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JC888

    • JC888JC888
      ·10-31 13:16
      Replying to @CHINNY168:Hi, tks for reading my post. Happy to know that you liked it.//@CHINNY168:Great article, would you like to share it?

      US Market: Q3 Earnings, Inflation, Treasury and what else?

      @JC888：
      For week ending Fri, 16 Oct 2026, US stock market delivered highly split performances, heavily dragged down by a sharp tech sector sell-off. The tech-heavy Nasdaq Composite tumbled -4.5% to close at 26,140.03, while the benchmark S&P 500 index fell -1.9% to 7,659.44, marking the worst weekly drops for both indexes since June 2026. In contrast, the Dow Jones index bucked the downward trend, gaining +0.7% to finish at 52,002.41 behind strengths in defensive value, financials, and healthcare. (see below) US market downturn was primarily driven by hot consumer inflation data and intensifying credit concerns over the long-term profitability of massive AI infrastructure investments. These AI and debt jitters battered semiconductor companies, pushing the
      US Market: Q3 Earnings, Inflation, Treasury and what else?
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    • JC888JC888
      ·10-31 08:42
      GOOG shares fell - 1.40% to close at $279.84 on Friday, experiencing continued pressure following its record - 12.6% drop on Thursday. The downward momentum was accelerated by multiple analyst price target downgrades as Wall Street reacts to slowing core search revenue growth and heavy artificial intelligence infrastructure costs

      MSFT vs GOOG - AI race is "On". Who wins ?

      @JC888：
      Q3 Earnings are here ! On Wed, 28 Oct 2026 the 2 megacap, tech giants - $Microsoft(MSFT)$ and $Alphabet(GOOG)$ announced their quarterly earnings, after US market closed. Both showed strong cloud growth but strangely enough, the market treated them very differently. MSFT shares popped after hours while GOOG stock sank. Why ? Preliminary analysis suggests that a big part of the answer is how each plan to pay for the massive outlays, both have planned. Accelerating Cloud Growth. (1) MSFT earnings at a glance: MSFT beat Wall Street's targets with sales/revenue up +19% YoY, reaching $92.3 billion and exceeding consensus estimates of approx. $90.63 billion. Earnings per share (GAAP) came in at $4.92. Net Incom
      MSFT vs GOOG - AI race is "On". Who wins ?
      149Comment
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    • JC888JC888
      ·10-31 08:35
      PEP  experienced a strong technical rebound on Fri, 30 Oct 2026, climbing +2.65% to close at $137.34 on a significant volume spike. Upward momentum was heavily driven by opportunistic value hunting & investors locking in attractive dividend yields above 4% after the stock hit historically discounted levels.

      MSFT vs GOOG - AI race is "On". Who wins ?

      @JC888：
      Q3 Earnings are here ! On Wed, 28 Oct 2026 the 2 megacap, tech giants - $Microsoft(MSFT)$ and $Alphabet(GOOG)$ announced their quarterly earnings, after US market closed. Both showed strong cloud growth but strangely enough, the market treated them very differently. MSFT shares popped after hours while GOOG stock sank. Why ? Preliminary analysis suggests that a big part of the answer is how each plan to pay for the massive outlays, both have planned. Accelerating Cloud Growth. (1) MSFT earnings at a glance: MSFT beat Wall Street's targets with sales/revenue up +19% YoY, reaching $92.3 billion and exceeding consensus estimates of approx. $90.63 billion. Earnings per share (GAAP) came in at $4.92. Net Incom
      MSFT vs GOOG - AI race is "On". Who wins ?
      209Comment
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    • JC888JC888
      ·10-31 08:21
      MSFT fell - 1.55% on Friday, 30 Oct 2026, closing at $521.91 after a minor analyst downgrade triggered some profit-taking. Despite slight dip, MSFT weathered the week's broader tech selloff relatively well, supported by a strong fiscal Q1 27 earnings report that showed an impressive 48% growth in its Azure cloud unit

      MSFT vs GOOG - AI race is "On". Who wins ?

