Diamonds and Dogs

1/28/25

Royal Caribbean (RCL) jumps 11% to an all-time high following strong earnings and guidance as demand is strong for cruises in 2025. Royal Caribbean is also expanding their line with 10 new ships starting in 2027 for river cruises.  Management expects nearly half their existing guests to participate in a river cruise in the future.

GM (GM) fell 8% even though earnings were better than expected. The auto giant's guidance was questionable with no mention of any effects from the new Trump administration. Profit margins in North America were weaker than expected, putting in question better numbers for 2025. Management also made no guidance for capital expenditures and buybacks for next year and beyond.