Earnings360 Newsletter for 8/29/2024

Earnings360 Newsletter for 8/29/2024
NVIDIA, Royal Bank Of Canada, Dell Technologies & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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Pentagon Eyes 75-Year Rare Earth Deal With This Nasdaq Company (ad)
U.S. Army Advances 75-Year Rare Earth Deal With Nasdaq Firm
The Pentagon is moving to cut US dependence on Chinese rare earth metals, and a Nasdaq-listed company just signed a term sheet for a potential 75-year agreement with the US Army.

The proposed deal would let the company build and operate a rare earth processing facility on an active military base, with the Army getting first right to production. New Pentagon restrictions on Chinese-origin rare earth magnets take effect January 1, 2027.

The company's mine-to-magnet platform covers feedstock agreements, processing, metallization, and downstream manufacturing, with commercial output targeted for 2027.
 
Read the full breakdown on this rare earth opportunity nowtc pixel
Top Earnings News
Kohl’s Charts a Resilient Path in a Challenging Retail Landscape
Study: How Much Are Retirees Earning from Side Hustles in 2024?
The hidden layer behind the AI boomtc pixel 
CAVA Stock Surges on Q2 Beat: Is It the Next Chipotle?
PDD Shares Plunge: Why This Could Be a Hidden Gem for Investors
Don’t Let Peloton Take You For a Ride: What You Need to Know
Eli Lilly’s Path to the Next Trillion Market Capitalization
While NASDAQ prices in fantasy, prepared investors are movingtc pixel 
Intuit Stock Drops Sharply on Profit Concerns: Is It a Buy?
Advanced Auto Parts Stock May Be Cheap for a Reason
La-Z-Boy Stock Faces Headwinds, Remains a Hold
NVIDIA: Analysts Bullish Ahead of Earnings - Is It a Buy Now?

Thursday, August 29 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADSK Autodesk$252.32$1.9990$2.15$0.1510$1.48 billion$1.51 billion11.9%→
AEO American Eagle Outfitters$19.50$0.38$0.39$0.01$1.31 billion$1.29 billion7.5%→
AIRYY Air China$9.27 - ($0.18) - - $5.45 billion→
ATAT Atour Lifestyle$33.42$0.32$0.30($0.02)$244.72 million$247.28 million→
BACHY Bank of China$18.54 - $0.62 - - $21.67 billion→
BBY Best Buy$93.65$1.16$1.34$0.18$9.23 billion$9.29 billion-3.1%→
BF.A Brown Forman$29.76 - $0.41 - - $951 million→
BF.B Brown-Forman$28.90$0.46Report pending - - →
BF.B Brown-Forman$28.90$0.46$0.41($0.05)$990.82 million$951 million-8.4%→
BIRK Birkenstock$35.49$0.56$0.49($0.07)$628.70 million$564.76 million→
BURL Burlington Stores$239.80$0.95$1.20$0.25$2.42 billion$2.47 billion13.4%→
CIHKY China Merchants Bank$32.94 - $0.95 - - $11.84 billion→
CM Canadian Imperial Bank of Commerce$116.53$1.74$1.93$0.19$6.28 billion$6.60 billion12.9%→
CMAKY China Minsheng$3.79 - $0.17 - - $5.03 billion→
CPB Campbell's$21.96$0.62$0.63$0.01$2.30 billion$2.29 billion→
CPB Campbell's$21.96$0.62$0.63$0.01$2.31 billion$2.29 billion10.9%→
DELL Dell Technologies$408.18$1.49$1.89$0.40$24.14 billion$25.03 billion9.1%→
DG Dollar General$130.63$1.79$1.70($0.09)$10.37 billion$10.21 billion4.2%→
ESTC Elastic$90.45$0.2520$0.35$0.0980$344.67 million$347.42 million18.3%→
GAP GAP$21.99$0.39$0.54$0.15$3.61 billion$3.72 billion→
LULU lululemon athletica$106.95$2.93$3.15$0.22$2.41 billion$2.40 billion9.1%→
MDB MongoDB$335.37$0.49$0.70$0.21$465.03 million$478.11 million12.8%→
MLLUY Metallurgical Corp. of China$3.35 - ($0.03) - - $20.56 billion→
MOR MorphoSys$18.96($0.50)Reports after close - - →
MRVL Marvell Technology$171.97$0.30$0.30$0.00$1.25 billion$1.27 billion-5.1%→
NESR National Energy Services Reunited$20.69 - $0.29 - - $324.97 million→
OLLI Ollie's Bargain Outlet$88.98$0.78$0.78$0.00$561.60 million$578.38 million12.4%→
PLAB Photronics$28.00$0.56$0.51($0.05)$225 million$211 million-5.9%→
ULTA Ulta Beauty$634.89$5.47$5.30($0.17)$2.61 billion$2.55 billion.9%→
Elon Musk about to bankrupt Amazon, Microsoft & Google? (ad)
Elon Musk about to bankrupt Amazon, Microsoft & Google?
Jeff Brown, the former tech executive who called the rise of Bitcoin, Tesla, and Nvidia years early, is tracking a new Elon Musk project he calls the most epic AI initiative in history.

