Congress Flips Blue as AMD Falls, ANET Rallies Following Strong Earnings
Congress will turn blue after Democrats secured seats in both the House and Senate in key battleground races. Tom White says the expected gridlock in D.C. traditionally creates a favorable environment for equities, though many AI-tied stocks moved lower as investors price in a slowing AI buildout. …
MCD Earnings Beat as Value & Global Growth Drive Results
Michael McNamara breaks down McDonald’s (MCD) earnings, including higher average tickets, value offerings and international growth as the company navigates softer traffic and high beef prices. He also discusses the company’s loyalty strategy and a favorable Q4 setup. Tom White then outlines a short…
Better-Than-Expected Jobs Report Adds Fuel to Market Recovery
Tom White runs through a better-than-expected jobs report on Friday's market. The U.S added 165k jobs in October, adding a bit of fuel to the bullish move seen in the market this morning. With consumer sentiment also beating expectations, Tom says the U.S. has some strong numbers according this pre…
DraftKings Faces a Profitability Test as Competition Heats Up
AdvisorShares’ Mackenzie Peterson breaks down the sharp selloff in DraftKings (DKNG), highlighting stronger revenue and customer growth but continued pressure from marketing costs, profitability and its investment in prediction markets. She also compares DraftKings with Flutter Entertainment (FLUT)…
Two Rivers, 30 Minutes for 8-23-2024
The myths, lore, and legends of Western Pennsylvania with historian Tom White
MY TOP 10 MOVIES S3 EP3 - TOM WHITE (SKY SPORTS NEWS)
Hello everybody!
Yes we are back for Series 3 Episode 3 and our guest this week is someone instantly recognisable in the world of Sports News. Straight from a shift manning the Sky Sports News desk it's Tom White!
We chat about how it feels to break earth shattering sports news to the country, What…
Options Corner: Can TTWO Earnings Add Confidence into GTA VI Release?
Take-Two Interactive (TTWO), the parent company of Rockstar Games and owner of Grand Theft Auto VI, announces earning after the close on Monday. Rick Ducat analyzes a recent downtrend of Take-Two's price action, saying it's underperforming the overall market but had a recent recovery with upcoming …
McKay: 'All Eyes' on GTA VI, TTWO Earnings to Set Bar for Release
Grand Theft Auto VI releases on November 19th as Take-Two Interactive (TTWO) reports earnings after Monday's close. Nick McKay says the game's release has big shoes to fill considering Take-Two's massive launches in the past. He highlights the concerns from investors in whether the game will "live …
Options Corner: CoreWeave Earnings Put Battered Cloud Stocks in Focus
Cloud services company CoreWeave (CRWV), which reports earnings after Tuesday’s close, has had a turbulent forecast this month. Cloud storage and AI computing stocks have been hit especially hard this month. Rick Ducat breaks down key support levels CoreWeave is approaching, while Tom White walks t…
ONON Earnings: Growth Strategy Undervalued Using DCF Model?
Morningstar senior equity analyst David Swartz says On Holding (ONON) is willing to sacrifice near-term sales to protect high prices and gross margins. He thinks any quarterly results shortfall is a blip in his 10-year discounted cash flow view on the share price. Yet while Nike (NKE) discounts to …
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
