Levi beats earnings estimates but expects pressure this year from strong U.S. dollar

Apple reports sagging iPhone sales in China as first-quarter earnings barely beat Wall Street’s expectations

Investors pay close attention to tech company’s foray into AI after Apple Intelligence’s glitches and inaccuracies. Apple slightly beat analysts’ expectations in its first quarter earnings for ...

The Guardian - 56m

IBM rallies 13%, notches best day since 2000 on strong earnings

CEO Arvind Krishna said the company posted $5 billion in bookings for its generative AI segment.

CNBC - 1h

Microsoft delivers an earnings beat but misses where it matters most

Investors want to see faster cloud revenue growth to justify the billions of dollars the company is investing to scale AI and Microsoft simply did not deliver.

CNBC - 21h

Tesla earnings miss Wall Street expectations despite record sales

Tesla has been losing market share in several countries as growing competitors offer customers alternatives.

CBS News - 1d

IBM shares rise 9% on earnings beat

In a statement, IBM CEO Arvind Krishna said the company has recorded $5 billion in bookings for its generative AI business.

CNBC - 1d

Levi beats earnings estimates but expects pressure this year from strong U.S. dollar

Levi expects its sales to slow in the current fiscal year because of the strong U.S. dollar and one fewer selling week.

CNBC - 1d

Starbucks earnings top estimates, but same-store sales decline for fourth straight quarter

Starbucks said its same-store sales fell 4%, fueled by a 6% decline in visits to its stores.

CNBC - 1d

GM stock falls even as company beats analyst expectations on earnings

While investors will be watching GM's quarterly results, they will also be focused on its guidance for 2025 and any changes under the Trump administration.

CNBC - 2d

Strong Dollar vs. Weak Dollar

President Trump is of two minds when it comes to America’s currency.

The New York Times - 3d

Why AMD could surprise Wall Street with better-than-expected earnings

AMD is under heavy pressure to defend its stock-market valuation.

MarketWatch - 5d

S&P 500 Hits Record High Amid Strong Earnings and Easing Inflation Concerns

Corporate earnings are coming in strong. Investors are also seeing the Trump administration take a less aggressive approach to tariffs than some had expected.

The New York Times - 6d

Travelers withstands higher catastrophe losses as underwriting fuels earnings beat

Travelers Cos. executives confirm the Los Angeles wildfires will have a material impact on the insurer’s first-quarter earnings but say it’s too soon to specify the costs.

MarketWatch - Jan. 22

Procter & Gamble earnings beat estimates as shoppers buy more household staples

Procter & Gamble beat quarterly earnings and revenue estimates and also reiterated its fiscal 2025 forecast.

CNBC - Jan. 22

P&G didn’t raise prices for first time in 6 years, and Q2 earnings still beat

P&G’s stock powers up as profit and revenue rise above expectations, and the full-year outlook was affirmed.

MarketWatch - Jan. 22

The U.S. dollar slumps as Trump 2.0 kicks off with no immediate tariffs

Why President Donald Trump’s Inauguration Day led to a weakening of the U.S. dollar, according to BofA.

MarketWatch - Jan. 21

Charles Schwab hints at stock buybacks after beating Wall Street estimates

Charles Schwab also beat Wall Street’s fourth-quarter earnings estimate and reversed a revenue decline from the year-ago quarter.

MarketWatch - Jan. 21

As Hollywood reels, Netflix’s streaming lead is intact ahead of earnings. But expect price increases this year.

Ahead of its fourth-quarter earnings results on Tuesday, analysts say Netflix’s streaming dominance is still intact.

MarketWatch - Jan. 20

The strong dollar conundrum facing the Trump administration

The U.S. dollar is expected to strengthen in 2025 due to the Trump administration's preference for a weaker dollar, but this could lead to high inflation and global economic turmoil.

The Hill - Jan. 19

The consensus on a strong dollar may be too complacent

There are at least three reasons why the greenback might not follow the script currently signalled by markets

Financial Times - Jan. 19

Lofty expectations pose tough earnings test for Wall Street

Strong results from $25tn worth of companies needed to help drive rally after shaky few weeks for S&P 500

Financial Times - Jan. 18

Swissquote Expects Results To Beat Views on Crypto Demand

The online bank said its results for 2024 should exceed market expectations as it was boosted by cryptocurrency trading.

