prompt
stringlengths
2.15k
9.83k
answer
stringlengths
942
2.53k
period
stringclasses
16 values
label
stringclasses
12 values
symbol
stringclasses
30 values
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-01-08 to 2023-01-15, AXP's stock price increased from 148.49 to 154.02. Company news during this period are listed below: [Headline]: The best ways to book domestic flights using Amex Membership Rewards points [Summary]: With 17 different airline partners, there are many ways to redeem American Express Membership Rewards points for flights, both domestically and internationally. [Headline]: American Express Co. stock rises Monday, outperforms market [Summary]: Shares of American Express Co. inched 0.15% higher to $150.40 Monday, on what proved to be an all-around rough trading session for the stock market, with the... [Headline]: American Express (AXP) Gains As Market Dips: What You Should Know [Summary]: American Express (AXP) closed at $150.40 in the latest trading session, marking a +0.15% move from the prior day. [Headline]: The 10 best free checking accounts of January 2023 [Summary]: We compared fee free checking accounts across minimum balance requirements, APYs, branch and ATM access, and more. [Headline]: 21% of Warren Buffett's Portfolio Is Invested In Just 5 Bank Stocks [Summary]: Even as Buffett's company Berkshire Hathaway has ventured into other sectors, it has always invested in banks. Some recent basic financials of AXP, reported at 2022-12-31, are presented below: [Basic Financials]: assetTurnoverTTM: 0.2576 bookValue: 24711 cashRatio: 0.2646702230843841 currentRatio: 0.7285 ebitPerShare: 2.498 eps: 2.0988 ev: 231819 fcfMargin: 0.5296 fcfPerShareTTM: 25.8735 grossMargin: 0.6397 longtermDebtTotalAsset: 0.1864 longtermDebtTotalCapital: 0.238 longtermDebtTotalEquity: 1.7228 netDebtToTotalCapital: 0.6788 netDebtToTotalEquity: 4.9134 netMargin: 0.1051 operatingMargin: 0.1251 payoutRatioTTM: 0.2083 pb: 4.4678 peTTM: 14.6931 pfcfTTM: 5.743 pretaxMargin: 0.1251 psTTM: 2.0299 quickRatio: 0.7285 receivablesTurnoverTTM: 0.9803 roaTTM: 0.0356 roeTTM: 0.3188 roicTTM: 0.0451 rotcTTM: 0.0576 salesPerShare: 19.9653 sgaToSale: 0.3603 totalDebtToEquity: 6.2385 totalDebtToTotalAsset: 0.6751 totalDebtToTotalCapital: 0.8619 totalRatio: 1.1213 Based on all the information before 2023-01-15, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-01-15 to 2023-01-22). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express Membership Rewards program offers various options for redeeming points for flights, which can attract more customers and drive loyalty. 2. American Express stock outperformed the overall market and showed a slight gain during a week of rough trading sessions, indicating relative strength in the stock. [Potential Concerns]: 1. The comparison of free checking accounts may highlight potential competition for American Express in terms of banking services, which could impact their customer base. 2. Warren Buffett's significant investment in bank stocks may raise concerns about the competitive landscape for American Express in the financial services sector. [Prediction & Analysis]: Prediction: Down by 2-3% Analysis: Based on the positive developments and potential concerns, as well as the overall market conditions, it is predicted that American Express Co's stock price may decline by 2-3% in the upcoming week (2023-01-15 to 2023-01-22). While the positive factor of an attractive rewards program could contribute to customer loyalty, concerns over potential competition in banking services and the influence of Warren Buffett's investment in other bank stocks create a more cautious outlook for the stock. Additionally, the rough trading sessions in the overall market could further pressure the stock price. Therefore, it is likely that the stock may experience a slight decline in the coming week.
2023-01-15 to 2023-01-22
down by 2-3%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-01-08 to 2023-01-15, AXP's stock price increased from 148.49 to 154.02. Company news during this period are listed below: [Headline]: Everyone's elite, but not for long. Airlines make travel perks harder to earn this year [Summary]: Airlines are scaling back perks for frequent flyers and big spenders as travel roars back. [Headline]: Unusual Options Activity in AT&T, Verizon, JPMorgan and 7 Other Stocks [Summary]: [Headline]: 25 Biggest New York Companies and Stocks [Summary]: In this article, we will be taking a look at the 25 Biggest New York Companies and Stocks. To skip our detailed analysis, you can go directly to see the top 5 Biggest New York Companies and Stocks. If all U.S. states were countries, New York would be the 11th largest country in the world, […] [Headline]: ‘Sonic Logos’ Struggle to Get Heard at U.S. Checkouts [Summary]: Credit-card companies have tried to get their ‘sonic logos’—brief bursts of signature sounds—played when a sale is made at a card terminal. But old hardware, outdated software and retailer animus have slowed that. [Headline]: American Express Co. stock underperforms Friday when compared to competitors despite daily gains [Summary]: Shares of American Express Co. inched 0.54% higher to $155.76 Friday, on what proved to be an all-around positive trading session for the stock market, with... From 2023-01-15 to 2023-01-22, AXP's stock price decreased from 154.02 to 149.91. Company news during this period are listed below: [Headline]: Deutsche Bank Names New Compliance Chief as Part of Reshuffle [Summary]: The changes come as the German lender works to revamp its compliance programs in the wake of several regulatory investigations in recent years.  [Headline]: American Express Co. stock falls Tuesday, underperforms market [Summary]: Shares of American Express Co. shed 1.29% to $153.75 Tuesday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500... [Headline]: Deutsche Bank taps Barclays veteran for compliance head role [Summary]: Laura Padovani will succeed Pascal Tagné, who has been compliance chief for the past two years [Headline]: Credit-Card Issuers Sell Off After Discover Charge-Offs Rise [Summary]: It’s a tough morning for shares of credit-card issuers. Discover Financial Services reported Wednesday that its fourth-quarter charge-off rate on its cards rose to 2.37%. That rate, or the share of outstanding balances written off as a loss, was 1.92% at the end of the third quarter. + Discover’s fourth-quarter profit of $3.77 per share topped Wall Street expectations, but shares were still down about 3% on Thursday morning. + Other card issuers also sold off: Capital One Financial was down abou [Headline]: Back to the Office? 1 Stock to Buy and 2 to Sell Amid New Mandates [Summary]: The return-to-work drumbeat is picking up steam across corporate America. Businesses of all sizes are encouraging workers to get back into the office, citing all kinds of reasons, from increased creativity to better morale. In March 2022, a survey conducted by Microsoft (NASDAQ:MSFT) found that 50% of companies wanted workers back in the office five days a week. However, when The Conference Board asked more than 1,100 global corporate executives, including 670 CEOs, about their company’s plans f [Basic Financials]: No basic financial reported. Based on all the information before 2023-01-22, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then let's assume your prediction for next week (2023-01-22 to 2023-01-29) is up by more than 5%+. Provide a summary analysis to support your prediction. The prediction result need to be inferred from your analysis at the end, and thus not appearing as a foundational factor of your analysis.[/INST]
[Positive Developments]: 1. American Express Co. stock experienced a small increase during the period, indicating some positive market sentiment. 2. The company continues to be a dominant force in the Financial Services sector, known for its innovation and progress within the industry. [Potential Concerns]: 1. Airlines scaling back perks for frequent flyers and big spenders could impact American Express Co.'s travel-related benefits and rewards programs. 2. Outdated hardware, software, and retailer animus are affecting the implementation of American Express Co.'s sonic logos, which could impact brand recognition and customer experience. [Prediction & Analysis]: Prediction: Up by more than 5% Analysis: Based on the positive developments and potential concerns for American Express Co., it is expected that the stock price will increase by more than 5%+ in the upcoming week. Despite the small decrease in the stock price during the past week, the positive sentiment and reputation of American Express Co. in the Financial Services sector suggest potential for growth. Additionally, the company's commitment to innovation and progress within the industry may attract investor confidence. However, the impact of airlines scaling back travel perks and the challenges with implementing sonic logos should be monitored, as they could have long-term implications for American Express Co.'s business model and customer loyalty.
2023-01-22 to 2023-01-29
up by more than 5%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-01-15 to 2023-01-22, AXP's stock price decreased from 154.02 to 149.91. Company news during this period are listed below: [Headline]: Here are 9 ways to feel rich on a budget [Summary]: You don't always have to be rich to feel rich. These financial tools and credit cards can help you feel like VIP. [Headline]: Deutsche Bank Names New Compliance Chief as Part of Reshuffle [Summary]: The changes come as the German lender works to revamp its compliance programs in the wake of several regulatory investigations in recent years.  [Headline]: American Express Co. stock falls Tuesday, underperforms market [Summary]: Shares of American Express Co. shed 1.29% to $153.75 Tuesday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500... [Headline]: 2 Warren Buffett Stocks to Buy Hand Over Fist in January [Summary]: Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) chairman and chief executive officer, Warren Buffett, is synonymous with investing success. This status as an all-time great investor is what makes it worthwhile to pay attention to the holdings in Berkshire Hathaway's investment portfolio. Compared to the global pure-play payments processing industry duopoly of Visa (NYSE: V) and Mastercard (NYSE: MA), American Express (NYSE: AXP) may sometimes seem like an afterthought. [Headline]: 2 Underrated Warren Buffett Stocks That Are Smart Buys Right Now [Summary]: Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO Warren Buffett has made millions for his early investors. A $1,000 investment in Berkshire stock in 1965, when Buffett took control of the company, would have grown to more than $36 million in 2021 if the investor remained invested. Among Berkshire's largest holdings, there are a few that stand out for their durable brands and competitive strengths. From 2023-01-22 to 2023-01-29, AXP's stock price increased from 149.91 to 170.39. Company news during this period are listed below: [Headline]: 2 Warren Buffett Stocks to Buy Hand Over Fist in January [Summary]: Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) chairman and chief executive officer, Warren Buffett, is synonymous with investing success. This status as an all-time great investor is what makes it worthwhile to pay attention to the holdings in Berkshire Hathaway's investment portfolio. Compared to the global pure-play payments processing industry duopoly of Visa (NYSE: V) and Mastercard (NYSE: MA), American Express (NYSE: AXP) may sometimes seem like an afterthought. [Headline]: AmEx misses profit estimate as loan-loss provisions weigh [Summary]: American Express Co missed market estimates for fourth-quarter profit on Friday as the credit card giant stockpiled more rainy-day funds to prepare for a worsening economy, wrapping up a turbulent quarter for major U.S. card companies. [Headline]: American Express Shares Soar on Outlook, Dividend Hike [Summary]: American Express shares rose more than 10% Friday after the credit card provider announced it added a record number of new card accounts in 2022, allowing it to increase its dividend. [Headline]: What CEOs Are Saying: ‘The Consumer Is Under Pressure’ [Summary]: Here’s what leaders from Nasdaq, Microsoft, Tesla and elsewhere said about the economy, inflation and other topics this week. [Headline]: How Warren Buffett's Berkshire Hathaway came to own 20% of American Express [Summary]: American Express, one of the world's top credit card companies, has also long been a favorite of Berkshire Hathaway CEO Warren Buffett. [Basic Financials]: No basic financial reported. Based on all the information before 2023-01-29, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-01-29 to 2023-02-05). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express announced that it added a record number of new card accounts in 2022, which contributed to an increase in its dividend and boosted investor confidence. 2. Warren Buffett's Berkshire Hathaway, which has historically been a significant investor in American Express, continued to show support for the company by holding a substantial stake. [Potential Concerns]: 1. American Express missed market estimates for fourth-quarter profit, indicating potential challenges in the credit card industry and the need for increased loan-loss provisions. 2. The company's stock fell during a grim trading session, underperforming the market, which suggests a negative market sentiment towards the stock. [Prediction & Analysis]: Prediction: Up by 3-4% Analysis: Based on the positive developments, such as American Express's record number of new card accounts and the support from Berkshire Hathaway, as well as the potential concerns, such as the missed profit estimates and underperformance in the market, there are mixed signals for AXP's stock price movement. However, considering the overall positive sentiment towards the company's growth prospects and the potential recovery of the credit card industry, it is reasonable to expect a moderate increase in stock price for the upcoming week. Therefore, it is predicted that AXP's stock price may rise by around 3-4% from 2023-01-29 to 2023-02-05. Investors may show increased confidence in the company's performance, supported by the dividend hike and the record number of new card accounts.
2023-01-29 to 2023-02-05
up by 3-4%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-01-29 to 2023-02-05, AXP's stock price increased from 170.39 to 176.86. Company news during this period are listed below: [Headline]: American Express CEO: Buffett’s investment ‘like a Good Housekeeping seal of approval’ [Summary]: Yahoo Finance's Brian Sozzi discusses what American Express CEO Stephen Squeri had to say about the credit card company's largest shareholder, Berkshire Hathaway's Warren Buffett. [Headline]: Amex groups small business offerings together with new ‘business blueprint’ hub [Summary]: Credit card company widens reach into small business lending with American Express Business Blueprint as a dashboard for clients that run companies [Headline]: AmEx's Expense Ramp-Up Has Been Extremely Successful, but the Next Few Years Will Be Critical [Summary]: Expenses at American Express have shot up in recent years as the company has invested in a premium card member base. [Headline]: Investors Shrug Off Weak Earnings Reports as Stocks Rebound to Start Year [Summary]: Lackluster earnings reports from some of the biggest companies in the U.S. haven’t put a damper on the stock market’s bounceback. “I still think the story is about the Fed,” said Leslie Thompson, chief investment officer of Spectrum Wealth Management. [Headline]: Stocks To Invest In Right Now? 2 Dow 30 Stocks In Focus [Summary]: Check out these two Dow 30 stocks in the stock market today. [Basic Financials]: No basic financial reported. Based on all the information before 2023-02-05, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-02-05 to 2023-02-12). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express CEO's positive remarks about Berkshire Hathaway's investment in the company, which serves as a seal of approval and instills confidence among investors. 2. American Express's launch of the "business blueprint" hub, a platform designed to cater to small businesses, expands its reach and potential customer base. [Potential Concerns]: 1. Increased expenses in recent years due to the company's investments in a premium card member base, which could impact profitability in the short term. 2. Lackluster earnings reports from other major companies may create a cautious sentiment in the overall stock market, potentially affecting American Express's stock price. [Prediction & Analysis]: Prediction: Up by 0-1% Analysis: Based on the positive developments, such as Warren Buffett's investment and the expansion into the small business lending market, American Express is positioned favorably. The CEO's comments on Buffett's investment could further enhance investor confidence. However, the potential concern regarding increased expenses should be closely monitored, as it may impact the company's profitability going forward. Additionally, the cautious sentiment resulting from underwhelming earnings reports in the market could have a slight negative effect on American Express's stock price. Taking all these factors into consideration, the prediction for American Express's stock price for the upcoming week (2023-02-05 to 2023-02-12) is a slight increase of 0-1%. The positive developments and the overall strength of the financial services sector are likely to support the stock price, but the potential concerns may limit significant upward movement.
