Live Updates Wednesday Wrap-up4:13pm ETThe Vanguard S&P 500 ETF closed Wednesday at 583.12, down 0.1%. 25% Tariffs on India1:05pm ETIn a return of tariffs news to the headlines, President Trump just announced that tariffs…
Live Updates Vertiv Gains Ease 10:50am ETEric BleekerVertiv jumped past $150 per share immediately after the opening bell, but gains have eased. The stock is currently trading for $147 per share, or up about…
Live Updates Visa Conference Call4:35pm ETVisa’s earnings conference call is set to kickoff in 25 minutes. First Reaction 4:25pm ETPost-Earnings Move: 🔻-1.90% What Happened: Beat on revenue ($10.2B vs. $9.85B est) and EPS ($2.98…
Live Updates Pull Quotes From Call 4:46pm ET “We are ahead of our expectations… We’re not just getting back to Starbucks. We are building a better Starbucks.” CEO Brian Niccol This line signals a…
Live Updates Reaction to Earnings 4:32pm ETPost-Earnings Move: +2.03% What Happened: Q2 results showed bottoming in Semiconductor Test, with Industrial Automation stabilizing. EPS came in stronger than feared and gross margins showed early signs…
Live Updates Reaction to Earnings 4:30pm ETPost-Earnings Move: 🔻-7.95% What Happened: Beat every major metric: EPS $2.59 vs. $0.91 est, revenue $2.44B vs. $1.72B est, gross margin record 37.9%. Guidance for Q1: $2.50B ±…
Live Updates Earnings Call Pull Quotes 4:47pm ET “Room nights, gross bookings and revenue all exceeded our prior expectations.” — CEO Glenn Fogel Sets the tone that this was a beat across the board.…
Live Updates Earnings Call Shortly 4:40pm ETMARA earnings call is set to commence at 5 PM EDT. First Reaction 4:29pm ETPost-Earnings Move: +4.83% What Happened: Revenue soared 64% YoY to $238M, crushing the $137.6M…
Live Updates Tuesday Wrap-up4:09pm ETThe Vanguard S&P 500 ETF closed at 583.93 Tuesday, down 0.3%. UPS Goes Down12:51pm ETReturning to our S&P 500 roundup, UPS (NYSE: UPS | UPS Price Prediction) shares are getting…
Live Updates Conference call highlights from CEO10:24am ET “We now expect adjusted earnings per share to grow 31% year-over-year.” This is the headline revision: RCL is raising full-year EPS guidance after a second straight…
Live Updates Investment Shifts: Portfolio Sales Paused, AI and Optum Insight Prioritized (conference call)10:31am ET “We’ve halted portfolio divestitures to focus on maximizing internal performance first.” – Robert Hunter “We’re infusing AI into forecasting,…
Live Updates Q&A Highlights 10:29am ETMargin Expansion Coming — But H2 FCF Still Soft “We’re on track for $5B+ in free cash flow this year… but Q2 was impacted by working capital.” – Jamie…
Live Updates Retail Recovery in Motion4:14pm ETDespite fewer customers and orders, larger baskets and better monetization per customer helped offset topline attrition — a signal that BYON’s SKU rationalization is working. Metric Q2 2025…
Live Updates CEO on Conference Call 5:06pm ETUpdates from CEO Irwin Simon on tonight’s call: International Cannabis Growth Tilray’s international cannabis business delivered $22.4 million in Q4 revenue, up 71% year-over-year. In Germany, Q4…
Live Updates Monday Wrap-up4:03pm ETThe Vanguard S&P 500 ETF closed at 585.46 Monday, down 0.02%. Firefly Lights Up the IPO Market11:31am ETSpace company Firefly Aerospace just announced it will sell 16.2 million shares at…
Live Updates Friday Wrap-up4:09pm ETThe Vanguard S&P 500 ETF closed Friday at 585.55, up 0.4% for the day and 1.5% for the week. Bullish on Southwest -- Or Was That Bearish?11:58am ETExpanding its coverage…
Live Updates Margins & Cost Pressure4:12pm ET GAAP gross margin dropped to 27.5% (from 35.4%). Non-GAAP margin fell to 29.7%, impacted by $800M in impairments and one-time costs. Despite aggressive cost-cutting, structural profitability remains…
Live Updates Inventory & Buybacks4:14pm ET Inventories rose to $849.4M (up from $753.3M YoY) — a potential flag to watch but not concerning given sales momentum. Deckers repurchased 1.7 million shares for $183M, with…
Live Updates Cloud Growth 12:05pm ETCloud is now firmly in reacceleration mode. Revenue up 32% year-over-year to $13.6B is strong on its own, but what stood out to me is the operating margin jumping…
Live Updates Segment Highlights10:48am ETPackaging & Specialty Plastics Sales: $5.03B (▼9% YoY) Op. EBIT: $71M (▼$632M YoY) Issues: April tariff chaos sank prices by $0.03/lb; Poly-7 ramp cut merchant ethylene sales Outlook: Margin and…
