ToplineOne of the best-known Tesla analysts laid out a plan for the electric and self-driving vehicle giant’s board to curb the firm’s controversial CEO Elon Musk, the latest evidence of Wall Street growing fed up with Musk’s non-Tesla actions, including an ugly spat with President Donald Trump.The plan includes what amounts to babysitters for the world’s richest man Musk.Getty ImagesKey FactsTesla’s board “needs to act now and set the ground rules for Musk going forward around his political ambitions and a ...

Core Viewpoint - Royal Caribbean's shares have increased by approximately 16.7% since the last earnings report, outperforming the S&P 500, raising questions about the sustainability of this positive trend leading up to the next earnings release [1]. Group 1: Earnings Report and Market Reaction - The most recent earnings report is essential for understanding the key drivers behind the stock's performance [1]. - Fresh estimates for Royal Caribbean have trended upward over the past month, indicating positive market sentiment [2]. Group 2: VGM Scores and Investment Strategy - Royal Caribbean currently holds a Growth Score of B, a Momentum Score of B, and a Value Score of B, placing it in the second quintile for investment strategy [3]. - The aggregate VGM Score for the stock is B, which is relevant for investors not focused on a single strategy [3]. Group 3: Future Outlook - Estimates for Royal Caribbean have been broadly trending upward, with promising revisions in magnitude [4]. - The company holds a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the upcoming months [4].

Core Viewpoint - Carnival's stock, once a strong value investment, is recovering from pandemic-related setbacks, with revenue exceeding pre-pandemic levels and strong demand for cruises [1][3]. Financial Performance - Carnival's revenue has reached all-time highs, with adjusted net income of $174 million in the first quarter of fiscal 2025, surpassing guidance [3]. - The company has seen robust demand, with ticket sales at high prices and strong onboard spending [3]. Debt Situation - The company incurred significant debt of $27 billion to maintain operations during the pandemic, which continues to impact its financials [4]. - Carnival has been actively paying down debt, having reduced it by $0.5 billion in the first quarter and over $3 billion in 2024 [6]. Future Outlook - As interest rates decline, Carnival has been able to negotiate better terms on its debt, refinancing $5.5 billion in the first quarter, leading to annualized savings of $145 million [5]. - If the company continues its current pace of debt repayment, it could return to pre-pandemic debt levels in five years, positioning itself for potential stock price appreciation [6].