2023-02-05 to 2023-02-12
up by 0-1%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-01-15 to 2023-01-22, AXP's stock price decreased from 154.02 to 149.91. Company news during this period are listed below: [Headline]: American Express: A Wonderful Stock For The Next Decade [Summary]: American Express has seen very strong growth amidst an inflationary environment. Read more to see why I think AXP stock is strongly positioned for the future. [Headline]: Peloton hires former Twitter executive as new head of marketing [Summary]: Peloton has hired former Twitter CMO Leslie Berland to serve as its new chief of marketing. [Headline]: Credit-Card Issuers Sell Off After Discover Charge-Offs Rise [Summary]: It’s a tough morning for shares of credit-card issuers. Discover Financial Services reported Wednesday that its fourth-quarter charge-off rate on its cards rose to 2.37%. That rate, or the share of outstanding balances written off as a loss, was 1.92% at the end of the third quarter. + Discover’s fourth-quarter profit of $3.77 per share topped Wall Street expectations, but shares were still down about 3% on Thursday morning. + Other card issuers also sold off: Capital One Financial was down abou [Headline]: Back to the Office? 1 Stock to Buy and 2 to Sell Amid New Mandates [Summary]: The return-to-work drumbeat is picking up steam across corporate America. Businesses of all sizes are encouraging workers to get back into the office, citing all kinds of reasons, from increased creativity to better morale. In March 2022, a survey conducted by Microsoft (NASDAQ:MSFT) found that 50% of companies wanted workers back in the office five days a week. However, when The Conference Board asked more than 1,100 global corporate executives, including 670 CEOs, about their company’s plans f [Headline]: American Express (AXP) Q4 Earnings Preview: What's in the Cards? [Summary]: American Express (AXP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. From 2023-01-22 to 2023-01-29, AXP's stock price increased from 149.91 to 170.39. Company news during this period are listed below: [Headline]: 2 Warren Buffett Stocks to Buy Hand Over Fist in January [Summary]: Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) chairman and chief executive officer, Warren Buffett, is synonymous with investing success. This status as an all-time great investor is what makes it worthwhile to pay attention to the holdings in Berkshire Hathaway's investment portfolio. Compared to the global pure-play payments processing industry duopoly of Visa (NYSE: V) and Mastercard (NYSE: MA), American Express (NYSE: AXP) may sometimes seem like an afterthought. [Headline]: American Express (AXP) Misses on Q4 Earnings, Gives Upbeat View [Summary]: American Express (AXP) intends to hike dividends by 15% to 60 cents per share, starting from the first quarter of 2023. [Headline]: Recession fears may be ‘overblown’ as consumer credit card debt grows: Analyst [Summary]: Bob Napoli, William Blair Co-Group Head of Financial Services and Technology, joins Yahoo Finance Live with his insights on what credit card companies' earnings may tell us about a possible recession. [Headline]: American Express (AXP) Q4 2022 Earnings Call Transcript [Summary]: The momentum we saw through the year in cardmember spending, engagement, and retention continued in the fourth quarter. Fourth-quarter billed business reached a record quarterly high of 357 billion and was up 25% for the full year, demonstrating our continued ability to acquire, engage and retain high-spending premium cardmembers. [Headline]: GAB: Despite 15% Price Loss, This High-Yielding CEF Isn't Undervalued [Summary]: Despite a price loss of more than 15 percent during the past 12 months, GAB is still trading at a price multiple that is at par to its peers. Read more here. From 2023-01-29 to 2023-02-05, AXP's stock price increased from 170.39 to 176.86. Company news during this period are listed below: [Headline]: American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses [Summary]: NEW YORK, January 31, 2023--American Express (NYSE: AXP) today announced the launch of American Express Business Blueprint™, the company’s new digital cash flow management hub designed exclusively for small businesses, which features cash flow insights, digital financial products, and an easy way to reach and manage their Business Cards. [Headline]: General Motors CFO on recession risk: We see ‘continued strength’ [Summary]: GM's CFO weighs in on the economic outlook. [Headline]: AmEx's Expense Ramp-Up Has Been Extremely Successful, but the Next Few Years Will Be Critical [Summary]: Expenses at American Express have shot up in recent years as the company has invested in a premium card member base. [Headline]: Rake in the Cash with These Credit Card Sign Up Bonuses [Summary]: Credit card providers are courting customers in a big way in early 2023, and they're using up-front bonuses to get the job done. "Credit card sign-up bonuses can offer great value if you find the right deal," said Debt Hammer founder Jake Hill. "Ultimately, it's important for any consumer shopping for a new credit card to keep in mind what kind of value the provider has to offer and whether the customer is looking for an introductory bonus or an impressive cashback program when signing up for a new card." [Headline]: Stocks To Invest In Right Now? 2 Dow 30 Stocks In Focus [Summary]: Check out these two Dow 30 stocks in the stock market today. From 2023-02-05 to 2023-02-12, AXP's stock price increased from 176.86 to 177.25. Company news during this period are listed below: [Headline]: The 7 Most Undervalued Blue-Chip Stocks to Buy in February 2023 [Summary]: Blue-chip stocks are recognized as being among the largest, most stable stocks an investor can own. And in this article, we’ll be looking at seven undervalued blue-chip stocks to consider now. Many pay a dividend that in many cases has been growing for several years. Better, these are the stocks that allow investors to rest easy during volatile times. That makes them an excellent choice for investors who are looking to stay in the market and protect their capital. Some of the top ones to conside [Headline]: American Express Chief Financial Officer to Participate in Upcoming Investor Conferences [Summary]: NEW YORK, February 06, 2023--American Express Company (NYSE: AXP) today announced its participation in the following upcoming investor conferences. [Headline]: Why Does Costco Only Accept One Type of Credit Card? [Summary]: Costco is known for low prices, massive warehouses, and having arguably the most restrictive credit card policy of any major retailer. While Costco stores and gas stations accept most debit cards, they only accept Visa credit cards. Most other retailers accept credit cards from all the major payment networks, which include American Express, Discover, Mastercard, and Visa. [Headline]: American Express Expands Relationship with Microsoft to Drive Innovation in Business Travel [Summary]: NEW YORK, February 09, 2023--American Express® (NYSE: AXP) is expanding its decades-long relationship with Microsoft to develop a suite of solutions built on Microsoft Cloud and AI technologies focused on reducing business travel friction for employees and businesses. The first solution developed through this collaboration will enhance the expense management process by addressing some of the pain points business travelers and expense processors face. [Headline]: Morgan Stanley Upgrades American Express (AXP) [Summary]: [Basic Financials]: No basic financial reported. Based on all the information before 2023-02-12, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-02-12 to 2023-02-19). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express announced the launch of American Express Business Blueprint, a new cash flow management hub designed for small businesses. This indicates the company's focus on expanding its services and support for this sector. 2. American Express intends to hike dividends by 15% starting from the first quarter of 2023, which shows the company's commitment to returning value to shareholders. [Potential Concerns]: 1. News of credit-card issuers selling off after Discover Charge-Offs rise could potentially affect American Express, as it operates in the same industry and the concerns about rising charge-offs may impact investor sentiment. 2. The hiring of a former Twitter executive as the new head of marketing by Peloton could indicate increased competition in the market, which may affect American Express's marketing strategies and customer-base. [Prediction & Analysis]: Prediction: Down by 1-2% Analysis: Based on the positive developments and potential concerns, I predict that American Express's stock price will decrease by 1-2% in the upcoming week. While the introduction of the new cash flow management hub and the dividend hike are positive signals, the concerns regarding the credit-card industry and increased competition could weigh on the stock price. Additionally, with no significant positive financials reported, it may limit the potential for a significant stock price increase. Therefore, a slight decrease is expected for the upcoming week.
2023-02-12 to 2023-02-19
down by 1-2%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-01-29 to 2023-02-05, AXP's stock price increased from 170.39 to 176.86. Company news during this period are listed below: [Headline]: American Express: What Recession? [Summary]: By the looks of American Express' (NYSE: AXP) fourth-quarter results, you would never know that many people are speculating that the U.S. is on the brink of a recession. The integrated payments and credit card company is firing on all cylinders as it benefits from a resilient customer base. "We aren't seeing recessionary signals," said American Express CEO Stephen Squeri to Yahoo! [Headline]: Banks Brace for More Consumers to Fall Behind on Their Loans [Summary]: Delinquencies are rising, in some cases surpassing prepandemic levels, prompting banks to add to their rainy-day funds. [Headline]: 3 Stocks You Can Confidently Buy in a Market Downturn [Summary]: Bear markets can make it tough for investors to figure out which stocks to buy. As stock indexes tumble, everything can look like a bad investment. Fortunately, market downturns also have the potential to create fantastic opportunities for all types of investors. [Headline]: Feds move to crack down on ‘excessive’ credit-card late fees [Summary]: The Consumer Financial Protection Bureau says its proposals could reduce late fees charged by credit-card providers by as much as $9 billion a year. [Headline]: The 7 Most Undervalued Blue-Chip Stocks to Buy in February 2023 [Summary]: Blue-chip stocks are recognized as being among the largest, most stable stocks an investor can own. And in this article, we’ll be looking at seven undervalued blue-chip stocks to consider now. Many pay a dividend that in many cases has been growing for several years. Better, these are the stocks that allow investors to rest easy during volatile times. That makes them an excellent choice for investors who are looking to stay in the market and protect their capital. Some of the top ones to conside From 2023-02-05 to 2023-02-12, AXP's stock price increased from 176.86 to 177.25. Company news during this period are listed below: [Headline]: American Express Taps Microsoft AI for New Expenses Tool [Summary]: Travel and expense companies are rushing to roll out new artificial intelligence tools and features, but it's hard to tell how much this is about game-changing tech compared to cashing in on the ChatGPT bandwagon. [Headline]: American Express Expands Relationship with Microsoft to Drive Innovation in Business Travel [Summary]: NEW YORK, February 09, 2023--American Express® (NYSE: AXP) is expanding its decades-long relationship with Microsoft to develop a suite of solutions built on Microsoft Cloud and AI technologies focused on reducing business travel friction for employees and businesses. The first solution developed through this collaboration will enhance the expense management process by addressing some of the pain points business travelers and expense processors face. [Headline]: 4 Warren Buffett-Approved Dividend Stocks to Buy Today [Summary]: Warren Buffett's long-term performance in the stock market is unmatched. Since becoming CEO of Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) in 1965, the company's stock has risen a staggering 2,419,900% and posted compound annual gains of more than 20% between 1965 and 2021. One of Buffett and Berkshire's keys to success is leaning on dividend stocks during turbulent times. [Headline]: Tracking Tweedy, Browne Portfolio - Q4 2022 Update [Summary]: Tweedy, Browne’s 13F portfolio value decreased from $2.27B to $1.88B this quarter. They increased Ionis Pharmaceuticals while reducing most of the other stakes. Read more here. [Headline]: What does the senior economist for a roughly $560 million lending platform carry in his wallet?  Just one single credit card — and we found out what it was, and why it’s the only one [Summary]: MarketWatch Picks has highlighted these products and services because we think readers will find them useful; the MarketWatch News staff is not involved in creating this content. Links in this content may result in us earning a commission, but our recommendations are independent of any compensation that we may receive. From 2023-02-12 to 2023-02-19, AXP's stock price decreased from 177.25 to 175.32. Company news during this period are listed below: [Headline]: Mario Gabelli Stock Picks for 2023: Top 15 [Summary]: In this piece, we will take a look at Mario Gabelli Stock Picks for 2023: Top 15. For more stocks, head on over to Mario Gabelli Stock Picks for 2023: Top 5. GAMCO Investors, Inc. is an American hedge fund that is headquartered in Rye, New York. It is one of the largest investment institutions […] [Headline]: Why This 1 Finance Stock Could Be a Great Addition to Your Portfolio [Summary]: Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service. [Headline]: American Express Company (AXP) The Bank of America Securities 2023 Financial Services Conference (Transcript) [Summary]: American Express Company (NYSE:NYSE:AXP) The Bank of America Securities 2023 Financial Services Conference Call January 15, 2023 9:40 AM ETCompany ParticipantsJeff Campbell - CFO and Vice... [Headline]: Fed Insider Makes a Case for Higher Interest-Rate Hikes [Summary]: Cleveland Fed President Loretta Mester rattled markets with a speech on monetary policy on Wednesday. Plus, investment newsletter commentary on Berkshire... [Headline]: 75% of Warren Buffett's Portfolio Is Invested in 5 Stocks: Here's the 1 That's Made Him the Most Money [Summary]: Warren Buffett once said, "Keep all your eggs in one basket, but watch that basket closely." Nearly all of the billionaire's net worth is in one stock: Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). A whopping 75% of Buffett's Berkshire portfolio is invested in just five stocks. [Basic Financials]: No basic financial reported. Based on all the information before 2023-02-19, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-02-19 to 2023-02-26). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express reported strong fourth-quarter results, indicating the resilience of its customer base. 2. The company is expanding its partnership with Microsoft to develop innovative solutions in the business travel sector. 3. Warren Buffett, a renowned investor, has shown confidence in dividend stocks, which can positively impact American Express. [Potential Concerns]: 1. The rise in delinquencies and the potential increase in late fee regulations could impact American Express' profitability. 2. The decrease in the stock price during the last week could be a concern for investors. [Prediction & Analysis]: Prediction: Down by 1-2% Analysis: Based on the positive developments mentioned above, American Express is well-positioned to benefit from its resilient customer base and collaborate with Microsoft to drive innovation in the business travel sector. Additionally, Warren Buffett's confidence in dividend stocks could attract investors to American Express. However, concerns over rising delinquencies and potential regulatory changes regarding credit card late fees could impact the company's profitability. Considering these factors, along with the recent decrease in stock price, it is expected that American Express' stock price may experience a slight downtrend of 1-2% in the upcoming week. This prediction is based on the potential concerns mentioned above and the overall market sentiment. Investors may choose to exercise caution and closely monitor the company's performance in the coming week.
2023-02-19 to 2023-02-26
down by 1-2%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-01-29 to 2023-02-05, AXP's stock price increased from 170.39 to 176.86. Company news during this period are listed below: [Headline]: Banks Brace for More Consumers to Fall Behind on Their Loans [Summary]: Delinquencies are rising, in some cases surpassing prepandemic levels, prompting banks to add to their rainy-day funds. [Headline]: Equity CEF Performances: Updated Through Jan. 27 [Summary]: It was a rather odd week for equity CEFs as up to a dozen or so funds that were beating SPY before this week at NAV, fell behind this last week. See why I rate BCX fund a buy. [Headline]: General Motors CFO on recession risk: We see ‘continued strength’ [Summary]: GM's CFO weighs in on the economic outlook. [Headline]: 1 of Warren Buffett's Favorite Stocks Just Provided Stellar Guidance for 2023 [Summary]: Despite widespread fears that a recession is coming, American Express management is more optimistic about the year ahead than analysts expected. [Headline]: The 7 Most Undervalued Blue-Chip Stocks to Buy in February 2023 [Summary]: Blue-chip stocks are recognized as being among the largest, most stable stocks an investor can own. And in this article, we’ll be looking at seven undervalued blue-chip stocks to consider now. Many pay a dividend that in many cases has been growing for several years. Better, these are the stocks that allow investors to rest easy during volatile times. That makes them an excellent choice for investors who are looking to stay in the market and protect their capital. Some of the top ones to conside From 2023-02-05 to 2023-02-12, AXP's stock price increased from 176.86 to 177.25. Company news during this period are listed below: [Headline]: Why American Express Jumped 18% in January [Summary]: Shares of consumer finance giant American Express (NYSE: AXP) soared 18% in January, according to data from S&P Global Market Intelligence. Rising interest rates in particular are affecting financial companies. In the 2022 fourth quarter, revenue increased 17% over last year, and billed volume increased 12%. [Headline]: Words That Trap: Growth, Value, Recession - Weekly Blog # 770 [Summary]: If one did a word count in the financial media, the three words most used would be “growth, value, and recession”. But these terms can be quite misleading. Read more here... [Headline]: Watch (And Learn From) Them, Test (And Challenge) Yourself [Summary]: There are many types of investors. Here are three very famous but very different types of investors. Click here for their top current picks. [Headline]: Why Does Costco Only Accept One Type of Credit Card? [Summary]: Costco is known for low prices, massive warehouses, and having arguably the most restrictive credit card policy of any major retailer. While Costco stores and gas stations accept most debit cards, they only accept Visa credit cards. Most other retailers accept credit cards from all the major payment networks, which include American Express, Discover, Mastercard, and Visa. [Headline]: Tracking Tweedy, Browne Portfolio - Q4 2022 Update [Summary]: Tweedy, Browne’s 13F portfolio value decreased from $2.27B to $1.88B this quarter. They increased Ionis Pharmaceuticals while reducing most of the other stakes. Read more here. From 2023-02-12 to 2023-02-19, AXP's stock price decreased from 177.25 to 175.32. Company news during this period are listed below: [Headline]: 12 Most Undervalued Dow Stocks To Buy According To Hedge Funds [Summary]: In this article, we will take a look at the 12 most undervalued dow stocks to buy according to hedge funds. To see more such companies, go directly to 5 Most Undervalued Dow Stocks To Buy According To Hedge Funds. The stock market bloodbath that started in 2022 has forced investors to shun the so-called […] [Headline]: American Express Co. stock outperforms market on strong trading day [Summary]: Shares of American Express Co. rose 1.16% to $181.33 Monday, on what proved to be an all-around great trading session for the stock market, with the S&P 500... [Headline]: American Express Company (NYSE:AXP) insiders sold US$9.3m worth of stock suggesting impending weakness. [Summary]: The fact that multiple American Express Company ( NYSE:AXP ) insiders offloaded a considerable amount of shares over... [Headline]: American Express Co. stock underperforms Friday when compared to competitors [Summary]: Shares of American Express Co. shed 0.36% to $177.30 Friday, on what proved to be an all-around mixed trading session for the stock market, with the Dow... [Headline]: Fed Insider Makes a Case for Higher Interest-Rate Hikes [Summary]: Cleveland Fed President Loretta Mester rattled markets with a speech on monetary policy on Wednesday. Plus, investment newsletter commentary on Berkshire... From 2023-02-19 to 2023-02-26, AXP's stock price decreased from 175.32 to 172.31. Company news during this period are listed below: [Headline]: Op-ed: Financials may get more love amid sustained higher interest rates [Summary]: After some decent gains this year, the financials sector could draw suitors aplenty from the investor crowd as 2023 progresses. [Headline]: American Express and the National Trust for Historic Preservation Launch Third Year of $1 Million Grant Program "Backing Historic Small Restaurants" [Summary]: NEW YORK, February 23, 2023--American Express (NYSE: AXP) and the National Trust for Historic Preservation today announced the third installment of the "Backing Historic Small Restaurants Grant Program," which will once again award $1 million collectively in grant funding to 25 recipients across the country. The grants will be funded by American Express and administered by the National Trust for Historic Preservation. [Headline]: 79% of Warren Buffett's $338 Billion Portfolio Is Invested in Just 6 Stocks [Summary]: Few, if any, investors have a larger following than Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) CEO Warren Buffett. Through the end of 2021, Berkshire Hathaway's Class A shares (BRK.A) delivered an aggregate return that was 120 times greater than that of the S&P 500, including dividends paid, since Buffett took over. With the exception of Berkshire Hathaway's annual shareholder meeting, the company's quarterly Form 13F filing is, arguably, the most anticipated event for shareholders and investing enthusiasts. [Headline]: AmEx Handles Market Pressure As Top Funds Scoop Up Shares In This Dow Stock [Summary]: While Visa tests support, American Express delivers on its 2022 growth plan, lifting AXP stock toward a new breakout. [Headline]: Warren Buffett's Berkshire Hathaway is the largest investor in these 8 stocks  [Summary]: Warren Buffett's earnings-linked letter to shareholders details dominant stakes in AmEx, BofA, two oil giants and more. [Basic Financials]: No basic financial reported. Based on all the information before 2023-02-26, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-02-26 to 2023-03-05). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express management is optimistic about the year ahead, providing stellar guidance for 2023. This positive sentiment indicates potential growth and success for the company. 2. American Express has launched a grant program to support historic small restaurants, demonstrating their commitment to local communities and social responsibility. [Potential Concerns]: 1. Multiple insiders at American Express have sold a considerable amount of shares, indicating a lack of confidence in the company's future performance. 2. The Federal Reserve's plans for higher interest rate hikes could impact financial companies like American Express, potentially leading to increased borrowing costs and reduced profitability. [Prediction & Analysis]: Prediction: Up by 2-3% Analysis: Based on the positive developments and potential concerns, as well as the recent stock price movement, I predict that American Express's stock price will increase by 2-3% in the upcoming week. The company's optimistic guidance for 2023 and commitment to supporting small businesses are positive factors that could contribute to investor confidence. Additionally, the overall stock market has been performing well, which could provide further momentum for AXP's stock price. However, the insider selling and the potential impact of higher interest rates should be monitored closely as they could create downward pressure on the stock. Nevertheless, the positive factors outweigh the concerns, leading to a more optimistic outlook for American Express in the next week.
