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3 episodes with adobe adbe
3 episodes with adobe adbe
Diane King Hall recaps the overnight move in equities reacting to news of Israel's attack on Iran. Overnight futures fell as crude oil prices spiked higher. Another area of the market that saw upward moves: Defense stocks. Elsewhere, Adobe (ADBE) shares are lower following its latest earnings report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Growing geopolitical tensions pinched equities, while companies like Adobe (ADBE) already faced earnings pressure. Jenny Horne says it's hard to find an issue with Adobe's report but talks about other factors pinning the stock. One company soaring this morning is RH (RH) after beating earnings and maintaining guidance despite continued tariff uncertainty.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Nick Raich says "we don't care" about what Adobe (ADBE) reports in its second-quarter earnings. Instead, his focus will centralize on its outlook. Nick believes high growth in A.I. is critical for the stock to soar. Jeff McClean agrees that A.I. utilization is important for Adobe but argues investors need to pay attention to its above-average earnings and attractive valuation. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Shawn O'Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, including freelancers designers, Hollywood design studios, and everyone inbetween. Excel is to the financial world as Adobe is to the creative world, you might say. In this episode, you'll learn how Adobe grew out of a garage and became tangled with Apple early on, how the company transitioned to a cloud-based subscription model, whether AI risks to Adobe's business are overstated, how Adobe is implementing AI into its tool, whether Adobe is as attractively valued as it seems, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 00:43 - Adobe's origin story and how it was created out of a garage. 07:24 - What were Adobe's first few popular products and how Apple elevated Adobe's business. 16:02 - Why Adobe transitioned to a subscription-based business model in 2013. 19:36 - Why the market has soured on Adobe's otherwise wonderfully profitable and growing business. 24:40 - How Adobe is responding to Canva, Figma, and disruptions from AI. 39:32 - What Adobe is doing to keep the next generation of designers using its products. 01:04:50 - The biggest risks to Adobe's continued dominance. 01:07:41 - Whether Adobe is attractively valued at its current beaten down levels. 01:16:22 - Whether Shawn & Daniel add ADBE to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. From Quartr's Insights blog: Adobe: Equipping the Architects of Digital Expression. Adobe's Investor Day Summit. Value Investor's Club pitch for Adobe. Never Sell podcast on Adobe. Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: CFI Education Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Either sentiment is going to shift towards the positive, or bad economic data will catch up to the market's sour mood, says Jeff McClean. His stocks to watch include Hershey (HSY), Nike (NKE), Adobe (ADBE), and Air Products (APD). For Nike, he thinks the new CEO can revamp the product line. He considers Hershey a defensive play. He argues A.I. fears are overblown on Adobe, and sees Air Products rebounding from previous mistakes.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Adobe (ADBE) slips despite 1Q earnings beating Street expectations. Jenny Horne looks at analyst activity, pointing to several price target cuts on the software provider. She says guidance came in around the midpoint of estimates, but some investors could see that as underwhelming. Then, Jenny looks at the move for Intel (INTC) after appointing a new CEO in the midst of reports that TSMC (TSM) is targeting a partial takeover of its foundry businesses.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
DocuSign (DOCU) has tumbled since its last earnings high. Likefolio's Andy Swan breaks down the data and makes the case for why DOCU's AI-driven growth story remains intact despite interest rate headwinds and competition from Adobe (ADBE) and Microsoft (MSFT).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Have markets reached the bottom of turbulent selling action? Mish Schneider highlights the levels she's watching in the SPX where she expects a bounce to occur. She points to volume inflow on green days as a turnaround sign. Mish talks about Adobe (ADBE), IBM Corp. (IBM), Salesforce (CRM) and Novo Nordisk (NVO) as companies to watch once the upswing starts.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Intel (INTC) appoints a new CEO to turnaround the flailing semiconductor company. Adobe (ADBE) shares fall despite a beat in the company's latest quarterly figures. And, Boeing (BA) gets some bullish commentary from Citi's analyst. Tom White takes a look at Thursday's early movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Jamie Meyers says his firm sold Adobe (ADBE) last quarter due to management evading questions on A.I. monetization. With enterprise A.I. just starting to play out across the market, he thinks Adobe has a chance to capitalize on the trend. Derek Yan believes the company is undervalued in the software space, citing long-term opportunities for growth.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Rachel Dashiell looks at Adobe (ADBE) for today's Chart of the Day. She notes $465 as the big resistance level investors need to watch as the company's stock rests in a trading channel. As Rachel says, today's postmarket earnings will signal investors to "take those profits or cut out those losses."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
A majority of the latest earnings disappointed markets. Can this week's earnings spark hope for a rebound? Jenny Horne turns to developments in Adobe (ADBE), Dick's Sporting Goods (DKS) and Oracle (ORCL) ahead of their reports. Rick Ducat dives into the technical trends behind all three stocks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Bank earnings season is underway, with JPMorgan Chase (JPM) profits rising 50% and Wells Fargo (WFC) saw investment banking fees grow 59%. Adobe (ADBE) is also higher after an upgrade for the beaten up cloud stock ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
CPI came in-line with Wall Street's expectations, and the markets appeared to favor the numbers it saw. Jenny Horne breaks down the inflation trends she sees in the report. She also breaks down what's driving Barclays to raise its price target on Tesla (TSLA) and BNP Paribas' upgrade for Adobe (ADBE). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Today's Morning Minute turns to Nvidia (NVDA), which will attempt another bull run after its rally failed on Tuesday. Other tech will have an uphill battle, with Adobe (ADBE) and Palo Alto Networks (PANW) each getting a downgrade. Tom White Takes a look at the biggest headlines this morning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Jenny Horne turns to breaking news with 201,000 weekly jobless claims falling under Wall Street's estimates. She talks about what it means for the labor picture ahead. In stock news, Palo Alto Networks (PANW) got a pair downgrades over outlook concerns, as did Adobe (ADBE) over its A.I.'s limited financial showing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Adobe (ADBE) got a downgrade from Deutsche Bank as the latest hit to its near-30% dip over the last year. The analyst says Adobe needs to show how Firefly's A.I. features affected the company's financials. Caroline Woods highlights how this note is the latest of an analyst trend and weighs the question: did Adobe miss the A.I. wave? ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
