Qualcomm
ASX:QCOM has a forward revenue growth of 8% with EPS projected to grow 13% in 2025
PayPal
PayPal Holdings, Inc. – Common is under Algo Engine buy conditions. PayPal generated $8.4B in revenue in Q4’24, operating income was $1.5B, +2% year-over-year.
PayPal reported strong Q4 earnings, showing growth in active accounts, free cash flow, and operating income margins, and the board approved a $15B stock buyback authorization.
PayPal is trading at 14x P/E.
Guidance FY25: PayPal expects up to 10% year-over-year growth and an adjusted EPS range of $4.95-5.10 per-share.
Semiconductor ETF
Invesco PHLX Semiconductor is under Algo Engine buy conditions.
Crypto Trade Table
Our large-cap trading model has added nine new positions.
AI technologies and datacenter buildouts
Meta, Amazon, Alphabet and Microsoft intend to spend as much as $320 billion combined on AI technologies and datacenter buildouts in 2025. That’s up from $230 billion in 2024.
Amazon offered the most ambitious spending initiative, aiming to spend over $100 billion.
Amazon is under Algo Engine sell conditions, and we’ll examine the stock more closely following a price retracement back toward $200.
Shopify
Shopify Inc. Class A Subordinate Voting is under Algo Engine buy conditions.
The Q4 2024 results showed revenue growth of 31% year-over-year to $2.81 billion, which beat consensus. The company reported a net income of $1.29 billion compared to $657 million a year ago, and adjusted net income was $458 million compared to $337 million a year ago.
P/E of 92x makes this an expensive growth stock.
Alphabet
NAS: GOOG is under Algo Engine buy conditions.
Google Search accounted for 56% of revenue, with 12.5% YoY growth; YouTube grew by 14%, and Cloud by 30%. Other bets showed 7.8% YoY growth. Alphabet trades at 21 x earnings against the NASDAQ 100 at 28 x EPS.
Tesla
Apple Inc: Q1 Earnings
Apple Inc. – Common is under Algo Engine sell conditions.
Q1 2025 earnings: $124.3 billion in total revenue, YoY a 3.95% increase. Products increased by 1.56% YoY to $97.96 billion, while services grew by 13.94% YoY to $26.34 billion.
Apple increased its gross profit by 6.23% YoY to $58.28 billion. On the bottom line, AAPL generated $36.33 billion of net income, a YoY increase of 7.12%, and EPS increased by 13.73% or $2.41 per share.
Microsoft Earnings: Dec Quarter
Microsoft Corporation – Common
Microsoft’s revenue grew 12.3% year over year in the fiscal second quarter, which ended on Dec. 31. Net income of $24.11 billion was up from $21.87 billion in the same quarter a year ago.
Level 17 Chifley Tower
2 Chifley Square
Sydney, NSW 2000
1300 614 002
Investor Signals Pty Ltd
ABN 44 143 555 453
Send our ASX Research to your Inbox
Or start a free thirty day trial for our full service, which includes our ASX Research.