2023-02-26 to 2023-03-05
up by 2-3%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-02-26 to 2023-03-05, AXP's stock price increased from 172.31 to 177.09. Company news during this period are listed below: [Headline]: Buffett Loves These 5 Dividend Blue Chips, And So Should You [Summary]: Warren Buffett's fortune is built on wonderful companies at fair to attractively valued held for the long term. Check out Buffett's five favorite companies. [Headline]: American Express Co. stock outperforms competitors despite losses on the day [Summary]: Shares of American Express Co. slumped 0.32% to $175.34 Thursday, on what proved to be an all-around favorable trading session for the stock market, with the... [Headline]: Unusual Call Option Trade in American Express (AXP) Worth $1,762.50K [Summary]: [Headline]: Is the 2023 Market Rally in Trouble? Here's What Warren Buffett Has to Say [Summary]: The Berkshire Hathaway CEO's latest letter to shareholders is a breath of fresh air amid a sea of volatility. [Headline]: 5 Warren Buffett Stocks That Regularly Make Over $5 Billion in Annual Profits [Summary]: Berkshire Hathaway has held a large equities portfolio for decades, which has served its shareholders well. [Basic Financials]: No basic financial reported. Based on all the information before 2023-03-05, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then let's assume your prediction for next week (2023-03-05 to 2023-03-12) is down by more than 5%+. Provide a summary analysis to support your prediction. The prediction result need to be inferred from your analysis at the end, and thus not appearing as a foundational factor of your analysis.[/INST]
[Positive Developments]: 1. American Express Co. is included in Warren Buffett's list of favorite dividend blue-chip companies. This endorsement from Buffett could increase investor confidence in the stock. 2. Despite losses on the day, American Express Co. stock outperformed its competitors during the trading session, indicating relative strength in the market. [Potential Concerns]: 1. The overall market rally is being questioned, raising concerns about potential volatility that could affect American Express Co.'s stock price. 2. No specific financials have been reported, making it difficult to assess the company's current financial performance and future prospects. [Prediction & Analysis]: Prediction: Down by more than 5% Analysis: Based on the positive developments and potential concerns mentioned above, as well as the recent stock price increase, it is likely that American Express Co.'s stock price will experience a correction in the upcoming week. The lack of reported financials and the uncertainty surrounding the market rally create additional downside risks. Investors may choose to take profits by selling their positions, especially considering that the stock has recently reached a new high. Furthermore, uncertainties in the market could lead to increased volatility, which might negatively impact American Express Co.'s stock price. Therefore, the prediction for the upcoming week is that American Express Co.'s stock price will decline by more than 5%+.
2023-03-05 to 2023-03-12
down by more than 5%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-02-19 to 2023-02-26, AXP's stock price decreased from 175.32 to 172.31. Company news during this period are listed below: [Headline]: American Express: Travel Driving Growth [Summary]: American Express is riding a secular trend, as total global travel revenue has grown but has yet to reach pre-pandemic levels. Click here for our take on AXP. [Headline]: Owl Rock Capital (ORCC) Q4 Earnings Beat, Revenues Rise Y/Y [Summary]: Owl Rock Capital Q4 results reflect record high net investment income on the back of increased portfolio average yield, partially offset by an increase in operating expenses. [Headline]: All 30 Dow stocks are falling, led by Boeing, Salesforce and Disney [Summary]: Shares of all 30 components of the Dow Jones Industrial Average are trading lower in Friday’s premarket, as Dow futures took a hit after strong consumer... [Headline]: Breaking down Warren Buffett's top holdings [Summary]: Warren Buffet's top holdings within Berkshire Hathaway (BRK-A) have consolidated over time. Berkshire Hathaway's top five holdings accounted for roughly 75% of the company's entire portfolio value, as of Dec. 31 2022, Apple (AAPL) is the largest holding accounting for 38.9% of the portfolio's value. Bank of America (BAC) represents 11.19% while Chevron (CVX) falls just under 10%. The majority of those purchases were made by Berkshire within the last decade, driving a more than 200% return for shareholders during that time period. Berkshire's fourth and fifth highest holdings are famous Buffett buys. Coca-Cola (KO), which Berkshire bought in 1988, represents 8.51% of the portfolio while American Express (AXP), an equity Buffett began buying in the 1960s, is 7.49% of Berkshire's portfolio value. Buffett bought Coca-Cola and Freddie Mac in 1988, telling investors they'd ideally hold them long term. "We expect to hold these securities for a long time," Buffett wrote to shareholders in 1988. "In fact, when we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever." Above Yahoo Finance's Josh Schafer breaks down Berkshire's top holdings. Key video takeaways: 0:15 Berkshire's top holdings 1:15 How certain Buffett picks have performed over the years [Headline]: Warren Buffett’s Berkshire Hathaway is the largest investor in these 8 stocks [Summary]: Warren Buffett's earnings-linked letter to shareholders details dominant stakes in AmEx, BofA, two oil giants and more. From 2023-02-26 to 2023-03-05, AXP's stock price increased from 172.31 to 177.09. Company news during this period are listed below: [Headline]: Better Buy: American Express or Discover Financial Services? [Summary]: Both of these credit card providers outperformed the market in 2022 and are up big so far this year. [Headline]: American Express Co. stock falls Monday, underperforms market [Summary]: Shares of American Express Co. sank 0.55% to $173.30 Monday, on what proved to be an all-around positive trading session for the stock market, with the S&P... [Headline]: Dow Jones Drops After Manufacturing Data; Elon Musk Readies For Tesla Investor Day [Summary]: The Dow Jones reversed lower Wednesday amid two manufacturing reports. Tesla CEO Elon Musk readied for an investor day at the Austin plant. [Headline]: Dow Jones Rises As 10-Year Treasury Yield Tops 4%; Tesla Plunges On Disappointing Investor Day [Summary]: The Dow Jones rose Thursday, as the 10-year Treasury yield topped 4%. Tesla stock plunged on a disappointing investor day. [Headline]: American Express Co. stock outperforms competitors despite losses on the day [Summary]: Shares of American Express Co. slumped 0.32% to $175.34 Thursday, on what proved to be an all-around favorable trading session for the stock market, with the... From 2023-03-05 to 2023-03-12, AXP's stock price decreased from 177.09 to 163.85. Company news during this period are listed below: [Headline]: American Express Co. stock falls Wednesday, underperforms market [Summary]: Shares of American Express Co. dropped 0.28% to $174.83 Wednesday, on what proved to be an all-around mixed trading session for the stock market, with the... [Headline]: Stocks moving in after hours: Silvergate Capital Corp, Signature Bank, American Express [Summary]: Yahoo Finance Live’s Seana Smith checks out several stocks trending in the after-hours trading session. [Headline]: Intel, American Express share gains lead Dow's 37-point climb [Summary]: Led by strong returns for shares of Intel and American Express, the Dow Jones Industrial Average is trading up Thursday morning. Shares of Intel and American... [Headline]: Dow Jones Futures Rise On Surprise Jump In Jobless Claims; Bitcoin Drops As Crypto Bank Silvergate Crashes 50% [Summary]: Dow Jones futures rose Thursday after jobless claims data. Bitcoin dropped, as crypto bank Silvergate Capital crashed 50% on liquidation. [Headline]: You're Probably Missing Out on These Credit Card Perks [Summary]: Credit cards can help you build credit and improve your credit score when used with care. Rewards credit cards can also earn you cash back, points, and miles. You could get a discount on eligible purchases or earn bonus rewards by using credit card offers made available to you through your credit card issuer. [Basic Financials]: No basic financial reported. Based on all the information before 2023-03-12, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then let's assume your prediction for next week (2023-03-12 to 2023-03-19) is down by more than 5%+. Provide a summary analysis to support your prediction. The prediction result need to be inferred from your analysis at the end, and thus not appearing as a foundational factor of your analysis.[/INST]
[Positive Developments]: 1. American Express is benefiting from the recovery in global travel revenue, indicating potential growth opportunities in the near future. 2. Warren Buffett's Berkshire Hathaway continues to hold a significant stake in American Express, highlighting the company's financial stability and long-term potential. [Potential Concerns]: 1. The overall decline in the stock market and the underperformance of American Express' stock compared to its competitors may raise concerns about its ability to outperform in the current market conditions. 2. The lack of reported basic financials may hinder investors' ability to evaluate the company's financial performance and make informed investment decisions. [Prediction & Analysis] Based on the positive developments and potential concerns, it is predicted that American Express' stock price will decrease by more than 5%+ in the upcoming week. The underperformance of the stock in recent weeks, coupled with the overall decline in the stock market, suggests a bearish sentiment towards the company. Furthermore, the absence of reported basic financials may further dampen investor confidence. It is advisable for investors to closely monitor the stock and market conditions before making any investment decisions.
2023-03-12 to 2023-03-19
down by more than 5%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-03-12 to 2023-03-19, AXP's stock price decreased from 163.85 to 154.77. Company news during this period are listed below: [Headline]: Top 5 Positions in Warren Buffett's Portfolio [Summary]: Warren Buffett is undeniably the most closely watched, highest-profile investor in modern history. Not surprisingly, investors relentlessly clamor to match his success by analyzing his portfolio, hoping to absorb even a tiny morsel of Buffett's investment genius. Despite his unparalleled success, Buffett's investment model has always been transparent, straightforward, and consistent. [Headline]: American Express delinquencies on consumer, small business card member loans tick up in February [Summary]: American Express Co. (AXP) disclosed Wednesday February data on delinquencies for its U.S. consumer and small business card member business, which showed increases from the last two months. For consumer card members, the number of loans that were 30 days past due, as percentage of total loans, was 1.1% in February, up from 1.0% in both January and December. For small business card members, the delinquency rate increased to 1.1% in February from 1.0% in January and 0.9% in December, while the net write-off rate was 1.1% last month, down from 1.2% in January but up from 1.0% in December. [Headline]: American Express CEO Says the Business Is ‘Firing on All Cylinders’ [Summary]: AmEx CEO Stephen Squeri weighs in on the turmoil in the banking sector, the company's recession plan, and the reason to buy the stock. [Headline]: 20 Popular Investor Websites for Dividend Paying Stocks [Summary]: In this article, we will be taking a look at 20 popular investor websites for dividend paying stocks. To skip our detailed analysis of dividend investing, you can go directly to see the 5 Popular Investor Websites for Dividend Paying Stocks. Investing in dividend stocks can be a smart way to generate passive income and […] [Headline]: Insiders at American Express Company (NYSE:AXP) sold US$19m worth of stock, possibly indicating weakness in the future [Summary]: In the last year, many American Express Company ( NYSE:AXP ) insiders sold a substantial stake in the company which may... [Basic Financials]: No basic financial reported. Based on all the information before 2023-03-19, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-03-19 to 2023-03-26). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express CEO Stephen Squeri stated that the business is "firing on all cylinders," indicating that the company is performing well overall. 2. American Express remains a dominant player in the financial services industry, with a strong reputation and market capitalization. [Potential Concerns]: 1. Delinquencies on consumer and small business card member loans increased in February, which may signal potential credit risks and financial stress for the company. 2. Insiders at American Express sold a substantial amount of stock, which could suggest a lack of confidence in the company's future performance. [Prediction & Analysis]: Prediction: Up by 2-3% Analysis: Based on the positive developments and potential concerns, as well as the given prediction of a 2-3% increase in stock price for the upcoming week, it is likely that the stock price of American Express (AXP) will experience a moderate upward movement. Despite the concerns surrounding delinquencies and insider selling, the CEO's positive remarks about the company's performance and its dominant position in the industry provide some assurance. It is important to monitor how American Express manages its credit risks and maintains its competitive position in the financial services sector.
2023-03-19 to 2023-03-26
up by 2-3%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-03-12 to 2023-03-19, AXP's stock price decreased from 163.85 to 154.77. Company news during this period are listed below: [Headline]: 8 Stocks That Warren Buffett Dominates [Summary]: Warren Buffett is arguably the most successful investor of all time. Through his holding company, Berkshire Hathaway (NYSE:BRK.B), the so-called “Oracle of Omaha” has amassed a huge investment portfolio that is today worth $333 billion. Warren Buffett is a classic value investor and discerning in his stock picks. He searches out companies that have a moat around their business and a durable competitive advantage. Additionally, he tends to focus on undervalued stocks, noted for his prescient stoc [Headline]: Salesforce, American Express share gains lead Dow's nearly 425-point rally [Summary]: The Dow Jones Industrial Average is rallying Tuesday morning with shares of Salesforce and American Express delivering the strongest returns for the... [Headline]: American Express, Salesforce share gains contribute to Dow's 75-point climb [Summary]: Powered by positive gains for shares of American Express and Salesforce, the Dow Jones Industrial Average is climbing Tuesday afternoon. Shares of American... [Headline]: All 30 Dow stocks are falling, led by financial sector members Goldman, Travelers, JPMorgan Chase [Summary]: The early big selloff in the Dow Jones Industrial Average is unanimous, as the stocks of all 30 components were trading lower. The biggest losers were... [Headline]: Vail Resorts Expands Share Repurchase By An Additional 2.5 Million Shares - Buyback Wednesdays [Summary]: Vail Resorts (MTN) expanded share repurchase by an additional 2.5 million shares to approximately 3.5 million shares. Click here to read more. From 2023-03-19 to 2023-03-26, AXP's stock price increased from 154.77 to 158.00. Company news during this period are listed below: [Headline]: Mario Gabelli Performance, Portfolio, and Top Picks [Summary]: In this article, we will take a look at the top stock picks of billionaire Mario Gabelli. If you want to explore similar stocks, you can also take a look at Mario Gabelli’s Top 5 Stock Picks. Mario Gabelli is a renowned American investor, financial analyst, and philanthropist who has made a name for himself […] [Headline]: Berkshire Adds a Provision for Directors: Buy the Stock [Summary]: Warren Buffett's company doesn't see diversity as a critical component of board selection. Now it wants directors to invest in Berkshire shares. [Headline]: American Express Plans Live Audio Webcast of First Quarter 2023 Earnings Conference Call [Summary]: NEW YORK, March 22, 2023--American Express Company (NYSE: AXP) plans to host a live audio webcast of its earnings conference call at 8:30 a.m. (ET) on Thursday, April 20, 2023, to discuss first-quarter 2023 financial results. [Headline]: American Express (AXP) Stock Moves -1.1%: What You Should Know [Summary]: American Express (AXP) closed at $162.75 in the latest trading session, marking a -1.1% move from the prior day. [Headline]: More millennials are turning 40 — and they're changing travel as we know it [Summary]: As more millennials turn 40, the travel industry is focusing on meeting their tech and wellness needs as well as their growing families. Some recent basic financials of AXP, reported at 2023-03-31, are presented below: [Basic Financials]: assetTurnoverTTM: 0.2614 bookValue: 25992 cashRatio: 0.2944926548987087 currentRatio: 0.7185 ebitPerShare: 2.9126 eps: 2.4409 ev: 246452.85 fcfPerShareTTM: 20.2611 grossMargin: 0.624 longtermDebtTotalAsset: 0.1744 longtermDebtTotalCapital: 0.2169 longtermDebtTotalEquity: 1.5827 netDebtToTotalCapital: 0.6532 netDebtToTotalEquity: 4.7667 netMargin: 0.1189 operatingMargin: 0.1419 payoutRatioTTM: 0.2247 pb: 4.7152 peTTM: 16.9489 pretaxMargin: 0.1419 psTTM: 2.1201 quickRatio: 0.7185 receivablesTurnoverTTM: 1.0476 roaTTM: 0.0327 roeTTM: 0.2955 roicTTM: 0.0412 rotcTTM: 0.0515 salesPerShare: 20.5309 sgaToSale: 0.376 totalDebtToEquity: 6.2969 totalDebtToTotalAsset: 0.694 totalDebtToTotalCapital: 0.863 totalRatio: 1.1239 Based on all the information before 2023-03-26, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-03-26 to 2023-04-02). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express Co experienced a stock price increase from 154.77 to 158.00 during the past week, indicating positive momentum in the market. 2. American Express Co was listed as one of the stocks dominated by Warren Buffett, a highly successful investor known for his value investing strategy. This recognition can bring attention and potential investor interest to the company. 3. American Express Co, along with Salesforce, contributed to a rally in the Dow Jones Industrial Average, indicating strong performance and market confidence in the company. [Potential Concerns]: 1. All 30 Dow stocks, including American Express Co, saw a significant selloff, with financial sector members being the biggest losers. This volatility in the market could impact the stock performance of American Express Co. 2. American Express Co experienced a slight decrease in stock price (-1.1%) in the latest trading session. This could indicate some short-term weakness or uncertainty in the market sentiment towards the company. [Prediction & Analysis]: Prediction: Up by 3-4% Analysis: Based on the positive developments and potential concerns mentioned above, there are several factors to consider for the upcoming week. Despite the slight decrease in the latest trading session, American Express Co had a overall positive week with a stock price increase. The recognition by Warren Buffett and the contribution to the Dow Jones rally add to the positive sentiment around the company. Additionally, the upcoming announcement of the first-quarter 2023 financial results through the live audio webcast could provide further insight into the company's performance, which could potentially influence investor sentiment. Considering these factors, it is reasonable to predict that American Express Co's stock price may continue its upward momentum in the upcoming week. Therefore, the prediction for the stock price movement of American Express Co for the next week (2023-03-26 to 2023-04-02) is up by 3-4%. Please note that this prediction is based on the analysis of the available information and is subject to various market conditions and unforeseen events that can impact stock prices. It is important to conduct further research and analysis before making any investment decisions.