The NDX tapped new highs but the other indices didn't gather that same strength during a weaker market week. However, Broadcom (AVGO) shined as a huge winner thanks to an earnings rally that sent its stock to its own all-time high. Alphabet (GOOGL) gained the most out of its Mag 7 peers after announcing what it considers a groundbreaking quantum chip. Software showed weakness with Oracle (ORCL) and Adobe (ADBE) slipping after earnings. Oliver Renick runs through the week's biggest market movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Next podcast January 10, 2025. Also in this podcast see Newsweek's ‘America's Most Responsible Companies' and review these often-overlooked great sustainable real estate investment trusts. By Ron Robins, MBA Transcript & Links, Episode 144, December 13, 2024 Hello, Ron Robins here. Before I begin, I want to mention that my next podcast after this one will be on January 10th and I want to sincerely wish everyone who has holidays in this period a most joyous and healthy time. Hello, Ron Robins here. Welcome to this podcast episode 144 published December 13, 2024, titled “Top Sustainable REITS, EV Companies, and More.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Top Sustainable REITS, EV Companies, and More (1) I'm beginning this podcast with an article on an investment class I've rarely covered: real estate investment trusts, or REITS. The article is titled 7 Green REITs for Sustainable Investing. It's by Glenn Fydenkevez, edited by Jordan Schultz, and found on money.usnews.com. Here are some quotes from Mr. Schultz on each of his picks. “If you're a REIT investor who is concerned about the environmental impact of the stocks you own, here's a list of seven real estate companies that have demonstrated real leadership in adopting sustainable business practices that align with ESG goals: 1. Alexandria Real Estate Equities Inc. (ARE) is a REIT with a market cap of about $18 billion. The company specializes in life science properties… This environmentally responsible REIT is constantly striving to lower its carbon footprint. [The company] is known for using renewable energy sources such as solar panels and geothermal heating and cooling systems in all of the properties it develops. It also created a unique wastewater heat recovery process. Forward dividend yield: 4.9% 2. BXP Inc. (BXP) In 2021, BXP demonstrated its commitment to sustainability by developing one of Massachusetts' first net-zero, carbon-neutral building repositioning projects… BXP – formally known as Boston Properties – has a market-cap of about $14 billion. It is the largest publicly traded office REIT in the U.S. The firm focuses its investment activities on large cities on the east and west coasts, mostly in Boston, New York, Los Angeles and San Francisco. Forward dividend yield: 4.9% 3. Digital Realty Trust Inc. (DLR) is a $64 billion REIT in the fast-growing digital infrastructure industry. The company owns and operates more than 300 data centers around the world, and its portfolio of properties is growing… Apollo AI makes running a data center as efficient as possible. That's what makes Digital Realty Trust a leader in sustainability. Forward dividend yield: 2.5% 4. HA Sustainable Infrastructure Capital Inc. (HASI) is a $3.7 billion REIT that invests only in securities related to renewable energy, sustainability infrastructure and energy efficiency… This Annapolis, Maryland-based company focuses on solar projects, wind farms, clean-burning natural gas facilities, fuel cell development, smart grid technology and other green real estate initiatives. Forward dividend yield: 5.3% 5. Prologis Inc. (PLD) has a massive presence in the transportation and logistics real estate industry. The company boasts a market cap of about $103 billion… This company's warehouses and transportation terminals are modern, high-tech facilities. It uses high-speed computers, digital communications, AI and cloud computing technology to help its customers efficiently fulfill orders and deliver products across the U.S. and in Canada, Mexico, the U.K., Germany, Japan and China. Forward dividend yield: 3.3% 6. Host Hotels & Resorts Inc. (HST) has committed to implementing sustainable practices in every one of its 77 hospitality properties in the U.S., Canada and Brazil. The company controls about 42,000 hotel rooms… With a market capitalization of over $13 billion, [it] is the largest lodging REIT in the U.S… Wells Fargo Securities has an ‘overweight' rating on the stock. Stifel gives the company a ‘buy' rating. Forward dividend yield: 4.2% 7. JBG Smith Properties (JBGS) This $1.4 billion REIT controls over 14 million rentable square feet of mixed-use space in the expensive and highly competitive capital district around Washington, D.C… Amazon.com Inc. (AMZN) expects that its new campus in Northern Virginia will add 25,000 workers by 2038… Host Hotels & Resorts plans to benefit… and appeal to Amazon's environmentally conscious employees by promoting sustainability and green development practices in every building it buys or builds. Forward dividend yield: 4.3%” End quotes. ------------------------------------------------------------- America's Most Responsible Companies This next article refers to one of America's foremost corporate sustainability rankings, America's Most Responsible Companies. The editorial is by Nancy Cooper, and the full company rankings can be seen at newsweek.com. Here are a few quotes from Ms. Cooper's introduction to the rankings. “Selected from the 2,000 largest publicly traded companies headquartered in the U.S., each winner received scores based on the three pillars of ESG… The analysis is based on data from 30 key performance indicators, such as energy usage and charitable donations, as well as a reputation survey of more than 26,000 U.S. consumers. For the second year in a row, the top spot was awarded to Merck (MRK) with an impressive overall score of 97.83, up from 91.98 last year. Other notable names on this year's list include Adobe (ADBE), PayPal (PYPL) and HP (HPE) .” End quotes. ------------------------------------------------------------- Why Sunrun (RUN) Is Among the Best Wind Power and Solar Stocks to Invest in Now Now since this article was featured on Yahoo! Finance, I thought to include it. It's titled Why Sunrun (RUN) Is Among the Best Wind Power and Solar Stocks to Invest in Now. The article is by Mashaid Ahmed. Here are some quotes from it. “While the outcome of the US election and the anticipated policies of the new administration pose short-term challenges to renewable energy, the long-term outlook remains cautiously optimistic. Sunrun Inc. (NASDAQ:RUN) Number of Hedge Fund Holders: 43 Sunrun is a leading provider of residential solar energy solutions, offering solar installations, battery storage, and energy services. The company specializes in customized solar systems for homeowners and has over 1 million customers. Sunrun also offers products on leasing and financing options… The company has signed a multi-year exclusive agreement with Toll Brothers in California and expects its new home business to grow at least 50% over the next year… The company has 16 grid service programs active across the country, with over 20,000 storage systems participating, and is working with utilities and other partners to develop new programs and services… Overall, Sunrun ranks 5th on our list of best wind power and stocks to invest in now.” End quotes. ------------------------------------------------------------- Top Sustainable REITS, EV Companies, and More (2) And now to this article titled 7 Best EV Stocks to Buy for 2025. It's by Jeff Reeves, reviewed by John Divine, and found at money.usnews.com. Now some quotes from the article. “An analysis by Gartner estimates that the number of EV Companies in use will grow 33% in 2025 to bring the total number of electric cars and trucks to 85 million in total. That figure will be primarily thanks to brisk adoption rates in China (58% growth) and Europe (24% growth), which together are projected to represent 82% of the total EV market next year, according to Gartner. For investors who want to cash in on EV stocks and the rise of electric vehicles, it's critical to look beyond the usual suspects in the U.S. and take a truly global approach to the industry. With that in mind, some of the hottest EV stocks to buy for 2025 include: 1. Tesla Inc. (TSLA) Market value: $1.2 trillion Tesla has a huge chunk of the marketplace, with predictions of nearly 1.8 million vehicle deliveries across all of 2024. What's more, strong momentum after Election Day, thanks to Musk's close associations with President-elect Donald Trump, has pushed Tesla stock up about 50% on the year even as other electric vehicle stocks have struggled… Tesla remains the go-to EV stock for many investors as we enter 2025. 2. BYD Co. Ltd. (BYDDY) Market value: $106 billion Chinese firm BYD is… the top electric vehicle manufacturer in the world… currently selling more than 500,000 ‘new energy vehicles' per month – a potential pace of 6 million annually going forward… the local appeal of this Chinese company amid the uncertainty around tariffs and trade policies all but ensures this home-grown EV stock will thrive in China across 2025 as regional demand remains strong. 3. Volkswagen AG (VWAGY) Market value: $43 billion Volkswagen remains the largest vehicle manufacturer on the planet and has the same local appeal in Europe that BYD might have in China amid the current talk of trade wars. EV Companies are a modest share of total output… In October, the firm reported battery electric vehicles (not hybrids) topped 500,000 units across the first three quarters of 2024. That puts it on pace for nearly 700,000 vehicles on the full year – and with goals of fully electrifying its fleet by 2030, Volkswagen is definitely an EV stock to watch. 