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C3.ai CEO talks earnings, business changes, and demand, plus Nvidia CEO Jensen Huang's media tour
Youtube· 2025-12-04 15:48
Market Overview - All three major indices opened mostly flat, with the Dow up about 0.1%, NASDAQ up about 0.2%, and S&P 500 also showing slight gains [1] - Jobless claims came in lower than expected, and November layoffs were less than in October, contributing to market stability [1] Salesforce - Salesforce reported better-than-expected results, but the stock is still down over 27% year-to-date, trading at a record low valuation prior to the report [1][10] - The company highlighted its AI tool, Agent Force, which has seen a significant increase in paid deals, now totaling 9,500, up from 3,500 in the previous quarter [11][12] Snowflake - Snowflake's shares fell about 9% at the open due to a disappointing outlook, with a slower product revenue growth forecast for the fourth quarter [1][14] - Despite the drop, 13 brokerage firms raised their price targets on Snowflake, indicating a generally optimistic outlook from analysts [15] Nvidia - Nvidia's CEO Jensen Wong has been actively promoting the company, appearing on podcasts and engaging with lawmakers, which may enhance brand visibility [2][4] - The company is facing increasing competition from firms like Google and Amazon, which are also developing their own chips [2][3] - Nvidia's stock was up nearly 0.8% following Wong's public appearances, reflecting investor interest in the company's AI capabilities [1] Google - Google shares have risen 16% since the launch of its Gemini 3 model on November 18, indicating strong market reception [5] - The company is positioned well in both software and hardware sectors, potentially benefiting from its dual focus [6] C3 AI - C3 AI reported a 49% growth in bookings, with its federal business growing 89% year-over-year, indicating strong demand for enterprise AI solutions [18][19] - The company is focusing on key use cases such as industrial asset performance and supply chain optimization to drive growth [22] - C3 AI's new CEO emphasized the importance of demonstrating economic value to customers to secure enterprise-wide agreements [21][24]
Exploring Analyst Estimates for Ollie's Bargain Outlet (OLLI) Q3 Earnings, Beyond Revenue and EPS
ZACKS· 2025-12-04 15:16
Core Viewpoint - Wall Street analysts forecast a strong quarterly performance for Ollie's Bargain Outlet, with expected earnings per share of $0.71, reflecting a year-over-year increase of 22.4%, and revenues projected at $615.68 million, a 19% increase compared to the previous year [1]. Financial Performance - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not revised their initial forecasts during this period [2]. - The anticipated earnings and revenue figures are critical indicators of the company's quarterly business performance [4]. Key Metrics - Analysts predict that the 'Number of stores - End of period' will reach 640, up from 546 in the same quarter last year [5]. - The 'Number of new stores' is expected to be 27, compared to 24 in the same quarter of the previous year [5]. - The 'Number of stores open at the beginning of period' is estimated to be 613, an increase from 525 a year ago [6]. Market Performance - Over the past month, shares of Ollie's Bargain Outlet have decreased by 4.6%, while the Zacks S&P 500 composite has seen a slight increase of 0.1% [6]. - Currently, Ollie's Bargain Outlet holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [6].
Why is US stock market down today? Dow, S&P 500, Nasdaq all in red — Is Fed rate-cut expectation holding investors back?
The Economic Times· 2025-12-04 15:15
47,847.09, down 35.81 points or 0.07%. The S&P 500 eased to 6,847.37, lower by 2.35 points or 0.03%. The 23,423.41, down 30.69 points or 0.13%. Investors stayed cautious. Trading remained tight as markets waited for new economic signals. Tech stocks continued to guide sentiment. Microsoft dropped 2.5% after a report claimed the company lowered AI-linked software sales targets. Microsoft denied the claims. The stock recovered from early losses but still closed lower. The tech sector was the biggest drag on t ...
