Amazon also reporting tonight just in case you thought you got all the crossurrens for the day's uh stock drivers down the street watching for growth in AWS and a return on its AI investments. Mackenzie Seagal has more on what to expect in today's tech check. Mac, you've had a busy week.Yes, it has been. Alphabet yesterday, Amazon today. Their stock really trades on its cloud business.And it has been a rough few quarters for Amazon. With Google, Meta, and Microsoft all raising their capex in their latest qu ...

Financial Performance - ServiceNow reported 22% revenue growth and a 56% earnings beat [2] - ServiceNow management raised nearly every line of their full-year forecast [2] - ServiceNow had 103 deals north of $1 million in net new ACV, 10 deals above $10 million, and 3 deals above $20 million [7] AI and Platform Strategy - ServiceNow is positioning itself as the AI platform for business transformation, connecting to all clouds, language models, and data sources [6] - ServiceNow's AI platform is built on Nvidia's Neatron and delivers large language model intelligence at a fraction of the size and cost [8] - ServiceNow's AI platform builds AI-powered supply chain workflows, providing real-time visibility and predictive capabilities [9] - ServiceNow has seen a 55x improvement in the number of assists in just a few short months [10] - ServiceNow integrates with hyperscalers and large language model providers, focusing on enterprise AI which is different from consumer AI [11][13] - ServiceNow is designed to run across all functions, offering a single AI platform for business transformation [15] Market Positioning and Future Growth - ServiceNow is playing a "one-of-one" game and winning, offering a seamlessly integrated platform that others don't [17][16] - ServiceNow is splitting its stock five-for-one to make it more accessible to individual investors [18][20] - ServiceNow has been growing at 50%+ for a decade straight [20]

Market Catalysts anchor Julie Hyman breaks down the latest market movers for October 28, 2025. Wall Street's top analyst calls include Tesla, Qualcomm, and Warner Bros. Discovery. Senior reporter Allie Canal breaks it all down. Royal Caribbean Cruises CFO Naftali Holtz discusses his company's strong third quarter results, demand, and outlook for growth. For more Market Catalyst videos, please visit: https://finance.yahoo.com/videos/series/market-catalysts/ #youtube #stocks #news #investing #cruise #vacation ...

$NFLX Netflix reports on Tuesday.🔘 EPS: $6.89 (+27.6% YoY)🔘 Revenue: $11.52B (+17.3% YoY)Ride the wave and time your entry on #BitgetStockFutures.Bitget (@bitgetglobal):Week ahead: Smart trades start with knowing what’s next.💼 Next big earnings ahead: $NFLX | $GE | $LMT | $KO | $TSLA | $IBM | $INTC | $PG$INTC +60%, $TSLA +37%, $IBM flat over the past 90 days. How will earnings move the chart this time? https://t.co/Co1vjlqv6p ...

Welcome back. Macy's on pace for its best day since November of 2021 after raising its outlook. Gabrielle Fon Rouge has more on the company's turnaround efforts.Big day, Gabrielle. Yeah, huge day. Shares of Macy's are surging this morning after the company beat earnings expectations and raised its guidance.Comparable sales and revenue both came in better than expected while earnings per share were more than double expectations. Now, estimates were a bit low coming into the print after Macy's cut its guidanc ...

Option bets on Meituan have surged to a record as investors position ahead of its earnings report https://t.co/NWoeU8Pc9L ...

Earnings Season Overview - The second quarter earnings season has been successful with more beats and raises than misses, particularly led by the Mag 7 stocks [1] - Nvidia's upcoming report is highly anticipated [1] Retail Sector Focus - This week's focus is on major retailers to assess price increases, inflation, tariff impacts, and consumer behavior [2][3] - Key retailers to watch include Walmart (WMT) and Target (TGT), along with home improvement retailers like Home Depot (HD) and Lowe's (LOW) [3] Home Improvement Retailers (Home Depot & Lowe's) - Home Depot (HD) has a strong earnings surprise track record with only one miss in the last five years [4] - Home Depot's earnings have declined in the last couple of years due to housing market conditions and tariffs, with a projected earnings decline of 1.4% to 4%, but a rebound is expected next year [5][6] - Lowe's (LOW) also has a great earnings surprise track record with earnings expected to decline but then recover, projecting a 2.4% to 4% gain this year and another in 2027 [7][8] - Both Home Depot and Lowe's shares haven't significantly declined as a turnaround is expected and priced in [9] General Retailers (Walmart & Target) - Walmart (WMT) has been performing strongly, with shares attempting to break out, and earnings looking better than Home Depot and Lowe's [9][10] - Walmart's valuation is at 38 times earnings, with a strong earnings surprise track record [10] - Target (TGT) is struggling with declining earnings, trading near 5-year lows, and a 15.6% decline expected for this year [12][13] - Both Walmart and Target are being watched for pricing strategies and consumer buying behavior, considering factors like back-to-school shopping and groceries [11][12][14] Specialty Retailer (Estee Lauder) - Estee Lauder (EL) has a strong earnings track record with mostly beats, but earnings have declined, especially due to the struggling Chinese consumer [15] - Estee Lauder's earnings are expected to improve in the next couple of years, but a 42% decline is expected this year [16] - Estee Lauder's forward PE is not cheap at 42 times, even with the share price decline [16] - Tariffs are impacting beauty products, with E.L.F beauty raising prices, and Estee Lauder's response is being monitored [18]

Another jam-packed week of earnings ahead. AMD, Eli Lilly, Uber, McDonald's, Palanteer, and Disney among the names on deck to report. Mike Co has been scoping out the options market for a look at how traders are gearing up for this action.Mike, what do you see. >> Yeah, some big moves expected in some big names that had big volumes today. Disney expecting a move of about 6% after they report. AMD about 8%, Caterpillar expecting a move of about 4%, Uber 7%, and Lily about 6%.Now, all of these names traded ab ...

Two of Warren Buffett’s biggest bets are in the spotlight ahead of the firm's earnings report https://t.co/BBQRyi8L8U ...

Investment Portfolio & Strategy - The content creator shares growth and dividend portfolio links on M1 Finance [1] - The creator's investment approach focuses on buying high-quality, long-term investments in world-class businesses, viewed as "compounders" [1] - The creator emphasizes iterative learning and continuous improvement in investment strategies [1] Company Analysis & Discussion - The video discusses various companies including Spotify, United Health Group, Sofi, Visa & Mastercard, Booking Holdings, Starbucks, Cheesecake Factory, Microsoft, Meta, Apple, and Amazon [1] Content Creator & Community - The content creator has a Patreon membership with over 10,000 members [1] - Patreon membership includes access to Qualtrim.com, a private Discord community, and exclusive episodes [1] - The creator shares investment experiences, successes, and failures with transparency [1] Disclaimers & Risk Management - The content is for informational purposes only and not investment recommendations; consult with financial advisors before making investment decisions [1] - The content creator is not a professional investor and advises viewers to consider their own financial situation, risk tolerance, and investment timeline [1] - The creator acknowledges the possibility of making mistakes in investment decisions and emphasizes that results are not guaranteed [1] Resources & Tools - The creator provides affiliate links to investment books and tech used for video recording [1] - The creator shares links to social media accounts, including YouTube and Twitter, for more free content and random thoughts [1]