4. Li Auto Inc. (LI) Market value: $24 billion Much smaller than these other firms and currently bleeding cash as it invests aggressively in growth, Li Auto is nevertheless a top EV stock to watch because of its tremendous growth path. It delivered 48,740 vehicles in November 2024, up 18.8% year over year, and is currently on pace to top 500,000 units on the year… A big reason for that is because of its premium appeal, with its Li AD Max accounting for more than 80% of orders for models in China priced above roughly $55,000. Admittedly, shares of LI stock have struggled in 2024 but these sales figures are incredibly encouraging for investors who aren't afraid of taking on a bit more risk to invest in an upstart EV stock versus an established leader. 5. Nio Inc. (NIO) Market value: $10 billion Another junior EV stock operating deep in the red, Nio is putting up impressive growth metrics even if its share performance hasn't been grand in 2024… Nio delivered a record 61,855 units in the third quarter and estimates it will have as many as 75,000 EV deliveries in the fourth quarter. That pace of 300,000 units annually doesn't seem like much compared with other firms, but considering the firm delivered about half that total in 2023 there is a lot to like about where the firm is headed. What's more, like BYD and Li, this is a Chinese firm with local appeal in the fastest-growing market for EV Companies on the planet. That gives it an added tailwind that some Western EV stocks may lack in 2025. 6. Albemarle Corp. (ALB) Market value: $12 billion The company is one of the leading lithium miners globally, with production capacity of 225,000 metric tons and plans to roughly triple capacity by 2030. Supply chain challenges for lithium are tricky, and trade policies could make the situation even more complex in 2025. But as a commodity stock that profits in part based on broader market-wide pricing trends, any shortages or supply bottlenecks will naturally boost lithium prices if things don't go well – and that will naturally benefit Albemarle's bottom line as a result. 7. ChargePoint Holdings Inc. (CHPT) Market value: $600 million ChargePoint is the largest electric vehicle charging company in the United States, with more charging ports and locations than any other network. Specifically, ChargePoint boasts 70,000 plugs at nearly 39,000 stations. In fact, more than 4 in 10 charging ports nationwide are operated by ChargePoint. The company is small and currently unprofitable, so it definitely carries a level of risk, but investors who aren't keen on putting money behind firms headquartered in Beijing or Shanghai may find this closer-to-home play a bit more palatable.” End quotes. ------------------------------------------------------------- Additional Article of Interest 1. Title: Bristol Myers A Top Socially Responsible Dividend Stock With 4% Yield on forbes.com. By the Dividend Channel. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Top Sustainable REITS, EV Companies, and More”. Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. Now, again, a reminder my next podcast will be January 10th. I'm taking a break so there will be no podcast on December 27th. I'll talk to you then! Bye for now. © 2024 Ron Robins, Investing for the Soul
Adobe (ADBE) became the biggest laggard on the S&P 500 with investors not responding well to the company's earnings. Sandra Cho argues it comes down to the company's lack of A.I. optimization. She says Adobe should turn to competitors like OpenAI to learn what works. Charlie Miner talks about the "monetization lever" it needs to pull to ignite robust growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Adobe (ADBE) falls despite an earnings beat, Coca-Cola (KO) gets an upgrade, and Alphabet (GOOGL) shares continue to rally after announcing its Willow chip. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Most stocks had an up-day in the market with the NDX rallying to an all-time high. That rally was thanks to several Mag 7 stocks hitting their own highs, including Apple (AAPL), Amazon (AMZN), Alphabet (GOOGL) and Tesla (TSLA). GE Vernova (GEV) climbed after reporting a multi-year raise in guidance, while Adobe (ADBE) sold off after its mixed earnings report. Oliver Renick takes a closer look into the day's biggest stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Adobe (ADBE) had a rocky 2024 after being pinned by competitive pressures and squeezed margins. However, Adam Coons believes the stock "looks attractive" for 2025, as long as it accelerates A.I. growth. Tom White provides an example trade for Adobe ahead of earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Dan Romanoff says this year's technology moves were "monumental" for the sector. In the Mag 7, he calls Microsoft (MSFT) a reliable name even if it doesn't always wow investors. He labels Salesforce (CRM) a name to watch with its momentum in gen A.I., adding that Adobe (ADBE) still has good quarters despite choppy guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Phil Palumbo joins Inside Out to break down catalysts for bank stocks, warning of the potential impact of the national debt on rates. He favors JPMorgan Chase (JPM), citing Jamie Dimon's leadership. He says A.I. will strongly benefit Adobe (ADBE). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/abou
Want to support Global Value? https://www.patreon.com/GlobalValue In this video, we perform a stock analysis on 10 companies that Super Investors are buying now. The investors include Warren Buffett, Terry Smith, Seth Klarman, Chris Davis, and David Tepper. Their stocks? Adobe (ADBE), Humana (HUM), Solventum (SOLV), CVS Health (CVS), MSCI Inc. (MSCI), Apple (AAPL), Microsoft (MSFT), United Healthcare (UNH), and Berkshire Hathaway (BRK.A, BRK.B). Are these the best stocks to buy now? Do these "super investors" know something we don't? Find out in the video above! Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue
Noticias Económicas y Financieras El S&P 500 $SP500 logró su trigésimo cierre récord de 2024, cerrando la sesión del lunes en 5.473. De hecho, el índice ha subido ahora un enorme 15% en solo seis meses del año, lo que se traduce en $5.5T adicionales en capitalización de mercado. En este momento están sucediendo muchas cosas para las acciones estadounidenses, con cosas como el aumento de las ganancias corporativas, el enfriamiento de la inflación y un próximo ciclo de flexibilización de la Reserva Federal, así como una volatilidad del mercado históricamente baja, un probable aterrizaje suave y, por supuesto, el notable repunte de la IA. Después de meses de luchar para mantener su negocio en funcionamiento, Fisker (OTC:FSRN) se acogió al Capítulo 11 de la ley de bancarrotas. El fabricante de vehículos eléctricos está en conversaciones avanzadas para la financiación del deudor en posesión y la venta de activos debido a "vientos en contra del mercado y macroeconómicos que afectaron nuestra capacidad para operar de manera eficiente". También se mantendrá una pausa en la producción. Fisker, con problemas de liquidez, señaló en febrero que tenía dudas sobre la continuidad de la empresa, después de lo cual fracasó su intento de asegurar una inversión de un importante fabricante de automóviles, mientras que su SUV Ocean está siendo investigado y algunos modelos han sido retirados del mercado. Culpando a las redes sociales por una crisis de salud mental juvenil, el Cirujano General de Estados Unidos, Vivek Murthy, está presionando para que se coloque una etiqueta de advertencia en las plataformas de redes sociales, similar a las exenciones de responsabilidad que se colocaban en los cigarrillos hace 60 años. "Los adolescentes que pasan más de tres horas al día en las redes sociales enfrentan el doble de riesgo de sufrir síntomas de ansiedad y depresión, y el uso diario promedio en este grupo de edad, en el verano de 2023, fue de 4.8 horas", escribió en un New York Times. Artículo de opinión del York Times . Las aplicaciones sociales populares entre los adolescentes incluyen TikTok $BDNCE, YouTube $GOOG, Snapchat $SNAP e Instagram $META. $AAPL Apple está descontinuando su oferta BNPL que se lanzó en los EE. UU. el año pasado, lo que convirtió los servicios financieros en una parte más profunda de su ecosistema. Apple Pay Later había permitido a los clientes comprar productos en línea por hasta $1.000 y pagar en cuatro cuotas sin intereses. Ahora, Apple $AAPL se centrará en las nuevas opciones de pago que se dieron a conocer la semana pasada en su conferencia anual de desarrolladores. Estarán disponibles al pagar con Apple Pay en los EE. UU. directamente a través de Affirm $AFRM y mediante tarjetas emitidas por Citi $C, Synchrony $SYF y Fiserv $FI. Biden se dispone a reabrir las reservas de petróleo si los precios de la gasolina vuelven a subir. Elon Musk dice que el Plan Maestro 4 de Tesla $TSLA será épico La FTC demanda a Adobe $ADBE por prácticas de planes de suscripción.
