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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A free stock pick, from me to you (ad)
A free stock pick, from me to you
Elon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal.

Without its chip, his AI satellites don't fly. Now he wants 1,000,000 of them in orbit, 100 times what's up there today, and every one pays this company a royalty.

Dylan believes shares could react by December 8th.
 
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Earnings call transcript: Home BancShares Q4 2024 misses EPS forecasts
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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$129.48$1.97$2.12$0.15$517.09 million - →
CFG Citizens Financial Group$63.34$0.83$0.85$0.02$1.96 billion$1.99 billion-.1%→
FAST Fastenal$52.99$0.24$0.23($0.01)$1.84 billion$1.82 billion3.7%→
HBAN Huntington Bancshares$15.47$0.31$0.34$0.03$1.87 billion$1.73 billion→
RF Regions Financial$28.33$0.55$0.56$0.01$1.86 billion$1.82 billion.2%→
SLB SLB$49.96$0.90$0.92$0.02$9.24 billion$9.28 billion3.3%→
STT State Street$165.69$2.29$2.60$0.31$3.27 billion$3.41 billion12.1%→
TFC Truist Financial$49.48$0.88$0.91$0.03$5.05 billion$5.11 billion3.4%→
WIT Wipro$2.16$0.04$0.04$0.00$222.35 billion - →
The $6,000/month living cost problem traditional investing can't fix (ad)
The $6,000/month living cost problem traditional investing can't fix
Every afternoon at 2:00 PM Eastern, roughly $3.5 billion in institutional money flows into the market as pension funds and 401(k) contributions get deployed before the close.

Researchers at Duke, Stanford, Notre Dame, and the Nasdaq Economic Advisory Board have studied this pattern. During one volatile week in June, a $1,000 trade set at 2:00 PM settled by 4:00 PM five days in a row, and the full month produced $2,016 in net income on a single contract.
 
Watch the full 2 PM income breakdown before access closestc pixel

Thursday, January 16 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
BAC Bank of America$49.54$0.77$0.82$0.05$25.12 billion$25.30 billion15.0%→
FHN First Horizon$23.05$0.38$0.43$0.05$820.84 million$793 million→
INDB Independent Bank$84.10$1.16$1.21$0.05 - - →
INFY Infosys$12.49$0.19$0.19$0.00 - - →
JBHT J.B. Hunt Transport Services$217.55$1.62$1.53($0.09)$3.13 billion$3.15 billion-4.5%→
MS Morgan Stanley$181.65$1.54$2.22$0.68$15.03 billion$16.23 billion25.9%→
MTB M&T Bank$218.16$3.70$3.92$0.22$2.34 billion - →
OZK Bank OZK$50.64$1.44$1.56$0.12$407.19 million$412.34 million1.2%→
PNC The PNC Financial Services Group$225.41$3.26$3.77$0.51$5.51 billion$5.57 billion3.8%→
TSM Taiwan Semiconductor Manufacturing$375.15$2.16$2.24$0.08 - - →
UNH UnitedHealth Group$394.15$6.74$6.81$0.07$101.60 billion$100.81 billion6.8%→
USB U.S. Bancorp$59.49$1.06$1.07$0.01$7.00 billion$7.01 billion3.7%→
WABC Westamerica Bancorporation$59.84$1.19$1.19$0.00 - - →

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