US GDP Growth
Early economic data for the first quarter of 2025 is pointing towards negative growth. Gross domestic product is on pace to shrink by 1.5% for the January-through-March period.
Annualized GDP growth will likely slow from 2.3% to 1.3%.
US Earnings
Monday, March 3 – Okta and GitLab
Tuesday, March 4 – CrowdStrike and Sea Ltd.
Wednesday, March 5 – Marvell Technology and Zscaler
Thursday, March 6 – Broadcom and Costco Wholesale
NASDAQ 100 Trade Table
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US S&P100 Trade Table
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ASX 200 Trade Table
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Qualcomm
ASX:QCOM has a forward revenue growth of 8% with EPS projected to grow 13% in 2025
PayPal
PayPal Holdings, Inc. – Common is under Algo Engine buy conditions. PayPal generated $8.4B in revenue in Q4’24, operating income was $1.5B, +2% year-over-year.
PayPal reported strong Q4 earnings, showing growth in active accounts, free cash flow, and operating income margins, and the board approved a $15B stock buyback authorization.
PayPal is trading at 14x P/E.
Guidance FY25: PayPal expects up to 10% year-over-year growth and an adjusted EPS range of $4.95-5.10 per-share.
Semiconductor ETF
Invesco PHLX Semiconductor is under Algo Engine buy conditions.
Crypto Trade Table
Our large-cap trading model has added nine new positions.
AI technologies and datacenter buildouts
Meta, Amazon, Alphabet and Microsoft intend to spend as much as $320 billion combined on AI technologies and datacenter buildouts in 2025. That’s up from $230 billion in 2024.
Amazon offered the most ambitious spending initiative, aiming to spend over $100 billion.
Amazon is under Algo Engine sell conditions, and we’ll examine the stock more closely following a price retracement back toward $200.
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