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5/ Here's how earnings came in today:
$TM ā Toyota. Operating profit up 34% on a weaker yen and cost cuts. Raised full-year net profit forecast to $22.5B.
$SONY ā Sony. Beat on Spider-Man box office and an 83% jump in gaming operating income. Raised full-year guidance.
$COP ā ConocoPhillips. Adjusted EPS doubled on a 32% jump in realized prices. Raised the dividend 11%.
6/ Supply shortages reaching your wallet. Activists circling. Turnarounds with a deadline.
Market Briefing breaks it down every morning ā in plain English, before the opening bell.
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5/ Here's how earnings came in today:
$ARM ā Arm Holdings. Demand for its data center chip designs. Reports after close.
$MCD ā McDonald's. Beat on EPS, missed on revenue. US comp sales slipped 0.2% on lower guest counts.
$NVO ā Novo Nordisk. Beat on revenue as Wegovy pill sales topped estimates. Raised full-year outlook and shares rose 6%.
6/ Election reversals. Corporate breakups. Guidance deciding who wins the chip trade.
Market Briefing breaks it down every morning ā in plain English, before the opening bell.
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5/ Here are the companies reporting earnings today:
$AMD ā Advanced Micro Devices. Q4 guidance matters more than results after $INTC showed how outlooks can overshadow a beat. After close.
$AMGN ā Amgen. Full-year guidance with drug policy riding on tonight's vote. After close.
$ANET ā Arista Networks. AI networking demand and full-year targets. After close.
6/ Election risk. Margin warnings. Business models quietly shifting underneath the headlines.
Market Briefing breaks it down every morning ā in plain English, before the opening bell.
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5/ Here are the companies reporting earnings this week:
$AAPL ā Apple. iPhone 18 Pro demand and Apple Intelligence adoption. Today.
$PLTR ā Palantir. US commercial momentum with expectations high. Today.
$SHOP ā Shopify. Holiday quarter outlook. Tuesday.
$AMD ā AMD. Data center growth after Intel's weak PC outlook. Tuesday.
$ANET ā Arista. AI networking demand. Tuesday.
$ARM ā Arm. Royalty growth and its new data center chip. Wednesday.
$MCD ā McDonald's. US comp sales and traffic. Wednesday.
$COP ā ConocoPhillips. How higher oil is flowing to profits. Thursday.
6/ Exchange runs. Leadership rotations. A jobs report that could reset the rate path.
Market Briefing breaks it down every morning ā in plain English, before the opening bell.
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