Carrier's (CARR) fourth-quarter results reflect weakness in the Refrigeration and Fire & Security segments. Nevertheless, strength in the HVAC segment is a positive.
Amazon's (AMZN) fourth-quarter results reflect strength in Prime and third-party sellers. However, its weak first-quarter guidance remains concerning.
MACOM's (MTSI) first-quarter fiscal 2023 results benefit from solid momentum across the Telecom market, Data center, and industrial and defense markets.