year to $180.17 bln vs the $177.91 bln FactSet Consensus.
- Co reports Q3 operatin
View all episodes
By Dame JennSupreme Court Ruling on tariffs within weeks….
Say goodbye to the penny!
November heading for a potential fall.
Splits – Are they back?
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
NEED A NEW CTP - How About a Crypto ETF? (IBIT)
INTERACTIVE BROKERS
Warm-Up
- Supreme Court Ruling on tariffs within weeks....
- Say goodbye to the penny
- November heading for a potential fall
- Prediction - When will US Government Reopen
- New Term - AI Washing
Markets
- OpenAI - even more deals
- Palatir Earnings
- Serepta FLOP
-AMAZON BLOWOUT
- Splits - Are they back?
Election Day - Updates?
The SAME Stories are making their way around
- Seasonally good time for equities
- Don't fight the Fed
- Earnings trend
- Buybacks again
Under/Over on When US Government Opens
- November 10th - Under/Over?
November Outlook
- On the heels of a good October...
- Question: How much more is in the tank for blowouts? Earnings season is about over and what are other catalysts - Aside from Santa?
- More NVDA excitement? More OpenAi deals???
- So much good news is priced in it is hard to imagine HUGE upside
AI Washing
- AI washing is a deceptive marketing tactic where companies exaggerate or falsely claim to use artificial intelligence in their products to appear more innovative and advanced.
- It is also used when layoffs occur to say that there is less need for employees due to advances in technology.
- Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year.
Amazon
- Great earnings - stock up HUGE to ATH ater the report
- Amazon beats by $0.38, beats on revs; guides Q4 revs in-line
- Reports Q3 (Sep) GAAP earnings of $1.95 per share, $0.38 better than the FactSet Consensus of $1.57; revenues rose 13.4% year/year to $180.17 bln vs the $177.91 bln FactSet Consensus.
- Co reports Q3 operatin