Oracle Corp ORCL stock gained on Thursday after the company reported better-than-expected fourth-quarter financial results and issued an upbeat outlook commentary on Wednesday.Oracle reported fourth-quarter revenue of $15.9 billion, up 11% compared to estimates of $15.58 billion, and adjusted earnings of $1.70 compared to estimates of $1.64. Oracle guided for total revenue of at least $67 billion in fiscal 2026.Also Read: AMD Powers Oracle Cloud With New Epyc Chips Promising Major Boost In PerformanceCloud ...

Core Viewpoint - Victoria's Secret & Co. has faced challenges in its financial outlook, leading to lowered earnings guidance and cautious analyst sentiment regarding its performance in a competitive market [1][4]. Financial Performance - The company reported first-quarter adjusted earnings per share of 9 cents, aligning with analyst consensus estimates [1]. - Quarterly sales reached $1.35 billion, remaining flat year over year and also meeting market expectations [1]. Fiscal Year Guidance - Victoria's Secret has revised its fiscal year 2025 adjusted operating income guidance to a range of $270 million to $320 million, down from a previous forecast of $300 million to $350 million [2]. - For the second quarter, the company forecasts sales between $1.38 billion and $1.41 billion, slightly below the $1.42 billion estimate [3]. Profitability Concerns - The analyst noted that profit forecasts for the second quarter lagged behind prior consensus, which had already accounted for a $10 million impact from cybersecurity issues and another $10 million from tariffs [3]. - A gross tariff impact of $120 million is expected for the year, with $70 million already mitigated, resulting in a net hit of $50 million that could reduce gross margin by over 100 basis points [6]. Strategic Adjustments - The company has taken steps to mitigate tariff impacts, including cost-cutting measures, diversifying sourcing, and improving shipping efficiency [7]. - Victoria's Secret is shifting from blanket discounts to more targeted promotions, such as gift-with-purchase events [7]. Earnings Projections - The analyst has lowered the fiscal year 2025 EPS estimate to $2.10 from $2.22, and for fiscal year 2026, the EPS is now projected at $2.25, down from $2.38 [7][8].

Core Insights - Novartis AG has released results from the APPULSE-PNH Phase 3B study, evaluating the efficacy and safety of Fabhalta (iptacopan) in adult patients with paroxysmal nocturnal hemoglobinuria (PNH) who switched from anti-C5 therapies [1][3] Group 1: Study Results - The study showed that after 24 weeks of treatment with Fabhalta, the average hemoglobin (Hb) level improved by 2.01 g/dL, with most patients achieving normal or near-normal levels [3][4] - 92.7% of patients achieved Hb levels ≥12g/dL, and no patients required transfusions during the study [4][5] - Patients reported clinically meaningful improvements in fatigue, reaching levels similar to the general population [4][5] Group 2: Treatment Context - PNH is a rare blood disorder characterized by the destruction of red blood cells (RBCs) due to an acquired mutation in hematopoietic stem cells [2][6] - Current anti-C5 therapies require intravenous infusions every two to eight weeks, which can take approximately four to five hours for treatment visits [6] Group 3: Future Presentations - Data from the APPULSE-PNH study will be presented at the European Hematology Association (EHA) Congress 2025, alongside longer-term data from the APPLY-PNH and APPOINT-PNH Phase 3 studies [5]

Core Viewpoint - Simulations Plus Inc has significantly lowered its fiscal 2025 sales outlook, leading to a sharp decline in its stock price, reflecting market uncertainties and operational challenges [1][2]. Group 1: Sales Outlook and Financial Performance - The company expects third-quarter sales to be between $19 million and $20 million, which is below the consensus estimate of $22.78 million [1]. - The fiscal 2025 sales forecast has been revised down to $76 million-$80 million from a previous guidance of $90 million-$93 million, against a consensus of $90.26 million [1][5]. Group 2: Market Conditions and Operational Challenges - CEO Shawn O'Connor highlighted that market uncertainties regarding future funding, drug pricing, and potential tariffs are causing significant challenges for pharmaceutical and biotech clients, leading to budget cuts, project cancellations, and delays [2]. - The demand for services has been more sensitive to market volatility, resulting in performance below expectations, although the software segment remains resilient [3]. Group 3: Workforce and Restructuring - The company has reduced its workforce by approximately 23 employees, which is about 10% of its full-time staff, and expects to incur around $0.7 million in restructuring charges [4]. - The decision to cut guidance was unexpected and larger than anticipated, raising concerns about the impact on margins and the outlook for fiscal 2026 [5]. Group 4: Stock Performance - Following the announcement, Simulations Plus stock fell by 23.2%, trading at $20.30 [6].