Noticias Económicas y Financieras El paquete de compensación recientemente aprobado para el director ejecutivo de Tesla $TSLA, Elon Musk, ha vuelto a poner sobre la mesa el debate sobre la remuneración de los ejecutivos, y sus sorprendentes cifras ocupan los titulares. Aún persisten obstáculos legales, pero los accionistas reafirmaron su apoyo a un plan salarial a 10 años valorado en $47B (al precio actual de las acciones) después de que un juez de Delaware impugnara las adjudicaciones de acciones. Hará aún más rica a una de las personas más ricas del mundo, pero los inversores parecen pensar que todo vale la pena, ya que el 77% de los accionistas volvieron a ratificar el paquete salarial. Parte del drama que rodeó el paquete salarial de Elon Musk fue una votación separada de los accionistas para reincorporar Tesla $TSLA en Texas. La medida se considera un esfuerzo por desafiar el dominio de Delaware en la industria y puede reforzar la opinión de que las protecciones estatales a los accionistas son excesivas. Aproximadamente dos tercios de las empresas del S&P 500 están constituidas en Delaware, en parte debido a su tribunal de cancillería, que tiene un amplio historial de precedentes legales. Sin embargo, Texas ha trabajado para ganarse a las empresas con garantías de impuestos más bajos y el reciente establecimiento de su propio sistema judicial especializado para empresas. La Reserva Federal está bien preparada para vigilar los datos económicos y ser paciente, según el presidente de la Reserva Federal de Minneapolis, Neel Kashkari, quien cree que el primer recorte de tipos probablemente se producirá a finales de año. "Necesitamos ver más pruebas que nos convenzan de que la inflación está en camino de regresar al 2%", declaró. "Estamos en una muy buena posición ahora para tomarnos nuestro tiempo... antes de tomar cualquier decisión". La semana pasada, los responsables de la formulación de políticas monetarias de la Reserva Federal redujeron sus estimaciones de recortes de tipos en 2024 a uno, frente a los tres previstos anteriormente en marzo. Inside Out 2 obtuvo un estimado de $155M en ventas de boletos este fin de semana en los EE. UU. y Canadá, lo que ayudó a aliviar algunas de las preocupaciones de Hollywood sobre una taquilla mediocre en el verano. La secuela animada de Disney $DIS y Pixar también generó $62M en ventas de entradas a nivel nacional el viernes, lo que marcó el día de estreno de taquilla más grande en 2024. Antes del gran estreno, las ventas de taquilla habían bajado un 26% con respecto al año pasado, cuando los megaéxitos como Barbie y Oppenheimer ocuparon los titulares. Las ventas globales de Inside Out 2 también se estimaron en $140M, lo que eleva su recaudación total a un récord de $295M y se convierte en la película más vendida este año. JPMorgan actualiza Adobe $ADBE para lograr una “navegación más fluida”. $META Meta puede ser el próximo en enfrentar cargos por violar las normas de la UE. Apple Pay & Wallet: algunas fintech sufrirán, otras ganarán.
Noticias Económicas y Financieras Recientemente, se han visto algunas sacudidas políticas en India, Sudáfrica y México, mientras que las cosas están empezando a cambiar también en Europa. El Primer Ministro del Reino Unido, Rishi Sunak, ha convocado elecciones generales para el 4 de julio, mientras aún se están asimilando los resultados de las elecciones al Parlamento Europeo del fin de semana. $AAPL Apple iniciará hoy su Conferencia Mundial de Desarrolladores anual con un discurso de apertura que es quizás el discurso más esperado del gigante tecnológico desde que se presentó el iPhone hace casi 17 años. Si bien el evento no suele ser un catalizador para las acciones, el hecho de que la conferencia probablemente se centre en los planes de inteligencia artificial generativa de Apple podría resultar importante para los inversores. Se prevé que una actualización de Siri basada en IA, la asociación OpenAI de Apple y nuevas funciones que permitirán a los usuarios ejecutar comandos generativos de IA en el propio iPhone serán el centro de atención. En particular, no se espera que Apple presente ningún hardware nuevo en el evento. Según se informa, Elliott Management ha acumulado una participación de casi $2B en Southwest Airlines $LUV y planea impulsar cambios, aunque se desconocen los detalles exactos. El activista, que se espera que interactúe con los altos mandos de Southwest, es uno de los mayores inversores de la aerolínea. La noticia hizo que las acciones de Southwest se dispararan un 6% en las operaciones previas a la comercialización, pero la acción ha tenido un rendimiento inferior al de sus rivales hasta la fecha, cayendo casi un 4%, en comparación con la ganancia del 25% de Delta $DAL y un aumento del 28% de United $UAL. Southwest, alguna vez considerada la aerolínea estadounidense más rentable, sufrió una pérdida mayor de lo esperado el último trimestre debido a que los gastos operativos afectaron la rentabilidad. Cinco fabricantes de automóviles japoneses han sido acusados de falsificar datos de pruebas de seguridad al solicitar la certificación de ciertos modelos, en un escándalo que recuerda al Dieselgate de 2015 de Volkswagen (OTCPK:VWAGY). Toyota $TM, Honda $HMC, Mazda (OTCPK:MZDAY), Suzuki (OTCPK:SZKMY) y Yamaha (OTCPK:YAMHF) recibieron instrucciones de suspender los envíos de los modelos, lo que hizo que sus acciones cayeran la semana pasada. Japón también allanó la sede de Toyota, asestando otro golpe al fabricante de automóviles que enfrenta preocupaciones de gobernanza, así como problemas de pruebas de seguridad en su unidad Daihatsu. Si bien el Dieselgate, que violó las leyes de aire limpio de Estados Unidos, finalmente generó multas y daños por valor de $30B en todo el mundo, el escándalo actual ha alimentado llamados para una revisión de reglas demasiado estrictas. El perforador de petróleo Noble $NE comprará Diamond Offshore $DO. En respuesta a las protestas de los usuarios, Adobe $ADBE aclara nuevos términos de IA. Virgin Galactic $SPCE completa el último vuelo espacial antes del debut de Delta.
