What a disappointing miss by Amazon's earnings along with low operating income guidance! AMZN stock had a massive run since beginning of 2015. A stock that doubled within a year is nothing short of spectacular. However, analysts and investors had expectations that ...

Despite noticeable gains in revenue and monthly active users the social media company continues to be a loss-making business, experiencing a GAAP net loss of $103 million, or $0.15 a share. Jack Dorsey, Twitter's CEO, reassured investors that he has a clear plan ...

Tesla delivered *triple digit* revenue growth this quarter versus the same quarter a year ago. The company also managed to significantly increase gross margins. Rapid revenue growth and rising margins bodes well for the company. With that said, the Solar City acqu...

With Apple making up 3% of the S&P 500, 14% of the Nasdaq-100, and 4% of the Dow Jones Industrial Average there is little to no secret that this company is the most profitable in the U.S. Revenue experienced its first decline in 15 years compared to $51.5 billion an...

Bespoke Macro Strategist George Pearkes suggests there's a fair bit of evidence in these upcoming paragraphs that Yellen thinks the drop in R* won't hurt the Fed's recession-fighting ability too much given its unconventional tools that weren't available or in use dur...

It's interesting that Yellen is leaving the door open for conversation around other, more radical monetary policy tools than the Fed has used. It shows how much uncertainty the Fed is dealing with: if everything plays out as expected, they're ok, but they need to be ...

Yellen nods to financial stability risks from keeping rates too low for too long, but definitely does not sound too worried about it at the moment.

Google parent Alphabet Inc. the world leader in search technology reported numbers that were stronger than expected mainly due to strong Ad demand. Advertising revenues jumped 19% to $19.14 billion. Alphabet's other income resources like Nest, Verily, and Fiber stil...

From Bloomberg's Sahil Kapur: Clinton is correct that she has not called for eliminating the Second Amendment, and the gun control proposals she has endorsed, such as mandatory background checks, are permissible under Supreme Court precedent. Clinton has, however, co...

The one weak link in this great quarter was that management said the ad load would stop increasing in mid-2017. This means the rate of growth for that lever will decelerate. The other lever is pricing as Facebook can raise what it charges per ad if it can improve the...

Apple stock rose 7% after reporting earnings. Investors are surprised because the consensus view did not incorporate the company's success in software. This is a key point: Apple will be far less reliant on new phone sales going forward because of the huge success of...

Trump is set to use 1.43 "we" words for every "me" word in his prepared remarks. This is an important ratio to keep in mind, because in nine of 10 elections since 1976 the nominee who notched a higher "we"-per-“me”-word score in his convention speech went on to win t...

Intel's revenues and earnings are pretty easy to find out, but the company almost goes out of its way to avoid giving you a free cash flow figure. To find it, you need to start here with the $3.8B in cash from operations, then scroll way down and dig into the "select...

In the past, international expansion was portrayed as a huge growth avenue by management. With the US market already saturated and more competition entering the arena, this is surely a sign for concern. With cultures being diverse and desiring many disparate types ...

Citi suffered a 27% decline in profits on just an 11% decline in revenues last quarter -- but believe it or not, Citi's healthier than these numbers suggest. It was the only one of Wall Street's six remaining "Big Banks" whose living will passed muster with the Fed l...

Data dependence ≠ domestic data alone. The Fed is outlook-dependent, and foreign data and financial market developments undoubtedly inform this outlook.

Given the Fed's commitment to a cautious approach, it's understandable that Fed fund futures aren't fully pricing the next rate hike until June 2017.

The Fed Chair followed up the March 29 decision with a speech that affirmed the central bank's intention to raise rates gradually, remarks which supported risk assets and kneecapped the U.S. dollar. Read more from Bloomberg: http://www.bloomberg.com/news/articl...

"I’ve read thousands of earnings releases, 10Qs, 10Ks, etc. 'Write-up' is one of the more unusual things you’ll see," tweeted soon-to-be Yahoo Finance Managing Editor Sam Ro.

Stock buybacks have been a major source of demand for equities throughout the U.S. bull market. But Berkshire's shares aren't cheap enough for Warren to pull the trigger on shrinking the amount outstanding just yet. "Interesting to note that very very briefly, BRK...

This is the part of the letter that's receiving the most attention from professional investors. The question is whether it's prudent to assume that Berkshire will always generate a hefty amount of underwriting income over the long haul. "I think that at least a co...

LNKD stock plunged 40% (yes, really) after this announcement... Even AFTER the decline, the company is still trading for an absurd P/E ratio of 38. EPS are projected to grow between 7% and 12% in fiscal 2016 which is good for a company like KO or PG, but far short ...

It was the grim guidance that caused the stock to drop like a rock. For the quarter, the job networking media company beat analysts’ estimates on both the top and bottom line showing a strong momentum. Not to mention, the user base is growing at a steady pace. Ev...

I highlighted one word in this 8-K. The word advertising says it all. Google makes money from ad spend. While spending on online advertisement is in secular growth mode, there will be a decline in total ad spending in 2016 and 2017 as the economy shrinks. Google is m...

Amazon had a great year in 2015. While still growing that top-line revenue at 20%, the company is now profitable showing net income instead of loss. Shareholders should take some comfort that the company is finally turning the corner. Another good quarter from AMZN a...

Microsoft tops expectations, reported better-than-expected adjusted earnings and revenue for its latest quarter. The cloud business continued to grow including its Azure cloud computing platform, growing 5 percent to $6.3 billion. Microsoft Surface revenue was up 29%...

Amazon has taken a unique strategy to improving profitability. They are trying to emulate Costco's business model- low margins with a membership fee. With Prime memberships growing steadily in 2015, it appears that this strategy is becoming successful. Amazon is p...

Facebook has had a successful transition to mobile. After the IPO investors questioned if Facebook could monetize mobile. This question was answered. It can monetize mobile. I can see Facebook being the world's largest company in 5 years. However, I sold my shares be...