Financial Performance - Expedia Group exceeded earnings forecasts [1] - Expedia Group exceeded revenue forecasts [1] - Expedia Group exceeded gross bookings forecasts [1] Market Trends - International sales provided a significant boost to Expedia Group's performance [1]

Core Insights - NWPX Infrastructure reported revenue of $133.18 million for Q2 2025, a year-over-year increase of 2.8% and exceeding the Zacks Consensus Estimate of $120.39 million by 10.63% [1] - The company achieved an EPS of $0.91, up from $0.86 a year ago, representing a surprise of 26.39% compared to the consensus estimate of $0.72 [1] Financial Performance Metrics - Net Sales for Precast Infrastructure and Engineered Systems reached $48.59 million, surpassing the average estimate of $41.96 million, with a year-over-year increase of 21.5% [4] - Net Sales for Water Transmission Systems were reported at $84.59 million, exceeding the average estimate of $78.43 million, but reflecting a year-over-year decline of 5.5% [4] - Gross profit for Precast Infrastructure and Engineered Systems was $10.31 million, above the average estimate of $9.92 million [4] - Gross profit for Water Transmission Systems was $15.06 million, compared to the average estimate of $12.82 million [4] Stock Performance - NWPX Infrastructure shares have returned -0.5% over the past month, while the Zacks S&P 500 composite has increased by 1.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

We're about 2 minutes away from the end of the trading day. Scarlet Fu and Katie Greifeld here and here to help you take you through the top. All of us taking you through the closing bell is a global sign.Is it Friday yet. Finally, I think we need it right eve it's Friday issue that is Carol Massar of course a Norah Mulinda who is in for Tim Stenovec. And of course in doing so we bring together our Bloomberg Television, Bloomberg radio crew and our YouTube audiences worldwide to parse through the most cruci ...

Company Performance - Flutter's Q2 2025 earnings were discussed [1] - Full year guidance was raised [1] Business Growth - iGaming experienced growth [1] - International business showed strength [1]

Market Overview & Economic Factors - Late August is expected to have low liquidity, and September is traditionally the worst month for the S&P 500 [2] - Earnings are expected to grow over 10% year-over-year, about double the consensus [2] - Weak payrolls data (around 73,000) and ISM data raise concerns about the economy [3] - Uncertainty surrounding the next Fed chair is making markets nervous [3] NASDAQ & Tech Sector - The NASDAQ is considered a favorable investment area due to the AI trend, moderating 10-year Treasury yields, and its appeal during economic slowdowns [5] - The AI boom is still active, with companies continuing to invest tens or even hundreds of billions in AI [6] Interest Rates & Fed Policy - A weak August payrolls report could lead to a 25 basis point rate cut, and a 50 basis point cut should be considered [7] - A 4% to 4.5% range is expected for the 10-year Treasury yield for the rest of the year, assuming the economy shows signs of slowing [8] - The Fed is closely watching employment markets, balancing this with the impact of tariffs on inflation [10] - The base case is a 25 basis point rate cut in September, unless August payrolls are significantly weaker [11] - A one-time bump in inflation is expected due to tariffs, but core inflation is trending towards the Fed's target [12] Investment Opportunities - Infrastructure is favored, driven by increased investment in the US on both public and private sides [13][14] - AI data centers and upgrading electrical grids are key areas within infrastructure [14] - Utilities are a strong play for infrastructure, needed to fund electricity for AI and upgrade grids for renewable energy [16]

This gets back to our overall thesis, Matt, which is that we believe we've been in sort of a three year rolling recession and that the end of that recession ended in April with the tariffs. That was the final capitulation. So we think that's a new bull market, right.We think the bear market ended in basically April. It was a pretty nasty one. There were several, you know, along the way.And that that was the final the final flush. And now we're in a new bull market and capital markets activity is just anothe ...

So, Door Dash beating on the top and bottom lines with those shares about two and a half% higher right now in the after hours. The company posting earnings of 65 cents per share, well above the 44 cents expected and revenue of 3.28% billion. Also came in ahead of estimates.One key metric we were watching for is marketplace gross order value. That's a total dollar amount of all orders placed on the platform. It came in at 24.2% billion, which is stronger than expected.Door Dash called out notable strength in ...

U.S. equities were higher at midday as the market reacted to the latest corporate earnings news. https://t.co/3rIwwGW9lI ...

Market Overview & Trends - Asian and European markets are showing positive movement, influenced by earnings reports and tariff developments [1][3] - US market performance is under scrutiny following a disappointing previous day [2] - Earnings and tariffs are expected to be major focal points during the trading day [4] - A weakening economy is indicated by labor revisions, with the bond market pricing in potential Fed cuts [28] - Market sentiment is influenced by the "buy the dip" mentality (FOMO) and the performance of tech and AI sectors [29][30] Company Specific News - **Glencore:** Abandoned plans to move its primary listing to New York, citing no added value for shareholders, and reported a net loss of $655 million in the first half of 2025, nearly triple the $233 million loss from the previous year [5] - **Glencore:** Launched a $1 billion cost-cutting program in response to lower coal prices, copper production issues, and tariff uncertainties [6] - **Nova Nordisk:** Weight loss drug Wegovy sees sales soar, but US sales disappoint [1][39] - **Disney:** Adjusted earnings per share exceeded expectations at $161 versus an expected $146, while Q3 revenue aligned with expectations at $237 billion, shares are down by over 15% in pre-market [16] - **McDonald's:** Earnings per share slightly missed expectations at $314 versus an expected $315, but revenue exceeded expectations at $684 billion versus an expected $67 billion, shares are up around 3% in pre-market [17][18] - **Uber:** Revenue came in at $1265 billion versus an expected $1248 billion, and earnings per share met expectations at 63 cents, shares are down 14%-16% in pre-market [19] - **AMD:** Analyst suggests the upside is unlimited, expecting to regain $15 billion lost due to China sanctions over the last two quarters [23] - **Honda:** Raised its annual profit guidance despite a 50% year-over-year fall in operating profits in the first quarter, citing a smaller-than-expected impact from tariffs [45] - **Open Door:** Shares are down over 20% in pre-market after offering disappointing guidance, citing a challenging macro environment and persistent housing market weakness [46] - **Super Micro Computer:** Shares are plunging in pre-market after cutting its annual sales forecast, with fourth-quarter results falling below expectations due to order delays from economic uncertainty [47] - **Snap:** Analyst says numbers are better than feared, but results are not encouraging compared to the rest of the ad complex, stock is down another quick 15% after hours [49][51] Tariffs & Trade - Countries are pushing for last-minute trade deals as the tariff deadline approaches [7] - Switzerland is attempting to avoid 39% tariffs [9] - India is facing potential increases in tariffs due to its consumption of Russian oil [9] - A 90-day pause on tariffs is expected to be extended, potentially paving the way for a Trump-Xi meeting [13] Federal Reserve (The Fed) - There is speculation about a potential interest rate cut by the Federal Reserve in September, with some suggesting a possible 50 basis point cut [31][32]

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Is this bull market stronger than Wall Street thinks? On this episode of Trader Talk, Kenny Polcari and Bullseye Brief founder Adam Johnson explain why artificial intelligence (AI)–driven capital spending, strong earnings, and resilient consumer demand could push stocks even higher. They reveal how savvy investors are reading earnings reports for future signals and why the Federal Reserve may not need to cut ra ...