Noctua News | T06 E20 | Resultados de ASML, TSMC y Netflix, Llama 3, Axion y más (Noticiario) TECNOLOGÍA: OpenAI, Spotify $SPOT, Alibaba $BABA, AWS $AMZN, Adobe $ADBE, Instagram $META, Nvidia $NVDA, Resultados trimestrales de ASML $ASML y TSMC $TSM, Alphabet $GOOGL, Intel $INTC, Apple $AAPL, Micron $MU. MEDIA: Resultados de Netflix $NFLX. GAMING: Juego más vendido de la semana, Netase, Roblox $RBLX, Take-Two $TTWO· MOVILIDAD: Últimas noticas sobre industria del coche eléctrico (EV). Noctua News es una iniciativa de Andromeda Capital EAF (https://www.andromedacapitaleaf.com) que tiene como objetivo mantener informado a sus oyentes a través de una selección de las noticias más relevantes del mundo de la tecnología y las finanzas. Andromeda Value Capital es un fondo de inversión que pueden contratar dentro de Renta4 Banco, no tiene compromiso de permanencia, y el importe mínimo es simbólico, de 10 euros. Pueden comentar estas y otras noticias a través del canal de Andromeda Capital EAF en Slack: https://t.co/NIFlSC1qv0?amp=1 Noctua News también está disponible en los siguientes canales: - Spotify: https://open.spotify.com/show/2MsYqOVZszLcG5xL2X8Z7K - Apple Podcats: https://podcasts.apple.com/es/podcast/noctua/id1459028425 - Anchor: https://anchor.fm/noctua - Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9hMGUzNjBjL3BvZGNhc3QvcnNz - iVoox: https://www.ivoox.com/podcast-noctua_sq_f1702277_1.html Pueden contactar con Andromeda Capital EAF: - por email en info@andromedacapitaleaf.com - en la página web https://www.andromedacapitaleaf.com - en redes sociales (Twitter (@andromedavalue), Instagram (@andromedavaluecapital), LinkedIn, Facebook) y en el canal de slack Presentadores: - Flavio Muñoz: LinkedIn: https://www.linkedin.com/in/flaviomunoz/ Twitter: @FlavioMunozM - Juan de Dios Gómez Gómez-Villalva: LinkedIn: https://www.linkedin.com/in/juandegomezgv Twitter: @JuandeGomezGV Colaboradores: Silvia Lanzarote Vargas
A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Adobe #Earnings @Adobe $ADBE #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #FireFly #GenerativeAI #ImageCreation #Illustrator #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
The latest from Adobe's earnings call held on Thursday, March 14th, 2024, the multinational computer software company, provided insights into their recent activities. Shantanu Narayen, CEO of Adobe, communicated a note of assurance in the company's potential to draw in new users and deliver value to its customer base, fostering growth and profitability. Among the points acknowledged on the call, Narayen lauded his team, stating, "I'd like to thank our 30,000 employees for their continued dedication and focus on innovation and execution." While Adobe's activities include ventures like Project Primrose, which is largely related to the fashion industry, it does not directly factor into the company's past quarter's earnings analysis. Rather, the emphasis remains on Adobe's core products, including Creative Cloud, Document Cloud, Experience Cloud, and the integration of Generative AI with these offerings. A primary focus during the first quarter of the 2024 fiscal year was Adobe's financial performance. The company saw a year-over-year revenue growth of 12%, reaching an impressive total of $5.18 billion. Performance metrics including GAAP and non-GAAP earnings per share also showed growth, with GAAP earnings per share at $1.36 and non-GAAP earnings standing at $4.48, indicating an 18% year-over-year increase. These figures, reported on the call, illustrate Adobe's strength in the global digital economy and the role that its products play within this industry. Adobe's products, as highlighted on the call, have found their necessity among diverse user groups, including creators, communicators, students, entrepreneurs, and businesses of all sizes. In particular, the integration of Generative AI capabilities into applications such as Photoshop, Illustrator, Acrobat, and Experience Cloud has led to increased usage and demand, aiding in boosting productivity and enhancing creative processes. Further into the earnings call, Narayen provided further insight: "We gave a Q1 target, and we beat that Q1 target. That gives us confidence that the financial target we gave at the beginning of the year - we're ahead of that." The call highlighted a growing trend toward the inclusion of Generative AI across various sectors, influencing content creation and delivery processes for students, marketing professionals, and beyond. Aspects such as Adobe's AI Assistant in Acrobat, generative models in Photoshop, and Firefly Services are witnessing increased use among customers. In response to these trends and customer requirements, Adobe plans continued investment in AI advances. The goal is to underscore products such as Express, Firefly, Creative Cloud, Acrobat, and Experience Cloud with AI developments. In addition to focusing on AI, Adobe has plans to monetize its AI offerings by introducing new products, updates, and integrations throughout the year. The forthcoming Adobe Summit is expected to be a stage for showcasing these innovations. While initiatives like Project Primrose are demonstrative of Adobe's commitment to innovation and creativity, the emphasis in the earnings call analysis is squarely on the company's core offerings and their effective integration with generative AI. This strategy seems to underpin Adobe's financial performance and the ongoing growth in demand for its products across multiple customer segments. However, it is important to remember that actual outcomes may vary, and this summary is based on statements made during the company's most recent earnings call. ADBE Company info: https://finance.yahoo.com/quote/ADBE/profile For more PSFK research : www.psfk.com This email has been published and shared for the purpose of business research and is not intended as investment advice.
Here's what is happening in the markets today, Friday, March 15th - Dow ends 3-day win streak - February's PPI rises 0.6%, higher than expected - U.S. 10-year Treasury yield climbs to 4.29% - Crude oil prices rise, hitting $81.26 a barrel - Fisker (FSR) faces potential bankruptcy, shares plummet 52% - Adobe (ADBE) plummets on weak sales outlook - Ulta Beauty (ULTA) disappoints on forecast - Bitcoin drops 7% PLUS: How we trade these markets and our current positions This wraps up today's stock market news. If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast. And for more stock market news, visit our YouTube Channel: https://youtube.com/rockwelltrading2008 #todaysstockmarket #stockmarkettoday #stockmarket
Dans ce 64e épisode, je fais la synthèse du livre « Inébranlable » de Tony Robbins publié en 2021 à partir de cinq éléments clés à retenir : 1. Deviens inébranlable! 2. Des connaissances pour te libérer 3. Les 4 principes de l'investissement 4. Investir dans des FNB indiciels 5. Angle psychologique intéressant! Abonne-toi pour soutenir mon travail et obtenir un épisode supplémentaire chaque mois : https://podcasters.spotify.com/pod/show/financesfondamentales/subscribe Je t'invite aussi à suivre la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser tes questions. Page Facebook : https://www.facebook.com/profile.php?id=100088196588852 Tu pourras également y consulter l'analyse fondamentale des compagnies de la semaine, soit : 1) Veeva Systems (VEEV); 2) Lam Research Corporation (LRCX) et 3) Adobe (ADBE). Pour un accompagnement avec Christine Pelletier, conseillère en sécurité financière et représentante en épargne collective : https://gfmgroupe.com/service/489/offre-finances-fondamentales Gmail: Financesfondamentales@gmail.com Avertissement : Je ne suis pas conseiller financier et mes synthèses sont naturellement teintées par ma subjectivité. Tu dois effectuer tes propres recherches et développer TA littératie financière avant d'investir. Les informations communiquées dans le podcast sont dans un but strictement éducatif et ne constituent pas un conseil d'investissement. Je ne suis pas responsable de tes décisions financières personnelles.
