Walmart (WMT) reported better third-quarter fiscal 2025 results than analysts expected Tuesday morning as it registered growing sales and profits, sending its stock higher. The retail giant reported $169.59 billion in revenue, up from $160.80 billion a year ago and above the $167.72 billion analysts expected, according to Visible Alpha. Walmart's net income came in at $4.58 billion, or $0.57 per share, better than expectations of $4.25 billion and $0.53 per share, respectively. The company's e-commerce and ...

Core Insights - Roku shares experienced a rise after Baird analysts upgraded the stock to "outperform" and increased the price target to $90 from $70, indicating a potential upside of approximately 21% [2] - Despite a forecast for a wider fourth-quarter loss than expected, Baird highlighted "increasingly favorable industry trends" that could benefit Roku [3][4] - The analysts believe Roku's existing scale positions the company well to capitalize on the shift of advertising spending towards streaming content [4] Industry Trends - The migration of advertising spending towards streaming content is seen as a significant trend that could enhance Roku's market position [3] - The fragmentation of media across various streaming services is expected to increase the importance of a streaming hub like Roku [4] - Roku has implemented effective monetization strategies, such as introducing video ads on its home screen, which could further support its growth [4] Analyst Perspective - Analysts suggest that the stock's recent reaction to the third-quarter results reflects short-term expectations rather than the company's fundamental quality [5] - There is an indication that investors may be underestimating Roku's potential for outperformance in fiscal 2024 and the signs of sustainable growth moving forward [5]

Key TakeawaysTJX Companies is set to report its latest earnings before the opening bell on Wednesday.The TJ Maxx and Marshall's parent has received mostly buy ratings from analysts tracked by Visible Alpha.BofA analysts say the company has "outperformed the retail industry domestically." TJX Cos. (TJX) is set to report earnings before the market opens on Wednesday, and analysts see room for upward share movement. Of the 14 brokers tracked by Visible Alpha, 11 have a buy rating on the stock, while three have ...

Key TakeawaysNetflix's streaming of the Jake Paul and Mike Tyson boxing match set records, the company said. The fight comes after Netflix showed a golf competition and eating contest in real time.The streaming giant wants to show event-worthy sports competitions without becoming beholden to sports leagues.Shares of Netflix rose Monday, touching record highs. Netflix sees last week's Jake Paul-Mike Tyson match-up as a success. The streaming giant is still in the early rounds of its efforts to land sports f ...

Group 1 - President-elect Trump appointed Liberty Energy CEO Chris Wright as secretary of energy for his second term, which positively impacted the stock prices of both Liberty Energy and Oklo [1][2] - Liberty Energy, an oilfield services and fracking company, has a market capitalization of nearly $3 billion, with its stock gaining over 3% shortly after the market opened on the day of the announcement [2] - Oklo, a nuclear energy company where Wright serves on the board, saw its stock soar by 12% and has increased approximately 90% in 2024 [2] Group 2 - Chris Wright has publicly advocated for the oil and gas industry, claiming there is no climate crisis and that an energy transition is not occurring [3] - The new secretary of energy will also be part of the newly established Council of National Energy, alongside North Dakota Governor Doug Burgum, who has been appointed as secretary of the interior [3]

KEY TAKEAWAYSNvidia shares fell as reports, citing The Information, said that its next-generation artificial intelligence (AI) Blackwell chips have faced problems with accompanying servers that overheat.According to a Reuters report digesting The Information's coverage, Nvidia’s Blackwell graphics processing units overheat when connected in server racks designed to hold up to 72 chips. A spokesperson for the AI chipmaker, which will release its highly anticipated earnings report on Wednesday, says the compa ...

KEY TAKEAWAYSShares of Tesla are jumping in premarket trading Monday on a Bloomberg report that President-elect Donald Trump's transition team is planning a federal framework for fully self-driving vehicles.Tesla CEO Elon Musk, who is part of Trump’s inner circle, benefits from easier self-driving vehicle rules, having made the robotaxi a key focus on the EV maker's future.Musk announced plans in October to produce the robotaxis from 2026 onward. Shares of Tesla (TSLA) are jumping in premarket trading Monda ...

Core Insights - Netflix shares are under scrutiny following technical glitches during a record 60 million households tuning into a live fight broadcast [2][3] - The relative strength index indicates a potential slowdown in bullish momentum, suggesting possible profit-taking [5] - A technical analysis predicts an upside target of approximately $870, about 6% above the recent closing price [7] Technical Analysis - Since the beginning of the year, Netflix shares have increased by around 69%, significantly outperforming competitors like Disney and Comcast [4] - The relative strength index (RSI) has turned downward, indicating a potential shift in price momentum [5] - A bars pattern analysis suggests a potential price target of $870 based on previous trends [7][8] Support Levels - Key support levels to monitor include $770, $725, and $690, which may attract buying interest during price retracements [9][10] - A close below $770 could lead to further declines towards $725, while a drop to $690 may present additional entry points for investors [9][10]

Group 1 - Lowe's Companies is expected to report third-quarter results with analysts predicting a year-over-year decline in sales, despite potential boosts from recent hurricanes [1][2] - The professional contractor market will be a critical area to monitor, as do-it-yourself sales are under pressure from inflation [1][6] - Analysts have mixed views on Lowe's stock compared to Home Depot, with 10 "buy" ratings, 8 "holds," and 1 "sell" rating among the 19 analysts covering Lowe's [3] Group 2 - Lowe's is projected to report sales of $19.89 billion, down from $20.47 billion last year, with net income expected to decline nearly 10% to $1.60 billion, or $2.82 per share [4] - Analysts from Bank of America and Melius Research suggest that Home Depot's earnings may indicate a similar sales boost for Lowe's due to hurricanes affecting Southern states [5] - Melius analysts raised their price target for Lowe's to $310, emphasizing the importance of the professional contractor market amid lower spending on big-ticket and do-it-yourself projects [6][7]

Key TakeawaysWalmart is due to report earnings Tuesday morning, with analysts expecting sales to continue growing as Walmart's customer base grows.The retailer said its market share grew across income levels in recent quarters, which analysts said should continue.Walmart's growing digital advertising business is also a focus, as Bank of America analysts said it is boosting Walmart's overall profit margins. Walmart (WMT) is slated to report earnings before the market opens Tuesday for the third quarter of fi ...