EVs: upside-down logic of EV SUVS. Link to The WSJ.
F: big numbers -- July's numbers --
- US auto sales up almost 40% year/year
- EVs up 170%, again year/year
- 11% market share:
- truck sales: up 21%
SBUX: record revenues. Extraordinary.
- no evidence of customers spending less; "trading down";
INTC: it only gets worse. AMD agrees with INTC -- the PC market is falling apart.
- INTC CEO: time for a bit of austerity (euphemism for layoffs)
- INTC: one word -- Nokia
AMD: guidance weak;
- 2Q22: revenue jumped 70% to $6.55 billion, barely beating estimate of $6.53;
- adjusted EPS: $1.05, again, barely beating estimate by two ceents;
Robinhood: lays off 25% of its workforce
AAPL: old news, previously reported -- most recent quarter -- record revenue of $83 billion;
CATL: posted yesterday, but now being widely reported;
The train has left the station: link here.
Five momentum stocks: includes PSX, Valero Energy.
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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
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