Noctua News | T06 E15 | Resultados de #Microsoft #Google #AMD #Skyworks #Qorvo y #EA (Noticiario) TECNOLOGÍA: Resultados trimestrales de #Microsoft $MSFT #Google $GOOGL #AMD $AMD #Skyworks $SWKS y #Qorvo $QRVO. Noticias de Adobe $ADBE, Twilio, $TWLO, #OpenAI. Despidos en #PayPal $PYPL, #Block $SQ y #Okta $OKTA. MEDIA: #Paramount. GAMING: #EA. CIBERSEGURIDAD: Hackean de nuevo a Okta. Noctua News es una iniciativa de Andromeda Capital EAF (https://www.andromedacapitaleaf.com) que tiene como objetivo mantener informado a sus oyentes a través de una selección de las noticias más relevantes del mundo de la tecnología y las finanzas. Andromeda Capital EAF es un fondo de inversión que pueden contratar dentro de Renta4 Banco, no tiene compromiso de permanencia, y el importe mínimo es simbólico, de 10 euros.Pueden comentar estas y otras noticias a través del canal de Andromeda Capital EAF en Slack: https://t.co/NIFlSC1qv0?amp=1 Noctua News también está disponible en los siguientes canales: - Spotify: https://open.spotify.com/show/2MsYqOVZszLcG5xL2X8Z7K - Apple Podcats: https://podcasts.apple.com/es/podcast/noctua/id1459028425 - Anchor: https://anchor.fm/noctua - Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9hMGUzNjBjL3BvZGNhc3QvcnNz - iVoox: https://www.ivoox.com/podcast-noctua_sq_f1702277_1.html Pueden contactar con Andromeda Capital EAF: - por email en info@andromedacapitaleaf.com - en la página web https://www.andromedacapitaleaf.com - en redes sociales (Twitter (@andromedavalue), Instagram (@andromedavaluecapital), LinkedIn, Facebook) y en el canal de slack Presentadores: - Flavio Muñoz: LinkedIn: https://www.linkedin.com/in/flaviomunoz/ Twitter: @FlavioMunozM - Juan de Dios Gómez Gómez-Villalva: LinkedIn: https://www.linkedin.com/in/juandegomezgv Twitter: @JuandeGomezGV Colaboradores: Silvia Lanzarote Vargas
Noctua New | T06 E11 | Google vs. Epic y DMA, resultados Oracle y Adobe, Temu y más (#Noticiario) TECNOLOGÍA: Google ($GOOGL), Starlink, Snowflake ($SNOW), Temu ($PDD), OpenAI ($MSFT), Meta ($META), Adobe ($ADBE), Hashicorp ($HCP), Oracle ($ORCL), Nvidia ($NVDA), Intel ($INTL), VMware, Etsy ($ETSY). MEDIA: Meta ($META), TikTok GAMING: Netflix ($NFLX) MOVILIDAD: Tesla ($TSLA), General Motors ($GM), Fisker ($FRS). Noctua News es una iniciativa de Andromeda Capital EAF (https://www.andromedacapitaleaf.com) que tiene como objetivo mantener informado a sus oyentes a través de una selección de las noticias más relevantes del mundo de la tecnología y las finanzas. Andromeda Value Capital es un fondo de inversión que pueden contratar dentro de Renta4 Banco, no tiene compromiso de permanencia, y el importe mínimo es simbólico, de 10 euros.Pueden comentar estas y otras noticias a través del canal de Andromeda Capital EAF en Slack: https://t.co/NIFlSC1qv0?amp=1 Noctua News también está disponible en los siguientes canales: - Spotify: https://open.spotify.com/show/2MsYqOVZszLcG5xL2X8Z7K - Apple Podcats: https://podcasts.apple.com/es/podcast/noctua/id1459028425 - Anchor: https://anchor.fm/noctua - Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9hMGUzNjBjL3BvZGNhc3QvcnNz - iVoox: https://www.ivoox.com/podcast-noctua_sq_f1702277_1.html Pueden contactar con Andromeda Capital EAF: - por email en info@andromedacapitaleaf.com - en la página web https://www.andromedacapitaleaf.com - en redes sociales (Twitter (@andromedavalue), Instagram (@andromedavaluecapital), LinkedIn, Facebook) y en el canal de slack Presentadores: - Flavio Muñoz: LinkedIn: https://www.linkedin.com/in/flaviomunoz/ Twitter: @FlavioMunozM - Juan de Dios Gómez Gómez-Villalva: LinkedIn: https://www.linkedin.com/in/juandegomezgv Twitter: @JuandeGomezGV Colaboradores: Silvia Lanzarote Vargas
The future of quantum computing with IonQ CEO Peter Chapman (IonQ). Also iRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It's business news for business people. Every episode of The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Here's what is happening in the markets today, Thursday, December 14th - Dow closes at record high - S&P 500 finishes highest level since January 2022 and is now within 2% of new record - All 3 indices are on pace for 7th consecutive winning week - Fed projects 3 rate cuts in 2024 - 10-year yield drops below 4% - Adobe (ADBE) disappoints and falls - Solar stock Sunrun (RUN) rallies 20% PLUS: How we trade these markets and our current positions This wraps up today's stock market news. If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast. And for more stock market news, visit our YouTube Channel: https://youtube.com/rockwelltrading2008 #todaysstockmarket #stockmarkettoday #stockmarket
Our big interview with PagerDuty CEO Jenn Tejada (PD) as the incident response company wrestles with a slowdown in tech spending. Also Groupon (GRPN) continues to trip on its discount shoelaces, Duckhorn Portfolio (NAPA) sees a big turnaround in the luxury wine business, and Adobe (ADBE) launches some truly impressive Artificial Intelligence apps. The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dans ce 37e épisode, je fais la synthèse du livre The Millionaire Next Door » de Thomas Stanley publié en 2010 à partir de cinq éléments clés à retenir : 1. 12 caractéristiques des millionnaires 2. Joue défensif! 3. Le coût de renonciation 4. L'argent empoisonné donné aux enfants 5. Es-tu sur la bonne voie? Abonne-toi pour soutenir mon travail et obtenir un épisode supplémentaire chaque mois : https://podcasters.spotify.com/pod/show/financesfondamentales/subscribe Je t'invite aussi à suivre la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser tes questions. Page Facebook : https://www.facebook.com/profile.php?id=100088196588852 Tu pourras également y consulter l'analyse fondamentale des trois compagnies en bourse de la semaine, soit : 1) Visa (V), 2) Adobe (ADBE) et 3) ASML Holdings (ASML). Gmail: Financesfondamentales@gmail.com Avertissement : Je ne suis pas conseiller financier. Tu dois effectuer tes propres recherches et développer TA littératie financière avant d'investir. Les informations communiquées dans le podcast sont dans un but strictement éducatif et ne constituent pas un conseil d'investissement. Je ne suis pas responsable de tes décisions financières personnelles.
How is the DocuSign (DOCU) stock price performing post their earnings report announcement? The adjusted EPS came in at $0.72 and revenue came in at $661.39M. What did the CEO and CFO have to say about the eSignature company? Next, Jenny Horne weighs in on Adobe (ADBE) and its entrance into artificial intelligence within Photoshop.
