
Disney Attempts A Turnaround - Feb 9, 2023
Disney's Bob Iger is back to attempt a transformation including cost cuts and a possible dividend reinstatement; Applovin sees advertising stabilizing; Tesla keeps chugging along ahead of March 1st In...
9 Feb 202311min

Is ChatGPT An Existential Threat To Google Search? - Feb 8, 2023
Google falls on concerns that Microsoft's embrace of chatGPT within Bing and the Edge browser will cause Google Search to los market share and profitability; NEWR soars on earnings; CVS officially ann...
8 Feb 202311min

Bed Bath Beyond Attempts To Survive - Feb 7, 2023
BBBY announces a very dilutive capital raise to try to avoid bankruptcy liquidation; Chegg doesn't see an impact from ChatGPT but the stock falls anyway; CVS reportedly nears a deal to acquire Oak Str...
7 Feb 20237min

Stocks Cool Off After Strong Jobs Data - Feb 6, 2023
Stocks are taking a step back after strong employment data last Friday; Blue Apron hasn't set a Q4 earnings date yet which could mean something is happening behind the scenes with the company; Some AI...
6 Feb 20235min

META's "Year of Efficiency" Sends Stocks Soaring - Feb 2, 2023
The market loves META's Q4 report after the company commits to expense control, better profitability, and buybacks in 2023; Tech stocks moon; The Fed raises 25bps and tries to talk tough but the marke...
2 Feb 202310min

The Current Hype: Artificial Intelligence Stocks
AI related stocks are mooning; Spotify shines while Snapchat dumps; All eyes on the Fed meeting today Sign up for my weekly investing newsletter here: https://travisdevitt.com/
1 Feb 20239min

Bulls Take Control In Stocks - Jan 27, 2023
Stocks are making big moves again today especially in the NASDAQ; American Express reports strong earnings while Intel reports a stinker; Next week will be very busy with corporate earnings, a Fed mee...
27 Jan 20236min

Microsoft Cloud Guidance Rattles Software Stocks - Jan 25, 2023
Microsoft earnings were lackluster as weakness in personal computing and devices offset strength in cloud; Microsoft also forecasts a slowdown in cloud growth next quarter; With cloud slowing down the...
25 Jan 20239min



















