Earnings360 Newsletter for 6/26/2024

Earnings360 Newsletter for 6/26/2024
Earnings Highlights: SNX, MKC, NKE, CCL, JBS, KRMN, CHWY, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Trump Just Backed Tech That Kills Nvidia’s Moat (ad)
He Predicted the iPhone in ’91. Here’s His Newest, Biggest Pick Ever.
I'm George Gilder, and I've spent over 40 years spotting tech extinction events before they happen—I called Apple, Netflix, and Amazon years before Wall Street, with those early calls leading to gains of 249,900%, 112,700%, and 216,100%. What if I revealed how the entire AI boom is built on technology that could soon become a relic? Every data center, every GPU farm, every overpriced Nvidia chip—done.

A new wafer-scale chip technology is delivering 100X the processing speed of some of the fastest AI chips today at a fraction of the energy cost, and the Trump administration just secured $200 billion to supercharge it. Three companies are building what I call the Trillion Dollar Triangle, and this is Phase I—traditionally when fortunes are made.
 
See the three titans behind computing's extinction eventtc pixel
Top Earnings News
The Top 3 Sectors Poised For Growth This Summer
Top 5 Stocks to Watch for AI-Driven Gains That Aren’t NVIDIA
4 Stocks That Could Soar Under Trump’s New Tariffstc pixel 
Micron Technology Stock Volatile Despite Analyst Upgrades

Wednesday, June 26 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AVAV AeroVironment$184.36$0.22$0.43$0.21$197.00$188.485.9%
BB BlackBerry$3.47($0.04)($0.03)$0.01$144.00$132.05-61.4%
CNXC Concentrix$27.27$2.63$2.69$0.06$2.38 thousand$2.35 thousand47.4%
FIZZ National Beverage$33.75$0.47$0.47$0.00$297.32$0.00
GIS General Mills$37.41$0.99$1.01$0.02$4.71 thousand$4.85 thousand-6.3%
HNNMY Hennes & Mauritz$3.67$0.06$0.06$0.00$5.59 thousand$5.58 thousand
JEF Jefferies Financial Group$41.69$0.63$0.64$0.01$1.66 thousand$1.59 thousand59.6%
LEVI Levi Strauss & Co.$18.91$0.11$0.16$0.05$1.44 thousand$1.45 thousand7.8%
MU Micron Technology$366.24$0.48$0.62$0.14$6.81 thousand$6.67 thousand81.5%
NG Novagold Resources$9.06 - ($0.04) - $0.00$0.00
PAYX Paychex$91.70$1.10$1.12$0.02$1.30 thousand$1.29 thousand5.3%
UNF UniFirst$256.39$1.88$2.19$0.31$603.33$600.97
VEON VEON$47.72 - $0.75 - $942.00$0.00
WOR Worthington Enterprises$52.12$0.88$0.74($0.14)$318.80$352.82-13.6%
WS Worthington Steel$30.31$0.67$1.06$0.39$911.00$876.303.1%
This pattern repeats every year (and nobody talks about it) (ad)
This pattern repeats every year (and nobody talks about it)
There's a pattern in the stock market that repeats every single year.

It's not hidden. It's not a secret. The dates are published months in advance.

And almost nobody pays attention to it.
 
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Tuesday, June 25 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CCL Carnival$25.65($0.01)$0.11$0.12$5.78 thousand$5.68 thousand17.7%
CUK Carnival$25.59 - $0.11 - $5.78 thousand$0.00
FDX FedEx$361.42$5.34$5.41$0.07$22.11 thousand$22.04 thousand.8%
PRGS Progress Software$25.76$0.74$0.87$0.13$175.08$168.60
SNX TD SYNNEX$186.90$2.66$2.61($0.05)$13.95 thousand$14.12 thousand

Upcoming Earnings Reports

CompanyRelease DateRelease Time
MKC McCormick & Company, Incorporated6/25/2026Morning
AYI Acuity6/25/2026Morning
NKE NIKE6/25/2026Afternoon
WBA Walgreens Boots Alliance1/1/2000Morning
SMPL Simply Good Foods4/9/2026Morning
FUL H. B. Fuller6/24/2026Afternoon
ACCD Accolade1/1/2000Afternoon
LNN Lindsay6/25/2026Morning
APOG Apogee Enterprises4/24/2026Morning
AOUT American Outdoor Brands6/25/2026Afternoon
JRSH Jerash Holdings (US)2/9/2026Morning
ILALD International Land Alliance1/1/2000Unknown
MXC Mexco Energy1/1/2000Unknown
EACO EACO4/1/2026Unknown
NAKA KindlyMD1/1/2000Unknown
SHAP Spree Acquisition Corp. 11/1/2000Unknown
DLNG Dynagas LNG Partners5/26/2026Afternoon
CULP Culp3/11/2026Afternoon
CRWS Crown Crafts6/11/2026Unknown
AOREF American Overseas Group4/27/2026Unknown
PCSV Pcs Edventures!.Com1/1/2000Unknown
PETV PetVivo6/25/2026Unknown
NOBH Nobility Homes1/13/2026Unknown
FNGR FingerMotion6/3/2026Unknown
IH iHuman6/24/2026Unknown
ELLO Ellomay Capital3/30/2026Unknown
CNVS Cineverse6/25/2026Afternoon
PMNT Perfect Moment2/12/2026Unknown
RDZN Roadzen2/11/2026Unknown
BNED Barnes & Noble Education3/10/2026Unknown
FMST Foremost Clean Energy2/11/2026Unknown
OMCC Old Market Capital2/13/2026Unknown

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