... press releases, and specialized websites. Knowing what is happening in the sector makes it easier to assess the prospects of a particular company in this context. Other sources. Various additional data also helps the fundamental analyst. For example, financial analysts at large brokers publish their company valuation models and investment recommendations - they should not be taken as the ultimate truth, but they can lead to useful ideas or highlight important risks. Transcripts of conference calls with management ...

... capital spending from chip makers. However, signs of demand revival have emerged in late 2024 to early 2025 (especially due to investments in new factories for AI chip production and automotive business). In Q2 (for Lam, this is the fourth quarter of the financial year), analysts expect revenue growth to about $5.0 billion (+29% year-on-year) with relatively modest earnings of ~$1.20 per share. This imbalance (with revenue rising and profits significantly below last year’s level) is due to abnormally high income during ...

... regulation for the digital age. This initiative proposes to review the classification of crypto assets (no longer considering most tokens as securities), streamline licensing for crypto companies, and even integrate elements of DeFi into the regulated financial system. Analysts have called this initiative "revolutionary," noting that such a shift from the SEC's previous hardline stance could restore innovation in the U.S. and strengthen the country's role as a global blockchain finance hub. European Union: ...

... significant upcoming events capable of substantially impacting trading dynamics. Focus remains on the global trade situation (new import tariffs in the US have heightened uncertainty), forthcoming macroeconomic data, and signals from central banks. Many analysts have already factored in potential shifts in policies from leading regulators (expectations for a rate cut from the Fed have notably increased) and accounted for the anticipated strong financial results from major companies. Overall, markets are in a wait-and-see mode, preferring to avoid risks until macroeconomic signals and outcomes of scheduled events become clearer. Fed Policy and Central Bank Expectations: Market Sentiment Although ...

... addition to macroeconomic statistics, July 29 will see a substantial issuance of corporate reports. The focus will be on reports from companies across various sectors, from tech giants to consumer goods manufacturers. Below is a structured overview of the financial results of major companies that will release their reports before the market opens (premarket) and after it closes (aftermarket). The expected EPS (earnings per share) and revenue estimates from analysts are provided, along with a brief commentary from analysts for investors on key factors and potential market reactions. This detailed analysis will assist investors in determining where to focus their attention on this day. Corporate Reports Before ...