2023-03-26 to 2023-04-02
up by 3-4%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-03-05 to 2023-03-12, AXP's stock price decreased from 177.09 to 163.85. Company news during this period are listed below: [Headline]: Citigroup: The Clear Value Pick In Big Banking (Rating Upgrade) [Summary]: Citigroup has been underperforming the big money-center banks for some time. See why I upgrade C stock to a buy. [Headline]: Dow Jones Futures Rise On Surprise Jump In Jobless Claims; Bitcoin Drops As Crypto Bank Silvergate Crashes 50% [Summary]: Dow Jones futures rose Thursday after jobless claims data. Bitcoin dropped, as crypto bank Silvergate Capital crashed 50% on liquidation. [Headline]: American Express Co. stock falls Thursday, still outperforms market [Summary]: Shares of American Express Co. shed 1.55% to $172.12 Thursday, on what proved to be an all-around rough trading session for the stock market, with the S&P... [Headline]: You're Probably Missing Out on These Credit Card Perks [Summary]: Credit cards can help you build credit and improve your credit score when used with care. Rewards credit cards can also earn you cash back, points, and miles. You could get a discount on eligible purchases or earn bonus rewards by using credit card offers made available to you through your credit card issuer. [Headline]: Dow drops 359 points on losses for Caterpillar, American Express stocks [Summary]: Behind declines for shares of Caterpillar and American Express, the Dow Jones Industrial Average is in selloff mode Friday afternoon. The Dow was most... From 2023-03-12 to 2023-03-19, AXP's stock price decreased from 163.85 to 154.77. Company news during this period are listed below: [Headline]: Top 5 Positions in Warren Buffett's Portfolio [Summary]: Warren Buffett is undeniably the most closely watched, highest-profile investor in modern history. Not surprisingly, investors relentlessly clamor to match his success by analyzing his portfolio, hoping to absorb even a tiny morsel of Buffett's investment genius. Despite his unparalleled success, Buffett's investment model has always been transparent, straightforward, and consistent. [Headline]: AXP vs. MCO: Which Stock Is the Better Value Option? [Summary]: AXP vs. MCO: Which Stock Is the Better Value Option? [Headline]: 3 Highly Ranked Large-Cap Stocks for Investors to Buy [Summary]: Using one of Zacks many premium screens I was able to identify three large cap stocks with strong near term expectations, and reasonable valuations [Headline]: All 30 Dow stocks are falling, led by financial sector members Goldman, Travelers, JPMorgan Chase [Summary]: The early big selloff in the Dow Jones Industrial Average is unanimous, as the stocks of all 30 components were trading lower. The biggest losers were... [Headline]: American Express Co. stock outperforms competitors despite losses on the day [Summary]: Shares of American Express Co. slipped 2.50% to $159.81 Wednesday, on what proved to be an all-around rough trading session for the stock market, with the... From 2023-03-19 to 2023-03-26, AXP's stock price increased from 154.77 to 158.00. Company news during this period are listed below: [Headline]: Mario Gabelli Performance, Portfolio, and Top Picks [Summary]: In this article, we will take a look at the top stock picks of billionaire Mario Gabelli. If you want to explore similar stocks, you can also take a look at Mario Gabelli’s Top 5 Stock Picks. Mario Gabelli is a renowned American investor, financial analyst, and philanthropist who has made a name for himself […] [Headline]: 2 Stocks That Make Up Berkshire Hathaway's Secret Sauce, According to the Annual Shareholder Letter [Summary]: Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) deploys that approach, and Apple makes up more than 44% of the company's overall portfolio. Berkshire's strategy over the years has been simply to buy and hold. Berkshire released its annual report last month, which featured Buffett's letter to shareholders. [Headline]: American Express (AXP) Stock Moves -1.1%: What You Should Know [Summary]: American Express (AXP) closed at $162.75 in the latest trading session, marking a -1.1% move from the prior day. [Headline]: American Express Co. stock rises Thursday, still underperforms market [Summary]: Shares of American Express Co. inched 0.01% higher to $162.76 Thursday, on what proved to be an all-around great trading session for the stock market, with... [Headline]: Top Analyst Reports for Eli Lilly, Honeywell International & American Express [Summary]: Today's Research Daily features new research reports on 16 major stocks, including Eli Lilly and Co. (LLY), Honeywell International Inc. (HON) and American Express Co. (AXP). From 2023-03-26 to 2023-04-02, AXP's stock price increased from 158.00 to 163.11. Company news during this period are listed below: [Headline]: American Express Co. stock underperforms Monday when compared to competitors despite daily gains [Summary]: Shares of American Express Co. rose 2.09% to $163.12 Monday, on what proved to be an all-around positive trading session for the stock market, with the S&P... [Headline]: 3 Top Growth Stocks to Sell Now for Profit-Taking [Summary]: Knowing when to sell a stock is important. Selling at the right time can ensure that your profits are maximized and help your portfolio’s profits compound over time. While there are many rules of thumb around when to sell a stock, a general rule is that it is a good idea to lock in your profits after a stock has climbed 20% -25%. However, in volatile times such as now, it can be smart to lock in any profits as markets gyrate up and down. While it can be difficult to time the market, it is easy t [Headline]: Intel, American Express share gains lead Dow's 239-point climb [Summary]: Shares of Intel and American Express are trading higher Wednesday afternoon, sending the Dow Jones Industrial Average into positive territory. Shares of... [Headline]: Is American Express Stock a Buy? [Summary]: In addition to the thumping that fintech stocks took starting in late 2021 and throughout 2022, the recent banking turmoil might cause investors to completely ignore any businesses with ties to the financial services industry. With that being said, a leading financial stock to consider buying right now is American Express (NYSE: AXP). American Express' card loan net write-off rate was 1.1%, up from 0.6% in Q4 2021. [Headline]: 87% of Warren Buffett's More Than $6.1 Billion in Dividend Income Comes From These 7 Stocks [Summary]: Over $5.3 billion of Berkshire Hathaway's $6.14 billion in annual dividends will be collected this year from just seven brand-name companies. Some recent basic financials of AXP, reported at 2023-03-31, are presented below: [Basic Financials]: assetTurnoverTTM: 0.2614 bookValue: 25992 cashRatio: 0.2944926548987087 currentRatio: 0.7185 ebitPerShare: 2.9126 eps: 2.4409 ev: 246452.85 fcfPerShareTTM: 20.2611 grossMargin: 0.624 longtermDebtTotalAsset: 0.1744 longtermDebtTotalCapital: 0.2169 longtermDebtTotalEquity: 1.5827 netDebtToTotalCapital: 0.6532 netDebtToTotalEquity: 4.7667 netMargin: 0.1189 operatingMargin: 0.1419 payoutRatioTTM: 0.2247 pb: 4.7152 peTTM: 16.9489 pretaxMargin: 0.1419 psTTM: 2.1201 quickRatio: 0.7185 receivablesTurnoverTTM: 1.0476 roaTTM: 0.0327 roeTTM: 0.2955 roicTTM: 0.0412 rotcTTM: 0.0515 salesPerShare: 20.5309 sgaToSale: 0.376 totalDebtToEquity: 6.2969 totalDebtToTotalAsset: 0.694 totalDebtToTotalCapital: 0.863 totalRatio: 1.1239 Based on all the information before 2023-04-02, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-04-02 to 2023-04-09). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express Co continues to be recognized as a leading entity in the Financial Services sector. 2. Despite market turbulence, the company has outperformed competitors and the market at times. [Potential Concerns]: 1. The stock has experienced a consistent decline in price over the past few weeks. 2. The recent selloff in the Dow Jones Industrial Average, led by declines in American Express stocks, may indicate market concerns or investor sentiment regarding the company. [Prediction & Analysis]: Prediction: Down by 3-4% Analysis: Based on the positive developments and potential concerns, as well as the recent decline in stock price, it is likely that American Express Co's stock price will continue to decrease in the upcoming week. The trend of underperforming the market and the potential concerns highlighted suggest a bearish outlook for the stock. Additionally, market turbulence and potential negative sentiment towards the financial services industry may further impact the stock price. Therefore, a 3-4% decrease in stock price is expected for the upcoming week.
2023-04-02 to 2023-04-09
down by 3-4%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-03-19 to 2023-03-26, AXP's stock price increased from 154.77 to 158.00. Company news during this period are listed below: [Headline]: Should You Follow Warren Buffett into Dividend Stocks? [Summary]: Warren Buffett is known for his investment success. Buffett's strategy includes many key elements. Dividends bring you income every year -- no matter what the particular stock or the general market is doing. [Headline]: 3 Stocks Democratic Congressmen Are Quietly Buying Now [Summary]: In this article, we’ll look at what stocks Democratic congressmen are buying. The reason? Simple. Many investors believe U.S. lawmakers have the inside track regarding the stock market. Hence, stock pickers are increasingly monitoring their trades to see if they fit their investment profile. Last September, former House Speaker Nancy Pelosi announced that the Senate would soon pass a bill prohibiting members of Congress from trading single stocks. But come 2023, Democrats are no longer in power [Headline]: American Express Co. stock outperforms competitors despite losses on the day [Summary]: Shares of American Express Co. slid 1.10% to $162.75 Wednesday, on what proved to be an all-around dismal trading session for the stock market, with the S&P... [Headline]: 3 No-Brainer Warren Buffett Stocks to Buy Right Now [Summary]: When it comes to investing, there are few names as synonymous with success as Warren Buffett. Since taking the reins at Berkshire Hathaway in 1965, Buffett has delivered mind-blowing returns. In fact, a $100 investment in Berkshire Hathaway when he took over would have turned into $2.4 million today. [Headline]: More millennials are turning 40 — and they're changing travel as we know it [Summary]: As more millennials turn 40, the travel industry is focusing on meeting their tech and wellness needs as well as their growing families. From 2023-03-26 to 2023-04-02, AXP's stock price increased from 158.00 to 163.11. Company news during this period are listed below: [Headline]: 3 No-Brainer Warren Buffett Stocks to Buy Right Now [Summary]: When it comes to investing, there are few names as synonymous with success as Warren Buffett. Since taking the reins at Berkshire Hathaway in 1965, Buffett has delivered mind-blowing returns. In fact, a $100 investment in Berkshire Hathaway when he took over would have turned into $2.4 million today. [Headline]: 3 Warren Buffett Stocks to Buy to Sleep Easy at Night [Summary]: Many people find investing in the stock market intimidating, given the sheer number of possibilities, and no assurance of return. Of course, there are plenty of money manager out there, willing to help individuals along, for a price. Warren Buffett is among the best investors of all time, providing access to a conglomerate of world-class companies with no fees attached. Warren Buffett’s Berkshire Hathaway (NYSE:BRK-B) is a long-term equity holding vehicle, holding some of the best stocks in the [Headline]: American Express (AXP) Jumps 10.4% YTD: More Upside Left? [Summary]: American Express' (AXP) strong financials are positioning the company for expedited growth. [Headline]: Warren Buffett's 4 Foundational Criteria for Major Investments, Revealed [Summary]: The Oracle of Omaha's formula for seeking out major equity holdings was revealed nearly a half-century ago. [Headline]: This Top Financial Stock Has a Magnificent Business Model: Time to Buy? [Summary]: Investing in the financial services industry can be difficult given the often complex and opaque business models. One such enterprise is American Express (NYSE: AXP), a global leader in the credit card industry. From 2023-04-02 to 2023-04-09, AXP's stock price decreased from 163.11 to 157.64. Company news during this period are listed below: [Headline]: 3 Financial Stocks That Are Likely to Survive This Mess [Summary]: Not every company in the financial industry is equally exposed to the risks affecting several banks. [Headline]: Why Amex’s UK boss Hannah Lewis swapped high-heeled power dressing for jeans [Summary]: Being authentic means trusting colleagues to work from home 100% of the time if they want, Lewis tells FN [Headline]: 3 Cheap Dividend Stocks to Buy In April [Summary]: Three stocks that are trading at price-to-earnings multiples of less than 20 and are excellent income-generating investments are Verizon Communications (NYSE: VZ), American Express (NYSE: AXP), and Pfizer (NYSE: PFE). One of the best deals out there for dividend investors right now is Verizon's stock. [Headline]: American Express (AXP) Dips More Than Broader Markets: What You Should Know [Summary]: In the latest trading session, American Express (AXP) closed at $161.08, marking a -0.91% move from the previous day. [Headline]: American Express Co. stock underperforms Thursday when compared to competitors [Summary]: Shares of American Express Co. shed 1.40% to $158.83 Thursday, on what proved to be an all-around positive trading session for the stock market, with the S&P... Some recent basic financials of AXP, reported at 2023-03-31, are presented below: [Basic Financials]: assetTurnoverTTM: 0.2614 bookValue: 25992 cashRatio: 0.2944926548987087 currentRatio: 0.7185 ebitPerShare: 2.9126 eps: 2.4409 ev: 246452.85 fcfPerShareTTM: 20.2611 grossMargin: 0.624 longtermDebtTotalAsset: 0.1744 longtermDebtTotalCapital: 0.2169 longtermDebtTotalEquity: 1.5827 netDebtToTotalCapital: 0.6532 netDebtToTotalEquity: 4.7667 netMargin: 0.1189 operatingMargin: 0.1419 payoutRatioTTM: 0.2247 pb: 4.7152 peTTM: 16.9489 pretaxMargin: 0.1419 psTTM: 2.1201 quickRatio: 0.7185 receivablesTurnoverTTM: 1.0476 roaTTM: 0.0327 roeTTM: 0.2955 roicTTM: 0.0412 rotcTTM: 0.0515 salesPerShare: 20.5309 sgaToSale: 0.376 totalDebtToEquity: 6.2969 totalDebtToTotalAsset: 0.694 totalDebtToTotalCapital: 0.863 totalRatio: 1.1239 Based on all the information before 2023-04-09, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-04-09 to 2023-04-16). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express Co has been highlighted as a Warren Buffett stock, which may attract investor confidence and interest. 2. The company's strong financials position it for expedited growth and make it a likely survivor in the current market conditions. [Potential Concerns]: 1. The recent decrease in AXP's stock price may indicate some volatility or weakness in the market. 2. The underperformance of AXP compared to competitors and the overall positive trading session for the stock market might raise concerns about the company's ability to capitalize on market opportunities. [Prediction & Analysis]: Prediction: Up by 2-3% Analysis: Based on the positive developments and potential concerns, as well as the recent decrease in stock price, it is predicted that AXP's stock price will slightly increase by 2-3% in the upcoming week. This prediction is supported by the company's strong financials, which position it for growth, and the market's recognition of AXP as a Warren Buffett stock, which could attract investor interest. However, the potential concerns and recent underperformance compared to competitors should be considered as potential risks that could impact the stock price movement. Overall, a slight increase is expected, but investors should monitor the market conditions and company news closely for any significant changes in the upcoming week.
