AMD's new AI chip, Tilray Brands CEO on earnings: Market Domination

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Market Domination Новости

Julie Hyman,Stock Market,Luke Tilley

Equities are still doing the stock market boogie in the final trading hour of Thursday's session. While traders continue to bust a move, Market Domination...

Equities are still doing the stock market boogie in the final trading hour of Thursday's session. While traders continue to bust a move, Market Domination hostscannabis company's fiscal first quarter earnings resultsWe're giving you the ultimate investing playbook to help tune out the noise and make the right moves for your money.One hour before the closing bell raises on Wall Street.Inflation is sticky, especially when it comes to prices for shelter costs.

So it was things like, you know, a payroll or airline tickets and, and the question becomes, you know, was, was this kind of a one time bump? You've got headline inflation now down to 2.4% which is actually in, you know, the fed targets 2% on P CE uh which is about the same as 1.2 0.4 on, on the CP I headline the core uh coming down a little bit um slower.

So we think they're going to be cutting at every meeting going forward until they hit neutral in September of next year.Do you think that they have achieved or will achieve the soft landing?Not necessarily economically but also sort of in the markets and its perception of that soft landing? And now that we've got a stronger jobs report, we think it supports that base case of the soft landing and might be able to talk about it in the past tense.

And you know, there's this constant movement of trying to discern, you know, on the, on the margin, you're going to have some investors moving from one camp to the other uh from euphoria to fear or back the other direction.So I'm sure we'll get Prince, you know, the the jobs number, it's probably gonna be revised down and you'll have some up numbers and some down numbers.

Uh And even on the, on the CPU side for P CS, uh they have new, new customers they can get because they have all new customers. Um It's so interesting because Lisa Seuss is, I, I believe today is exactly her 10th anniversary as CEO of the company.But it feels like to your point that this latest period has been a challenging one with the really growing dominance of GP US and the da the data center era, I guess we could call it.Yeah, I look at back where A MD was at when they started, I mean, their stock was in a single digits uh and it went up into the stratosphere and I, I think that's the big picture.

And that's why we're seeing this uptick in video over the last couple of days and we'll see if it keeps going in that direction.I missed estimates revenue did rise by 13% year over year.One potential ray of sunshine on the horizon, the changing political winds and legislative approach to marijuana in the United States for more, we're bringing in the CEO of T I when Simon I when it's good to see you.

So, yes, you come back and say there's analysts expectations out there, but there's season allies within the business. So, you know, I come back and I look at this here, you know, for the fifth year in the roll, we've been, you know, from an IB da standpoint adjusted.And if you come back and look at Tray today and look at it from where we came from being, you know, a $50 million business to guidance out there to be between 950 a billion dollars.They were diversified in recreational cannabis in Canada and medical cannabis.We're the fifth largest craft brewer today in the US and that's only since 2020.

We are a consumer packaged goods company with great brands in great growing in great categories that we think we can take share.Again, we've introduced non out beer, which is a great growing category. CJ desai is the executive who they named here, who had been president and chief operating officer at service.Uh the company is making moves this week by the way because we also remember they, they announced uh some M and A news, they acquired this cloud security platform.And uh by the way, they're up about 11% year to date.

And the analysts say, you know that the price where it's trading does not make good sense higher today though still in the red year today.And finally, symbolic shares are surging after that company announced agreements to implement multiple warehouse automation systems in Mexico for Walmart at the subsidiary known as Walmex appropriately enough here.

They did as you said, they remain a buy here and even the price target cut was not a big price target cut. It was something that was done to us for more on Delta earnings and a look at other airlines as well.So Delta reports, it looks like they did forecast profit and sales that uh miss consensus for the final months of the year.What did, what did you make of the results?Let's go from airlines to cruising, shall we?

 

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