Palantir Technologies
NAS:PLTR remains on track to become a leader in the AI software industry.
Super Micro Computer
Super Micro Computer, trades on a forward PE of 30x earnings. The June 2024 earnings release is scheduled for 6 Aug.
Super Micro Computer develops and manufactures high-performance server solutions, vital for data centers that power LLMs.
Last quarter results.
US Earnings
Week 3.
Monday, July 29 – McDonald’s, ON Semiconductor, and Welltower.
Tuesday, July 30 – Microsoft, Procter & Gamble, Merck, Advanced Micro Devices, Pfizer, Starbucks, and S&P Global.
Wednesday, July 31 – Meta Platforms, Mastercard, Qualcomm, Western Digital Corporation, Arm Holdings, Boeing, eBay, Altria, Marriott International.
Thursday, August 1 – Amazon, Apple, Intel, Block, DoorDash, Cigna, ConocoPhillips, Anheuser-Busch InBev, Roblox, and DraftKings.
Friday, August 2 – Church & Dwight, Chevron, and Exxon Mobil.
Week 2.
Monday, July 22 – Verizon Communications and NXP Semiconductors.
Tuesday, July 23 – Alphabet, Tesla, Visa, The Coca-Cola Company, Texas Instruments, Philip Morris International, United Parcel Service, Lockheed Martin, General Motors, and Comcast.
Wednesday, July 24 – International Business Machines, AT&T, Chipotle Mexican Grill, General Dynamics, and Ford Motor.
Thursday, July 25 – AbbVie, Northrop Grumman, Union Pacific, and AstraZeneca.
Friday, July 26 – Bristol Myers Squibb, Colgate-Palmolive, and Charter Communications.
Week 2.
Monday, July 15 – Goldman Sachs and BlackRock.
Tuesday, July 16 – UnitedHealth, Bank of America, Progressive, Morgan Stanley, PNC Financial, and J.B. Hunt Transport.
Wednesday, July 17 – Johnson & Johnson, U.S. Bancorp, Kinder Morgan, United Airlines, and Ally Financial.
Thursday, July 18 – Netflix, Abbott Laboratories, Blackstone, Domino’s Pizza, and Taiwan Semiconductor Manufacturing.
Friday, July 19 – American Express, Halliburton, and Traveler.
Week 1
Thursday, July 11 – Delta Air Lines, PepsiCo, and Conagra Brands.
Friday, July 12 – Citigroup, JPMorgan Chase, Bank of New York Mellon, and Wells Fargo.
IBM
International Business Machines Corporation Common earned $1.99 per share in the June quarter, as revenue rose 1.9% year-over-year to come in at $15.77B. The company also expects revenue for the full year to be up mid-single digits.
Walt Disney Company
Walt Disney Company (The) Common is rated a buy within $80 – 90.
Raytheon
RTX Corporation Common is rated a buy at $105
Alphabet
Alphabet Inc. – Class C Capital second-quarter revenue grew 14% to $84.74 billion, driven by a rise in digital advertising sales and healthy demand for its cloud computing services.
Sea Limited
Sea Limited American Depositary Shares, each representing one Class A Ordinary is under Algo Engine buy conditions. We’re accumulating a position within $55 – $65.
Bitcoin 68.62% Gain
US Earnings
Monday, July 22 – Verizon Communications and NXP Semiconductors.
Tuesday, July 23 – Alphabet, Tesla, Visa, The Coca-Cola Company, Texas Instruments, Philip Morris International, United Parcel Service, Lockheed Martin, General Motors, and Comcast.
Wednesday, July 24 – International Business Machines, AT&T, Chipotle Mexican Grill, General Dynamics, and Ford Motor.
Thursday, July 25 – AbbVie, Northrop Grumman, Union Pacific, and AstraZeneca.
Friday, July 26 – Bristol Myers Squibb, Colgate-Palmolive, and Charter Communications.
Week 2.
Monday, July 15 – Goldman Sachs and BlackRock.
Tuesday, July 16 – UnitedHealth, Bank of America, Progressive, Morgan Stanley, PNC Financial, and J.B. Hunt Transport.
Wednesday, July 17 – Johnson & Johnson, U.S. Bancorp, Kinder Morgan, United Airlines, and Ally Financial.
Thursday, July 18 – Netflix, Abbott Laboratories, Blackstone, Domino’s Pizza, and Taiwan Semiconductor Manufacturing.
Friday, July 19 – American Express, Halliburton, and Traveler.
Week 1
Thursday, July 11 – Delta Air Lines, PepsiCo, and Conagra Brands.
Friday, July 12 – Citigroup, JPMorgan Chase, Bank of New York Mellon, and Wells Fargo.
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