Earnings360 Newsletter for 12/9/2024

Earnings360 Newsletter for 12/9/2024
Oracle, MongoDB, Casey's General Stores & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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AI’s Next Money Story Won’t Stay on a Screen (ad)
These 5 Stocks Could Power AI’s Next Boom
AI is expanding beyond software into robots, factories, vehicles, and intelligent machines. That shift could create a new group of market leaders before most investors notice.

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Top Earnings News
Lululemon Surges On Q3 Report: Analysts Step in To Support Market
3 Utility Stocks That Will Benefit from Less Regulation
$29.97 or $0 todaytc pixel 
Ulta Stock Rally: Is There Still Room for More Upside?

Monday, December 9 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AI C3.ai$11.84($0.1560)Reports after close$91.02 million$94.34 million28.8%→
AI C3.ai$11.84($0.1560)Reports after close - $94.34 million→
BRZE Braze$45.75($0.01)Reports after close$148.21 million$152.10 million22.7%→
CASY Casey's General Stores$680.19$4.29$4.85$0.56$4.03 billion$3.95 billion-2.9%→
HQY HealthEquity$102.47$0.7070$0.59($0.1170) - $300.43 million→
MDB MongoDB$352.96$0.68$1.16$0.48$497.39 million$529.40 million22.3%→
MTN Vail Resorts$151.56($4.99)($4.61)$0.38$251.45 million$260.28 million.7%→
ODC Oil-Dri Corporation Of America$71.24 - $0.5625 - - $127.95 million→
ORCL Oracle$130.50$1.48$1.47($0.01)$14.12 billion$14.06 billion8.6%→
PL Planet Labs PBC$13.45($0.10)($0.07)$0.03 - $61.27 million→
TOL Toll Brothers$145.96$4.34$4.63$0.29$3.17 billion$3.33 billion10.4%→
Nvidia's $550 Trillion Problem (ad)
Nvidia's $550 Trillion Problem
Do not buy another AI stock until you've seen the arithmetic below.

Nvidia is worth about $5.5 trillion. Alphabet about $4.1 trillion. Microsoft about $3.8 trillion. So what would it take to repeat Nvidia's run? A 100x gain from here puts Nvidia near $550 trillion. Nothing in history has ever been worth that. Big money in Nvidia has already been made. By the people who bought it years ago.

But that does not mean the AI boom is finished. It means the opportunity has moved underneath it... to the layer every AI company has to pay to use.
 
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Friday, December 6 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
DOOO BRP$61.07$0.50$0.85$0.35 - - →

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