Qualcomm (NASDAQ:QCOM) – The semiconductor
company exceeded expectations with an adjusted EPS of $2.69,
against the expected $2.56, and revenue of $10.24 billion, above
the expected $9.90 billion. Net income increased to $2.92 billion,
with automotive growing 86% and device chips by 12%. The company
projects revenue between $10.5 billion and $11.3 billion for the
next quarter, above LSEG estimates of $10.59 billion. Shares rose
7.9% pre-market.
Wolfspeed (NYSE:WOLF) – The semiconductor
developer posted revenue of $195 million for the first fiscal
quarter of 2025, slightly below last year’s $197 million. GAAP
gross margin was -19% due to underutilization costs, while non-GAAP
margin stood at 3%. Next quarter projections show revenue between
$160 and $200 million and a GAAP net loss of $362 to $401 million.
Shares dropped 24.8% pre-market.
Lyft (NASDAQ:LYFT) – The ride-hailing company
posted an adjusted loss of $0.03 per share in Q3, beating the
expected $0.20 loss, with revenue of $1.52 billion, up 32% YoY and
above projections of $1.44 billion. Net loss was $12.4 million.
Gross bookings reached $4.1 billion, up 16% from last year. Future
guidance estimates gross bookings between $4.28 and $4.35 billion.
Shares rose 22.4% pre-market.
AppLovin (NASDAQ:APP) – The app marketing
platform reported EPS of $1.25 in Q3, beating the $0.92 estimate.
Quarterly revenue hit $1.2 billion, surpassing the expected $1.13
billion. For Q4 2024, the company projects revenue between $1.24
and $1.26 billion, above the $1.18 billion consensus, indicating
solid performance and positive outlook. Shares rose 27.5%
pre-market.
Arm Holdings (NASDAQ:ARM) – The chip design
company surpassed expectations, recording total revenue of $844
million, above the projected $810 million. The royalty segment grew
23%, reaching $514 million, above the expected $502 million. Net
income was $107 million, or $0.10 per share, with adjusted EPS of
$0.30, above the $0.26 forecast. Next quarter projects revenue
between $920 and $970 million and adjusted EPS of $0.32 to $0.36,
against the consensus of $939 million and $0.33, respectively.
Shares fell 6.2% pre-market.
Take-Two Interactive (NASDAQ:TTWO) – The video
game developer reported adjusted EPS of $0.66, above estimates of
$0.42 but below last year’s $1.22. Revenue of $1.47 billion
slightly beat expectations. However, next quarter and fiscal year
projections are below expectations, with projected EPS of $0.55 and
$2.48, respectively. Shares rose 2.0% pre-market.
HubSpot (NYSE:HUBS) – The CRM and marketing
platform reported Q3 adjusted EPS of $2.18, up 37% YoY, with
revenue of $670 million, 20% above 2023’s $558 million, exceeding
analyst estimates of $1.91 EPS and $647 million in revenue. Shares
rose 6.5% pre-market.
SolarEdge (NASDAQ:SEDG) – The solar solutions
provider reported Q3 revenue of $260.9 million, down 2% QoQ and 64%
YoY. The solar segment grew 3% to $247.5 million. GAAP net loss was
$1.21 billion with a per-share loss of $21.11. Q4 projections
forecast revenue between $180 million and $200 million. Shares fell
19.4% pre-market, after closing down 22.2% on Wednesday.
Dutch Bros (NYSE:BROS) – The drive-thru coffee
chain reported Q3 earnings of $0.16 per share, exceeding the $0.12
forecast. Revenue was $338.21 million, above the estimated $325.14
million and last year’s $264.51 million. The company opened 38 new
stores and expects annual revenue between $1.255 and $1.26 billion,
above previous guidance. Shares rose 15.9% pre-market.
Bumble (NASDAQ:BMBL) – The online dating
platform reported Q3 revenue of $274 million, down 1%, with a net
loss of $849.3 million due to $892.2 million in impairment charges.
Adjusted EBITDA was $82.6 million (30.2%). Paying users rose 10% to
2.9 million. Q4 revenue guidance is between $256 and $262 million.
Shares fell 1.4% pre-market.
Match Group (NASDAQ:MTCH) – The parent company
of Hinge, OK Cupid, Tinder, and Plenty of Fish reported Q3 EPS of
$0.51, surpassing analysts’ $0.48 estimate. Revenue was $895
million, slightly below the $902.86 million consensus. For Q4 2024,
revenue projections are between $865 and $875 million, below the
$906 million expectations. Shares fell 12.9% pre-market.