The plan could give Musk access to 50 times more computing power than the rest of the world combined, a development Brown says is drawing attention from executives at Amazon, Microsoft, and Google.

Brown compares the scale of this project to the SpaceX IPO, which minted thousands of millionaires overnight.
 
Click here to see the full details on Musk's next big movetc pixel

Wednesday, August 28 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AFRM Affirm$71.97($0.45)($0.14)$0.31$599.50 million$659.19 million→
ANF Abercrombie & Fitch$157.81$2.14$2.50$0.36$1.09 billion$1.13 billion→
APLD Applied Digital$17.81($0.23)($0.52)($0.29)$42.70 million$43.70 million→
APLD Applied Digital$17.81($0.23)($0.52)($0.29)$42.70 million$43.70 million→
BBWI Bath & Body Works$22.64$0.35$0.37$0.02$1.54 billion$1.53 billion→
BCMXY Bank of Communications$24.64 - $0.76 - - $9.03 billion→
BYDDF BYD$9.19 - $0.43 - - $24.33 billion→
BYDDY BYD$9.14 - $0.86 - - $24.33 billion→
BZ KANZHUN$17.12$0.12$0.13$0.01$264.38 million$263.75 million→
CHWY Chewy$22.05$0.03$0.05$0.02$2.86 billion$2.86 billion→
COO Cooper Companies$60.83$0.91$0.96$0.05$997.30 million$1.00 billion7.8%→
CRM Salesforce$221.94$2.36$2.56$0.20$9.22 billion$9.33 billion8.5%→
CRWD CrowdStrike$244.68$0.2425$0.26$0.0175$958.27 million$963.87 million31.7%→
DCI Donaldson$86.03$0.88$0.94$0.06$941.12 million$935.40 million→
EKTAY Elekta$6.00 - $0.04 - - $359.76 million→
FIVE Five Below$236.19$0.54$0.54$0.00$821.95 million$830.07 million→
GEF Greif$81.47$1.17$1.03($0.14)$1.43 billion$1.45 billion→
GEF.B Greif Bros.$112.85 - $1.03 - - $1.45 billion→
HPQ HP$28.26$0.86$0.83($0.03)$13.37 billion$13.52 billion2.4%→
KSS Kohl's$23.60$0.46$0.59$0.13$3.69 billion$3.53 billion-4.2%→
LI Li Auto$11.20 - $0.14 - - $4.36 billion→
NTAP NetApp$190.78$1.45$1.56$0.11$1.53 billion$1.54 billion7.6%→
NTIOF National Bank of Canada$152.07 - $1.96 - - $2.18 billion→
NTNX Nutanix$64.68($0.08)($0.06)$0.02$537.12 million$547.95 million→
NVDA NVIDIA$206.65$0.64$0.68$0.04$28.74 billion$30.04 billion122.4%→
OKTA Okta$189.68($0.08)$0.21$0.29$632.24 million$646 million→
P Everpure$117.67$0.10$0.20$0.10$756.59 million$763.77 million→
PAHC Phibro Animal Health$37.65$0.34$0.41$0.07$262.44 million$273.16 million→
RY Royal Bank Of Canada$203.68$2.15$2.38$0.23$10.40 billion$10.68 billion→
SJM J. M. Smucker$127.83$2.17$2.44$0.27$2.13 billion$2.13 billion17.7%→
VEEV Veeva Systems$303.66$1.04$1.07$0.03$667.21 million$676.18 million→
VSXY Victoria's Secret & Co.$100.68$0.38$0.40$0.02$1.41 billion$1.42 billion→

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