A director at Amazon Com Inc sold 3,500 shares at 180.289USD and the significance rating of the trade was 63/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
SPRING, Texas--(BUSINESS WIRE)-- Exxon Mobil Corporation (NYSE: XOM) today announced it has closed its acquisition of Pioneer Natural Resources Company (NYSE: PXD). The merger of ExxonMobil and Pioneer creates an Unconventional business with the largest, high-return development potential in the Permian Basin. The combined company’s more than 1.4 million net acres in the Delaware and Midland basins have an estimated 16 billion barrels of oil equivalent resource. ExxonMobil’s Permian production volume will more than double to 1.3 million barrels of oil equivalent per day (MOEBD), based on 2023...
In this first take following tonight’s results, we touch on: 1. $56B floor for 2024 capex is better than feared 2. Gen AI at AWS is a “multi-billion dollar business” 3. Retail margin expansion continues, as faster can be cheaper 4. Gen AI in Retail reducing seller friction; no meaningful insights on Rufus 5. Debt repayment leads FCF uses, no sign of capital returns, as expected
A director at Walmart Inc sold 29,124 shares at 60.030USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
What’s New: We review the setup for the stock and key controversies, including: 1. Revenue growth at AWS and the impact of egress fee elimination and gen AI revenues 2. Progress on retail margins and expected future path, including International 3. Potential new disclosures or capital allocation changes, including capex 4. Cost-cutting across the organization and AMZN’s philosophy of experimentation We also review what to listen for on the earnings call, our top questions for management, and pot...
Our target price increases to $200 from $185 on higher estimates. Investment Thesis: Sentiment on GOOGL continues to improve markedly, as the new dividend, solid topline results and strong margins more than compensated for higher capex.
SPRING, Texas--(BUSINESS WIRE)-- Exxon Mobil Corporation (NYSE:XOM): Results Summary Dollars in millions (except per share data) 1Q24 4Q23 Change vs 4Q23 1Q23 Change vs 1Q23 Earnings (U.S. GAAP) 8,220 7,630 +590 11,430 -3,210 Earnings Excluding Identified Items (non-GAAP) 8,220 9,963 -1,743 11,618 -3,398 ...
What’s New: In this first take following tonight’s results, we touch on: 1. Search remains strong but begins lapping contribution from APAC-based retailers 2. The dividend finally arrives (plus another $70B share buyback authorization) 3. No surprise, Capex commentary implies 2024 full year figure well above consensus. 4. Cloud + YouTube = $100B run-rate at YE2024; our estimate is slightly higher 5. Continued progress on cost optimization
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