      @JC888：
      Q3 Earnings are here ! On Wed, 28 Oct 2026 the 2 megacap, tech giants - $Microsoft(MSFT)$ and $Alphabet(GOOG)$ announced their quarterly earnings, after US market closed. Both showed strong cloud growth but strangely enough, the market treated them very differently. MSFT shares popped after hours while GOOG stock sank. Why ? Preliminary analysis suggests that a big part of the answer is how each plan to pay for the massive outlays, both have planned. Accelerating Cloud Growth. (1) MSFT earnings at a glance: MSFT beat Wall Street's targets with sales/revenue up +19% YoY, reaching $92.3 billion and exceeding consensus estimates of approx. $90.63 billion. Earnings per share (GAAP) came in at $4.92. Net Incom
      MSFT vs GOOG - AI race is "On". Who wins ?
      240Comment
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    • JC888JC888
      ·10-31 08:17
      PEP closed higher on Friday at $137.34, marking a solid gain of +2.65%. Upward momentum was driven by technical rebounds and strong value hunting, as investors rushed to capture its historically high dividend yield exceeding 4%

      PEP lost the Cola War. Is the Stock next ?

      @JC888：
      Loser Stock That Lost the Cola War ? $Pepsi(PEP)$ has not collapsed. It has however, lost the central battle that once defined it - the cola war. Despite generating more than twice $Coca-Cola(KO)$’s revenue, PEP is worth only about ½ as much in the stock market. The reason is simple: KO owns the more profitable part of the beverage value chain. PEP in return, become a sprawling food & beverage conglomerate where soda is no longer the main priority. Numbers tell the story In FY 2025 : PEP generated roughly $93.9 billion in revenue, compared with about $47.9 billion for KO. Yet KO produced about $13.8 billion in operating profit, ahead of PEP’s $11.5 billion. KO’s operating margin was roughly 35%, more tha
      PEP lost the Cola War. Is the Stock next ?
      169Comment
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    • JC888JC888
      ·10-31 08:15
      KO rallied +1.36% to close at $94.08 on Friday, marking its 3rd consecutive day of gains amid a broader market rotation into defensive consumer staples. The positive momentum continues to be supported by the company's strong Q3 earnings report earlier in the week, where management beat expectations & raised its full-year 2026 outlook.

      PEP lost the Cola War. Is the Stock next ?

      @JC888：
      Loser Stock That Lost the Cola War ? $Pepsi(PEP)$ has not collapsed. It has however, lost the central battle that once defined it - the cola war. Despite generating more than twice $Coca-Cola(KO)$’s revenue, PEP is worth only about ½ as much in the stock market. The reason is simple: KO owns the more profitable part of the beverage value chain. PEP in return, become a sprawling food & beverage conglomerate where soda is no longer the main priority. Numbers tell the story In FY 2025 : PEP generated roughly $93.9 billion in revenue, compared with about $47.9 billion for KO. Yet KO produced about $13.8 billion in operating profit, ahead of PEP’s $11.5 billion. KO’s operating margin was roughly 35%, more tha
      PEP lost the Cola War. Is the Stock next ?
      49Comment
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    • JC888JC888
      ·10-31 01:51
      Replying to @TigermomB:Hi, thank you for making time to read my post. So happy to know that you liked it.  //@TigermomB:[Like] [Like] [Like] [Like]

      MSFT vs GOOG - AI race is "On". Who wins ?

      @JC888：
      Q3 Earnings are here ! On Wed, 28 Oct 2026 the 2 megacap, tech giants - $Microsoft(MSFT)$ and $Alphabet(GOOG)$ announced their quarterly earnings, after US market closed. Both showed strong cloud growth but strangely enough, the market treated them very differently. MSFT shares popped after hours while GOOG stock sank. Why ? Preliminary analysis suggests that a big part of the answer is how each plan to pay for the massive outlays, both have planned. Accelerating Cloud Growth. (1) MSFT earnings at a glance: MSFT beat Wall Street's targets with sales/revenue up +19% YoY, reaching $92.3 billion and exceeding consensus estimates of approx. $90.63 billion. Earnings per share (GAAP) came in at $4.92. Net Incom
      MSFT vs GOOG - AI race is "On". Who wins ?
      207Comment
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    • JC888JC888
      ·10-31 01:50
      4 hours into Friday's trading, the Nasdaq has fallen by -3.19%, worse than yesterday. Supposed GOOG is one of the contributing factors as it falls a further -1.92%, in addition to Thursday's -12%. The million dollar question heading into mid-term election is if the Republicans managed to hold onto either the Senate or the House of Representatives or both, will this be a catalyst to spur US market to recover OR will it be reasons to further consolidate ? Similarly, if the Democrats wins either or both - will the win helps to choke the bloodshed that we are witnessing now ?

