Reply To: Traders Market Weekly: Fear and Greed in Las Vegas.

#73986
Truman
Participant

Microsoft (MSFT 416.50, +17.46, +4.4%): beats by $0.12, beats on revs; Azure +31% CC vs +28% CC prior guidance; Guidance for Q4 (Jun) calculates to $63.50-64.50 bln vs. $64.57 bln FactSet consensus.
Alphabet (GOOG 177.00, +19.05, +12.1%): beats by $0.38, beats on revs, Google Cloud revenue up 28.5%; approves initiation of cash dividend, declares cash dividend of $0.20/share; also authorizes share repurchase up to additional $70 bln of stock; Expects to deliver operating margin expansion in 2024, Capex levels to remain at similar levels as Q1
Intel (INTC 32.25, -2.86, -8.2%): beats by $0.04, reports revs in-line; guides Q2 EPS below consensus, revs below consensus; expects yr/yr revenue and EPS growth in FY24; Continue to see Q1 as the bottom and expect sequential revenue growth to strengthen throughout the year
Exxon Mobil (XOM 120.00, -1.33, -1.1%): misses by $0.13, beats on revs
Chevron (CVX 164.12, -1.15, -0.7%): beats by $0.01, reports revs in-line
AutoNation (AN 161.23, +0.85, +0.5%): beats by $0.23, reports revs in-line; Board authorizes an additional $1.0 bln for share repurchases
Colgate-Palmolive (CL 91.98, +2.69, +3.0%): beats by $0.05, beats on revs; guides FY24 EPS in-line, revs in-line
T-Mobile US (TMUS 164.50, +0.45, +0.3%): reports Q1 (Mar) results, misses on revs
Capital One (COF 146.08, +0.11, +0.8%): misses by $0.04, reports revs in-line
L3Harris (LHX 210.00, +2.64, +1.3%): beats by $0.15, beats on revs; raises FY24 EPS guidance and low end of revenue guidance
Gilead Sciences (GILD 65.31, +0.04, +0.1%): beats by $0.17, beats on revs; lowers FY24 EPS below consensus
Mohawk (MHK 110.50, +0.23, +0.2%): beats by $0.18, beats on revs; guides Q2 EPS mostly ahead of consensus
KLA Corporation (KLAC 680.01, +7.06, +1.1%): beats by $0.29, beats on revs; guides Q4 EPS in-line, revs in-line; market conditions have stabilized and co expects business levels to improve
Atlassian (TEAM 185.44, -12.97, -6.5%): beats by $0.27, beats on revs; guides Q4 revs above consensus; co-founder and co-CEO Scott Farquhar to step down
Snap (SNAP 14.4, +3.04, +26.8%): beats by $0.29, beats on revs, DAUs increased 10%; guides Q2 revs above consensus, sees DAUs of approximately 431 mln in Q2