Key TakeawaysDuPont said higher volumes lifted sales of its electronics products, sending shares higher Tuesday.The chemicals and materials company beat profit forecasts, and gave solid current-quarter and full-year earnings outlooks.DuPont will spin off its Electronics unit in November. DuPont (DD) shares jumped Tuesday as the chemicals and materials firm posted better-than-expected profit and solid guidance on rising sales of its electronics products. The company reported fourth-quarter adjusted earnings ...

Core Insights - Reddit (RDDT) is expected to report fourth-quarter earnings with anticipated revenue growth of 64% year-over-year, reaching $408.92 million, and earnings of $47.6 million, significantly up from $18.53 million in the same quarter last year [1] - Analysts project an increase in daily active users to 103.24 million, up from 73.10 million a year ago [1] Analyst Ratings and Price Targets - Among 11 analysts tracking Reddit, eight have a "buy" rating while three have a "hold" rating, with an average price target of approximately $206, indicating a 9% decline from the recent closing price of $224.93 [2] - The stock has increased nearly 40% since the beginning of the year, surpassing most targets set in January [2] Price Target Upgrades - Deutsche Bank raised its price target for Reddit to $235 from $195, citing potential revenue growth from increased daily active users and advertising revenue [3] - The introduction of Reddit Answers, an AI tool for summarizing posts, is expected to enhance advertising revenue by attracting search budgets through promoted links [3] Growth Potential - Morgan Stanley highlighted that Reddit could leverage multiple growth opportunities by 2025, including a partnership with Alphabet's Google to direct searches to Reddit links [4] - A larger user base spending more time on the platform would make Reddit more appealing to advertisers, potentially aligning its ad pricing with competitors like Google and Meta Platforms [4] Stock Performance - Reddit's shares experienced slight changes after reaching an all-time high, with the stock price increasing nearly sevenfold from its IPO price of $34 in March 2024 [5]

Market Overview - Major U.S. equities indexes increased, with the S&P 500 rising by 0.7%, the Dow gaining 0.4%, and the Nasdaq closing 1.0% higher, as markets reacted to President Trump's announcement of additional tariffs on steel and aluminum imports [2][9] - Investors are awaiting a series of quarterly earnings reports, including those from Coca-Cola and McDonald's, as well as the latest Consumer Price Index (CPI) data [2] Company Performances - Super Micro Computer (SMCI) shares surged by 17.6% ahead of a business update, with analysts optimistic about the company's ability to file its delayed annual report by the February 25 deadline [3] - Rockwell Automation (ROK) shares increased by 12.6% after reporting better-than-expected profits for its fiscal first quarter, showcasing progress in cost-reduction and margin-expansion initiatives [4] - Western Digital (WDC) shares rose by 7.1% following an overweight rating from Cantor Fitzgerald, amid management changes related to the planned spinoff of its flash business [5] Negative Performances - ON Semiconductor (ON) shares fell by 8.2% after missing profit and sales estimates for the fourth quarter, with year-over-year sales declines across all segments and a below-forecast guidance for 2025 [6] - Incyte (INCY) reported lower-than-expected adjusted profits for the fourth quarter, with a disappointing sales outlook for 2025, leading to a 7.9% drop in its shares [7] - Deckers Outdoor (DECK) shares decreased by 3.9%, despite a recent upgrade to "buy" from Citi analysts, as concerns about the impact of China tariffs on the company emerged [8]

Key TakeawaysNvidia shares gained Monday, leading other chip stocks higher. The surge helped lift the broader tech sector and the major U.S. indexes, after losing ground Friday.The gains for Nvidia came after partner TSMC reported a jump in sales, and Evercore ISI analysts issued a bullish note Monday ahead of the chipmaker's earnings later in the month. Nvidia (NVDA) shares gained Monday, leading other chip stocks higher in a boost to the tech sector as the major U.S. indexes looked to rebound from Friday ...

