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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AI stocks to crash tomorrow? (ad)
OpenAI shock coming tomorrow morning?
One analyst believes AI stocks could face a sharp reversal as soon as tomorrow morning.

The concern: a downturn potentially more severe than the Dot-Com Bust, the 2008 financial crisis, and the Great Depression combined.

Anyone with exposure to AI stocks may want to take a closer look before markets open.
 
Click here to see the one move to consider nowtc 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
Why you should head in to the market at 9:35AMtc 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$126.46$1.97$2.12$0.15$517.09 million - →
CFG Citizens Financial Group$64.25$0.83$0.85$0.02$1.96 billion$1.99 billion-.1%→
FAST Fastenal$51.65$0.24$0.23($0.01)$1.84 billion$1.82 billion3.7%→
HBAN Huntington Bancshares$15.54$0.31$0.34$0.03$1.87 billion$1.73 billion→
RF Regions Financial$27.84$0.55$0.56$0.01$1.86 billion$1.82 billion.2%→
SLB SLB$50.06$0.90$0.92$0.02$9.24 billion$9.28 billion3.3%→
STT State Street$166.48$2.29$2.60$0.31$3.27 billion$3.41 billion12.1%→
TFC Truist Financial$47.32$0.88$0.91$0.03$5.05 billion$5.11 billion3.4%→
WIT Wipro$2.06$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$50.59$0.77$0.82$0.05$25.12 billion$25.30 billion15.0%→
FHN First Horizon$23.06$0.38$0.43$0.05$820.84 million$793 million→
INDB Independent Bank$80.88$1.16$1.21$0.05 - - →
INFY Infosys$12.65$0.19$0.19$0.00 - - →
JBHT J.B. Hunt Transport Services$226.40$1.62$1.53($0.09)$3.13 billion$3.15 billion-4.5%→
MS Morgan Stanley$180.24$1.54$2.22$0.68$15.03 billion$16.23 billion25.9%→
MTB M&T Bank$218.22$3.70$3.92$0.22$2.34 billion - →
OZK Bank OZK$46.16$1.44$1.56$0.12$407.19 million$412.34 million1.2%→
PNC The PNC Financial Services Group$221.10$3.26$3.77$0.51$5.51 billion$5.57 billion3.8%→
TSM Taiwan Semiconductor Manufacturing$425.10$2.16$2.24$0.08 - - →
UNH UnitedHealth Group$419.70$6.74$6.81$0.07$101.60 billion$100.81 billion6.8%→
USB U.S. Bancorp$59.07$1.06$1.07$0.01$7.00 billion$7.01 billion3.7%→
WABC Westamerica Bancorporation$61.00$1.19$1.19$0.00 - - →

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