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Cruise lines sailing into 2025 on a high note. Carnival Corp (CCL) is up 6% following strong earnings as sales rose 10% to $5.94 billion. Carnival expects a strong 2025 telling potential customers to sign up now because inventory is filling up fast.Royal Caribbean is up 3% while Norwegian... Read More
Accenture (ACN) jumps on earnings. The professional service company is up 7% after beating estimates and raising guidance thanks to strong demand for both consulting and managed services, and across each market and industry group while also gaining market share. Micron (MU) taking a hit following earnings and guidance. The... Read More
Nowhere to go, but up. Boeing (BA) is up a percent as they restart production of their 767 and 777 in Seattle after the long strike. Last week, Boeing said they were expanding their Charleston SC plant with a billion dollar investment. Boeing was also upgraded last week as Wall... Read More
Pfizer (PFE) higher after raising guidance. Healthcare has taken on the chin this year, but drug giant, Pfizer is up 4% after reaffirming this year's guidance and raising guidance only modestly for 2025 even as they see a billion dollar cost to the changes in Medicare Part D. Oil and... Read More
Honeywell (HON) jumps as the company looks to unlock value. The industrial conglomerate is higher by 4% not far from a 52-week high on pressure from activists like Elliot Management to spin off their aerospace unit similar to GE Aerospace to unlock value. Steel Dynamic (STLD) not so dynamic.... Read More
Broadcom (AVGO) a big winner to end the week. The chip giant is up 20% on strong earnings and optimism for strong demand for AI products in 2025.Broadcom beat by 3 cents as revenues rose 51% year over year to $14.05 billion. The stock did get an upgrade with... Read More
Kroger (KR) jumps 3% on a share buyback plan. Kroger, the largest independent grocery supermarket chain was trying to get bigger by buying rival, Albertsons for $24.6 billion, but the deal has been struck down by a federal judge. The new buyback is Kroger's way of moving on. Morgan Stanley... Read More
Snap back in tech. Alphabet/Google (GOOGL) rose 5% to a new high after rising nearly 5% yesterday. On Tuesday, Google announced a breakthrough in a new chip called, Willow for quantum computing. Today, Google released their newest version of Gemini 2.0 their AI software used for creating models, coding,... Read More
Time to plan 2025 vacations. Norwegian Cruise Lines (NCLH) is up 2% as Goldman Sachs upgraded the stock expecting 2025 to be another stellar year for the cruise industry. Demand is expected to outpace supply allowing for pricing power as new-to-cruise passengers are projected to grow by 15% or... Read More
Hershey (HSY) jumps on takeover rumors. The chocolate giant is up 13% on rumors Mondelez is exploring a takeover after a failed attempt back in 2016. Mondelez already owns Cadbury and Oreo. Hershey Trust company is the majority owner and will have a say on the sale of the... Read More
Lululemon (LULU) stretches higher on strong earnings and guidance. China was a bright spot for them with sales up 27%. Looking forward, the CEO was optimistic about the US expecting a long runway of growth still in the Americas, particularly in the woman's category. Chevron (CVX) dropped 2%... Read More
Airlines are breaking out. Southwest rose as much as 4% to new highs as all the major carriers performed well as Southwest provided upside guidance for the rest of the quarter while also adding a $750 million share buyback. The Sunday after Thanksgiving, over 3 million passengers went through span... Read More
Dow component, Salesforce.com (CRM) jumps 9% even as earnings missed, but sales were above expectations. Guidance for 2025 looks good as Salesforce rolls out a complete AI system for enterprises with what they call autonomous AI agents to handle tasks in areas such as sales, marketing, and commerce as... Read More
AT&T (T) the new tech darling, up 3% today following an upbeat outlook for 2025 and beyond for 5G and fiber expansion. The stocks also received an upgrade. The largest fiber broadband network signaled positive momentum heading into the new year. AT&T is also adding $10,000 to their share buyback... Read More
Amazon (AMZN) rose a percent here on Cyber Monday as Wall Street expects consumers to spend $13 billion online today up 6% year over year. For the Cyber Week, consumers are expected to spend $40 billion. A good start to the holiday season. Stellantis (STLA) is down 6% as... Read More
Shopify (SHOP) jumps 3% to a new high on strong holidays sales. The e-Commerce platform provider is poised to have a strong Black Friday and healthy online holiday season. Shopify reported strong earnings back on November 12th when quarterly revenues rose 26% year over year. Super Micro (SMCI) continues... Read More
