Core Insights - T-Mobile US reported strong fourth-quarter results for 2024, exceeding analyst expectations in net income and revenue [1][5] - The company achieved a net income of $2.98 billion, or $2.57 per share, on revenue of $21.87 billion, surpassing estimates of $2.63 billion in profits and $21.31 billion in revenue [1][5] Company Performance - T-Mobile's CEO highlighted the company's record low churn rate for postpaid phone subscribers and noted three consecutive years of over 3 million postpaid phone net additions [2][3] - The company added 903,000 postpaid phone subscribers and 428,000 net internet customers, both exceeding analyst expectations of 859,810 and 402,000, respectively [3] Future Outlook - For 2025, T-Mobile anticipates adding between 5.5 million to 6 million net new customers but refrained from providing a profit forecast due to unpredictable factors affecting net income [4] - T-Mobile's stock rose over 6% in premarket trading and has increased by 35% over the past year [5]

Core Insights - ASML Holding shares increased by 7% in premarket trading following better-than-expected fourth-quarter results [2][5] - The company's net bookings reached 7.09 billion euros ($7.38 billion), significantly exceeding analysts' consensus estimate of 3.99 billion euros [2][5] - ASML reported net sales of 9.26 billion euros and net income of 2.69 billion euros, both surpassing projections [2] Financial Outlook - For the first quarter, ASML expects net sales between 7.5 billion euros and 8.0 billion euros, which is above the Visible Alpha consensus [3] - The company reaffirmed its 2025 net sales outlook of 30 billion euros to 35 billion euros [3] Industry Context - ASML's CEO stated that artificial intelligence (AI) will be a key driver for growth in the semiconductor industry [4] - The company faced a decline in share price due to market reactions to a low-cost AI model from Chinese startup DeepSeek, which affected ASML and other AI-related stocks [4]

Core Insights - Apple shares experienced a solid gain of 3.7% on Tuesday, closing at $238.26, as the broader market recovered from a previous selloff [3][9] - The company's stock has shown resilience, avoiding the significant decline seen in AI-linked stocks following news of a competitive AI model from Chinese startup DeepSeek [1][9] - Apple's success is increasingly tied to its ability to develop devices capable of running complex AI models, which could enhance its profitability [2] Technical Analysis - After reaching a record high in late December, Apple shares retraced by as much as 16% before finding support around the 200-day moving average [4][9] - The stock's recent upward movement coincided with the relative strength index (RSI) moving out of oversold territory, indicating improved price momentum [4] - Apple shares closed above a critical resistance level of $235, which was previously seen as a potential selling pressure point [5][9] Price Projections - Following the breakout above $235, the stock could potentially rise to around $260, which aligns with the all-time high and a projected price target based on previous trends [6] - Investors should monitor the response of the stock price to a retest of this month's low around $218, which is supported by the rising 200-day moving average [7] - A more significant decline could see shares fall to the $207 level, where buying opportunities may arise near the June pullback low [8]

Starbucks (SBUX) reported fiscal first-quarter results that topped analysts’ expectations, sending shares higher in extended trading Tuesday. The coffee giant saw net sales fall 0.3% year-over-year to $9.4 billion, above the analyst consensus compiled by Visible Alpha. Earnings of $780.8 million, or 69 cents per share, declined from $1.02 billion, or 90 cents per share, a year earlier but topped Wall Street projections. Global same-store sales fell 4%, a narrower decline than the 5% drop expected by analys ...

Key TakeawaysInvestors piled back into Nvidia and other AI stocks Tuesday after Monday’s DeepSeek-driven sell-off on concerns about the competitiveness of U.S. firms.Several Wall Street analysts suggested Monday’s sell-off was overblown, offering investors an opportunity to buy the dip, expecting continued strength in demand for advanced U.S. tech. But the dramatic nature of Monday’s market reaction had some analysts tempering their expectations for the shares' recovery. Investors piled back into Nvidia (NV ...

Nvidia’s stock recovered today after a wild Monday.  Shares of the chipmaking giant ended the session up nearly 9%, easily outpacing the rise in the S&P 500. Tuesday’s trading followed a start to the week that marked Nvidia’s (NVDA) worst day in years, as a roughly 17% drop led to a loss of nearly $600 billion in market value.  Some of the questions that led investors to drop Nvidia and, broadly, back away from the AI trade remain. A reassessment of the trajectory of the artificial intelligence business, t ...

Group 1 - Chevron and GE Vernova have partnered with Engine No. 1 to build natural-gas power stations for AI-developing data centers in the U.S. [1][4] - The partnership aims to deliver up to 4 gigawatts (GW) of power, sufficient to power 3 million to 3.5 million homes, with service expected to be online by the end of 2027 [1][4] - The announcement follows the release of a cost-effective AI model by Chinese startup DeepSeek, raising concerns about competition in the AI sector [2][4] Group 2 - Concerns over high costs have negatively impacted shares of nuclear power providers, with Constellation Energy and Vistra each seeing declines of more than 20% [3] - GE Vernova's stock also dropped over 20% on the same day, although it rebounded nearly 2% the following day, while Chevron shares decreased by 1% [3]

Core Insights - Visa is partnering with social media platform X to become the first financial services provider for its upcoming "X Money" feature, which is expected to launch later this year [2][5] - The partnership will enable users to transfer funds from Visa debit cards and bank accounts to "X Money" accounts, facilitating real-time money transfers [3][5] - X's CEO Linda Yaccarino indicated that this partnership is just the beginning, with more announcements regarding X Money expected in 2025 [3][5] Company Developments - The partnership with Visa is aimed at enhancing X's revenue streams, particularly in light of declining ad spending since Elon Musk's acquisition of the platform [5] - X has received licensing to operate as a "money transmitter" in 41 states, which will support its payment processing capabilities [3] - Elon Musk's vision for X includes transforming it into an "everything app," integrating shopping and payment functionalities alongside its social media features [4]

Key TakeawaysGeneral Motors stock was the biggest decliner in the S&P 500 on Tuesday, falling nearly 9% as concerns about the potential impact of tariffs outweighed fourth-quarter revenue and adjusted profit that topped estimates.The automaker posted billions in one-time charges for recent moves like restructuring its China business and halting development of its Cruise robotaxis.GM predicts rising profit in 2025, assuming a "stable policy environment" in North America. General Motors (GM) stock was the big ...

Core Insights - Royal Caribbean Group (RCL) experienced a significant stock increase of over 12%, reaching an all-time high, following the release of better-than-expected earnings and strong future guidance [1][4] Financial Performance - The company reported fourth-quarter earnings per share (EPS) of $2.02, surpassing analyst expectations of $1.50, with revenue rising 13% year-over-year to $3.76 billion, aligning closely with forecasts [2] Demand and Growth Strategy - Royal Caribbean highlighted benefits from higher pricing across all key products and improved onboard revenue, with strong demand reflected in record bookings over a five-week period [3][5] - The company anticipates 23% adjusted earnings growth in 2025, driven by a strategy focused on moderate capacity growth, moderate yield growth, and strong cost discipline [3] - Additionally, Royal Caribbean plans to start taking bookings for new river cruises, set to launch on 10 new ships in 2027 [3][5]