Earnings360 Newsletter for 1/17/2025

Earnings360 Newsletter for 1/17/2025
Taiwan Semiconductor Manufacturing, UnitedHealth Group, Bank of America & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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VDTA is Targeting AI’s Infrastructure Backbone (ad)
The AI Infrastructure Rush Is ON — Watch VDTA
Vertical Data Inc. (OTCQB: VDTA) is building the infrastructure layer behind the AI boom, from GPU hardware and financing to high-density data centers and edge computing.

The company cites an AI infrastructure market that could exceed $800 billion by 2030, backed by a planned 20 MW Chicago data center targeting revenue in Q2 2027.

A non-binding collaboration with Quantum eMotion adds a quantum-security angle, with GPU cluster integration pilots targeted for 2026.
 
Find out why VDTA is a name to watch as AI infrastructure acceleratestc pixel
Top Earnings News
Earnings call transcript: Home BancShares Q4 2024 misses EPS forecasts
Rush Enterprises, Inc. Conference Call Advisory for Fourth Quarter and Year-End 2024 Earnings Results
Eli Lilly's 65 Billion Drug and the Tech Fueling the Next Onetc pixel 
What Goldman Sachs’ Quarterly Results Reveal About the Economy
Cintas: Trade Uncertainty Creates a Buy-the-Dip Opportunity

Friday, January 17 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BOKF BOK Financial$122.86$1.97$2.12$0.15$517.09 million - →
CFG Citizens Financial Group$62.70$0.83$0.85$0.02$1.96 billion$1.99 billion-.1%→
FAST Fastenal$51.02$0.24$0.23($0.01)$1.84 billion$1.82 billion3.7%→
HBAN Huntington Bancshares$15.23$0.31$0.34$0.03$1.87 billion$1.73 billion→
RF Regions Financial$27.21$0.55$0.56$0.01$1.86 billion$1.82 billion.2%→
SLB SLB$49.22$0.90$0.92$0.02$9.24 billion$9.28 billion3.3%→
STT State Street$165.21$2.29$2.60$0.31$3.27 billion$3.41 billion12.1%→
TFC Truist Financial$46.32$0.88$0.91$0.03$5.05 billion$5.11 billion3.4%→
WIT Wipro$1.93$0.04$0.04$0.00$222.35 billion - →
The crypto rally only small coins joined (ad)
Crypto’s altcoin gauge just hit a 1-year high
Something unusual happened in crypto this month. The Altcoin Season Index, the gauge traders use to tell whether altcoins are beating Bitcoin, hit its highest level in a full year. A month ago it sat at 39. Last week it reached 66.

But it wasn't a broad rally. Most of the market actually went down that week. Twenty of the 26 major crypto categories finished in the red. So what pushed the gauge to a one-year high? Smaller coins.

That's exactly the pattern I've been watching for. It also means picking matters more than ever. When most categories are falling, owning "crypto" isn't enough. You have to own the right small coins.
 
See the Micro Coin Revolution Presentation now.tc pixel

Thursday, January 16 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BAC Bank of America$50.38$0.77$0.82$0.05$25.12 billion$25.30 billion15.0%→
FHN First Horizon$22.72$0.38$0.43$0.05$820.84 million$793 million→
INDB Independent Bank$79.46$1.16$1.21$0.05 - - →
INFY Infosys$12.21$0.19$0.19$0.00 - - →
JBHT J.B. Hunt Transport Services$223.25$1.62$1.53($0.09)$3.13 billion$3.15 billion-4.5%→
MS Morgan Stanley$178.61$1.54$2.22$0.68$15.03 billion$16.23 billion25.9%→
MTB M&T Bank$213.42$3.70$3.92$0.22$2.34 billion - →
OZK Bank OZK$45.19$1.44$1.56$0.12$407.19 million$412.34 million1.2%→
PNC The PNC Financial Services Group$216.15$3.26$3.77$0.51$5.51 billion$5.57 billion3.8%→
TSM Taiwan Semiconductor Manufacturing$420.24$2.16$2.24$0.08 - - →
UNH UnitedHealth Group$406.99$6.74$6.81$0.07$101.60 billion$100.81 billion6.8%→
USB U.S. Bancorp$57.87$1.06$1.07$0.01$7.00 billion$7.01 billion3.7%→
WABC Westamerica Bancorporation$60.10$1.19$1.19$0.00 - - →

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