2023-04-09 to 2023-04-16
up by 2-3%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-03-26 to 2023-04-02, AXP's stock price increased from 158.00 to 163.11. Company news during this period are listed below: [Headline]: Dow's 250-point climb highlighted by gains for shares of Intel, American Express [Summary]: Led by strong returns for shares of Intel and American Express, the Dow Jones Industrial Average is climbing Wednesday morning. Shares of Intel and American... [Headline]: Dow's 331-point rally led by gains in shares of Intel, American Express [Summary]: The Dow Jones Industrial Average is rallying Wednesday afternoon with shares of Intel and American Express delivering the strongest returns for the... [Headline]: Warren Buffett's 4 Foundational Criteria for Major Investments, Revealed [Summary]: The Oracle of Omaha's formula for seeking out major equity holdings was revealed nearly a half-century ago. [Headline]: American Express Co. stock outperforms competitors on strong trading day [Summary]: Shares of American Express Co. advanced 1.56% to $164.95 Friday, on what proved to be an all-around great trading session for the stock market, with the S&P... [Headline]: Tipping in the United States has gotten out of control, experts say. Here's why [Summary]: Tipping in the U.S. is on the rise to such a degree that experts call it "tipflation." With Americans being pressured to tip more, where's the tipping point? From 2023-04-02 to 2023-04-09, AXP's stock price decreased from 163.11 to 157.64. Company news during this period are listed below: [Headline]: AXP or MCO: Which Is the Better Value Stock Right Now? [Summary]: AXP vs. MCO: Which Stock Is the Better Value Option? [Headline]: The best credit cards for booking Airbnb, VRBO and more: Get rewarded for your next vacation rental [Summary]: Homestay sites rarely have useful loyalty programs but with the right credit card rewards, you can save money on your next vacation rental. [Headline]: 12 Best Dow Stocks To Buy Right Now [Summary]: In this article, we will take a look at 12 best Dow stocks to buy right now. If you want to see some more of the best Dow stocks to buy, go directly to the 5 Best Dow Stocks To Buy Right Now. The Dow Jones Industrial Average (DJIA) is a widely recognized stock market […] [Headline]: The Best Warren Buffett Stocks to Buy With $300 Right Now [Summary]: Berkshire Hathaway, the holding company managed by legendary investor Warren Buffett, outperformed the market in 2022, as it does a majority of the time. If you have $300 available to invest after paying off any debt and saving for an emergency fund, Nu Holdings (NYSE: NU), Floor & Decor (NYSE: FND), and American Express (NYSE: AXP) are three top Buffett stocks to invest in right now. [Headline]: American Express: Down 11% In A Month, Maybe Unfairly [Summary]: American Express stock has fallen 11% since March 6, and has significantly underperformed Mastercard and Visa over the past year. Find out why AXP stock is a Hold. From 2023-04-09 to 2023-04-16, AXP's stock price increased from 157.64 to 162.00. Company news during this period are listed below: [Headline]: American Express Company (NYSE:AXP) is favoured by institutional owners who hold 65% of the company [Summary]: Key Insights Significantly high institutional ownership implies American Express' stock price is sensitive to their... [Headline]: American Express Co. stock rises Tuesday, outperforms market [Summary]: Shares of American Express Co. inched 0.43% higher to $161.83 Tuesday, on what proved to be an all-around mixed trading session for the stock market, with... [Headline]: American Express (AXP) Stock Moves 0.43%: What You Should Know [Summary]: American Express (AXP) closed the most recent trading day at $161.83, moving +0.43% from the previous trading session. [Headline]: Delta Air Lines posts quarterly loss but forecasts profit as peak travel season approaches [Summary]: Delta forecast revenue growth and adjusted profit for the second quarter that were ahead of analysts' estimates. [Headline]: CNBC Daily Open: Don’t be misled by the big banks [Summary]: On Friday three big U.S. banks reported better-than-expected first-quarter earnings. But investors realized this wasn't an unambiguously good sign for markets. [Basic Financials]: No basic financial reported. Based on all the information before 2023-04-16, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-04-16 to 2023-04-23). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express Co's stock price has shown recent strength, with gains highlighted in multiple trading sessions and outperforming competitors. 2. The company is favored by institutional owners, with 65% of the company being held by them. [Potential Concerns]: 1. American Express Co's stock has fallen 11% since March 6 and has significantly underperformed Mastercard and Visa over the past year. 2. Lack of basic financials available for analysis. [Prediction & Analysis]: Prediction: Up by 0-1% Analysis: Based on the positive developments and potential concerns, coupled with the recent increase in stock price, it is likely that American Express Co's stock price will continue its upward trend in the upcoming week. The positive news surrounding the company, including it outperforming competitors and institutional ownership, suggests investor confidence. However, it is important to note the potential concerns, such as underperformance compared to competitors. Taking into consideration all these factors, the prediction for the stock price movement for the upcoming week is a modest increase of 0-1%.
2023-04-16 to 2023-04-23
up by 0-1%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-04-02 to 2023-04-09, AXP's stock price decreased from 163.11 to 157.64. Company news during this period are listed below: [Headline]: Great Rally, Yet We Started Hedging, Why? I Explain [Summary]: It is easy to feel like a genius when stocks are rallying. Learn more about how to keep your feet on the ground by understanding the market rhythm. [Headline]: Are Finance Stocks Lagging ACRES Commercial Realty (ACR) This Year? [Summary]: Here is how ACRES Commercial (ACR) and American Express (AXP) have performed compared to their sector so far this year. [Headline]: The Best Warren Buffett Stocks to Buy With $300 Right Now [Summary]: Berkshire Hathaway, the holding company managed by legendary investor Warren Buffett, outperformed the market in 2022, as it does a majority of the time. If you have $300 available to invest after paying off any debt and saving for an emergency fund, Nu Holdings (NYSE: NU), Floor & Decor (NYSE: FND), and American Express (NYSE: AXP) are three top Buffett stocks to invest in right now. [Headline]: American Express (AXP) Dips More Than Broader Markets: What You Should Know [Summary]: In the latest trading session, American Express (AXP) closed at $161.08, marking a -0.91% move from the previous day. [Headline]: American Express: Down 11% In A Month, Maybe Unfairly [Summary]: American Express stock has fallen 11% since March 6, and has significantly underperformed Mastercard and Visa over the past year. Find out why AXP stock is a Hold. From 2023-04-09 to 2023-04-16, AXP's stock price increased from 157.64 to 162.00. Company news during this period are listed below: [Headline]: American Express: Down 11% In A Month, Maybe Unfairly [Summary]: American Express stock has fallen 11% since March 6, and has significantly underperformed Mastercard and Visa over the past year. Find out why AXP stock is a Hold. [Headline]: American Express: A Business Worth Owning For A Lifetime [Summary]: American Express has proven itself to have a strong business model due to the wealthy nature of their consumer base. Click here to see our take on AXP stock. [Headline]: If I Could Only Buy 2 Dividend Stocks In April 2023 [Summary]: In this article, I will introduce you to my two top dividend picks of the month, which I currently consider attractive due to various factors. Read more here. [Headline]: American Express Co. stock rises Tuesday, outperforms market [Summary]: Shares of American Express Co. inched 0.43% higher to $161.83 Tuesday, on what proved to be an all-around mixed trading session for the stock market, with... [Headline]: Delta Air Lines posts quarterly loss but forecasts profit as peak travel season approaches [Summary]: Delta forecast revenue growth and adjusted profit for the second quarter that were ahead of analysts' estimates. From 2023-04-16 to 2023-04-23, AXP's stock price increased from 162.00 to 162.55. Company news during this period are listed below: [Headline]: JP Morgan Maintains American Express (AXP) Neutral Recommendation [Summary]: [Headline]: American Express 1Q Revenue Rises as Americans Keep Spending [Summary]: By Will Feuer American Express Co. posted a 22% jump in revenue for the first three months of the year as Americans kept spending, particularly on travel,... [Headline]: American Express CEO: Analysts got it wrong, we had a 'good' quarter [Summary]: Amex had a solid quarter, but will have some explaining to do to Wall Street analysts. [Headline]: Jobless Claims Higher, Philly Fed & AmEx Lower [Summary]: Continuing Jobless Claims ratcheted up to 1.865 million -- the highest single-week read since November 2021. [Headline]: U.S. company comments suggest upbeat demand despite gloomy forecasts [Summary]: Investors worried the U.S. could be on the brink of a recession may be relieved by some early comments from company executives this earnings season suggesting demand remains strong and any potential downturn will likely be mild. American Express Co's chief financial officer was among the latest to offer a relatively buoyant outlook for the U.S. economy, telling Reuters on Thursday that customers are showing resilience and that he has yet to see any signs of a recession. The credit card company reported quarterly earnings that missed analysts' expectations, however, as it kept aside a large sum to cover potential defaults. [Basic Financials]: No basic financial reported. Based on all the information before 2023-04-23, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AXP stock price movement for next week (2023-04-23 to 2023-04-30). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. American Express reported a 22% jump in revenue for the first quarter of the year, indicating strong consumer spending, particularly on travel. 2. American Express CEO stated that the company had a "good" quarter, suggesting overall positive performance. [Potential Concerns]: 1. American Express stock has fallen 11% since March 6 and significantly underperformed competitors Mastercard and Visa over the past year. 2. American Express set aside a large sum to cover potential defaults, which may indicate concerns about credit risks. [Prediction & Analysis]: Prediction: Down by 1-2% Analysis: Based on the positive developments and potential concerns, as well as the provided prediction for a 1-2% decrease in stock price for the upcoming week, it is likely that American Express's stock price will experience a slight decline. The positive developments, such as strong revenue growth and a CEO's positive assessment, may provide some support. However, the concerns regarding stock underperformance and the need to set aside reserves for potential defaults may weigh on investor sentiment. Additionally, the overall market conditions and economic factors should also be considered in determining the stock price movement. Therefore, it is reasonable to predict a minor decrease in American Express's stock price for the upcoming week.
2023-04-23 to 2023-04-30
down by 1-2%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: American Express Co is a leading entity in the Financial Services sector. Incorporated and publicly traded since 1977-05-18, the company has established its reputation as one of the key players in the market. As of today, American Express Co has a market capitalization of 122072.16 in USD, with 728.75 shares outstanding. American Express Co operates primarily in the US, trading under the ticker AXP on the NEW YORK STOCK EXCHANGE, INC.. As a dominant force in the Financial Services space, the company continues to innovate and drive progress within the industry. From 2023-04-02 to 2023-04-09, AXP's stock price decreased from 163.11 to 157.64. Company news during this period are listed below: [Headline]: American Express Co. stock falls Monday, underperforms market [Summary]: Shares of American Express Co. sank 0.71% to $163.78 Monday, on what proved to be an all-around favorable trading session for the stock market, with the S&P... [Headline]: 12 Best Dow Stocks To Buy Right Now [Summary]: In this article, we will take a look at 12 best Dow stocks to buy right now. If you want to see some more of the best Dow stocks to buy, go directly to the 5 Best Dow Stocks To Buy Right Now. The Dow Jones Industrial Average (DJIA) is a widely recognized stock market […] [Headline]: American Express Co. stock falls Wednesday, underperforms market [Summary]: Shares of American Express Co. shed 0.54% to $161.08 Wednesday, on what proved to be an all-around mixed trading session for the stock market, with the Dow... [Headline]: American Express (AXP) Dips More Than Broader Markets: What You Should Know [Summary]: In the latest trading session, American Express (AXP) closed at $161.08, marking a -0.91% move from the previous day. [Headline]: 3 Warren Buffett Stocks to Buy as the Market Recovers [Summary]: Warren Buffett stocks only seem to get hotter in down markets. Even though the bears may scoff, recall that after all the press, no huge crisis materialized. Bullish, conservative investors should buy some Warren Buffett stocks on weakness at this point. Also noteworthy is that the Oracle of Omaha’s Berkshire Hathaway (NYSE:BRK.A,NYSE: BRK.B) bought the shares of many cyclical companies throughout 2022.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Among the cyclical names that B From 2023-04-09 to 2023-04-16, AXP's stock price increased from 157.64 to 162.00. Company news during this period are listed below: [Headline]: American Express: A Business Worth Owning For A Lifetime [Summary]: American Express has proven itself to have a strong business model due to the wealthy nature of their consumer base. Click here to see our take on AXP stock. [Headline]: Walt Disney, American Express share losses lead Dow's 61-point fall [Summary]: Behind declines for shares of Walt Disney and American Express, the Dow Jones Industrial Average is down Wednesday afternoon. The Dow was most recently... [Headline]: 7 Blue-Chip Stocks That Are Crushing the Market in 2023 [Summary]: Most readers will be aware of the virtues blue-chip stocks possess: They’re large, well-established companies with a financially sound business that lends great credibility to their equity in general. These companies are household names with track records of steady growth and operational profitability in some cases over decades. They’ve weathered economic cyclicality and the recessions that come with it, making them particularly timely. We’re exploring those blue-chip stocks that beat the market [Headline]: Analysts Estimate American Express (AXP) to Report a Decline in Earnings: What to Look Out for [Summary]: American Express (AXP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. [Headline]: American Express Co. stock outperforms market on strong trading day [Summary]: Shares of American Express Co. advanced 1.89% to $162.30 Thursday, on what proved to be an all-around favorable trading session for the stock market, with... From 2023-04-16 to 2023-04-23, AXP's stock price increased from 162.00 to 162.55. Company news during this period are listed below: [Headline]: Heading to NYC? This Rewards Program Is a Must for Cheap Broadway Tickets [Summary]: Travel isn't as fun without good entertainment. In NYC, that often means Broadway -- which also means this popular rewards program. Here's what to know. [Headline]: American Express set aside $1.1 billion in loan loss provisions in Q1 earnings [Summary]: Yahoo Finance Live discusses a slight drop in American Express stock after Q1 earnings showed that the company set aside $1.1 billion in loan loss provisions which was above investor expectations. [Headline]: If You Like Dividends, You Should Love These 3 Stocks [Summary]: Investors looking for regular payouts from the holdings in their portfolios should consider these popular businesses. [Headline]: Good Stocks To Buy Right Now? 2 Dow Jones Stocks To Know [Summary]: Do you have these dow jones stocks on your watchlist today? [Headline]: The economic mood and other investing stories you may have missed this week [Summary]: There are some key changes happening in the markets. From 2023-04-23 to 2023-04-30, AXP's stock price decreased from 162.55 to 160.13. Company news during this period are listed below: [Headline]: 6 times you should redeem points and miles rather than pay cash [Summary]: Deciding when to use points and miles versus cash is not always an easy decision. [Headline]: Visa Beats on Results. Shares Rise. [Summary]: Quarterly earnings per share for the card company rose 17% year over year, to $2.09, beating the $1.99 average forecast [Headline]: Visa Stock Gains After Hours As Earnings, Revenue Top Views; Is Visa Stock A Buy? [Summary]: Visa's strong earnings track record and growing institutional interest make it a stock to watch. Is Visa stock a buy now? [Headline]: Mastercard Beat Shows Households Are Spending More on Travel. The Stock Rises. [Summary]: Revenue was up from a year earlier. Profit was down but still beat analysts' expectations. [Headline]: Mastercard: Strong Earnings And Attractive For The Long-Term Investor [Summary]: Mastercard beat earnings amid much uncertainty in the overall economy. Read how buybacks and expanding the brand into new markets may help drive MA's growth. [Basic Financials]: No basic financial reported. Based on all the information before 2023-04-30, let's first analyze the positive developments and potential concerns for AXP. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then let's assume your prediction for next week (2023-04-30 to 2023-05-07) is down by more than 5%+. Provide a summary analysis to support your prediction. The prediction result need to be inferred from your analysis at the end, and thus not appearing as a foundational factor of your analysis.[/INST]
[Positive Developments]: 1. American Express Co. stock outperformed the market on a strong trading day. 2. American Express set aside $1.1 billion in loan loss provisions in Q1 earnings, indicating proactive risk management. [Potential Concerns]: 1. American Express stock fell on multiple occasions, underperforming the market. 2. The stock price decreased from the previous week. [Prediction & Analysis]: Prediction: Down by more than 5% Analysis: Based on the positive developments and potential concerns, as well as the recent trend of the stock price declining, it is likely that American Express Co's stock price will continue to decrease by more than 5%+ in the upcoming week (2023-04-30 to 2023-05-07). The underperformance in the market, combined with the downward trend and potential concerns about the company's financials, indicates a bearish sentiment among investors. It would be wise for investors to exercise caution and closely monitor the stock's performance.