Dans ce 18e épisode, je fais la synthèse du livre « The intelligent investor » de Benjamin Graham publié en 1949 à partir de cinq éléments clés à retenir : 1. Je vous présente M. Marché Boursier! 2. Comment investir de façon prudente? 3. Comment investir de façon plus audacieuse? 4. Avoir une marge de sécurité! 5. Risque et rendement ne sont pas toujours corrélés Je réponds également à une question sur notre nouveau paradis fiscal canadien, le CELIAPP! Je vous invite à vous abonner à la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser vos questions. Page Facebook : https://www.facebook.com/profile.php?id=100088196588852 Vous pourrez également y consulter l'analyse fondamentale des trois compagnies en bourse de la semaine, soit : 1) Visa (V), 2) Zoom communications (ZM) et 3) Adobe (ADBE). Bonne écoute! Gmail: Financesfondamentales@gmail.com Avertissement : Je ne suis pas conseiller financier. Veuillez effectuer vos propres recherches et développer votre littératie financière avant d'investir. Les informations communiquées dans le podcast sont dans un but strictement éducatif et ne constituent pas un conseil d'investissement. Je ne suis pas responsable de vos décisions financières personnelles.
We see heightened sensitivity to a possible slowdown within the advertising area in the event of a possible recession, says a Morningstar analyst on Adobe (ADBE). Dan Romanoff spotlights the takeaways from ADBE's earnings, which were released yesterday, December 15th. He talks about ADBE beat on revenue. He then goes other software companies to watch in 2023. Tune in to find out more about the stock market today.
Dow Jones today was in the red along with the S&P 500 Index or SPX, Nasdaq-100, and Russell 2000. Stocks slumped for the fourth straight session to close out a negative week. Next, Renita Young weighs in on Tesla (TSLA) stock price falling to the lowest level since November 2020 as CEO Elon Musk's Twitter decisions could be a negative impact. Also, Ford Motor Co. (F) shares fell as the company raised prices on F-150 Lightning truck for the third time this year. Finally, Adobe (ADBE) was a strong performer today after revenue grew 10% in the fourth quarter.
"I like ServiceNow (NOW), but the recent run higher has stretched valuation. Adobe (ADBE) is a leader in the cloud space with a large addressable market," says Ed Butowsky. "The tech sector that led the last bull market rally will not lead the next one. Secular stocks are becoming cyclical. Tech was driven by advertising and advertising is cyclical and is now producing layoffs. Growth and sales are down for big companies," says Kevin Barry.
En este episodio hablaremos de los eventos más relevantes relacionados a los mercados financieros de Estados Unidos en la semana laboral que terminó el viernes 16 de Septiembre de 2022 En la idea de la semana hablaremos de Adobe (ADBE) (06:18) Y en la sección educativa vamos a seguir hablando sobre Futuros (10:58) Les dejo la liga del blog donde estaremos subiendo las transcripciones de los episodios: invertirenlabolsa.substack.com
Credit spreads are integral in understanding the stock market, says Mahmood Noorani. He discusses how widening credit spreads will impact stocks. He talks about how Activision (ATVI) is resilient to changing financial conditions according to it's data analysis. He then goes over the stocks that are most and least susceptible to widening credit spreads, including Nvidia (NVDA), Applied Materials (AMAT), Adobe (ADBE), Salesforce (CRM), and Domino's Pizza (DPZ). Tune in to find out more about the stock market today.
DocuSign (DOCU) surges after delivering an earnings beat. Lee Bohl and Keith Snyder discuss the takeaways from DOCU earnings. They talk about how CFRA has a hold rating on DOCU with an $80 price target. They then go over other stocks to watch in the cloud, highlighting Adobe (ADBE). Tune in to find out more about the stock market today.
Ben Rains dives into where the market and the economy stand amid downbeat consumer sentiment and growing recession fears. The heavy selling that sent the S&P 500 into a bear market could come back following a nice bounce back. Still, investors with long-term outlooks might want to consider buying some blue chip tech stocks at deep discounts. The two stocks we explore today are Microsoft (MSFT) and Adobe (ADBE). (0:30) - Stock Market Update: Everything You Need To Know (5:45) - Should You Buy Microsoft For Long Term Growth? (14:10) - Does Adobe fit Into Your Portfolio Right Now? Podcast@Zacks.com
Salesforce (CRM) has continued strong underlying demand despite macro market fears, says an Argus analyst. Joseph Bonner discusses CRM as its stock is surging after its earnings report. He talks about how CRM beat its earnings with revenue of $7.41B versus an estimated $7.37B. He also compares CRM to other software stocks such as Adobe (ADBE), Intuit (INTU), and Autodesk (ADSK). Tune in to find out more.
The Nadaq-100 is on its path to its worst month since 2008. Pressure on tech stocks in April has weighed on the overall market, says Shannon Saccocia. Her sector picks are industrial, healthcare, and technology. She discusses the SPDR Healthcare ETF (XLV). Her stock picks include Honeywell (HON), Abbott Labs (ABT), and Adobe (ADBE).
The ADBE stock price is down 2% today. Document Cloud is Adobe's (ADBE) fastest growing business. Ashley Still, the senior vice president and general manager of digital media at Adobe weighs in on how documents and e-signatures are at the core of the digital world. How does Adobe (ADBE) compare with DocuSign (DOCU)? Still states that what makes Adobe different is an all-in-one solution.
HAPPY TUESSSSSDAYToday we’re covering some news stories about Upstart, Shopify, Okta, and The Trade Desk then diving into my notes from GitLab’s (GTLB) earnings call last week. TLDR I was very impressed, opened a position, and tend to DCA in overtime keeping it a “large” position in my portfolio. BUT FIRSTThis newsletter would not be possible without Commonstock. In my mind, Commonstock is like Twitter without the bots and people trolling you because they think they are the ruler of all opinions on stocks/investing. This isn’t an advertisement, but I love the platform so much that I badgered the team so much over the last couple of years that they basically had to give me a job so I’d stop bothering them.In all seriousness, I joined because the team is focused on improving the world’s financial health by creating a platform that amplifies transparency and accountability alongside people’s opinions on everything from crypto to stocks. My portfolio is linked securely on Commonstock and you can always see my positions, trades, and performance at this link. Portfolio NewsUpstart (UPST) is down 7% after Wedbush downgraded it to underperform with a $75 price target (Down from $110). The analyst noted weakening delinquency trends. This doesn’t concern me at all and I intend to keep dollar-cost averaging (DCA) into UPST so I’ll take lower prices due to short-term fears all day!Shopify (SHOP) was down 12% yesterday after an announcement that Google intends to offer “Last Mile Fleet Solution” to help business owners optimize deliveries/logistics. At this point, I’m not concerned and SHOP will move towards the top of my list for new contributions if prices drop more from here. If we see Shopify’s results suffer in the next few quarters, then it could indicate they’re losing part of their competitive advantage. I’ll research this new offering from Google and share it in a future email.Okta (OKTA) is currently down 8% pre-market after hacking group Lapsus$ posted screenshots on its Telegram claiming to have hacked Okta. Okta has stated it sees no signs of a breach. As of right now, I’m not concerned and I certainly trust Okta’s track record + management to quickly fix anything (and make the platform better) if there was a breach. Okta is currently at the top of my list to buy when my next contributions hit. I talked about that in yesterday’s email. Adobe (ADBE) reports earnings this afternoon. I own a starter position in Adobe because it is a fantastic company with a very long track-record of success. I don’t intend to add to my position because its multiple is a bit high considering forward growth estimates and I believe there are better opportunities elsewhere (see link to yesterday’s email). I’d start to get interested in adding shares if the P/E gets down to around 29-30. It’s currently at a blended P/E of 35.3. That’d be about a 20% drop from here down to around $390/sh. I have no idea what happens with earnings.The Trade Desk (TTD) launches new certified service partner program for SMBs. “This program expands self-service access to The Trade Desk’s demand-side platform, as client demand for