Group 1: Earnings Season Overview - The upcoming earnings season is expected to cause significant stock movements as investors react to company results and guidance [1] - Experienced investors often take action before earnings reports, especially when anticipating strong results, to capitalize on potential gains [1] Group 2: UnitedHealth Group (UNH) - UnitedHealth Group has experienced a 48% decline in stock price over the past three months due to missed earnings and lowered guidance [2][4] - The stock has shown signs of forming a bottom and is currently consolidating with bullish sentiment, facing resistance around $325 [3] - Analysts have a Moderate Buy rating on UNH with a consensus price target of $415.57, indicating a potential 38% upside from its recent close [4] Group 3: Tesla (TSLA) - Tesla's stock has been volatile, influenced by CEO Elon Musk's actions and market sentiment, particularly regarding demand in China [5][7] - The stock is trading near its 50-day simple moving average, which has acted as both support and resistance [8] - Upcoming earnings on July 23 are expected to provide clarity on the stock's direction [8] Group 4: Netflix (NFLX) - Netflix's stock is currently experiencing a pause after a strong performance following its last earnings report, with analysts forecasting a 22% earnings growth [10][11] - The stock is trading at a high price level, raising speculation about a potential stock split, although the company is focused on content creation and international growth [12] - Despite a Moderate Buy rating, Netflix is not among the top stocks recommended by leading analysts at this time [13][14]

Welcome back to Spotbox. Dozens of companies set to report next week, including financial giants JP Morgan, Black Rockck, and Bank of America. Investors will also hear from PepsiCo, Netflix, United Airlines, and many more.Joining us now with more on the market, Stephanie Gil, chief investment officer at Robin Hood. Stephanie, great to see you. We're just discussing uh price targets, which for a lot of strategists have been very trying, difficult uh this year for the S&P, right.For the S&P. 6,200 is where yo ...

Group 1 - The airline earnings season began positively, with Delta Air Lines exceeding expectations and boosting investor confidence across the sector [1][3] - Delta's first-quarter earnings results alleviated investor concerns about inflation and tariffs, and the company reinstated its full-year guidance with an earnings forecast above consensus estimates [3][4] - The strong performance of Delta has led to increased stock prices for American Airlines and other carriers, indicating robust demand during the summer vacation season [4] Group 2 - American Airlines has a significant long-term debt of $29.4 billion, which is approximately double that of Delta, making it more vulnerable to potential downturns [5] - Despite the high debt, American and Delta have similar enterprise value-to-earnings multiples, but Delta is considered a more stable investment option due to the volatility in the airline sector [5]

Airline investors are feeling bullish following strong results from Delta Air Lines, meaning stocks including JetBlue Airways (JBLU 9.57%) are enjoying a tailwind. Shares of JetBlue were up 10% as of 1 p.m. ET following Delta's quarterly results. Delta delivers, others take noticeAirlines tend to be cyclical, performing well when times are good and consumers have money to spend on vacations. Shares have been under pressure this year due to concerns that higher inflation and tariff-related uncertainty would ...

Delta Air Lines provided a surprisingly strong outlook for the second half of the year, and the entire airline sector is taking off as a result. Shares of Southwest Airlines (LUV 7.35%) traded up 7% as of 11:30 a.m. ET following Delta's strong report. Demand trends appear strongThere is a lot of investor uncertainty heading into airline earnings season. Although results came in largely as expected three months ago, growing concerns about the impact of inflation and tariffs on consumers kept many investors o ...

Economic Indicators - Initial Jobless Claims decreased for the fourth consecutive week to 227K, down from a near-term high of 250K four weeks ago, marking the lowest level since May 17th [2] - Continuing Claims increased to 1.965 million from a revised 1.955 million, the highest since November 2021, with four of the last five weeks above 1.95 million [3][4] Company Earnings - Delta Air Lines (DAL) reported Q2 earnings of $2.10 per share, beating expectations by 9 cents, although down from $2.36 per share a year ago, with revenues of $16.6 billion, slightly above the expected $16.01 billion [5][6] - Delta raised its earnings guidance for Q3 to a range of $1.25-1.75 per share and for the full fiscal year to $5.25-6.25 per share, exceeding analysts' projections [6] - Conagra (CAG) missed fiscal Q4 earnings expectations, reporting 56 cents per share versus the expected 59 cents, with revenues of $2.78 billion below the anticipated $2.84 billion, leading to an 8% drop in shares [7]

Thursday, July 10, 2025Pre-market futures are flat this morning, again without much direction from outside influences. We’ve passed the 90-day tariff “deadline” with no ramifications; in fact, major indexes were up across the board, from a half of one percent to +1%. Currently, the Dow is -33 points, the S&P 500 is 0.0, the Nasdaq +13 points and the small-cap Russell 2000 +3.Jobless Claims Moderate on Initial Side: 227KWelcome news this Thursday morning are Weekly Jobless Claims levels, where Initial Jobles ...

What do all these moves tell us about where we are in the markets right now, Tim. It tells us that the market is not only responding to momentum, but following the leadership of mega cap tech stocks who obviously from a from a mathematical perspective pull the indices up. But I thought today was interesting because I think we have a lot of breath out there, too.I mean, if you look at at what's gone on, small caps were up over 1%. So, they actually outperformed today. If you look at cost industrials, which h ...

Welcome to another episode of the earnings allstars. We're about to enter second quarter earnings season. What will this one show.Last quarter, a lot of concerns about the tariffs. Waiting to see what the companies would say, what they would do with guidance, but we're still in the midst of the tariff situation. So, what will they say again about forward guidance.But this week, I'm bringing you five charts you must watch during this earning season. And it includes more than just tech, but these are hot stoc ...

Welcome back to Spockbox. Earning season right around the corner. Let's talk markets now with Emily Roland, the co-chief investment strategist at John Hancock Investment Management.Emily, good morning to you. Um, we're pretty much at record highs in the S&P 500 as well as the NASDAQ. That's a terrible setup or a very difficult setup going into earning season.Where do you stand on this rally in general in terms of the strength of it. Yeah, Melissa, you know, there's a lot of things going right from a technic ...