Last week, 17 companies from the S&P 500 index reported. Today, let's take a look at Nvidia's results. Its revenue is $30.0B. It grew by +20.7% compared to the corresponding value for the previous quarter and exceeded analysts' expectations by +7.0%. Let's analyze the company's business in more detail.
Over the past 3 months, the S&P 500 Index has grown by +6.8%. However, Real Estate (+15.6%) та Health Care (+10.4%) sectors performed better. Among the industries, the best performers over the period were Real Estate Management & Development (+30%), and Tobacco (+19%). Among the companies, the best performers over the period were Iron Mountain (+40%), 3M (+34%) and Fair Isaac (+34%).
nce the beginning of the year, the stock market is up 17%. What is pushing it forward? Most who are interested in the markets will confidently answer that it is artificial intelligence (AI) and the Federal Reserve's monetary policy. These are the main topics of discussion, debate, analyst reports and any other form of communication that has anything to do with the stock market. And this week, both topics were “in the works.” )This is a quick review from Ivan Kompan, Edinburgh Business School analyst
Over the past three months, the Household Products industry has been one of the top growth leaders in the S&P 500 index, up 23.7%. Some of the largest companies in this industry (by market capitalization) are: Garmin ($34.5B), which develops navigation software and equipment for consumers in 100 countries, and PulteGroup ($28.0B), a US-based construction company that provides development and related services.
Over the past 3 months, the S&P 500 Index has grown by +6.8%. However, Real Estate (+17.7%) та Information Technology (+10.7%) sectors performed better. Among the industries, the best performers over the period were Real Estate Management & Development (+33%), and Household Durables (+23%). Among the companies, the best performers over the period were Iron Mountain (+42%), Mohawk Industries (+36%) and D. R. Horton (+34%).
Over the past three months, one of the leaders of growth in the S&P 500 index has been the Technology Hardware, Storage & Peripherals industry +17.8%. The largest (by market capitalization) companies in this industry: Apple ($3.43T), an American multinational technology company that has revolutionized the technology sector, and Super Micro Computer ($36.8B), a developer of data center components that serves more than 1.3M servers from more than 100 countries
Last week, 8 companies from the S&P 500 index reported. Today, we'll look at Cardinal Health, with revenues of $59.7B. It grew by +2.2% compared to the corresponding value for the previous quarter and exceeded analysts' expectations by +1.8%. Let's analyze the company's business in more detail.
Over the past 3 months, the S&P 500 Index has grown by +4.8%. However, Information Technology (+11.3%) та Real Estate (+9.3%) sectors performed better. Among the industries, the best performers over the period were Real Estate Management & Development (+21%), and Wireless Telecommunication Services (+20%). Among the companies, the best performers over the period were Iron Mountain (+32%), Nvidia (+32%) and Kellanova (+29%).
The battle between the “bulls” and the “bears” that some, including me, had predicted for this week did not take place - the “bears” were not supplied with shells, but the bulls had as many as they wanted, of any caliber, power and killing force.This is a quick review from Ivan Kompan, Edinburgh Business School analyst.
Over the past three months, the Diversified REITs industry has been one of the top growth leaders in the S&P 500 index, up +11.4%. The largest companies in this industry (by market capitalization): Prologis ($112.95B), which owns industrial and logistics properties around the world with a total area of about 332 million m2, and Welltower ($71.5B), which manages a diversified healthcare real estate portfolio of 2,096 properties in the US, Canada and the UK.