Dollar General: A Clean Beat And A Re-Rating In Sight
Seeking Alpha· 2025-12-04 15:01
Group 1 - The health of the consumer is a significant focus this week, with several retailers reporting earnings, indicating a two-economy scenario where higher-income households show resilience [1] - The emphasis is on sustained profitability as a more reliable driver of returns than valuation alone, highlighting the importance of strong margins, stable and expanding free cash flow, and high returns on invested capital [1] - The article reflects a long-term investment strategy focused on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [1] Group 2 - The author has a diverse academic background, which enhances both quantitative analysis and the interpretation of market narratives [1] - The investment philosophy aims to ensure sufficient assets for freedom in work choices rather than complete financial independence [1]
US Stocks Edge Higher; Dollar General Shares Jump After Upbeat Earnings
Benzinga· 2025-12-04 14:56
U.S. stocks traded higher this morning, with the Dow Jones gaining around 0.1% on Thursday.Following the market opening Thursday, the Dow traded up 0.10% to 47,930.00 while the NASDAQ rose 0.01% to 23,454.19. The S&P 500 also rose, gaining, 0.10% to 6,856.66.Check This Out: Top 2 Tech Stocks That May Keep You Up At Night This MonthLeading and Lagging SectorsFinancial shares jumped by 0.4% on Thursday.In trading on Wednesday, health care stocks fell by 0.6%.Top HeadlineDollar General Corporation (NYSE:DG) sh ...
Yankee Candle is closing stores, joins list of retail chains reducing their physical footprint in 2025
Fastcompany· 2025-12-04 14:55
Core Insights - Newell Brands, the parent company of Yankee Candle, is laying off over 900 employees globally, which constitutes about 10% of its professional and clerical workforce [1][2] - The layoffs in the U.S. will primarily occur this month, while international layoffs will extend through 2026, depending on local laws [2] - Approximately 20 Yankee Candle stores in the U.S. and Canada will close by January 2026, representing about 1% of the brand's sales [3][4] Financial Impact - The layoffs and store closures are expected to save Newell Brands between $110 million to $130 million in annual pretax costs [4] - Newell Brands' stock has seen a significant decline, down over 62% year to date as of the latest market close [6] Strategic Focus - The company's president and CEO, Chris Peterson, emphasized the need for a productivity plan aimed at enhancing efficiency and strategic focus to improve performance [5]
[Earnings]Upcoming Earnings: Tech Giants and Financials Take Center Stage
Stock Market News· 2025-12-04 14:12
Group 1 - Canadian financial institutions, including Toronto Dominion Bank, Bank of Montreal, and Canadian Imperial Bank of Commerce, are highlighted in the reports released on Thursday morning [1] - Next Wednesday, technology giant Adobe Inc. is scheduled to report its financial results [1] - The week will conclude with significant market players Broadcom Inc. and Costco Wholesale Corporation reporting after market close next Thursday [1]
X @Bloomberg
Bloomberg· 2025-12-04 10:44
British shoppers reined in their spending after a "shambolic" budget process hurt economic confidence, says Frasers https://t.co/JQLejkE9nv ...
Automatic Data Processing Stock: Dividend Aristocrat Trades At Bargain Again (NASDAQ:ADP)
Seeking Alpha· 2025-12-04 09:43
Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 has influenced investment strategies, leading to a broader portfolio that includes various industries and market capitalizations [1] - The entry into the US market in 2020 reflects a growing interest in international investments, with a focus on sectors such as banking, hotels, shipping, and logistics [1] Investment Strategies - Initial investments were concentrated in blue-chip companies, indicating a strategy focused on stability and reliability [1] - The diversification into different industries and market cap sizes suggests a shift towards a more balanced and risk-managed investment approach [1] - The decision to write for Seeking Alpha indicates a commitment to knowledge sharing and continuous learning in investment practices [1]
Dollar General Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts - Dollar General (NYSE:DG)
Benzinga· 2025-12-04 07:43
Dollar General Corporation (NYSE:DG) will release earnings results for the third quarter before the opening bell on Thursday, Dec. 4.Analysts expect the Goodlettsville, Tennessee-based company to report quarterly earnings at 95 cents per share, up from 89 cents per share in the year-ago period. The consensus estimate for Dollar General's quarterly revenue is $10.64 billion, compared to $10.18 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in ...