Zillow Group (NASDAQ:Z) – The online real
estate platform posted Q3 revenue of $581 million, up 17% YoY and
above the $555 million estimate. It reported a net loss of $20
million, better than the expected $40 million loss. For Q4 2024,
revenue is projected between $525 and $540 million, in line with
analyst predictions.
AMC Entertainment (NYSE:AMC) – The U.S. movie
theater chain reported Q3 revenue of $1.33 billion in 2024, driven
by releases like “Deadpool 3” and “Despicable Me 4,” though still
5% below the previous year. Net loss was $20.7 million, with an
adjusted per-share loss of $0.06, beating the expected $0.07.
Adjusted EBITDA reached $161 million, the second-highest for the
period. Shares fell 4.2% pre-market.
e.l.f. Beauty (NYSE:ELF) – The affordable
cosmetics company beat expectations with an adjusted EPS of $0.77,
versus the $0.43 estimate, and revenue of $301 million, above the
$286 million expectation, fueled by a 40% increase in sales. The
company raised its annual revenue forecast to $1.3 billion and
anticipates adjusted EPS between $3.47 and $3.53, reflecting strong
multi-generational appeal. Shares rose 9.4% pre-market.
Coty (NYSE:COTY) – The cosmetics and fragrance
company reported adjusted profit of $128.1 million, or $0.15 per
share for the quarter, above last year’s $0.09, with net revenue of
$1.67 billion, slightly below LSEG’s $1.68 billion estimate. Coty
expects annual profit to hit the lower end of the 54 to 57 cents
forecast, citing weak beauty product demand in major markets like
the U.S. and Australia.
Clover Health (NASDAQ:CLOV) – The health
insurance company posted a Q3 loss per share of $0.02, better than
the expected $0.04 loss. Quarterly revenue was $331 million, below
the $346.27 million estimate. For the fiscal year 2024, revenue is
projected between $1.35 and $1.37 billion, slightly below the $1.39
billion consensus. Shares fell 8.5% pre-market.
MercadoLibre (NASDAQ:MELI) – The Latin American
e-commerce platform posted adjusted EPS of $7.83, below the $10
forecast, with revenue of $5.31 billion, exceeding the $5.28
billion projection. While payment volume increased 34% and gross
merchandise volume grew 14% YoY, investments in shipping operations
and credit card origination impacted profitability.
Coeur Mining (NYSE:CDE) – The precious metals
miner reported net income of $48.7 million in Q3, equivalent to
$0.12 per share, exceeding Wall Street’s $0.07 expectations,
marking a strong recovery from last year’s loss. Quarterly revenue
reached $313.5 million. Shares rose 2.5% pre-market.
Hecla Mining (NYSE:HL) – The U.S. precious
metals miner posted Q3 2024 revenue of $245.1 million, its
second-largest ever, with adjusted net income of $19.7 million or
$0.03 per share. Silver production was 3.6 million ounces. Future
guidance suggests a decrease in silver production with increased
costs, while gold estimates remain stable. Shares fell 1.8%
pre-market.
Albemarle (NYSE:ALB) – The lithium supplier
reported a Q3 net loss of $1.07 billion or a loss of $9.45 per
share, adjusted to $1.55 per share, missing analyst expectations of
a $0.31 loss and $1.39 billion revenue, reporting $1.35 billion in
revenue. Annual revenue forecast is between $5.5 billion and $6.2
billion.
Corteva (NYSE:CTVA) – The agricultural chemical
company posted a Q3 loss of $0.49 per share, higher than the
analysts’ estimate of a $0.30 loss. Net sales fell 10% to $2.33
billion due to reduced demand and lower agricultural commodity
prices. The company revised its annual forecast to $17.0 billion to
$17.2 billion, below the prior expectations of up to $17.5 billion.
Shares fell 7.6% pre-market.
Marathon Oil (NYSE:MRO) – The U.S. oil company
exceeded estimates with an adjusted Q3 EPS of $0.64, slightly above
LSEG’s forecast of $0.63. Total production reached 421,000 boepd,
with crude oil production rising to 207,000 barrels per day. The
company raised its annual production forecast to 393,000 boepd,
benefiting from growing U.S. oil demand.