Group 1 - Lucid Group, Inc. (LCID) shares are currently trading sideways, but a potential breakout could lead to a significant upward movement [1] - The concept of "gaps tend to refill" is highlighted, indicating that price gaps on charts can lead to rapid price movements when revisited [1][6] - Resistance levels are formed due to buyer's remorse, where investors sell at breakeven after a decline, creating sell orders that establish resistance [3][5] Group 2 - Support levels arise from seller's remorse, where investors who sold shares at a lower price may place buy orders to repurchase if the stock returns to their sell price [5] - The behavior of stocks around price gaps is explained, noting that if a stock gaps up or down, it can quickly move back through those levels if revisited [6][8] - The chart of Lucid illustrates these principles, showing how the stock's price movements can be influenced by the formation of support and resistance levels [7]

Core Viewpoint - Boeing Co. is facing significant challenges following a recent crash of a Dreamliner 787-8, which has shaken investor confidence and raised safety concerns that the company had previously managed to mitigate [1][3]. Group 1: Recent Performance and Developments - Boeing's stock had recently reached a 15-month high, with shares rising over 13% year-to-date, driven by a recovery in aerospace, defense contracts, and increased production of the 737 MAX [1][2]. - The company resumed 737 MAX deliveries to China and secured a $96 billion deal with Qatar Airways, contributing to positive market sentiment [2]. Group 2: Impact of the Crash - The crash of the Dreamliner poses a threat to Boeing's fragile recovery, with the cause still under investigation [3]. - The Federal Aviation Administration (FAA) is maintaining strict oversight, capping monthly 737 MAX output at 38 units and inspecting every jet before delivery, which could be exacerbated by new safety concerns [4]. Group 3: Ongoing Risks - Structural risks remain, including tariff uncertainties, materials inflation, and a recovering aerospace supply chain, which could impact Boeing's operations [5]. - Despite a significant order backlog, the market's reaction to the crash indicates the volatility inherent in Boeing's recovery narrative [6].

Core Insights - NVIDIA Corporation is showcasing its leadership in the AI market and the growing opportunities for sovereign AI at GTC Paris, according to an analyst note from JPMorgan [1][2] - The analyst maintains an Overweight rating on NVIDIA with a price target of $170, highlighting strong AI infrastructure deployment expected over the next several years [1][4] Group 1: AI Market Leadership - NVIDIA's keynote at GTC Paris emphasized the sovereign AI opportunities in Europe and the accelerating demand for its platforms and software solutions [2] - The company is positioned as a "one-stop solution provider" in the AI space, with sovereign AI representing an incremental revenue opportunity as countries develop their AI infrastructure [2][3] Group 2: Market Opportunities - NVIDIA anticipates building out $1.5 trillion worth of AI infrastructure in the coming years, which is additional spending beyond the U.S. cloud and hyperscaler sectors [2] - The European market is currently underserved, but investments are increasing, with NVIDIA partnering with European companies in telecommunications, cloud, and neo-cloud sectors to enhance AI expansion [3] Group 3: Business Segments and Growth - NVIDIA is expected to execute effectively across all business segments, with strong growth anticipated in the second half of the year [4] - The stock price of NVIDIA has increased by 0.9% to $144.69, with a year-to-date increase of 4.6% in 2025 [4]

Core Insights - Waymo's robotaxi rides are more expensive than those from Uber and Lyft, yet demand remains high despite the higher prices [1][4] Pricing Comparison - In San Francisco, the average fare for rides is as follows: Lyft at $14.44, Uber at $15.58, and Waymo at $20.43 over a month-long period [2] - Waymo's rides are approximately $11 more expensive than Lyft and nearly $9.50 more than Uber during peak times [3] - For short trips under 1.4 km, Waymo's fares are 41% higher than Uber's and 31% higher than Lyft's [3] Consumer Preferences - Surveys indicate that 70% of users who have tried Waymo prefer it over traditional rideshares or taxis [4] - About 16% of riders are willing to pay up to $10 more per ride for the Waymo experience, highlighting the appeal of novelty, comfort, and the experience of riding alone [4]

U.S. stocks traded mixed midway through trading, with the Nasdaq Composite gaining around 50 points on Thursday.The Dow traded down 0.03% to 42,852.84 while the NASDAQ gained 0.24% to 19,663.38. The S&P 500 also rose, gaining, 0.26% to 6,038.05.Check This Out: Jim Cramer Is All Aboard Union Pacific, But Shows No Love For Orphan DrugsLeading and Lagging SectorsInformation technology shares jumped by 0.9% on Thursday.In trading on Thursday, industrials stocks fell by 0.5%.Top HeadlineShares of Oracle Corp. OR ...

Group 1 - United Natural Foods Inc (UNFI) reported fiscal Q3 2025 earnings that exceeded expectations, with a quarterly sales increase of 7.5% year-on-year to $8.06 billion, surpassing the analyst consensus estimate of $7.78 billion, driven by a 4% increase in wholesale unit volumes [1] - The adjusted EPS was 44 cents, beating the analyst consensus estimate of 21 cents [1] - The company reiterated its fiscal 2025 sales guidance of $31.3 billion to $31.7 billion, compared to the analyst consensus of $31.57 billion, and reaffirmed adjusted EPS guidance of 70-90 cents against a consensus estimate of 82 cents [2] Group 2 - United Natural Foods maintained its adjusted EBITDA outlook of $550 million to $580 million and announced the termination of a major supply agreement as part of a strategic pruning to enhance profitability [2] - Following the earnings announcement, shares of United Natural Foods fell 2.1% to trade at $21.67 [3] - Analysts adjusted their price targets for United Natural Foods, with BMO Capital lowering it from $32 to $25, Deutsche Bank from $33 to $24, and UBS from $30 to $26 [6]