Tag: club earnings
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Here’s why we’re sticking with DuPont despite a noisy quarter
DuPont’s results and guidance aren’t as bad as the market’s initial reaction suggested.
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An overlooked player in data center buildout delivers once again
Not only did results outpace expectations on both the top and bottom lines, but we also got a boost to full-year guidance.
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Eaton shares jump as its earnings and outlook show resilience of the AI buildout
Eaton investors had good reason to be concerned heading into Friday’s results.
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Linde’s post-earnings slide is a buying opportunity. Here’s why
The stock is heading for its worst day in over a year. That’s a gift for investors who can see past current obstacles.
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We’re raising our Apple price target, seeing plenty of good despite the memory crunch knocks
It was a good but not great quarter as Apple worked to mitigate the memory shortage, which impacted the reported quarter and guidance.
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Amazon soars after CEO Andy Jassy makes the case for its massive AI investment
Amazon jumped about 10% to $258 in after-hours trading, putting shares at their highest level since early June.
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The market is overreacting to Meta’s earnings and guidance. Here’s our plan
Nothing we saw today changes changes our long-term thesis on the stock.
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We’re raising our price target on Starbucks after a home-run quarter
Shares jumped in extended trading Thursday as CEO Brian Niccol’s turnaround gathers momentum.
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Microsoft’s AI spending guide is music to our ears, quieting the bears — for now
Microsoft broke ranks — and the troubled stock was handsomely rewarded Wednesday evening.
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Here’s a closer look at our decision to change course on P&G
Our remaining position was tiny, and our thesis isn’t holding up.
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