Youtubeยท2025-10-01 14:30Nike - Nike reported better-than-expected earnings, with EPS at 49 cents, surpassing the street's expectation of 48 cents [2] - Revenue reached $11.7 billion, up 1% year-over-year, indicating a positive trend for the company [3] - Gross margins declined due to weaker demand and tariffs, with an expected annual impact of $1.5 billion from tariffs [4][7] - Wholesale sales increased, suggesting improved relationships with retail partners, while own stores and digital sales saw a decline [4][5] - North America sales rose by 4%, but there was weakness in the Chinese market [5] - The company is shifting focus back to running and training shoes, and collaborations, such as with Skims, are helping attract more female customers [6] Carvana - Carvana received an upgrade to a buy rating from Jeff, with a new price target of $475, indicating potential upside [8] - The company is well-positioned to benefit from the digital shift in used car sales, with about 30% of adults preferring to buy cars online [9][10] - Projections indicate that Carvana could capture 10% of the online car sales market, with revenue estimates for 2027 expected to be 15-12% above consensus [10][11] Marvell - Marvell was downgraded to a hold rating by TD Colin, with a reduced price target of $85, down from a previous target of $90 [13] - The downgrade follows a significant stock increase of over 30% in the past month, leading to a balanced risk-reward scenario [14] - Concerns exist regarding limited visibility on growth drivers, particularly custom chips, with expectations of flat revenue in 2026 [15]