Live Updates Margins and momentum 4:41pm ETGross margin was a key watch item given mix shifts toward specs, which tend to carry lower margins. However, Toll beat margin guidance handily with a Q2 adjusted…
Live Updates Guidance Upgrade Validates Execution Strength4:16pm ETHeading into the release, we highlighted that expectations were stable but not euphoric, with some concern about uneven macro indicators. The above-consensus Q2 revenue and EPS, combined…
Live Updates Next Quarter Guidance 4:31pm ET Metric Guidance YoY Growth Revenue $2.49B – $2.51B +14% – +15% Non-GAAP EPS $0.87 – $0.89 ~+10% Next-Gen Security ARR $5.52B – $5.57B +31% – +32% Remaining…
Live Updates No Lucky No. 7 for the S&P 5004:08pm ETThe Vanguard S&P 500 ETF closed at 544.93 Tuesday, down 0.35%, breaking a six-day winning streak. Covid-19 Is Still a Thing11:42am ETThe New…
Live Updates Tariff Pressures Won’t Be Passed to Consumers — But It Could Hurt Margins11:41am ETTariffs are back in the spotlight, and Home Depot is preparing for real cost pressure. Management acknowledged that goods…
Live Updates Pony.ai opens higher, up 5.00% 9:40am ETPony.ai, after turning in solid revenue growth figures in first quarter earnings is shooting higher to kick off the trading day. Autonomous Coverage 20 Times the…
Live Updates Today's Number is 64:39pm ETThe Vanguard S&P 500 ETF closed Monday at 546.82, up 0.1%, it’s sixth straight trading day of gains. Bond Panic Moderates11:22am ETFollowing Moody’s downgrade of U.S. debt…
Live Updates This Dial Goes to 54:18pm ETThe Vanguard S&P 500 ETF closed Friday at 546.26, up 0.6% for the day. The Voo closed higher every day this week, and ends up 5.3% for…
Live Updates First reactions 4:29pm ETAfter digesting SPCEs earnings here are my first thoughts: 1. Delta timeline update?Still aiming for 2026. No acceleration or specific test milestones shared. Execution remains long-dated. 2. FAA progress?No…
Live Updates First earnings reaction4:30pm ETFirst reaction to QSIs earnings: 1. Product traction:Platinum Pro officially launched and shipped, but no units/revenue per customer disclosed. Adoption remains early-stage. 2. Burn rate update:Q1 net loss of…
Live Updates First reaction to TTWOs earnings 4:32pm ETHere is my first thoughts on TTWOs earnings: 1. GTA VI monetization or launch window?Still set for FY2027 (May 2026). No monetization details yet, but timeline…
Live Updates First earnings reaction for CAVA4:31pm ETAfter digesting CAVAs earnings here are my first thoughts: 1. Did same-store sales stay strong?Yes — up 10.8%, with 7.5% traffic growth. That’s a major strength signal.…
Live Updates More Reactions 4:25pm ETAfter digesting AMATs earnings here are my first thoughts. 1. AI-related orders: Management reiterated AI computing as the “dominant driver of semiconductor innovation,” but didn’t quantify direct revenue impact…
Live Updates A Fourth Day in the Green4:09pm ETThe Vanguard S&P 500 ETF closed Thursday at 542.70, up 0.5%, its fourth straight day of gains. Time to Stop Selling Foot Locker12:13pm ETAs you’ve probably…
Live Updates CoreWeave's Revenue Soars 420% in Q1 2025 Amid AI Demand Surge4:22pm ETShares are up after earnings, now trading at $70.51 as of 4:20 pm Eastern. CoreWeave, Inc. reported strong financial results for…
Live Updates AI Gains Showing Up 4:20pm ETIREN continues to set performance benchmarks in mining, with a $23 all-in hash cost against a $54 hash price, and $41k cost per Bitcoin mined vs. $93k…
Live Updates Will we see magnet manufacturing timelines tonight? 3:21pm ETThough pre-revenue, USAR’s business model comprises three parallel value-chain verticals: Rare Earth Mining (Round Top, TX): Long-lead but strategically important Separation & Processing: A…
Live Updates Update In 4:53pm ETLuminar Technologies (LAZR) surged forward in Q1 2025 with a robust update to its strategic roadmap and a strong quarter of operational performance. The company announced a new unified…
Live Updates Share price spiking after release 4:10pm ETCisco is trading at $63.39 after earnings. Guidance for the next quarter and full year: Guidance Q4 FY2025 Revenue: $14.5B – $14.7B GAAP EPS: $0.62 –…
Live Updates Hump Day Ends With a Bump for The S&P 5004:01pm ETThe Vanguard S&P 500 ETF closed today at 540.03, up 0.1%. President Trump's Mideast Tour '2511:48am ETPresident Trump continues to globe-trot across…