      MSFT vs GOOG - AI race is "On". Who wins ?

      @JC888：
      Q3 Earnings are here ! On Wed, 28 Oct 2026 the 2 megacap, tech giants - $Microsoft(MSFT)$ and $Alphabet(GOOG)$ announced their quarterly earnings, after US market closed. Both showed strong cloud growth but strangely enough, the market treated them very differently. MSFT shares popped after hours while GOOG stock sank. Why ? Preliminary analysis suggests that a big part of the answer is how each plan to pay for the massive outlays, both have planned. Accelerating Cloud Growth. (1) MSFT earnings at a glance: MSFT beat Wall Street's targets with sales/revenue up +19% YoY, reaching $92.3 billion and exceeding consensus estimates of approx. $90.63 billion. Earnings per share (GAAP) came in at $4.92. Net Incom
      MSFT vs GOOG - AI race is "On". Who wins ?
      142Comment
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    • JC888JC888
      ·10-31 01:50
      Things are not looking up 4 hours into Friday's trading.  Nasdaq lost the most at -3.19%. Guessed its safe to conclude that MSFT is one of the factors, given that the stock has fallen by -1.99% intraday. It is still better than GOOG, of course.  However, there is no telling whether bleeding for MSFT wlll be as such only or will it eat into November as we bid October 2026 - adieu !! Parting is such sweet sorrows ?  Good riddance I say, when it is such a bad ending to an otherwise lacklustre trading month.l

      MSFT vs GOOG - AI race is "On". Who wins ?

      @JC888：
      Q3 Earnings are here ! On Wed, 28 Oct 2026 the 2 megacap, tech giants - $Microsoft(MSFT)$ and $Alphabet(GOOG)$ announced their quarterly earnings, after US market closed. Both showed strong cloud growth but strangely enough, the market treated them very differently. MSFT shares popped after hours while GOOG stock sank. Why ? Preliminary analysis suggests that a big part of the answer is how each plan to pay for the massive outlays, both have planned. Accelerating Cloud Growth. (1) MSFT earnings at a glance: MSFT beat Wall Street's targets with sales/revenue up +19% YoY, reaching $92.3 billion and exceeding consensus estimates of approx. $90.63 billion. Earnings per share (GAAP) came in at $4.92. Net Incom
      MSFT vs GOOG - AI race is "On". Who wins ?
      204Comment
      Report
    • JC888JC888
      ·10-31 00:34
      Replying to @CHINNY168:Hi, tks for reading my post. Glad you liked it.//@CHINNY168:Great article, would you like to share it?

      US Market: Q3 Earnings, Inflation, Treasury and what else?

      @JC888：
      For week ending Fri, 16 Oct 2026, US stock market delivered highly split performances, heavily dragged down by a sharp tech sector sell-off. The tech-heavy Nasdaq Composite tumbled -4.5% to close at 26,140.03, while the benchmark S&P 500 index fell -1.9% to 7,659.44, marking the worst weekly drops for both indexes since June 2026. In contrast, the Dow Jones index bucked the downward trend, gaining +0.7% to finish at 52,002.41 behind strengths in defensive value, financials, and healthcare. (see below) US market downturn was primarily driven by hot consumer inflation data and intensifying credit concerns over the long-term profitability of massive AI infrastructure investments. These AI and debt jitters battered semiconductor companies, pushing the
      US Market: Q3 Earnings, Inflation, Treasury and what else?
      194Comment
      Report
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