Reply To: Traders Market Weekly: Fear and Greed in Las Vegas.

#73973
Truman
Participant

Earnings
Meta Platforms (META 421.37, -72.00, -14.6%): beats by $0.39, reports revs in-line; guides Q2 revs in-line; raises low end of FY24 expense guidance, raises FY24 capex guidance as company accelerates infrastructure investments; Shifting many existing resources to focus on AI, which will be a multi-year investment cycle
IBM (IBM 168.25, -15.85, -8.6%): beats by $0.08, reports revs in-line; reaffirms FY24 outlook; to acquire HashiCorp for $35 per share; expects constant currency revenue growth rate to be consistent with FY24, translating to mid-single digits
Ford Motor (F 13.18, +0.23, +1.8%): beats by $0.06, reports revs in-line; expects FY24 adjusted EBIT at high end of previous guidance
Molina Healthcare (MOH 364.98, -2.43, -0.7%): beats by $0.05, beats on revs; reaffirms FY24 EPS guidance, revs guidance
Whirlpool (WHR 107.98, +2.30, +2.2%): beats by $0.11, beats on revs; reaffirms FY24 EPS guidance, revs guidance
O’Reilly Auto (ORLY 1060.01, -32.69, -3.0%): misses by $0.09, reports revs in-line, comps of +3.4%; guides FY24 EPS below consensus, reaffirms FY24 revs guidance
Lam Research (LRCX 882.61, -2.28, -0.3%): beats by $0.49, beats on revs; guides Q4 EPS in-line, revs in-line
Chipotle Mexican Grill (CME 215.75, +3.16, +1.5%): beats by $0.05, reports revs in-line
ServiceNow (NOW 714.86, -31.43, -4.2%): beats by $0.27, reports revs in-line
Comcast (CMCSA 40.69, +0.48, +1.2%): beats by $0.05, reports revs in-line
Caterpillar (CAT 349.53, -13.99, -3.9%): beats by $0.46, misses on revs
Merck (MRK 129.41, +2.41, +1.9%): beats by $0.17, beats on revs; raises FY24 EPS in-line, revs in-line
American Airlines (AAL 14.63, +0.71, +5.1%): misses by $0.07, reports revs in-line; guides Q2 EPS above consensus; reaffirms FY24 EPS guidance
Sanofi (SNY 48.81, +2.20, +4.7%): reports Q1 (Mar) results, misses on revs; reaffirms outlook
Bristol-Myers (BMY 47.95, -0.91, -1.9%): beats by $0.03, beats on revs; guides FY24 EPS in-line, reaffirms FY24 revenue guidance
Dow (DOW 56.80, -0.18, -0.3%): beats by $0.11, reports revs in-line
Northrop Grumman (NOC 472.00, -2.57, -0.5%): beats by $0.54, beats on revs; reaffirms FY24 EPS guidance, revs guidance
Southwest Air (LUV 26.95, -2.35, -8.0%): misses by $0.02, misses on revs; provides Q2 guidance metrics