The Wall Street Journal - Jan. 17

Bank of America tops estimates on better-than-expected investment banking, interest income

The company said fourth-quarter profit more than doubled to $6.67 billion, or 82 cents per share, from a year earlier.

CNBC - Jan. 16

Morgan Stanley tops estimates on strong equities and fixed income trading revenue

The bank's massive wealth management business will be helped by high stock market values in the fourth quarter, which inflates the management fees it collects.

CNBC - Jan. 16

Wells Fargo shares jump after earnings beat, strong 2025 guidance

The lender expects 2025 net interest income, a key measure of what a bank makes on lending, to be 1% to 3% higher than 2024's number of $47.7 billion.

CNBC - Jan. 15

Goldman Sachs shares rise after topping estimates on strong trading results

Goldman's fourth-quarter results will give investors a preview of what to expect this year, as investment banking and trading fees are both expected to rise.

CNBC - Jan. 15

From worst to first: Last year’s stock-market laggards see strong start to 2025

The U.S. stock market has been turned on its head in the early days of January.

MarketWatch - Jan. 14

FirstFT: Dollar hits 2-year high as interest rate assumptions change

Also in today’s newsletter, China’s trade surplus reached a new record and the reinvention of El Salvador

Financial Times - Jan. 13

The U.S. Economy May Be Too Strong for Its Own Good

The Fed may have to hold interest rates high until something breaks.

Inc. - Jan. 13

Despite Nippon Steel Negotiation, U.S., Japan Retain Strong Relationship

Though the president blocked Japanese purchase of Nippon Steel, it remains a U.S. ally.

Inc. - Jan. 12

China's exports in December grew 10.7%, beating estimates amid uncertainty over trade tariffs

China’s exports in December grew at a faster pace than expected, as factories rushed to fulfill orders amid uncertainty over trade tariffs that could be imposed by U.S. President-elect Donald Trump

ABC News - Jan. 12

L.A. Wildfires May Be the Costliest in U.S. History, Estimates Say

An estimate puts wildfire losses so far between $135 billion and $150 billion.

Inc. - Jan. 11

California fires weather forecast: Strong winds expected to increase fire danger

There has been a reprieve from the strongest winds in southern California, but winds are expected to pick up later into tonight, raising the fire danger.

ABC News - Jan. 11

Delta outlook tops estimates as CEO expects 2025 to be airline's 'best financial year in our history'

Delta's CEO said strong travel demand is driving revenue higher.

CNBC - Jan. 10

Live Updates: U.S. Job Growth Ends the Year Strong

Employers finished the year with a burst of hiring, adding 256,000 jobs in December. The unemployment rate ticked down to 4.1 percent.

The New York Times - Jan. 10

Why investors are still buying gold despite a strong dollar and rising Treasury yields

Gold prices settled Thursday at their highest level in four weeks, defying their usual inverse relationship with strength in the U.S. dollar and gains in Treasury yields, as fiscal worries prompt ...

MarketWatch - Jan. 10

Asia's central banks face a formidable challenge: An ascendant U.S. dollar

A surge in the dollar has sent Asian currencies reeling, stoking worries over imported inflation and prompting some central banks to intervene in the currency market.

CNBC - Jan. 9

Self-made millionaire's advice to couple expecting to earn 4x more in the next 2 years after struggling with salary gap

Self-made millionaire Ramit Sethi followed up with one of the first couples he interviewed on his podcast two years ago to see how they're doing.

CNBC - Jan. 8

Samsung Expects Further Profit Growth Slowdown, Missing Estimates

The world’s largest maker of memory chips and smartphones said sluggish demand for conventional chips used in personal computers and mobile phones weighed on its memory business for the quarter.

The Wall Street Journal - Jan. 7

This Japanese man earned $80,000 a year from 'doing nothing'

When Shoji Morimoto was fired from his job, his superior criticized him for "not doing anything." Since then, Morimoto has spun a career out of "doing nothing."

CNBC - Jan. 7

U.S. dollar index hits more than two-year high as markets brace for Trump return

Optimism around the U.S. economy was in focus as markets reopened following disrupted trade over Christmas and the New Year's holiday.

CNBC - Jan. 2

Latest in Levi beats earnings estimates but expects pressure this year from strong U.S. dollar

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