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Wednesday, April 29, 2026

Politics -- NY Times -- April 29, 2026

Locator: 50666MARKET.

Why does one get the feeling "no one" is listening? 

Later

Beth

Shay:


Early Notes 

AI: going forward, it's --

  • CPUs: AMD, INTC, NVDA
  • accelerators
    • GPUs: NVDA
    • TPUs / NPUs / others: AVGO, QCOM, 
  • Storage: MU, Samsung, SK Hynix

Ford

  • EPS: beats
  • after hours up 5%; up 64 cents

Big tech after hours: looks like all the attention is on AMZN.

  • META is having the worse day, MSFT the best
    • META is still burning cash on AR/VR 
  • Alphabet:
    • looks like it will finish about 1.5% up in extend hours
    • increases dividend by 5% 
  • Amazon:
    • +/- one percent in the after hours; looks like it will finish 4% down extended hours
    • EPS: $2.78 vs $1.64 
    • operating income guidance in line 
  • META:
    • looks like it will finish 6% down in extended hours
  • Microsoft:
    • up 3% after results are out.
    • up $7.54 

BRKB: down half a percent today;

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Politics
 

The New York Times is aghast with today's US Supreme Court ruling.

But it wasn't even close: 6 - 3.  

A similar case out of Alabama is still pending. 

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The Movie Page

On days like this, I wonder what became of you. Wow.  

I graduated from high school, 1969.

Link here