2023-04-30 to 2023-05-07
down by more than 5%
AXP
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-01-08 to 2023-01-15, AMGN's stock price decreased from 265.98 to 262.63. Company news during this period are listed below: [Headline]: Amgen Inc. stock outperforms competitors despite losses on the day [Summary]: Shares of Amgen Inc. slid 1.85% to $270.12 Monday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index... [Headline]: Will 2023 be the year that pharma M&A makes a comeback? [Summary]: A handful of acquisitions this week point to a more deal-friendly year for biopharma and biotech companies. [Headline]: Amgen (AMGN) Gains But Lags Market: What You Should Know [Summary]: Amgen (AMGN) closed at $271.73 in the latest trading session, marking a +0.3% move from the prior day. [Headline]: Amgen: Dividend Growth Secure But Keep An Eye On Debt, Margins [Summary]: Amgen has been able to grow dividends at a rate of 11% over the past 5 years. Read more to know why AMGN stock is a hold at its current valuation. [Headline]: 25 Biggest California Companies and Stocks [Summary]: In this article, we will be taking a look at the 25 biggest California companies and stocks. To skip our detailed analysis, you can go directly to see the 5 Biggest California Companies and Stocks. California is not just the most populous state in the U.S. with over 39 million residents, but it is also […] Some recent basic financials of AMGN, reported at 2022-12-31, are presented below: [Basic Financials]: assetTurnoverTTM: 0.4257 bookValue: 3661 cashRatio: 0.48632625741059476 currentRatio: 1.4143 ebitPerShare: 4.145 eps: 3.0037 ev: 171455 fcfMargin: 0.3376 fcfPerShareTTM: 16.4513 grossMargin: 0.7446 inventoryTurnoverTTM: 1.421 longtermDebtTotalAsset: 0.5736 longtermDebtTotalCapital: 0.8767 longtermDebtTotalEquity: 10.2032 netDebtToTotalCapital: 0.735 netDebtToTotalEquity: 8.5539 netMargin: 0.2363 operatingMargin: 0.3261 payoutRatioTTM: 0.6404 pb: 38.2789 peTTM: 21.3887 pfcfTTM: 15.9521 pretaxMargin: 0.2556 psTTM: 5.3238 quickRatio: 1.1 receivablesTurnoverTTM: 5.034 roaTTM: 0.106 roeTTM: 2.4611 roicTTM: 0.1621 rotcTTM: 0.2386 salesPerShare: 12.7119 sgaToSale: 0.2554 totalDebtToEquity: 10.6378 totalDebtToTotalAsset: 0.598 totalDebtToTotalCapital: 0.9141 totalRatio: 1.0596 Based on all the information before 2023-01-15, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-01-15 to 2023-01-22). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen's stock outperformed its competitors despite losses in the stock market, indicating relative strength and resilience. 2. The potential comeback of pharmaceutical mergers and acquisitions could present opportunities for Amgen to expand its portfolio and increase market share. 3. Amgen's dividend growth has been secure, with a consistent rate of 11% over the past 5 years. 4. Amgen is included in the list of the 25 biggest California companies, highlighting its significance and potential stability. [Potential Concerns]: 1. The stock price of Amgen declined during the observed period, indicating a bearish sentiment in the market. 2. Debt levels, particularly the total debt to equity ratio and net debt to total equity ratio, are relatively high, which may raise concerns about financial stability. [Prediction & Analysis]: Prediction: Down by 3-4% Analysis: Considering the negative sentiment indicated by the decline in Amgen's stock price during the observed period, along with the potential concerns regarding the company's debt levels, it is expected that the stock price of Amgen will continue to face downward pressure in the upcoming week. The predicted decrease of 3-4% reflects this bearish sentiment in the market. While Amgen has demonstrated relative strength in comparison to its competitors and has secure dividend growth, the overall market sentiment seems to outweigh these positive developments at the moment. The high debt levels may also contribute to the downward pressure on the stock. Investors should monitor the market conditions closely and assess any potential developments or news that may alter the current bearish sentiment.
2023-01-15 to 2023-01-22
down by 3-4%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-01-08 to 2023-01-15, AMGN's stock price decreased from 265.98 to 262.63. Company news during this period are listed below: [Headline]: Amgen Inc. stock outperforms competitors on strong trading day [Summary]: Shares of Amgen Inc. advanced 1.39% to $273.88 Tuesday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500... [Headline]: Amgen Inc. stock falls Thursday, underperforms market [Summary]: Shares of Amgen Inc. dropped 0.73% to $270.92 Thursday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500... [Headline]: Hoping For A Roaring Bull Run? Think Again! [Summary]: Relying on the high-flyers of tomorrow is a strategy that is rarely successful, emotionally taxing, and not scalable. Check out our strategy - and five picks. [Headline]: Investing in Amgen (NASDAQ:AMGN) five years ago would have delivered you a 66% gain [Summary]: If you want to compound wealth in the stock market, you can do so by buying an index fund. But you can do a lot better... [Headline]: A New U.S. Law Aims to Reduce Drug Prices. But First, It Might Raise Them. [Summary]: Pharmaceutical companies are grappling with the arrival in the U.S. of sweeping new legislation meant to blunt drug prices. The impact in 2023 may actually be higher drug prices. President Biden last year signed into law the bill dubbed the Inflation Reduction Act, empowering Medicare, the country’s biggest buyer of prescription drugs, to negotiate how much it pays for certain high-price therapies. From 2023-01-15 to 2023-01-22, AMGN's stock price decreased from 262.63 to 254.42. Company news during this period are listed below: [Headline]: 25 Biggest California Companies and Stocks [Summary]: In this article, we will be taking a look at the 25 biggest California companies and stocks. To skip our detailed analysis, you can go directly to see the 5 Biggest California Companies and Stocks. California is not just the most populous state in the U.S. with over 39 million residents, but it is also […] [Headline]: My 2023 Picks For My Portfolio [Summary]: I have started a new investment account with initial funding added around November 15, 2022. Check out my thoughts as to the stocks I will pick for investment. [Headline]: Amgen Reinforcing Its Portfolio [Summary]: Amgen's newly acquired products bring in almost $1 billion quarterly, all from the U.S. Read what this could mean for AMGN stock in the coming years. [Headline]: Amgen (NASDAQ:AMGN) Has Announced That It Will Be Increasing Its Dividend To $2.13 [Summary]: Amgen Inc. ( NASDAQ:AMGN ) will increase its dividend from last year's comparable payment on the 8th of March to $2.13... [Headline]: Amgen Inc. stock falls Tuesday, underperforms market [Summary]: Shares of Amgen Inc. sank 0.85% to $269.42 Tuesday, on what proved to be an all-around dismal trading session for the stock market, with the S&P 500 Index... [Basic Financials]: No basic financial reported. Based on all the information before 2023-01-22, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-01-22 to 2023-01-29). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen Inc. announced an increase in its dividend payment, which indicates the company's confidence in its financial stability and ability to generate consistent cash flow. 2. Amgen's acquisition of new products that bring in nearly $1 billion quarterly from the US market shows the company's efforts to reinforce its portfolio and expand its revenue streams. [Potential Concerns]: 1. The news of a new US law aimed at reducing drug prices may potentially impact Amgen's pricing strategies and profitability in the future. 2. The decline in Amgen's stock price during the given period, underperforming the market, raises concerns regarding the stock's short-term performance and investor sentiment. [Prediction & Analysis]: Prediction: Down by 3-4% Analysis: Based on the positive developments and potential concerns for Amgen Inc., along with the downward trend in the stock price during the given period, I predict that Amgen's stock price will likely decline by 3-4% in the upcoming week (2023-01-22 to 2023-01-29). The announcement of an increased dividend payment indicates the company's stable financial position, but this may not be enough to offset the concerns surrounding the potential impact of the new US law on drug prices. Additionally, the underperformance of the stock in the previous week may negatively affect investor sentiment. Considering these factors, it is likely that investors may choose to sell their shares, leading to further downward pressure on Amgen's stock price. However, it is important to note that stock market performance is subject to various factors and risks, and this prediction is based on the available information and analysis as of now.
2023-01-22 to 2023-01-29
down by 3-4%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-01-15 to 2023-01-22, AMGN's stock price decreased from 262.63 to 254.42. Company news during this period are listed below: [Headline]: Dow Jones Drops After Weak Manufacturing Data; Goldman Sachs Slides On Earnings Miss [Summary]: The Dow Jones dropped Tuesday ahead of more key inflation data due out Wednesday. Goldman Sachs fell on an earnings miss. [Headline]: Dow Jones Rises After Cool Inflation Report, Weak Retail Sales; Tesla Extends Gains [Summary]: The Dow Jones Industrial Average rose Wednesday on a cool inflation report and weak retail sales. Tesla stock raced higher, looking to add to Tuesday's surge. [Headline]: Bristol Myers Squibb's New Products Need More Insurance Coverage, But Still A Buy [Summary]: Bristol Myers Squibb touted the launch of 9 new products in the U.S. While these products need more insurance coverage, read why I still rate BMY stock a Buy. [Headline]: Amgen (AMGN) Gains But Lags Market: What You Should Know [Summary]: In the latest trading session, Amgen (AMGN) closed at $263.24, marking a +0.46% move from the previous day. [Headline]: Insiders who sold Amgen Inc.'s (NASDAQ:AMGN) earlier this year didn't have to weather this week's 3.1% slide [Summary]: Amgen Inc.'s (NASDAQ:AMGN) value has fallen 3.1% in the last week, but insiders who sold US$5.2m worth of stock over... From 2023-01-22 to 2023-01-29, AMGN's stock price decreased from 254.42 to 245.15. Company news during this period are listed below: [Headline]: Why Viridian Therapeutics Is One Of My 2023 Top Picks [Summary]: Viridian was one of my top picks in 2022 and it made the 2023 list again. Click here to see our take on VRDN stock. [Headline]: Amgen (AMGN) to Report Q4 Earnings: What's in the Cards? [Summary]: Volume growth from Amgen's (AMGN) key drugs like Prolia, Otezla, Repatha and others is expected to have been partially offset by biosimilar/generic competition for mature drugs. [Headline]: 2 Top Biotech Stocks to Buy for the Long Haul [Summary]: Equity markets are entirely unpredictable in the short run. The biotech industry is a great place to look for stocks that can survive down markets and be successful over long periods since the drugs these companies develop are so critical to their customers' lives. Let's look at two biotech stocks to buy today and hold on to for a while: Amgen (NASDAQ: AMGN) and Moderna (NASDAQ: MRNA). [Headline]: Is Amgen Inc. (NASDAQ:AMGN) Trading At A 29% Discount? [Summary]: In this article we are going to estimate the intrinsic value of Amgen Inc. ( NASDAQ:AMGN ) by estimating the company's... [Headline]: AMGEN ANNOUNCES WEBCAST OF 2022 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS [Summary]: Amgen (NASDAQ:AMGN) today announced that it will report its fourth quarter and full year 2022 financial results on Tuesday, Jan. 31, 2023, after the close of the U.S. financial markets. The announcement will be followed by a conference call with the investment community at 4:30 p.m. ET. Participating in the call from Amgen will be Robert A. Bradway, chairman and chief executive officer, and other members of Amgen's senior management team. [Basic Financials]: No basic financial reported. Based on all the information before 2023-01-29, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-01-29 to 2023-02-05). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen Inc's stock price had a small increase of 0.46% in the previous trading session. 2. Amgen Inc announced the webcast of its fourth quarter and full year 2022 financial results, indicating transparency and communication with investors. [Potential Concerns]: 1. Amgen Inc's stock price has experienced a downward trend over the past few weeks, falling from 262.63 to 245.15. 2. The biotech industry, in which Amgen operates, is subject to biosimilar and generic competition, which could potentially impact the company's growth prospects. [Prediction & Analysis]: Prediction: Down by 3-4% Analysis: Based on the positive developments and potential concerns, it seems that there is a mixed sentiment towards Amgen Inc. While the small increase in stock price and the announcement of financial results webcast indicate some positive aspects, the overall downward trend and the potential competition in the biotech industry raise concerns. Considering these factors, it is predicted that Amgen Inc's stock price would continue to decline in the upcoming week, potentially falling by an additional 3-4%. This prediction is based on the recent negative performance of the stock, as well as the potential impact of competition in the biotech industry. Investors may be cautious about the company's growth prospects, leading to a further decrease in stock price.
2023-01-29 to 2023-02-05
down by 3-4%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-01-29 to 2023-02-05, AMGN's stock price decreased from 245.15 to 236.96. Company news during this period are listed below: [Headline]: First Humira Biosimilar Price Highlights Cost-Saving Challenges [Summary]: Hopes that competition would bring immediate cost savings was tamped down when Amgen announced a pricing scheme for its generic-style competitor to AbbVie's... [Headline]: Amgen’s Q4 tops views, but 2023 guidance falls on lower end of expectations [Summary]: Amgen Inc. topped Wall Street expectations for its fourth quarter, but the drug maker's shares fell after hours as its 2023 guidance fell on the lower end of Wall Street's expectations. [Headline]: Amgen Inc. (AMGN) Q4 2022 Earnings Call Transcript [Summary]: Call Start: 16:30 January 1, 0000 6:00 PM ETAmgen Inc. [Headline]: Amgen Shares Slip 4.1% Following Decline in 4Q Profit, Revenue [Summary]: By Denny Jacob Amgen Inc. shares slipped 4.1% to $242.17 following lower profit and a dip in revenue in its latest quarter. The biotechnology company on... [Headline]: US STOCKS-Wall St set to open lower ahead of Fed decision; AMD rises on outlook [Summary]: U.S. stock indexes were set to open lower on Wednesday as investors cautiously awaited the Federal Reserve's decision on interest rates later in the day, while chipmaker Advanced Micro Devices climbed on an upbeat outlook. The Fed is widely seen as raising its target interest rate by a quarter of a percentage point in its first policy meeting of the year, after the rapid increases in 2022 to tame decades-high inflation. "Consensus is that the Fed is going to talk very hawkish today even though it's only doing 25 basis points," said Thomas Hayes, chairman at investment firm Great Hill Capital. [Basic Financials]: No basic financial reported. Based on all the information before 2023-02-05, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-02-05 to 2023-02-12). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen Inc. announced a pricing scheme for its generic-style competitor to AbbVie's Humira, which indicates the company's efforts to enter the biosimilar market and capitalize on potential cost-saving opportunities. 2. Amgen Inc. topped Wall Street expectations for its fourth quarter, indicating strong financial performance during that period. [Potential Concerns]: 1. Amgen's 2023 guidance fell on the lower end of Wall Street's expectations, which might indicate potential challenges in meeting future growth targets. 2. Amgen Inc. experienced lower profit and a dip in revenue in its latest quarter, which might raise concerns about the company's overall financial health. [Prediction & Analysis]: Prediction: Down by 1-2% Analysis: Based on the provided information, it is predicted that Amgen Inc.'s stock price will decrease by 1-2% in the upcoming week (2023-02-05 to 2023-02-12). This prediction is supported by several factors: the lower-than-expected 2023 guidance, lower profit and revenue in the previous quarter, and a cautious market sentiment indicated by the anticipation of the Federal Reserve's decision on interest rates. These factors suggest that investors may adopt a more cautious approach towards Amgen Inc., leading to a decline in the stock price.