Gilead Sciences (NASDAQ:GILD) – The U.S.
biopharmaceutical company reported Q3 adjusted EPS of $2.02,
exceeding the $1.55 forecast, with revenue of $7.5 billion, above
the $7 billion estimate. The company raised its annual profit
forecast to between $4.25 and $4.45 per share and revenue to up to
$28.1 billion, driven by strong sales of Biktarvy and Veklury.
Shares rose 1.6% pre-market.
Beyond Meat (NASDAQ:BYND) – The plant-based
meat producer posted quarterly revenue of $81 million, a 7.6%
increase, surpassing the forecast of $80.7 million. The adjusted
loss was $0.41 per share, less than the $0.44 estimate. The company
revised its annual revenue forecast to between $320 million and
$330 million, citing reduced demand for plant-based products.
Shares fell 4.9% pre-market.
Other corporate highlights for today
Meta Platforms (NASDAQ:META) – The U.S. Supreme
Court debated Meta’s proposal to dismiss an investor lawsuit
accusing Facebook of concealing data misuse by users. The case
questions whether Facebook should have informed investors of the
Cambridge Analytica data breach as a future risk that had already
occurred. The justices will deliberate on corporate responsibility
for revealing past incidents impacting investors, with a decision
expected by June. Shares fell 0.3% pre-market.
Alphabet (NASDAQ:GOOGL) – Donald Trump may ease
some antitrust policies from Biden’s administration, including
reducing pressure to break up Google, preferring instead to
regulate fair business practices. Trump may also review merger
guidelines and ease non-compete restrictions, while maintaining
antitrust cases against Big Tech with a softer approach. Shares
rose 0.5% pre-market.
Amazon (NASDAQ:AMZN) – The Czech Republic-based
online grocer Rohlik Group partnered with Amazon to expand its
service in Germany. Operating as Knuspr.de, Rohlik plans to offer
products to Prime members, starting in Berlin. Amazon shares fell
0.6% pre-market.
Kroger (NYSE:KR) and
Albertsons (NYSE:ACI) – Kroger shares closed up
4.2% on Wednesday, with Trump’s victory potentially paving the way
for a merger-friendly environment. Kroger had attempted to acquire
Albertsons, but the FTC blocked the proposal under Joe Biden’s
administration due to strict antitrust policies.
Trump Media & Technology Group (NASDAQ:DJT)
– Investors shorting Trump Media lost $420 million following a 196%
rise in shares leading up to Trump’s election victory over Kamala
Harris. Considered a “meme stock,” DJT draws loyal followers,
presenting volatility and potential for a “short squeeze,” forcing
short-sellers to cover significant losses. Early Wednesday trading
saw a 61% surge in Trump Media shares before closing up 5.94%.
Trump, holding 57% of shares, increased his stake by $231.8
million. Shares dropped 9.4% pre-market.
Taiwan Semiconductor Manufacturing Co
(NYSE:TSM) and GlobalFoundries (NASDAQ:GFS) – TSMC
and GlobalFoundries are nearing final awards under the Chips and
Science Act, which aims to boost U.S. chip production. The
Department of Commerce informed Congress of progress, signaling
advancements amid concerns over potential future rollbacks. TSMC
shares rose 1.1% pre-market, while GlobalFoundries shares fell
0.4%.
Roblox (NYSE:RBLX) – Roblox announced new rules
preventing children under 13 from accessing social games and
creating certain content. Changes aim to enhance child safety
following criticism. Starting November 18, children will need
parental consent to access specific features. Shares fell 0.2%
pre-market.
Mastercard (NYSE:MA), Visa
(NYSE:V) – The European Commission is investigating whether Visa
and Mastercard’s fees harm retailers in the European Union. In
September, questionnaires were sent to retailers and payment
providers, seeking information on the impact of fees from 2016 to
2023. The probe could lead to fines of up to 10% of the companies’
global revenues, depending on the findings.
Costco Wholesale (NASDAQ:COST) – Costco
reported that hurricanes and a port strike raised sales last month,
but demand dropped in October. Sales rose 7.2% YoY, totaling $20.03
billion, with notable growth in e-commerce. However, the company
faced challenges due to impulsive buying in September.
Tesla (NASDAQ:TSLA) – A U.S. appeals court
upheld the verdict clearing Tesla and CEO Elon Musk of misleading
investors with tweets about “funding secured” to take the company
private in 2018. The 9th Circuit Court rejected shareholders’
request for a retrial, stating jury instructions were neither
confusing nor did they increase the burden of proof for investors.
Separately, Musk’s support for Donald Trump strengthens his
influence over policies favorable to his companies, such as Tesla
and SpaceX, with Musk donating $119 million to a pro-Trump group.
