Trade Ideas

Tomorrow after the close Texas Instruments (TXN) will report their Q1 earnings. The options market is implying about a 4% one day move Wednesday in either direction. The stock on average has moved about 3% …

On February second, shares of Alphabet (GOOGL) closed down 5.3% in response to the prior night’s Q4 results that on the surface looked decent. At the time GOOGL was trading within a couple percent or …

A little more than 10% of the S&P 500 (SPX) have reported Q1 earnings over the last week, in which time the index has had an upward bias rallying nearly 3%, and up about 6% …

IBM reports Q1 results tonight after the close. The options market is implying about a 4% one day move tomorrow which is below its four-quarter average of about 5%. IBM, up 5% on the year …

Netflix (NFLX) will report their Q1 earnings tonight after the close. The options market is implying about a 9% move in either direction, which is rich to its 7% average one day move over the …

Last night on CNBC’s Closing Bell I was asked my opinion on Boeing (BA), and react to Citibank’s industrial analyst’s comments that morning on the stock, per theFly.com: Citi analyst Jonathan Raviv sees a path …

Facebook (FB) CEO Mark Zuckerberg’s two appearances in front of Congress this week sucked nearly all of the air out of financial and tech media this week. Despite what most would agree was a mixed …

Shares of eBay (EBAY) are up 2.5% today on a rating upgrade from Keybanc, per Barron’s Online: the analysts wrote, “has successfully transitioned to a destination for compelling prices, and initiatives to enhance customer experience …

Earlier I posted a trade idea on Alphabet (read here) using Facebook CEO Mark Zuckerberg’s testimony in front of Congress to frame it. I highlighted the relative underperformance in social media peers Twitter and Snap …

With Facebook (FB) CEO Mark Zuckerberg set to testify in front of Congress momentarily, it feels like the entire investment community is bracing for some sort of regulation on social media and online advertising companies …