2023-02-05 to 2023-02-12
down by 1-2%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-01-15 to 2023-01-22, AMGN's stock price decreased from 262.63 to 254.42. Company news during this period are listed below: [Headline]: My 2023 Picks For My Portfolio [Summary]: I have started a new investment account with initial funding added around November 15, 2022. Check out my thoughts as to the stocks I will pick for investment. [Headline]: Dow Jones Drops After Weak Manufacturing Data; Goldman Sachs Slides On Earnings Miss [Summary]: The Dow Jones dropped Tuesday ahead of more key inflation data due out Wednesday. Goldman Sachs fell on an earnings miss. [Headline]: Blue-Chip Stocks And Red Flags - Things To Consider In Your Due Diligence [Summary]: Investing in dividend-paying blue-chip companies is a proven strategy for reliable long-term returns. Read more about the pitfalls with this strategy. [Headline]: Dow Jones Falls 225 Points After Jobless Claims; Netflix Earnings Due [Summary]: The Dow Jones Industrial Average fell 225 points Thursday after first-time jobless claims. Netflix earnings are due out after the market close. [Headline]: Amgen (AMGN) Gains But Lags Market: What You Should Know [Summary]: In the latest trading session, Amgen (AMGN) closed at $263.24, marking a +0.46% move from the previous day. From 2023-01-22 to 2023-01-29, AMGN's stock price decreased from 254.42 to 245.15. Company news during this period are listed below: [Headline]: Dogs of the Dow 2023: 5 Dividend Stocks for Income Investors [Summary]: The start of the year is a good time to add to your existing portfolio or start new positions. An excellent source to look for ideas is among the Dogs of the Dow. These stocks are the highest-yielding ones in the Dow Jones Industrial Average (DJIA) at the end of the preceding year. The strategy assumes the stocks are temporarily mispriced, and thus the yields are high. Additionally, the Dogs of the Dow are blue-chip stocks with sustainable growth and excellent reputations. Hence, they make good [Headline]: Why Viridian Therapeutics Is One Of My 2023 Top Picks [Summary]: Viridian was one of my top picks in 2022 and it made the 2023 list again. Click here to see our take on VRDN stock. [Headline]: Is Amgen Inc. (NASDAQ:AMGN) Trading At A 29% Discount? [Summary]: In this article we are going to estimate the intrinsic value of Amgen Inc. ( NASDAQ:AMGN ) by estimating the company's... [Headline]: Warren tells FTC she is "particularly concerned" about Amgen and Indivior deals [Summary]: Sen. Elizabeth Warren, an outspoken critic of corporate consolidation, wrote to the U.S. Federal Trade Commission to express concern about two pending pharmaceutical deals. In a letter dated Wednesday, Warren said that she was focused on Amgen's plan to buy Horizon Therapeutics , and addiction specialist Indivior's plan to buy Opiant for $145 million, which was announced in mid-November. "Given these companies' records of anti-competitive business practices, these acquisitions could cause further price increases on lifesaving drugs and prevent affordable alternatives from entering the market," she wrote in the letter to FTC Chair Lina Khan as well as Commissioners Rebecca Slaughter and Alvaro Bedoya, all of whom are Democrats. [Headline]: Amgen (AMGN) Stock Sinks As Market Gains: What You Should Know [Summary]: Amgen (AMGN) closed the most recent trading day at $254.88, moving -0.65% from the previous trading session. From 2023-01-29 to 2023-02-05, AMGN's stock price decreased from 245.15 to 236.96. Company news during this period are listed below: [Headline]: Barron's And Bloomberg 2023 Ideal Dividend Stocks Of The Year [Summary]: Two Barron’s Annual Roundtable, plus one Bloomberg Intelligence, articles published late-January listed 99 intriguing stocks for 2023. Read our analysis. [Headline]: Amgen Inc. (AMGN) Q4 2022 Earnings Call Transcript [Summary]: Call Start: 16:30 January 1, 0000 6:00 PM ETAmgen Inc. [Headline]: Nasdaq jumps 2% to end at highest since September after Fed raises rate by a quarter-point, Powell signals few more hikes to go [Summary]: U.S. stocks finish higher on Wednesday, reversing earlier losses after the Federal Reserve raised its policy interest rate by 25 basis points, as widely... [Headline]: Amgen Records Slight Fall In Quarterly Earnings; Lower COVID-19 Manufacturing Pacts Impact Bottomline [Summary]: Amgen Inc's (NASDAQ: AMGN) fourth-quarter revenues were $6.84 billion, beating the consensus of $6.76 billion, largely unchanged from Q4 2021, and benefited from a 4% increase in product sales, offset by lower COVID-19 manufacturing collaboration revenues. Product sales growth was driven by 10% volume growth, partially offset by a 3% lower net selling price and a 2% negative impact from foreign exchange. Excluding the 2% negative impact of foreign exchange on product sales, total revenues increa [Headline]: My 26 Stock ~$384k Portfolio Sports Double-Digit Returns To Start The New Year [Summary]: My portfolio, built specifically for my retirement, features growth, dividend, and risk stocks for a happy retirement. Click here to see my strategy. From 2023-02-05 to 2023-02-12, AMGN's stock price decreased from 236.96 to 234.38. Company news during this period are listed below: [Headline]: Amgen Inc. (NASDAQ:AMGN) Q4 2022 Earnings Call Transcript [Summary]: Amgen Inc. (NASDAQ:AMGN) Q4 2022 Earnings Call Transcript January 31, 2023 Amgen Inc. misses on earnings expectations. Reported EPS is $4.09 EPS, expectations were $4.1. Operator: My name is Jason and I will be the conference facilitator today for Amgen’s Fourth Quarter Full Year 2022 Financial Results Conference Call. I would now like to introduce […] [Headline]: Mirati Therapeutics: Suddenly A Battleground Stock [Summary]: Mirati Therapeutics is focused on developing product candidates to address the genetic and immunological promoters of cancer. Read my analysis of MRTX stock. [Headline]: 9 Upcoming Dividend Increases [Summary]: I've tracked 35 dividend increases in 2023 for your consideration. There are nine increases for next week, up from two last week. Click here to read more. [Headline]: How This Income Method Could Lead To Financial Freedom [Summary]: We will go over our thesis as to how a diversified income method with low volatility could make you financially independent. Click here for our strategy. [Headline]: 12 Most Undervalued Dow Stocks To Buy According To Hedge Funds [Summary]: In this article, we will take a look at the 12 most undervalued dow stocks to buy according to hedge funds. To see more such companies, go directly to 5 Most Undervalued Dow Stocks To Buy According To Hedge Funds. The stock market bloodbath that started in 2022 has forced investors to shun the so-called […] [Basic Financials]: No basic financial reported. Based on all the information before 2023-02-12, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-02-12 to 2023-02-19). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen's stock price experienced a slight increase of 0.46% during the period from 2023-01-15 to 2023-01-22. 2. Amgen's fourth-quarter revenues beat consensus estimates, largely unchanged from the previous year, and benefited from an increase in product sales. [Potential Concerns]: 1. Senator Elizabeth Warren expressed concern about Amgen's plan to acquire Horizon Therapeutics, citing worries about anti-competitive practices and potential price increases on lifesaving drugs. 2. Amgen's stock price has been consistently decreasing over the past few weeks, indicating a lack of positive momentum. [Prediction & Analysis]: Prediction: Up by 0-1% Analysis: Based on the positive developments and potential concerns, as well as the overall market conditions, I predict that Amgen's stock price will experience a slight increase of 0-1% in the upcoming week. The positive revenue results and the slight increase in stock price during the previous period indicate some positive momentum for the company. However, the concerns raised by Senator Elizabeth Warren could dampen investor sentiment and limit the potential upside. Additionally, the overall market conditions and trends in the biotechnology sector should also be taken into account when considering the stock price movement.
2023-02-12 to 2023-02-19
up by 0-1%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-02-12 to 2023-02-19, AMGN's stock price increased from 234.38 to 234.52. Company news during this period are listed below: [Headline]: Dividend Champion, Contender, And Challenger Highlights: Week Of February 12 [Summary]: A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Click here to read the update for the week of February 12. [Headline]: Amgen Inc. stock falls Thursday, underperforms market [Summary]: Shares of Amgen Inc. slipped 2.43% to $234.22 Thursday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index... [Headline]: O'Keefe Stevens Advisory Q4 2022 Update [Summary]: O'Keefe Stevens Advisory recently published its Q4 2022 update. Click here to read the full fund letter. [Headline]: ‘Biosimilars’ Were Supposed to Tame Costs for Drugs Like Humira. It Isn’t Working. [Summary]: AbbVie's arthritis treatment Humira and other complex drugs account for almost half of annual U.S. drug spending—but just 2% of prescriptions. [Headline]: Amgen Inc. stock outperforms market on strong trading day [Summary]: Shares of Amgen Inc. rallied 2.69% to $240.53 Friday, on what proved to be an all-around mixed trading session for the stock market, with the Dow Jones... [Basic Financials]: No basic financial reported. Based on all the information before 2023-02-19, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-02-19 to 2023-02-26). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen Inc. stock outperformed the market on a strong trading day, indicating potential investor confidence in the company. 2. The company continues to be recognized as a Dividend Champion, Contender, and Challenger, which suggests its commitment to rewarding shareholders. [Potential Concerns]: 1. Amgen Inc. experienced a slight drop in stock price and underperformed the market on a rough trading day, indicating potential volatility or market challenges. 2. The failure of biosimilars to reduce costs for drugs like Humira, in which Amgen has a stake, could impact the company's revenue growth. [Prediction & Analysis]: Prediction: Down by 2-3% Analysis: Based on the positive developments, it is clear that Amgen Inc. holds strong potential in terms of investor confidence and its commitment to shareholder rewards. However, the concerns around potential market challenges and the failure of biosimilars to reduce costs for certain drugs could impact the company's growth. Given the mixed signals from recent news and the absence of basic financials, it is difficult to make a precise prediction for the upcoming week. However, considering the potential concerns highlighted, it is likely that the stock price for Amgen Inc. may experience a modest decline of 2-3% in the next week. Please note that this prediction is based on the available information and the inherent volatility of the stock market. It is always important to conduct thorough research and analysis before making investment decisions.
2023-02-19 to 2023-02-26
down by 2-3%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-02-19 to 2023-02-26, AMGN's stock price decreased from 234.52 to 227.82. Company news during this period are listed below: [Headline]: 25 Most Profitable NASDAQ Stocks Today [Summary]: In this article, we will look at the 25 most profitable NASDAQ stocks today. If you want to explore similar stocks, you can also take a look at 10 Most Profitable NASDAQ Stocks Today. 2022 was one of the worst years for the NASDAQ, primarily because it is dominated by tech, and tech stocks crashed as […] [Headline]: Bristol Myers: Looking Good For 2023 [Summary]: Bristol Myers has seen a recent pullback in its share price, just like many other big pharma names. Check out why I'm bullish on BMY stock. [Headline]: This Recession-Proof Company Has a Best-in-Class Dividend [Summary]: Pfizer's highly attractive valuation, rock-solid dividend program, and enormous yield put it at the top of its big pharma peer group. [Headline]: 12 Most Profitable Pharmaceutical Stocks Now [Summary]: In this piece, we will take a look at 12 most profitable pharmaceutical stocks now. For more stocks, head on over to 5 Most Profitable Pharmaceutical Stocks Now. The pharmaceutical industry was the center of attention in 2020 and 2021 after the deadly coronavirus pandemic ravaged the globe and disrupted the way of living. As […] [Headline]: Regeneron: Innovation And Disruption Done Right [Summary]: Regeneron Pharmaceuticals' collaborative energy is strong and the medium-term looks good. Check out why we rate REGN stock a Hold for now. [Basic Financials]: No basic financial reported. Based on all the information before 2023-02-26, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-02-26 to 2023-03-05). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen Inc is a leader in the biotechnology sector, which has shown strong potential for growth and innovation. 2. The company recently received positive coverage in articles highlighting profitable pharmaceutical stocks and recession-proof companies. [Potential Concerns]: 1. There were no specific financial reports available for Amgen Inc, making it difficult to assess the company's current financial health. 2. The recent stock price decrease may indicate some market pressure or concerns about the company's performance. [Prediction & Analysis]: Prediction: Up by 0-1% Analysis: Given the positive developments in the biotechnology sector and the recent coverage of profitable pharmaceutical stocks, there is potential for Amgen Inc to experience growth in the upcoming week. However, the lack of financial reports and the recent stock price decrease suggest some uncertainties that could impact the stock. Considering these factors, I predict a modest increase in Amgen Inc's stock price of around 0-1% for the upcoming week. It is important for investors to closely monitor any forthcoming financial reports and market developments to gain a better understanding of the company's performance and trajectory.
2023-02-26 to 2023-03-05
up by 0-1%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-02-19 to 2023-02-26, AMGN's stock price decreased from 234.52 to 227.82. Company news during this period are listed below: [Headline]: 25 Most Profitable NASDAQ Stocks Today [Summary]: In this article, we will look at the 25 most profitable NASDAQ stocks today. If you want to explore similar stocks, you can also take a look at 10 Most Profitable NASDAQ Stocks Today. 2022 was one of the worst years for the NASDAQ, primarily because it is dominated by tech, and tech stocks crashed as […] [Headline]: AMGEN ANNOUNCES CARDIOVASCULAR STUDY TO EVALUATE ASSOCIATION BETWEEN LIPOPROTEIN(a) AND CARDIOVASCULAR RISK IN AFRICAN AMERICANS [Summary]: Amgen (NASDAQ:AMGN) today announced the African American Heart Study, in collaboration with the Association of Black Cardiologists (ABC) and the Morehouse School of Medicine (MSM), which will measure the association between Lipoprotein(a), or Lp(a), and atherosclerotic cardiovascular disease (ASCVD) in 5,000 African American individuals across the United States. ASCVD is defined as the buildup of cholesterol plaque in arteries and includes events such as heart attack and stroke. [Headline]: Amgen Inc. stock falls Wednesday, underperforms market [Summary]: Shares of Amgen Inc. slumped 0.87% to $236.16 Wednesday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index... [Headline]: 12 Most Profitable Pharmaceutical Stocks Now [Summary]: In this piece, we will take a look at 12 most profitable pharmaceutical stocks now. For more stocks, head on over to 5 Most Profitable Pharmaceutical Stocks Now. The pharmaceutical industry was the center of attention in 2020 and 2021 after the deadly coronavirus pandemic ravaged the globe and disrupted the way of living. As […] [Headline]: Amgen Inc. stock outperforms competitors on strong trading day [Summary]: Shares of Amgen Inc. inched 0.62% higher to $237.62 Thursday, on what proved to be an all-around favorable trading session for the stock market, with the S&P... From 2023-02-26 to 2023-03-05, AMGN's stock price increased from 227.82 to 228.95. Company news during this period are listed below: [Headline]: Why Is Amgen (AMGN) Down 4.2% Since Last Earnings Report? [Summary]: Amgen (AMGN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues. [Headline]: Amgen (AMGN) Stock Sinks As Market Gains: What You Should Know [Summary]: Amgen (AMGN) closed the most recent trading day at $234.74, moving -0.61% from the previous trading session. [Headline]: 12 Most Profitable Biotech Stocks Today [Summary]: In this article, we will discuss the 12 Most Profitable Biotech Stocks Today. You can skip our industry overview and go directly to the 5 Most Profitable Biotech Stocks Today. The term “biotechnology” refers to the utilization of living organisms or biological systems to create solutions that address various agricultural, industrial, and health-related problems. The most […] [Headline]: AMGEN TO PRESENT AT THE 43RD ANNUAL TD COWEN HEALTHCARE CONFERENCE [Summary]: Amgen (NASDAQ:AMGN) will present at the 2023 TD Cowen Healthcare Conference at 11:10 a.m. ET on Wednesday, March 8, 2023. Murdo Gordon, executive vice president of Global Commercial Operations and Peter H. Griffith, executive vice president and chief financial officer at Amgen will present at the conference. The webcast will be broadcast over the internet simultaneously and will be available to members of the news media, investors and the general public. [Headline]: My Dividend Growth Portfolio February Update: Cash Is Not Trash [Summary]: Cash is yielding over 4%, so a dividend growth investor can afford to be patient. Click here to read the February Update on my dividend growth portfolio. [Basic Financials]: No basic financial reported. Based on all the information before 2023-03-05, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-03-05 to 2023-03-12). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen announced the African American Heart Study, which will measure the association between a specific cardiovascular risk factor and atherosclerotic cardiovascular disease, showing the company's commitment to research and development in cardiovascular health. 2. Amgen's stock outperformed competitors on a strong trading day, indicating investor confidence and positive sentiment towards the company's prospects. [Potential Concerns]: 1. Amgen's stock fell on a grim trading session for the overall stock market, suggesting vulnerability to market trends and potential volatility. 2. Amgen's stock has been down since their last earnings report, indicating that investors may have concerns about the company's financial performance. [Prediction & Analysis]: Prediction: Down by 2-3% Analysis: Considering the positive developments and potential concerns, as well as the recent increase in Amgen's stock price, it is likely that the stock will face some downward pressure in the upcoming week. The concerns about the overall market and the company's recent performance may contribute to this potential decline. Additionally, without any significant positive news or financials reported, it may be difficult for the stock to maintain its upward momentum. Therefore, a prediction of a 2-3% decrease in Amgen's stock price for the next week seems reasonable.
2023-03-05 to 2023-03-12
down by 2-3%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-03-05 to 2023-03-12, AMGN's stock price decreased from 228.95 to 222.18. Company news during this period are listed below: [Headline]: Dividend Champion, Contender, And Challenger Highlights: Week Of March 5 [Summary]: A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Read more to see the companies with upcoming ex-dividend dates. [Headline]: Merck's drug boosts exercise capacity in pulmonary hypertension patients [Summary]: Merck & Co Inc said on Monday its experimental therapy, sotatercept, helped increase exercise capacity in patients with a deadly disease that causes high pressure in blood vessels of the heart and lungs in a late-stage study. A second experimental heart drug, MK-0616, helped reduce levels of low-density lipoprotein (LDL) cholesterol by between 41.2% at a low 6 mg dose to 60.9% at a higher 30 mg dose in a mid-stage study, the drugmaker said. Sotatercept, which Merck gained through its $11.5 billion buyout of Acceleron Pharma, combined with background therapy helped extend the distance that patients with pulmonary arterial hypertension could walk in six minutes by 40.8 meters. [Headline]: 2 March Dogs Of The Dow To Buy, 4 More To Watch [Summary]: The highest-yield 10 are March’s Dogs of the Dow: JNJ, KO, CSCO, AMGN, CVX, DOW, IBM, WBA, MMM, and VZ, averaging a 4.41% annual yield. [Headline]: Amgen (AMGN) Stock Sinks As Market Gains: What You Should Know [Summary]: Amgen (AMGN) closed the most recent trading day at $228.43, moving -0.13% from the previous trading session. [Headline]: Amgen (AMGN) Declares $2.13 Dividend [Summary]: [Basic Financials]: No basic financial reported. Based on all the information before 2023-03-12, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-03-12 to 2023-03-19). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Merck's positive news regarding their experimental therapy, sotatercept, benefiting patients with pulmonary arterial hypertension may reflect positively on the overall biotechnology sector, including Amgen Inc. This indicates potential advancements in the field and could generate increased investor interest. 2. Being included as one of the highest-yield Dog of the Dow stocks for March suggests a favorable dividend yield for Amgen. This could attract income-focused investors to the stock. [Potential Concerns]: 1. The lack of any reported basic financials for Amgen Inc raises concerns about the company's current financial performance and stability. Investors may seek more information before making investment decisions. 2. The slight decrease in Amgen's stock price during the previous week, despite a positive market, may indicate a lack of investor confidence or concerns about the company's future prospects. [Prediction & Analysis]: Prediction: Up by 0-1% Analysis: Considering the lack of concrete financial information and the slight decline in stock price, there may be some lingering uncertainty around Amgen Inc. However, the positive news related to Merck's experimental therapy and Amgen's inclusion as a high-yield Dog of the Dow stock could attract investors' attention and potentially offset some concerns. With a prediction of a modest 0-1% increase in stock price for the upcoming week, this is mainly based on the potential positive impact from the positive developments mentioned earlier. However, caution should still be exercised due to the lack of financial information and potential investor hesitation.
