Earnings beats mean little when forward guidance shrinks. Apple's margin squeeze from rising memory costs and Palantir's commercial contract slowdown show how unforgiving high valuations are right now. Marriott proves cash flow and buybacks still work. I am waiting on Apple until holiday margins clarify.
Tiger earnings season
Come and see, come and see! The second quarter financial report of U.S. stocks has kicked off. Which financial report do you think exceeded your expectations, and which financial report disappointed you?
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