Why are earnings more important than the Federal Reserve. >> It's a good question. If you asked me a month ago going into the FOMC blind, would that be a smaller or bigger event than earnings.I would have said bigger. But, you know, the market seems pretty content right now that given the data that's coming in, the Fed's going to cut twice into the end of the year. Kind of takes that off the table a little bit in terms of a source of uncertainty.And, you know, to all your point, I mean, valuation is very hi ...

All right, guyami. I mean, Apple, we were talking on this program a couple months ago. Apple's having a tough year.Why isn't it kind of riding with the other mag seven and big tech. Boom. New record high for Apple.>> Couple things. Welcome. >> Thank you.>> Did you read was that in the prompter that that thank you that you read or did you just add. >> I wrote that. >> You wrote it yourself.>> Yeah. >> On the fly. >> On the fly.>> Yeah. Welcome to Japanese. >> Mr.. Robato used to work for Mitsubishi. >> Mr. . ...

Core Insights - Alphabet's shares have outperformed both the S&P 500 and the Magnificent 7 this year, indicating strong market performance [1] - Oppenheimer analysts favor Alphabet over Meta, setting a price target of $300 for Alphabet and $825 for Meta, reflecting a preference for Alphabet's more conservative estimates and lower valuation [2][6] Performance Comparison - Both Alphabet and Meta have shown strong performance, surpassing the Magnificent 7 ETF and the S&P 500 [1] - Despite the overall success of the Magnificent 7, three of the stocks within this group have underperformed the S&P 500 year-to-date, suggesting a need for selective investment [3][4] Analyst Recommendations - Oppenheimer's analysts believe that Alphabet's shares present a friendlier valuation and more conservative street estimates compared to Meta [2][6] - The analysts express a bullish outlook on Alphabet in the near term, while remaining positive about Meta's long-term potential in AI [4] Market Trends - There is a noted increase in market breadth, with more stocks outside the Magnificent 7 contributing to the index's performance, indicating a healthier market environment [5] - Rising valuations among companies and clarity on tariffs and interest rate cuts could positively impact the U.S. equities market, which has lagged behind European markets [7]

Core Viewpoint - Capital One Financial Corporation is preparing to release its quarterly earnings on October 21, 2025, with analysts projecting an EPS of $4.23 and revenue of $14.9 billion, indicating a significant year-over-year revenue increase of 48.8% despite a slight decline in EPS from the previous year [1][2][6]. Financial Performance - Analysts expect Capital One to report an EPS of $4.23, reflecting a 6.2% decline from the previous year [2]. - The revenue forecast stands at $14.9 billion, marking a substantial 48.8% year-over-year increase, driven by higher net interest income, loan growth, and stronger fee income [2][6]. - The consensus EPS estimate has been revised downward by 2.2% over the past 30 days, indicating a reassessment by analysts [3]. Valuation Metrics - Capital One has a price-to-sales ratio of approximately 2.35, and an enterprise value to sales ratio of about 2.24, reflecting its valuation relative to revenue [4][6]. - The enterprise value to operating cash flow ratio is around 6.55, indicating cash flow efficiency [4]. - The company's debt-to-equity ratio stands at approximately 0.47, suggesting a moderate level of debt compared to equity [5]. - The current ratio is about 0.14, indicating the company's ability to cover short-term liabilities with short-term assets [5].

RT unusual_whales (@unusual_whales)World's most valuable private companies, per MB:1. OpenAI: $500 billion2. SpaceX: $400 billion3. ByteDance: $330 billion4. Anthropic: $183 billion5. xAI: $113 billion6. Databricks: $100 billion7. Stripe: $92 billion8. Revolut: $75 billion9. Shein: $66 billion ...

Group 1 - The investment strategy focuses on companies with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold indefinitely [1] - The portfolio management approach is concentrated, targeting the avoidance of underperformers while maximizing exposure to high-potential winners [1] - Companies may receive a 'Hold' rating if their growth opportunities do not meet the threshold or if the downside risk is deemed too high [1] Group 2 - The analyst has a beneficial long position in GOOG shares, indicating a personal investment interest [2] - The article reflects the author's own opinions and is not influenced by compensation from external sources [2] - There is no business relationship with any company mentioned in the article, ensuring an independent perspective [2]

Wait so you can just buy back supply from early investors at a higher valuation and then do another sale at an even higher valuation?Incredible techzoomer (@zoomerfied):[ ZOOMER ]MEGAETH BUYS BACK 4.75% OF SUPPLY FROM EARLY INVESTORS AS THEY GEAR UP FOR ICO: PRESS RELEASE ...

All right. So, clearly we're seeing some very negative sentiment. Do you think this is all related to some of the credit issues we're seeing here in the US or is there something else putting pressure on the markets.>> Frank, when we got to October, we thought there'd be some sort of event uh a catalyst to to pull have a pullback here. I think we've seen it uh break in the credit market. I think our European analyst is exactly right.We've had great news coming from the banks the last few days. Uh we have, yo ...

Core Insights - ManpowerGroup (NYSE: MAN) is a global leader in workforce solutions, providing staffing and recruitment services across various industries, with operations in North America, Europe, Latin America, and Asia Pacific [1] - The company reported an earnings per share (EPS) of $0.38, which was below the estimated $0.82, primarily due to restructuring costs and non-cash currency translation losses in Argentina [2][6] - Revenue for the company was approximately $4.63 billion, slightly exceeding the estimated $4.62 billion, representing a 2.3% increase from the previous year [3][6] Financial Performance - The adjusted EPS, excluding restructuring costs and currency losses, was $0.83, surpassing the Zacks Consensus Estimate of $0.82 [2] - Net earnings for the quarter were $18 million, a decrease from $22.8 million a year ago [3] - The company's gross profit margin was 16.6%, affected by lower permanent recruitment activity and a shift towards enterprise clients [5] Valuation Metrics - The price-to-sales ratio of 0.09 and enterprise value to sales ratio of 0.17 suggest that the stock may be undervalued relative to its sales [4] - The debt-to-equity ratio of 0.81 indicates moderate debt levels [4] - The enterprise value to operating cash flow ratio is 9.78, reflecting the company's ability to cover its enterprise value with operating cash flow [5] Liquidity Position - The current ratio of 0.99 indicates that the company has nearly enough current assets to cover its liabilities [5]

Performance Metrics - Drift protocol 处理了 70 million 美元的清算，仅有 18 thousand 美元的社会化损失，损失率仅为 0.026% [1] - 保险基金为用户赚取了 600 thousand 美元的保护费用 [1] - Drift 协议的年化费用收入为 56 million 美元，市值 193 million 美元 [1] Competitive Landscape - Hyperliquid 触发了两年来的首次 ADL (Auto Deleveraging 自动减仓) [1] - Hyperliquid 的交易量超过 10 billion 美元 [1] - Drift 和 Hyperliquid 在每 TVL (Total Value Locked 总锁定价值) 美元的收入方面表现相似 [1] - Drift 的估值倍数是 Hyperliquid 的 52 倍 [1]