2023-03-12 to 2023-03-19
up by 0-1%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-02-19 to 2023-02-26, AMGN's stock price decreased from 234.52 to 227.82. Company news during this period are listed below: [Headline]: 25 Most Profitable NASDAQ Stocks Today [Summary]: In this article, we will look at the 25 most profitable NASDAQ stocks today. If you want to explore similar stocks, you can also take a look at 10 Most Profitable NASDAQ Stocks Today. 2022 was one of the worst years for the NASDAQ, primarily because it is dominated by tech, and tech stocks crashed as […] [Headline]: This Recession-Proof Company Has a Best-in-Class Dividend [Summary]: Pfizer's highly attractive valuation, rock-solid dividend program, and enormous yield put it at the top of its big pharma peer group. [Headline]: AMGEN ANNOUNCES CARDIOVASCULAR STUDY TO EVALUATE ASSOCIATION BETWEEN LIPOPROTEIN(a) AND CARDIOVASCULAR RISK IN AFRICAN AMERICANS [Summary]: Amgen (NASDAQ:AMGN) today announced the African American Heart Study, in collaboration with the Association of Black Cardiologists (ABC) and the Morehouse School of Medicine (MSM), which will measure the association between Lipoprotein(a), or Lp(a), and atherosclerotic cardiovascular disease (ASCVD) in 5,000 African American individuals across the United States. ASCVD is defined as the buildup of cholesterol plaque in arteries and includes events such as heart attack and stroke. [Headline]: Amgen Inc. stock falls Wednesday, underperforms market [Summary]: Shares of Amgen Inc. slumped 0.87% to $236.16 Wednesday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index... [Headline]: Nicholas Ward's Dividend Growth Portfolio: January 2023 Review [Summary]: My dividend income rose by 9.56% on a y/y basis during January. My portfolio's value rose by approximately 6.9%. Here's a review of my portfolio for January 2023. From 2023-02-26 to 2023-03-05, AMGN's stock price increased from 227.82 to 228.95. Company news during this period are listed below: [Headline]: Royalty Pharma: Strong Q4 Results, Reiterating A Buy Rating [Summary]: Royalty Pharma recently reported positive FY 2022 earnings. We like its focus on Lpa class. Read to know why we maintain a buy rating on RPRX stock. [Headline]: My $394k Portfolio Outperforms The Market Again In A Dreary February [Summary]: My portfolio, built specifically for my retirement ~20+ years from now, features growth, dividends, and risk stocks for a happy retirement. Click to read more. [Headline]: Amgen Inc. stock outperforms competitors on strong trading day [Summary]: Shares of Amgen Inc. rallied 1.96% to $236.19 Wednesday, on what proved to be an all-around mixed trading session for the stock market, with the Dow Jones... [Headline]: 12 Most Profitable Biotech Stocks Today [Summary]: In this article, we will discuss the 12 Most Profitable Biotech Stocks Today. You can skip our industry overview and go directly to the 5 Most Profitable Biotech Stocks Today. The term “biotechnology” refers to the utilization of living organisms or biological systems to create solutions that address various agricultural, industrial, and health-related problems. The most […] [Headline]: Amgen Inc. stock rises Friday, still underperforms market [Summary]: Shares of Amgen Inc. inched 0.03% higher to $234.81 Friday, on what proved to be an all-around great trading session for the stock market, with the S&P 500... From 2023-03-05 to 2023-03-12, AMGN's stock price decreased from 228.95 to 222.18. Company news during this period are listed below: [Headline]: Dividend Champion, Contender, And Challenger Highlights: Week Of March 5 [Summary]: A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Read more to see the companies with upcoming ex-dividend dates. [Headline]: High Yield Stock Watchlist: March 2023 [Summary]: There are 17 stocks on my high-yield watchlist for March 2023. Read why the stocks on my watchlist are undervalued based on dividend yield theory. [Headline]: Amgen (AMGN) Declares $2.13 Dividend [Summary]: [Headline]: Assuming No-Growth, Gilead Is The Safest Choice Among The Large Biotechs [Summary]: Gilead has a strong credit profile and a low cost of equity. Find out why for an investor seeking relative safety, GILD stock is worth a look. [Headline]: The Near-Perfect Portfolio: Sleep Well During Turbulent Times [Summary]: With the economy going through the boom and bust cycles more frequently, the extreme ups and downs of the market are inevitable. Read more here. From 2023-03-12 to 2023-03-19, AMGN's stock price increased from 222.18 to 224.05. Company news during this period are listed below: [Headline]: Amgen, Microsoft share gains contribute to Dow's nearly 100-point climb [Summary]: The Dow Jones Industrial Average is up Monday afternoon with shares of Amgen and Microsoft seeing positive momentum for the price-weighted average. Shares of... [Headline]: Wall Street Breakfast Podcast: Report: Another Auction Of SVB [Summary]: FDIC is reportedly planning another auction of Silicon Valley Bank. Credit Suisse discloses 'material weakness' in reporting procedures. CPI watch: All eyes on inflation data. [Headline]: Amgen Inc. stock falls Tuesday, underperforms market [Summary]: Shares of Amgen Inc. shed 1.12% to $230.58 Tuesday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500 Index... [Headline]: 25 Biggest Pharmaceutical Companies in the World [Summary]: In this article, we will be taking a look at the 25 biggest pharmaceutical companies in the world. To skip our detailed analysis, you can go directly to see the 10 biggest pharmaceutical companies in the world. There is no need to emphasize the value of the pharmaceutical industry after the Covid-19 pandemic. Without the […] [Headline]: Is It Time to Buy the Dow Jones' 3 Worst-Performing February (and Now March) Stocks? [Summary]: If you're a fan of buying beaten-up blue chip stocks, there's certainly no shortage of them now. The Dow Jones Industrial Average (DJINDICES: ^DJI) is down nearly 8% from last month's high -- a sell-off that actually got going in mid-February. Roughly half of the Dow's components are doing worse than the average -- and that can pose a tricky temptation for investors. [Basic Financials]: No basic financial reported. Based on all the information before 2023-03-19, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-03-19 to 2023-03-26). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. Amgen announced the African American Heart Study, a cardiovascular study that will measure the association between Lipoprotein(a) and cardiovascular risk in African Americans. This demonstrates the company's commitment to research and development in the cardiovascular space. 2. Amgen's stock outperformed competitors on a strong trading day and rallied during a mixed trading session. This indicates investor confidence in the company's performance and potential. [Potential Concerns]: 1. Amgen's stock fell on multiple occasions during this period, underperforming the market. This suggests that there may be some negative sentiment or external factors affecting the stock's performance. 2. No basic financials were reported during this period, which makes it harder to assess the company's financial health and profitability. [Prediction & Analysis]: Prediction: Up by 3-4% Analysis: Based on the positive developments, it is expected that Amgen's stock price will increase by around 3-4% in the upcoming week. The announcement of the African American Heart Study showcases Amgen's commitment to addressing cardiovascular disease, a significant health issue. This could generate positive sentiment among investors, leading to an increase in stock price. Additionally, the previous outperformance of Amgen's stock on a strong trading day suggests that there may be underlying strength in the company. However, the stock's underperformance and lack of reported financials are potential concerns that could impact the stock price. Overall, considering the positive developments and assuming no major negative news, it is likely that Amgen's stock price will experience a modest increase in the upcoming week.
2023-03-19 to 2023-03-26
up by 3-4%
AMGN
[INST]<<SYS>> You are a seasoned stock market analyst. Your task is to list the positive developments and potential concerns for companies based on relevant news and basic financials from the past weeks, then provide an analysis and prediction for the companies' stock price movement for the upcoming week. Your answer format should be as follows: [Positive Developments]: 1. ... [Potential Concerns]: 1. ... [Prediction & Analysis] Prediction: ... Analysis: ... <</SYS>> [Company Introduction]: Amgen Inc is a leading entity in the Biotechnology sector. Incorporated and publicly traded since 1983-06-17, the company has established its reputation as one of the key players in the market. As of today, Amgen Inc has a market capitalization of 144150.19 in USD, with 535.18 shares outstanding. Amgen Inc operates primarily in the US, trading under the ticker AMGN on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Biotechnology space, the company continues to innovate and drive progress within the industry. From 2023-02-26 to 2023-03-05, AMGN's stock price increased from 227.82 to 228.95. Company news during this period are listed below: [Headline]: Amgen Inc. stock outperforms competitors despite losses on the day [Summary]: Shares of Amgen Inc. slid 1.19% to $231.66 Tuesday, on what proved to be an all-around poor trading session for the stock market, with the S&P 500 Index... [Headline]: Tracking John Paulson's Paulson & Company Portfolio - Q4 2022 Update [Summary]: John Paulson’s 13F portfolio value decreased from $1.37B to $1.11B this quarter. Read more about Paulson & Company's holdings and trades for Q4 2022. [Headline]: Amgen Inc. stock outperforms competitors on strong trading day [Summary]: Shares of Amgen Inc. rallied 1.96% to $236.19 Wednesday, on what proved to be an all-around mixed trading session for the stock market, with the Dow Jones... [Headline]: Why Is Amgen (AMGN) Down 4.2% Since Last Earnings Report? [Summary]: Amgen (AMGN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues. [Headline]: U.S. companies embark on record borrowing spree, despite paying highest rates since 2009 [Summary]: Higher interest rates aren't deterring companies with high credit ratings from borrowing in the U.S. corporate bond market at a record clip in 2023. From 2023-03-05 to 2023-03-12, AMGN's stock price decreased from 228.95 to 222.18. Company news during this period are listed below: [Headline]: High Yield Stock Watchlist: March 2023 [Summary]: There are 17 stocks on my high-yield watchlist for March 2023. Read why the stocks on my watchlist are undervalued based on dividend yield theory. [Headline]: 2 March Dogs Of The Dow To Buy, 4 More To Watch [Summary]: The highest-yield 10 are March’s Dogs of the Dow: JNJ, KO, CSCO, AMGN, CVX, DOW, IBM, WBA, MMM, and VZ, averaging a 4.41% annual yield. [Headline]: Assuming No-Growth, Gilead Is The Safest Choice Among The Large Biotechs [Summary]: Gilead has a strong credit profile and a low cost of equity. Find out why for an investor seeking relative safety, GILD stock is worth a look. [Headline]: Amgen Inc. stock outperforms market on strong trading day [Summary]: Shares of Amgen Inc. inched 0.92% higher to $227.87 Friday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500... [Headline]: Amgen's (NASDAQ:AMGN) Shareholders Will Receive A Bigger Dividend Than Last Year [Summary]: Amgen Inc. ( NASDAQ:AMGN ) has announced that it will be increasing its dividend from last year's comparable payment on... From 2023-03-12 to 2023-03-19, AMGN's stock price increased from 222.18 to 224.05. Company news during this period are listed below: [Headline]: Amgen, Procter & Gamble share gains lead Dow's 90-point climb [Summary]: Shares of Amgen and Procter & Gamble are trading higher Monday morning, sending the Dow Jones Industrial Average into positive territory. The Dow is trading... [Headline]: Dow jumps nearly 200 points on gains for Amgen, Microsoft stocks [Summary]: Behind positive momentum for shares of Amgen and Microsoft, the Dow Jones Industrial Average is up Monday morning. The Dow was most recently trading 197... [Headline]: Amgen Inc. stock outperforms competitors on strong trading day [Summary]: Shares of Amgen Inc. advanced 1.87% to $234.90 Wednesday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500... [Headline]: Amgen (AMGN) Gains As Market Dips: What You Should Know [Summary]: In the latest trading session, Amgen (AMGN) closed at $234.90, marking a +1.87% move from the previous day. [Headline]: Amgen to cut 450 jobs in second round of layoffs this year [Summary]: "We made these changes to realign our expense base in the face of intensifying pressure on drug prices and high levels of inflation," a company spokeswoman said in a statement to Reuters. The company had about 25,200 staff members in more than 50 countries as of Dec. 31, 2022, according to its latest annual regulatory filing with the U.S. Securities and Exchange Commission. Amgen's decision to downsize its workforce underscores the impact of rapidly increasing interest rates on the healthcare industry. From 2023-03-19 to 2023-03-26, AMGN's stock price increased from 224.05 to 232.09. Company news during this period are listed below: [Headline]: Mirati's Krazati: A Strong Competitor In The KRAS G12C-Mutated NSCLC Market [Summary]: Mirati Therapeutics's Krazati could capture a significant share of the 2L KRAS G12C-mutated NSCLC market. Click here to read why MRTX stock is a Buy. [Headline]: Here's What is Driving Amgen (AMGN) Stock's Outperformance [Summary]: Amgen's (AMGN) key drugs like Prolia, Repatha and Otezla are driving sales. It is also rapidly advancing its robust pipeline. [Headline]: Amgen Inc. stock outperforms market despite losses on the day [Summary]: Shares of Amgen Inc. slipped 1.34% to $229.83 Wednesday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index... [Headline]: Amgen Inc. stock outperforms market on strong trading day [Summary]: Shares of Amgen Inc. rose 2.11% to $238.03 Friday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500 Index... [Headline]: Final Trades: AMGN, FHN, MLPX & WMT [Summary]: The final trades of the week. With CNBC's Melissa Lee and the Fast Money traders, Steve Grasso, Courtney Garcia, Tim Seymour and Guy Adami. Some recent basic financials of AMGN, reported at 2023-03-31, are presented below: [Basic Financials]: assetTurnoverTTM: 0.3784 bookValue: 5348 cashRatio: 2.2201899402040097 currentRatio: 3.1448 ebitPerShare: 3.7807 eps: 5.2807 ev: 159129.5 fcfMargin: 0.1179 fcfPerShareTTM: 14.103 grossMargin: 0.7245 inventoryTurnoverTTM: 1.3855 longtermDebtTotalAsset: 0.6849 longtermDebtTotalCapital: 0.9077 longtermDebtTotalEquity: 11.3614 netDebtToTotalCapital: 0.4487 netDebtToTotalEquity: 5.6161 netMargin: 0.4654 operatingMargin: 0.3332 payoutRatioTTM: 0.5372 pb: 24.1388 peTTM: 16.306 pfcfTTM: 17.1417 pretaxMargin: 0.5638 psTTM: 4.9292 quickRatio: 2.7923 receivablesTurnoverTTM: 4.8442 roaTTM: 0.1144 roeTTM: 2.0999 roicTTM: 0.1659 rotcTTM: 0.1924 salesPerShare: 11.3476 sgaToSale: 0.2755 totalDebtToEquity: 11.5174 totalDebtToTotalAsset: 0.6943 totalDebtToTotalCapital: 0.9201 totalRatio: 1.0641 Based on all the information before 2023-03-26, let's first analyze the positive developments and potential concerns for AMGN. Come up with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make your prediction of the AMGN stock price movement for next week (2023-03-26 to 2023-04-02). Provide a summary analysis to support your prediction.[/INST]
[Positive Developments]: 1. AMGN's stock price has shown resilience and outperformed competitors during recent market downturns, indicating strong investor confidence in the company. 2. Amgen Inc. has announced an increase in its dividend payments, which is a positive signal to shareholders and demonstrates the company's commitment to returning value to investors. [Potential Concerns]: 1. The negative impact on drug prices and high levels of inflation on the healthcare industry could potentially affect Amgen's profitability and revenue growth. 2. The recent downsizing of the company's workforce due to increasing interest rates raises concerns about its ability to maintain productivity and competitiveness. [Prediction & Analysis]: Prediction: Up by 1-2% Analysis: Based on the positive developments and potential concerns, along with the recent stock price movement, it is likely that AMGN's stock price will continue to show gradual upward momentum. The resilience of the stock during market downturns and the commitment to increasing dividends indicate a strong foundation for investor confidence. Additionally, the positive performance of Amgen's key drugs and advancements in its pipeline contribute to the positive sentiment surrounding the company. However, the potential concerns related to drug prices and workforce downsizing need to be closely monitored. Overall, considering these factors, a prediction of a 1-2% increase in AMGN's stock price for the upcoming week seems reasonable.
2023-03-26 to 2023-04-02
up by 1-2%
AMGN

Dow30 Stock Prediction Dataset

Overview

Welcome to the Dow30 Stock Prediction dataset! This dataset is designed to assist in predicting stock returns for companies in the Dow Jones Industrial Average (Dow30). It includes essential information about each company, such as news from the last two weeks, basic financial data, and stock prices over the same period.

Dataset Structure

The dataset consists of the following columns:

  1. prompt: Information about the company, including news from the last two weeks, basic financial data, and stock prices for the same period. The system prompt is generated using the code provided in the FinGPT_Forecaster repository.

  2. answer: Stock return predictions generated by ChatGPT.

  3. period: Time period of the data, recorded on a weekly basis.

  4. label: Indicates whether the stock is predicted to go up or down, along with the percentage change.

  5. symbol: Stock symbol representing the company in the Dow Jones Industrial Average.

Downloads last month
43
Edit dataset card