مي شركات فيديو.mp4

10/19/2023

Transcript

00:00 Magnificent 7 is not a movie, but it is the biggest 7 companies in technology

00:08 and it is actually the biggest 7 companies in terms of the S&P 500 index

00:12 It is the 7 big companies, such as Nvidia, Apple, Meta, Amazon, Alphabet, Tesla and Netflix

00:22 These are the 7 big companies that have been leading the S&P 500 index since the beginning of the year until today

00:29 The index has risen by 13% and the increase is due to the first half of this year and these 7 shares

00:38 where the investor has placed a lot of bets on artificial intelligence

00:43 and what will it mean for these companies

00:46 We started the season of announcing the results of the 3rd quarter

00:50 and all the eyes are on these companies

00:53 The predictions indicate that for these 7 big companies, we will see a practical rise in the technology sector

01:00 and its profits by about 34%

01:03 with the knowledge that the technology shares represent about 25% of the S&P 500 market cap

01:11 and therefore, they are the main companies in their results and their impact on the S&P 500 index

01:18 Tesla announced the results and the results were less than expected

01:24 We had a 37% return on investment

01:29 The company announced a revenue of 23.35 billion dollars

01:34 and the revenues were less than expected

01:36 We had pressure even on the profits of the company to a large extent

01:40 and signs from Elon Musk indicate that the high interest rate for a long time

01:46 will negatively affect the demand for cars

01:49 Elon Musk says that the company focuses on reducing costs in an environment of high interest rates

01:55 and this is what we see not only for the technology shares

01:59 but for all companies in different sectors

02:02 For Netflix, the results have changed

02:05 By the way, after the results of Tesla, we saw a lot of pressure on the shares

02:08 However, for Netflix, the results were better than expected

02:11 and the most important thing is that Netflix added about 8.7 million subscribers

02:17 to reach the total number of subscribers of about 247 million subscribers

02:22 The company also witnessed a rise in the membership of Netflix content

02:28 which includes ads

02:30 This rise was about 70% in a quarter

02:33 and it is a very important thing for Netflix because it affects the company's big desires

02:39 A company even announced for Netflix that it will raise the prices of certain types of its subscriptions

02:46 Who are the remaining companies that we are waiting for the announcement of their results?

02:49 These are the companies for Alphabet and Microsoft

02:53 which were announced on October 24

02:56 Facebook, Amazon, Intel, Apple and also Nvidia

02:59 These companies have reached very high ratings

03:04 Nvidia's ratings, if we look at the Trailing PE or the historical profit-sharing

03:10 has reached 100 times

03:12 and these increases started at the beginning of this year

03:15 with the price of the investor to affect the artificial intelligence of the company

03:20 Cathie Woods sold her Nvidia's shares at the beginning of the year

03:24 because of the ratings

03:26 and they said today that the ratings have become higher than they were at the beginning of this year

03:34 The expected strong performance for these seven big companies

03:38 is about a 35% or 36% increase in profits

03:43 and a 11% increase in the number of subscribers

03:46 These expectations for the S&P 500 index

03:49 as we said, these companies represent about 25% of the S&P 500 market cap

03:56 We are talking about a 2% increase in the S&P 500 companies' profits

04:01 Notice the big difference between the two

04:04 and the expectations for the interest rate to increase is 1%

04:07 We have to point out a very important point here regarding the performance of these companies

04:11 The performance will be not only related to the results

04:14 but also to the movements of the US bonds

04:17 The 10-year bonds that the S&P 500 has planned today

04:21 will be a pressure factor on the technology stocks

04:24 because the cash flow for these companies is very heavy

04:28 and has a long duration

04:30 and therefore, it has a very high sensitivity

04:33 to increase the interest rates and the bond prices in the US

04:38 even though its budget remains strong

04:41 but the subject of the valuation is being pressured because of the high interest rates

مي شركات فيديو.mp4

Category

Transcript

Recommended