Key TakeawaysON Semiconductor, or Onsemi, posted worse-than-expected results and guidance as it continued to face difficult market conditions.The maker of power chips reported a sales decline in all three of its divisions.Onsemi said the 2025 business outlook "remains uncertain." Shares of ON Semiconductor (ON), also known as Onsemi, sank more than 6% Monday after the maker of power chips missed profit, sales, and guidance estimates as it said it faced difficult macroeconomic conditions. The company posted ...

Key TakeawaysShares of steel and aluminum manufacturers jumped Monday after President Donald Trump said he planned to implement new tariffs on imports of the two metals.Trump also said he would be slapping retaliatory tariffs on countries that put tariffs on U.S. goods.Canada is the biggest exporter of steel and aluminum to the U.S., and the country's Minister of Innovation, Science, and Industry argued Canadian goods support many U.S. industries. Shares of steel and aluminum producers, including Cleveland- ...

Core Insights - Rockwell Automation's shares increased after reporting adjusted earnings per share of $1.83 for Q1 fiscal 2025, surpassing analysts' expectations of $1.58 [2] - The company's sales reached $1.88 billion, slightly below the analyst consensus by approximately $10 million [2] Financial Performance - The adjusted earnings per share of $1.83 indicates a strong performance driven by effective cost reduction and margin expansion initiatives [3] - Sales forecast for the full year has been revised, now expecting a decline of up to 5.5% or growth of up to 0.5%, compared to the previous forecast of a 4% decline to a 2% increase [3] Management Commentary - CEO Blake Moret highlighted ongoing cost-cutting efforts and acknowledged macroeconomic and policy uncertainties affecting customer spending [3][4] - The company anticipates gradual sequential improvement in sales and profit margins as uncertainties, such as proposed tariffs, are resolved [4]

McDonald's (MCD) reported worse-than expected fourth-quarter results Monday morning as U.S. comparable sales declined. The fast-food giant reported adjusted earnings per share (EPS) of $2.83, below the $2.87 analysts expected, per Visible Alpha. McDonald's registered revenue of $6.39 billion, while analysts were looking for $6.46 billion. Comparable Sales Return to Global Growth But Decline in US McDonald's said Monday that global comparable sales rose 0.4%, better than the 0.41% drop analysts had expec ...

Amazon (AMZN) reported fourth-quarter earnings that topped analysts' estimates, though its outlook underwhelmed. The e-commerce and cloud services giant saw net sales rise 10% year-over-year to $187.8 billion, surpassing the analyst consensus from Visible Alpha. Earnings came in at $20 billion, or $1.86 per share, up from $10.62 billion, or $1 per share, a year earlier, also above expectations. Amazon Web Services revenue increased 19% to $28.79 billion, slightly shy of projections.  Looking ahead, Amazon ...

Market Overview - Major U.S. equities indexes showed mixed results as markets reacted to recent earnings releases, with the S&P 500 up 0.4% and the Nasdaq up 0.5%, while the Dow industrials fell 0.3% [2] Company Performance - Tapestry (TPR) shares surged 12.0% after exceeding sales expectations for the holiday quarter and raising its full-year guidance, driven by strong sales growth at Coach [3] - Ralph Lauren (RL) shares increased by 9.7% following better-than-expected quarterly sales and profits, along with an improved revenue forecast [4] - Philip Morris (PM) reported fourth-quarter sales that beat estimates, leading to an 11.0% rise in its shares, supported by strong demand for Zyn nicotine pouches [5] - Skyworks Solutions (SWKS) experienced a significant decline of 24.7% in its shares due to warnings of increased competition in supplying chips for Apple, its largest customer [6] - Huntington Ingalls Industries (HII) saw its shares drop 18.3% after reporting lower-than-expected quarterly sales and profits, impacted by elevated costs at its Newport News shipyard [7] - PTC (PTC) shares fell 9.6% following a quarterly earnings release that raised concerns about sustaining growth, prompting analysts to lower their price target [8]