[Truman]

Roku (ROKU 52.35, -1.56, -2.9%): downgraded to Sector Weight from Overweight at KeyBanc Capital Markets
UnitedHealth (UNH 530.10, -2.17, -0.4%): updates FY22 outlook and introduces FY23 outlook ahead of its Investor Conference; reaffirms FY22 earnings, guides revs ahead of consensus; guides FY23 earnings below consensus, revs above
Microchip (MCHP 75.25, +0.91, +1.2%): reiterates its Q3 (Dec) net sales guidance and expectations for sequential revenue growth for Q4 (Mar)
Hibbett (HIBB 63.70, -3.90, -5.8%): misses by $0.57, misses on revs; guides FY23 EPS in-line, revs in-line
Bilibili (BILI 13.88, +1.29, +10.3%): beats by RMB0.20, beats on revs; guides Q4 revs below consensus
UPS (UPS 182.50, +2.59, +1.4%): upgraded to Buy from Hold at Deutsche Bank

[CautiousInvestor]

In honor of the great Canadian trader Assistan3 (aka A3) – one of his FAV groups & album 🙂
As markets are a “moving picture” of possible worldwide recession in 2023 (i.e., China COVID restrictions)
and a deeper one than 2 negative QTR we saw this year … still the SANTA RALLY might kick in later as well

• This reply was modified 3 months, 3 weeks ago by CautiousInvestor.

[CautiousInvestor]

Strong COLD from has made TORCON index high for AL/GA/TN and other southern states & prayers for safekeeping
Bambi, pugs, and our family are keeping eye on in SW VA for possible strong t-storms/hail tomorrow

• This reply was modified 3 months, 3 weeks ago by CautiousInvestor.

[CautiousInvestor]

As Cramer might declare “BUY, BUY, BUY” … it’s the science of markets that count 😉 🙂

[CautiousInvestor]

USA 1 … IRAN 0 … final as soccer team advances to round #2

[CautiousInvestor]

Dow 33,852.53 3.07 0.01%
S&P 500 3,957.63 -6.31 -0.16%
Nasdaq 10,983.78 -65.72 -0.59%
VIX 21.89 -0.32 -1.44%
Gold 1,748.30 8.00 0.46%
Oil 78.96 1.72 2.23%

[TradersCom]

CrowdStrike Wrecked on Soft Rev Guidance
$CRWD 114.43▼ 23.57 (17.08%) AH
Non-GAAP EPS $0.40 v $0.32 est
Revenue $580.88M v $575.06M
BUT
Q4 2023 EPS $0.42-$0.45 v $0.34
Q4 2023 revenue $619.1-628.2M vs $632.84M

[TradersCom]

Intuit Q1 Earnings

Adj EPS $1.66 (est $1.19)
Net Rev $2.6B (est $2.5B)
Outlook
Sees FY Rev $14.04B To $14.25B, Saw $14.49B To $14.70B
Still Sees FY Adj EPS $13.59 To $13.89 (est $13.76)

$INTU 370.60 ▼ 9.11 (2.40%) After Hours

[TradersCom]

HP Enterprise Q4 Earnings:

Adj EPS 57C (est 56C)
Net Rev $7.87B (est $7.37B)
Outlook Q1
Adj EPS 50C To 58C (est 49C)
Net Rev $7.2B To $7.6B (est $7B)
Still sees 2023 FCF $1.9B To $2.1B (est $2.1B)
Still sees 2023 Adj EPS $1.96 To $2.04 (est $2.03)
$HPE 15.85▲ 0.39 (2.52%) AH

[TradersCom]

#BREAKING Chevron to ship the first #Venezuela Crude #oil Shipment Under the new US license in late December,
for 1mbbls #Venezuelan Crude via $CVX #OOTT $CL_F (Recall US denied this story on Oct 5)
Updatehttps://t.co/i31CDNLbni

— Traders Community (@TradersCom) November 29, 2022

[TradersCom]

#Crude API -7.850M
EIA Exp +0.725M Prior -3.691M#Cushing API -0.15M
EIA Exp -0.173M Prior -0.887M #Gasoline API +2.85M
EIA Exp -2.014M Prior +3.058M#Distillate API +4.01M
EIA +M Exp +0.524M Prior +1.718M #SPR release -1.400Mbbls#OOTT $CL_F $USOhttps://t.co/rIRFeoQEzL pic.twitter.com/OwGjOEnxk9

— Traders Community (@TradersCom) November 29, 2022

[Truman]

#BREAKING Horizon Therapeutics PLC

$HZNP $102.95 ▲ 24.19 (▲30.71%) After Hours
Confirms preliminary discussions regarding potential offer to buyout the company from Amgen $AMGN Janssen Global Services $JNJ and Sanofi $SNY

[Truman]

NetApp (NTAP) beats by $0.15, reports revs in-line; guides Q3 EPS below consensus, revs below consensus; guides FY23 EPS in-line, revs below consensus… NTAP down 11.3%
Workday (WDAY) beats by $0.15, reports revs in-line; raises FY23 subscription revenue guidance; approves new share repurchase program for up to $500 mln… WDAY up 7.1%

[Truman]

Treasury yields reversed higher

2-yr note yield tested 4.40% settled at 4.47%
10-yr note yield hit 3.65% overnight, settled at 3.75%
2-yr +1 bp to 4.47%
3-yr +1 bp to 4.24%
5-yr +2 bps to 3.92%
10-yr +5 bps to 3.75%
30-yr +5 bps to 3.80%

[Truman]

Equity indices in the Asia-Pacific region ended the midweek session on a mostly higher note.

—Equity Markets—

Japan’s Nikkei: -0.2%
Hong Kong’s Hang Seng: +2.2%
China’s Shanghai Composite: +0.1%
India’s Sensex: +0.7%
South Korea’s Kospi: +1.6%
Australia’s ASX All Ordinaries: +0.5%

[Author]

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