Diamonds and Dogs
2/28/25
Monster Beverage (MNST) had a monster quarter. The energy drink rose 5% on earnings as sales rose 4.7% year over year to $1.81 billion. Monster saw a pick-up in sales particularly Internationally. Management and analysts expect growth throughout 2025 reflecting favorable comparisons, pricing, and innovation.
More profit taking in the tech space. Dell (DELL) fell 4% to a six-month low following earnings. Dell's earnings were actually strong beating estimates, but sales missed while revenue guidance for the full year came in below expectations. Demand for Dell's AI servers remains strong with a $4.1 billion backlog in new sales, swelling the backlog to $9 billion. Investors seem to be nervous about future tariffs particularly in China.
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