Live Updates Wednesday Wrap-up4:04pm ETThe Vanguard S&P 500 ETF closed at 606.14, down 0.1% for the day. Goodbye Lilly11:01am ETBerenberg analyst Kerry Holford downgraded Eli Lilly (NYSE: LLY | KR Price Prediction) stock to hold…
Live Updates Tuesday Wrap-up4:01pm ETThe Vanguard S&P 500 ETF closed Tuesday at 606.75, down 0.1%. Time to Buy "Best in Class" American Express?11:45am ETBank of America raised its price target on American Express (NYSE: AXP…
Live Updates Monday Wrap-up4:29pm ETThe Vanguard S&P 500 ETF closed Monday at 607.59, up 0.5%. Buffett + Dimon + Trump?10:48am ETBerkshire Hathaway CEO Warren Buffett. JPMorgan CEO Jamie Dimon. President … Donald Trump. These…
Live Updates Friday Wrap-up4:01pm ETThe Vanguard S&P 500 ETF closed Friday at 604.39, basically flat for the day but up 1.6% for the week. Adobe Price Target Cut11:43am ETBMO Capital also chimed in on…
Live Updates My Take On The Quarter 4:32pm ETConsensus Pre-Earnings: Rev $5.92B | EPS $5.18Actuals: Rev $5.99B | EPS $5.31 Takeaway Bullets: Bullish: Broad-based beat, raised FY25 outlook, AI ARR well ahead of goal.…
Live Updates My Take 4:36pm ETConsensus Pre-Earnings: Rev: $905M | EPS: $3.22 Actuals: Rev: $899M | EPS: $2.93 Takeaway Bullets: Bearish: Topline and EPS misses; tariff costs trim near-term margins and push revenue into…
Live Updates Thursday Wrap-up4:37pm ETThe Vanguard S&P 500 ETF closed at 604.57 Thursday, up 0.8%. Citi Boosts Micron Stock11:49am ETCiti analyst Christopher Danely raised his price target on Micron Technology (Nasdaq: MU | MU Price…
Live Updates Wednesday Wrap-up4:31pm ETThe Vanguard S&P 500 ETF closed Wednesday at 599.64, up 0.3%. Downgrading HP, Inc.11:25am ETEvercore ISI analyst Amit Daryanani downgraded S&P 500 component company HP (NYSE: HP | HP Price…
Live Updates Key Numbers 4:24pm ET Design Automation: $1.31B (+23% YoY), margins 44.5% (+300 bps). Design IP: $428M (–8% YoY), margins 20.1% (–1660 bps). GAAP EPS: $1.50 (down from $2.73 LY). Balance sheet: $14.3B…
Live Updates Reaction on the quarter 4:41pm ET Bullish: Fortress balance sheet + Bitcoin optionality Bearish: Core gaming hardware/software in secular decline Neutral: Absent strategy from management limits conviction. Guidance Est. 4:07pm ETGameStop did…
Live Updates Cloud Revenue Is Massive 4:43pm ETCloud revenue expected to almost double to $18 billion with backlog growing 360% TO $455 billion. My takeaway 4:35pm ETThe big takeaway here is the better color…
Live Updates Tuesday Wrap-up4:08pm ETThe Vanguard S&P 500 ETF closed Tuesday at 597.93, up 0.2%. Jobs Market Slumps -- or Slumped11:18am ETA new report from the U.S. Bureau of Labor Statistics reveals that reported…
Live Updates Monday Wrap-up4:03pm ETThe Vanguard S&P 500 ETF closed at 596.52 Monday, up 0.3%. Boeing Flies Higher11:36am ETVertical Research Partners analyst Robert Stallard upgraded S&P 500 component company Boeing (NYSE: BA | GOOG Price…
Live Updates Friday Wrap-up4:14pm ETThe Vanguard S&P 500 ETF closed Friday at 595.02, down 0.3% for the day but up 0.3% for the week. Lower Expectations for Lulu 11:17am ETTruist Securities analyst Joseph Civello punished…
Live Updates My scorecard 4:34pm ETThe U.S. slowdown is now the core story, outweighing China and international momentum. Guidance cuts reinforce that near-term growth and margins are both under pressure. Analyst Estimate Reset Table…
Live Updates Final Reactions4:36pm ET Metric Prior Street New Company Guide Δ FY26 Revenue $1.55B $1.574–1.578B ▲ FY26 EPS $0.41 $0.45–0.47 ▲ Sentiment Signals: Bullish: 30% ARR growth, big customer expansion, raised guide. Neutral:…
Live Updates Final Reactions4:35pm ET Metric Prior Street New Company Guide Δ FY26 Revenue $1.55B $1.571–1.576B ▲ FY26 Op. Income (Non-GAAP) ~$305M ~$340M ▲ Sentiment Signals: Bullish: Raised guidance, ARR acceleration, margin expansion. Neutral:…
Live Updates Final Reactions4:35pm ET Metric Prior Street New Company Guide Δ FY26 Revenue $3.12B $3.189–3.201B ▲ FY26 Billings $3.24B $3.325–3.355B ▲ Sentiment Signals: Bullish: AI-led IAM traction, raised guide, FCF strength. Neutral: Pro…
Live Updates Earnings Coverage Winding Down 5:27pm ETWe’re into Wall Street’s questions but here’s the important notes from the conference call: A customer (beyond Google) has placed $10 billion worth of orders for XPUs…
Live Updates Thursday Wrap-up4:11pm ETThe Vanguard S&P 500 ETF closed at 596.65 Thursday, up 0.8%. Time for Another Bite of Apple?11:49am ETMoffettNathanson analyst Craig Moffett upgraded Apple (Nasdaq: AAPL | AMD Price Prediction) to neutral,…
