AMZN: huge. No slowdown in consumer demand.
AMZN: I think this is the story everyone is missing:
To put that in perspective, if I recall correctly, Apple only has $179 billion in cash.
ROKU: down 26%. Streaming wars starting to sort out winners and loser.
- third (?) biggest holding in ARKK
Color me as in "tickled pink."
************************
OTHERS
CLR: press release
- cash flow from operations: $1.74 billion
- free cash flow: $1.23 billion
- quarterly dividend: 28 cents, unchanged
- net income: $1.21 billion; adjusted, $1.25 billion;
- EPS: $3.35; adjusted $3.47
AMZN:
- earnings suggests my thoughts on Walmart's earnings were exactly on target
INTC:
- down 7% after hours
- semi-conductors / chips starting to sort themselves out
- remember: huge "chip bill" just passed
CMCSA:
- also down 9%; not good
- streaming wars starting to sort themselves out
Refiners, link here:
***************************************
Back to the Bakken
WTI: $97.24.
Natural gas: $8.210
Active rigs: 45, according to NDIC, today's daily activity report.
One new permit, #39116:
- Operator: Hunt -- SWD
- Field: Ross (Mountrail County)
- Comments: none
Re-entry:
- 38351, Resonance Exploration, Resonance Wilmot 8-27H, SENE 27-162-80; 1437 FNL and 271 FEL, South Westhope;
Eleven permits renewed:
- Rimrock (5): all in Dunn County -- Amethyst, Citrine, Emerald, Ruby, and Sapphire
- Slawson (4): all in Mountrail County -- four Mole permits
- Bowline (2): two Shaffer permits
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