Eric Bleeker
Partner at Flywheel Publishing
Partner at Flywheel Publishing | Lover of all things TMT | Filled with boyish mirth
Articles
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1 week ago |
247wallst.com | Eric Bleeker
Investing Guidance over EPS: Investors care more about forward guidance than a minor earnings beat due to geopolitical uncertainty. Blackwell delivery clarity: Updates on Blackwell chip shipments could lift sentiment if NVIDIA signals improved supply chain performance.
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1 week ago |
247wallst.com | Eric Bleeker
Skip to content AI Portfolio NVIDIA reports earnings tonight after the bell, results are expected to be posted shortly after 4 p.m. ET.
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3 weeks ago |
247wallst.com | Eric Bleeker
Investing Amazon‘s (Nasdaq: AMZN) stock price is poised to soar when markets open on Monday. Futures trading on Amazon shares points to an open that’s up about 8.2%, as of 8:10 a.m. ET. The big news in the markets today is the announcement of a trade deal between the United States and China.
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3 weeks ago |
247wallst.com | Eric Bleeker
Investing NVIDIA’s stock price is up about 4.6% in futures trading on Monday morning. The primary reason for the price jump is the announcement of a trade deal between the United States and China. NVIDIA has faced pressures from the ongoing trade war.
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3 weeks ago |
247wallst.com | Eric Bleeker
Investing The U.S. and China announced they will be suspending reciprocal tariffs on each other’s goods. Chinese goods imported into America will still retain prior tariffs, bringing their total to 30% (from a prior level of around 125%). American goods shipped to China will still face a 10% tariff. Stocks are jumping on the news.
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Both Meta and Google accelerating AI spend waaaay ahead of where expectations were a month ago
$GOOGL 2025 Capex ~$75B vs $57.9B Est
RT @EricJhonsa: Why $AVGO closed up 4.4% AH: - $META said servers with MTIA inference ASICs (developed with Broadcom) will replace some en…
$AVGO now up ~14% after reporting. I think some of the long-term commentary from this call could go down as one of the more eventful earnings calls you'll see. It's all below in the live blog if you own Broadcom.
On the latest AI Investor Podcast episode we took Broadcom $AVGO up to our top position. We're currently hosting a live blog on the company's earnings on the 24/7 Wall Street website. Link below if you want to follow along!
