Richard Moore·Oct 12UnitedHealth Group Incorporated (UNH) guides to less second-half profit than it earned in Q2 aloneIts own outlook leaves $5.89 to $6.39 a share for July through December, while the second quarter earned $6.38. Here is what that means for…
Yashraj Behera·Sep 4Nvidia promised suppliers $279 billion in a single quarterThe headline figure was reported right by most outlets. What almost nobody read is the rest of the note, and it changes the shape of the…
Yashraj Behera·Sep 3Everyone predicted the RAM shortage. HP just reported itHP shipped a sixth fewer PCs and charged about 40 percent more for each one. Nvidia and Apple show the same shortage in two other places.
Michael Koyfman·Jul 24Tesla Just Proved It Can Sell Cares and Lose Money doing itTesla’s second-quarter earnings, released this week, delivered one of the stranger scorecards in recent memory: a genuine growth win paired…
Michael Koyfman·Jul 23Oil Crosses $100 as Iran War Escalation Collides With a Shaky Big Tech Earnings SeasonThis time it wasn’t a surprise inflation report or a hawkish Fed official that took its toll on Wall Street on Thursday, it was something…