The presidency may reduce barriers previously hindering
advancements in autonomous technology, rockets, and brain chips.
Tesla shares closed up 14.8% on Wednesday, though Trump’s
presidency may mean less support for electric vehicles and more
distractions for Musk. Shares fell 0.6% pre-market.
Stellantis (NYSE:STLA) – Stellantis announced
cuts to approximately 1,100 employees at its Jeep Gladiator plant
in Toledo, Ohio, aiming to improve efficiency and reduce inventory.
The decision has sparked tension with the United Auto Workers
(UAW), whose president, Shawn Fain, threatened a national strike.
Stellantis argues it is complying with the union agreement, and
employees will receive a year of unemployment benefits. Shares rose
1.7% pre-market.
Boeing (NYSE:BA) – Israel’s Ministry of Defense
announced a $5.2 billion purchase of 25 Boeing F-15 fighter jets,
part of a U.S. aid package, with delivery expected by 2031.
Taiwan’s largest carrier, China Airlines, plans to split its
multi-billion-dollar long-haul jet order between Airbus and Boeing,
with a cargo jet decision still pending. The airline is evaluating
Boeing’s 777X and Airbus’ A350-1000 to replace its aging fleet and
support growth, amid Trump’s victory in the U.S., potentially
impacting Taiwan-Washington diplomatic and trade relations. Boeing
shares rose 1.1% pre-market.
Rio Tinto (NYSE:RIO) – The Trump administration
is expected to prioritize permitting to secure enough copper for
the energy transition, according to Rio Tinto, which faces
challenges in developing the Resolution mine in Arizona with
partner BHP. The project, potentially meeting a quarter of U.S.
copper demand, is stalled due to legal disputes and Native American
opposition. Shares rose 2.6% pre-market.
ArcelorMittal (NYSE:MT) – ArcelorMittal has
called for tougher trade measures against Chinese steel exports,
which are distorting the European market with low prices. CEO
Aditya Mittal expressed concern over rising imports but remains
optimistic about demand in H2 2024, anticipating inventory
restocking. Shares rose 3.3% pre-market.
Corning (NYSE:GLW) – The European Union is
investigating Corning for potential anti-competitive practices
related to its Gorilla Glass, used in mobile devices. The European
Commission is examining whether Corning distorted competition
through exclusive agreements with phone manufacturers, potentially
blocking competitors, with substantial fines possible.
Archer-Daniels-Midland (NYSE:ADM) –
Archer-Daniels-Midland appointed former AT&T attorney David R.
McAtee II to its board following the discovery of additional
accounting errors. McAtee will oversee corporate governance amidst
ongoing Justice Department and SEC investigations. ADM will
reaffirm prior results and canceled an earnings conference call.
Shares fell 0.2% pre-market.
JPMorgan Chase (NYSE:JPM) – CEO Jamie Dimon
confirmed he will remain at the bank and does not intend to join
the Trump administration, despite recent speculation he might
become Treasury Secretary. Dimon is praised for his nearly 19-year
leadership, especially during economic crises, and JPMorgan’s board
has potential successors lined up. Shares fell 0.8% pre-market.
Blackstone (NYSE:BX), Retail
Opportunity Investments Corp (NASDAQ:ROIC) – Blackstone
Real Estate agreed to acquire Retail Opportunity Investments Corp
(ROIC) for around $4 billion, including debt. The offer of $17.50
per share represents a 5.5% premium. ROIC, which owns over 90
supermarket-anchored shopping centers, benefited from rising rents
and inflation. The deal is set to close in Q1 2025. Additionally,
Blackstone plans to refinance $3.6 billion in junior debt for its
acquisition of AirTrunk Pte. Ltd., its largest investment in the
Asia-Pacific region. The new funds will support the data center
operator’s expansion in the area.
StoneX Group (NASDAQ:SNEX) – StoneX Group,
which owns brands like FOREX.com, announced it will not pursue an
offer for CAB Payments after its nearly $500 million acquisition
proposal. CAB Payments remains confident in its strategy and
assessed the offer of 145 pence per share.
CVS Health (NYSE:CVS) – CVS Health appointed
Steve Nelson to lead Aetna after rising medical costs and declining
profits. Facing investor pressure, the company replaced CEO Karen
Lynch with David Joyner and announced a $1.2 billion restructuring
plan, including closing stores and business lines. Shares rose 0.1%
pre-market.
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