Ambarella (AMBA) jumps 6% on earnings. The chip stock is bucking the trend of weakness in the tech and chip space. Ambarella beat by 8 cents as revenues rose 63.4% year over year to $82.65 million. The company also provided upside guidance for the fourth quarter as Ambarella sees... Read More
JM Smucker (SJM) jumps in earnings report. The jelly, jam and Jif peanut butter maker reported strong earnings that easily beat estimates. Management said they saw strong demand for their Uncrustables, Meow Mix, Café Bustelo, and Jif brands. Smucker also benefitted from the acquisition of Hostess Brands, the manufacturer... Read More
The retail stocks like the new Secretary of Treasury pick as the sector jumped 3%. Bath and Body Works jumped 17% on earnings. Target is bouncing back 4% on an upgrade while Dicks Sporting Goods is up nearly 3% ahead of earnings tomorrow. Macy's (M) is down 2% as they have... Read More
Snowflake (SNOW) is the diamond of the day as the first snow hits central New York. The AI software firm is up 32% as earnings beat by 5 cents as sales rose 28% to $942 million. The company also provided upside guidance as a secular trend may be developing... Read More
William Sonoma (WSM) is the clear diamond in the retail space. The retailer is up 28% to a record high after easily beating earnings estimates. Management saw improving sales trends with market share gains and strong profits in a difficult economic environment. Williams-Sonoma stock has soared over 60% so... Read More
Walmart (WMT) higher on earnings. Walmart beat by 5 cents as sales rose 5.5% to $169.59 billion. Guidance for 2025 was inline, however, Walmart did warn that tariffs could mean higher prices down the road, but the retailing giant would do whatever they could to keep prices low for... Read More
Warner Brothers Discovery (WBD) jumps 5% after settling their lawsuit with the NBA. In the new deal, the NBA can move forward to work with Disney, Amazon and Comcast to play live games. Warner Brothers will continue to produce their popular, Inside the NBA" show while also... Read More
Coinbase (COIN) rose 9% today and up 70% for the month as the trading platform for cryptocurrencies including Bitcoin continues to benefit from the rise in Bitcoin. Bitcoin is up 25% since the election of President Trump. Pfizer (PFE) fell 4% to a new 52 week low. The weakness... Read More
Disney (DIS) is a diamond today as the magic is back at the mouse house. The stock is up 8% to new recent highs after beating estimates as revenues rose 6.3% to $22.57 billion. Disney provided upside guidance expecting double digit earnings growth as their streaming business improves. Profit-taking in... Read More
Cava Group (CAVA) jumps 2% as the company continues to expand nationwide. The Mediterranean casual fast food company continues to generate strong growth and expansion plans. Sales rose 38% to $243 million. Cava's same-store sales rose by 18% year-over-year, consisting of a 13% rise in traffic and 5% increase... Read More
Tyson (TSN) rose 6% thanks to strong earnings. The chicken company is up 6% after easily beating estimates as sales rose just 1.6% to $13.56 billion. Looking ahead to 2025, Tyson expects their chicken business to bring in a billion dollars in operating profits as inflation has come down... Read More
Trump related stocks continue to surge. Telsa (TSLA) is up 8% today and up 30% in the last week following the election. A defense AI company, Palantir (PLTR) is up 3% today and up 50% in the last week. Bitcoin is up 8% today and up 19% in... Read More
Tesla (TSLA) is up 9% today and up 30% for the week as founder and CEO Elon Musk campaigned for President Trump. The automaker's market cap surpassed the $1 trillion mark today.
Airbnb (ABNB) reverses course, falling 8% following earnings last night. Airbnb reported third-quarter revenue up 10%...
Read MoreLyft (LYFT) getting a lift today thanks to earnings. The ride-sharing firm is jumping 22% after better than expected earnings and raised guidance. Sales rose 31.6% year over year to $1.52 billion on record trips. Commuters, a growing segment for them, now account for nearly half of Lyft's weekday... Read More
Diamonds and Dogs market commentary is a journal of daily observations on anything that happens to be of interest to our author. Obviously, our primary focus is the stock market and world economic events, but for this page we have no defined topics. We want this page to be dedicated to the interests, concerns, and possibly to the financial gain of our clients and friends. All comments contained herein are for informational purposes only, and should not be considered as a solicitation to buy or sell any security. The firm does not guarantee the accuracy or completeness of the information or make any warranties regarding results from it's usage.