Reply To: Traders Market Weekly: Expect the Unexpected


Walgreens Boots Alliance (WBA 33.43 +1.49 +4.66%): beats by $0.03, reports revs in-line; guides FY23 EPS in-line
Delta Air Lines (DAL 30.40 +1.19 +4.07%): misses by $0.02, beats on revs; guides Q4 EPS above consensus, revs in-line
BlackRock (BLK 534.30 +3.20 +0.60%): beats by $2.28, beats on revs
Taiwan Semiconductor Manufacturing (TSM 65.71 +1.60 +2.50%): beats by NT$0.44, reports revs in-line; guides Q4 revs above consensus; expects to cut capex by at least 10%
Applied Materials (AMAT 75.04 -0.97 -1.28%): Lowers guidance for OctQ due to new export regulations for US semiconductor technology sold in China; also expects JanQ to see similar impact
A.O. Smith (AOS 45.45 -3.68 -7.49%): reports prelim Q3 results below consensus; lowers FY22 guidance
Comcast (CMCSA 29.30 +0.61 +2.13%): Citigroup upgrades from Buy to Neutral
American Express (AXP 135.90 -0.32 -0.23%): Citigroup downgrades to Sell from Neutral