data-driven advertising continues to rise. As part of this announcement, Goodway Group becomes The Trade Desk’s first certified service partner to help meet this rising demand.” I own TTD and won’t be selling my shares anytime soon, but I’d love for the multiple to come down a bit before adding. GitLab (GTLB) Conference Call NotesAfter Gitlab’s earnings last week I sent an email saying I intended to buy shares with the new contributions that were coming into my account (link). I ended up purchasing shares on Tuesday and Wednesday and the position is up nicely. It’s currently a large position for me and I have some catching up to do in building other positions so I won’t be buying more in the next month or two but I’m very bullish on the company’s future. Here are my notes from the earnings conference callCEO Sid Sijbrandij opening remarks:Beat revenue expectations with revenue of $77.8 million, 69% year-over-yearDollar-based net retention rate exceeded the 152% we reported in S-1 filing Strength was broad-based across enterprise, mid, and SMB customersUltimate remains fastest growing tier of product offeringStrength indicates the market is moving from DIY DevOps to a DevOps platform which plays to GitLab’s strengthGartner Market Guide for value stream delivery platforms states that by 2024, 60% of organizations will have switched to a platform approach, up from 20% in 2021Management believes “the source of our product differentiation is our platform approach to DevOps.”“We believe our single application helps companies to deliver software faster, improve organizational efficiency and reduce security and compliance risk. The DevOps platform also enables our customers to manage and secure the entire DevOps workflow across any hybrid and multi-cloud environment.”“Acquisition of Opstrace, a pre-revenue open-source observability solution will allow GitLab to offer robust monitoring and observability capabilities that will enable organizations to lower incident rates, increase developer productivity and reduce mean time to resolution.”Management believes DevOps platform addresses a $40B market opportunity. Bain & Company study showed 90% of companies believe DevOps is a priority but only 12% believe they have mature DevOps practicesAdded over 500 net new base customers. New logos/expansions include U.S. Army, Deutsche Telekom and Travis Perkins.Travis Perkins expansion: “Travis Perkins is the U.K.'s largest distributor of building materials. They accelerated their migration to the cloud using GitLab Premium by consolidating their software to it. Doing so increased their velocity, cut down overall cost by 20% and it allowed their team members to focus on building new customer-facing digital services and capabilities instead of managing their toolchain. This quarter, they upgraded from Premium to Ultimate licenses and more than doubled the number of users on the system. This will expand usage of GitLab to their security teams and allow development operations and security to collaborate on a single DevOps platform.”CFO Brian Robbins remarks:Revenue is the key metric to evaluate the health and performance of the business. Because approximately 90% of revenue is ratable, it serves as a predictable and transparent benchmark for how we are growing.“Cohorts from six years ago are still expanding today. This is a testament to how we're constantly adding value to our customers. Most of our customers start using GitLab with small teams with just one to two stages of our platform. From there, they typically increase their spend with us 2x over the first year as our platform is adopted across multiple teams. Customers then continue to increase their spend as our platform expands to more teams across their organizations or they upgrade to a higher paid tier.”“We are also effective at retaining our customers. When our customers deploy the DevOps platform, it becomes a central platform from which all their DevOps workflows originate from, making it sticky and difficult to replace. The result is that we ended our fourth quarter with a dollar-based net retention rate exceeding 152% which is higher than the disclosure we provided in our S-1 at the time of our IPO.”“Our platform is offered with a free version and two paid subscription tiers which we call Premium and Ultimate. Our paid tiers are priced per user with different features per tier. Every user within an organization is on the same plan which helps keep our business model transparent and easy to understand. The Ultimate tier is our fastest-growing tier, now representing 37% of our annual recurring revenue for the fourth quarter compared with 26% of annual recurring revenue in the fourth quarter of FY 2021 and growing in excess of 100%. In FY '22, our non-GAAP gross margin held steady at 89%. Over time, we expect this to compress as our SaaS offering becomes a larger portion of our business and associated hosting costs will increase.”Over 4,500 customers with ARR of at least $5,000 per customer compared to over 4,000 customers in the prior quarter and over 2,700 customers in the prior year. This represents a year-over-year growth rate of approximately 67%. Currently, customers with greater than $5,000 in ARR represent approximately 95% of our ARR.Over 490 customers with ARR of at least $100,000, up from 420 customers and over 280 customers compared to the prior quarter and year, respectively. This represents a year-over-year growth rate of approximately 74%39 customers with ARR of at least $1 million compared to 20 customers at the end of the prior fiscal year which represents a year-over-year growth rate of 95%.Total RPO grew 95% year-over-year to $312 million.Non-GAAP gross margins were 89% for the quarter which compares to 90% in the immediately preceding quarter and 89% in the fourth quarter last year. As we move forward, we're estimating a moderate reduction in this metric due to the rapid year-over-year growth rate of our SaaS offeringNon-GAAP operating loss was $27.4 million or negative 35% of revenue compared to a loss of $22.2 million or negative 48% of revenue in Q4 of the last fiscal year. Q4 includes $5 million of expenses related to our JV and majority-owned subsidiary.Guidance:For first quarter of FY 2023, we expect total revenue of $77 million to $78 million, representing a growth rate of 54% to 56% year-over-year.We expect a non-GAAP operating loss of $38.5 million to $37.5 million.We expect a non-GAAP net loss per share of $0.28 to $0.27, assuming 147 million weighted average shares outstanding.For the full year FY 2023, we expect total revenue of $385.5 million to $390.5 million, representing a growth rate of 53% to 55% year-over-year.We expect a non-GAAP operating loss of $142 million to $138 million.We expect a non-GAAP net loss per share of $1.02 to $0.97, assuming 148 million weighted average shares outstanding.Our annual FY 2023 guidance implies non-GAAP operating margin improvement of almost 300 basis points year-over-year at the midpoint of our guidance ranges. Over the longer term, we believe that a continued targeted focus on growth initiatives and scaling the business will yield further improvement in unit economics.Q&AQuestion about where strength in 152% net-dollar retention rate is coming fromAnswer: Ultimate is driving a lot of upsell because of the advanced security capabilities. Create and verify are used heavily; so they are important too. Apart from create, verify and secure, we see growth in packaging and release. Packaging, for example, is replacing JFrog Artifactory at more and more customers.Question on acquisition of Opstrace, the pre-revenue open source application in the category of observability.Answer: Observability lets you close the loop. You plan to make something, you make it, you roll it out and then you see how it does. So it's a really important element of a DevOps platform and we're really early. But because it's so important, we wanted to accelerate how fast we got there and we love the team and the product that Opstrace already built. So we acquired them to rebuild that inside GitLab and we think that closing that loop will help our customers achieve better business outcomes. If you get feedback faster, you reduce your cycle time and you get better outcomes. And it's really important to note that we'll do it in an iterative fashion. So in the beginning, our solution will not so much compete with existing vendors but with nonconsumption. People haven't set up monitoring yet and we'll start from a simple product and work with our users and customers contributing to expand the functionality over time.Links to company news articlesUpstart downgraded by WedbushShopify - Google “Last Mile Fleet Solution”Okta potential security breachAdobe Investor Relations PageThe Trade Desk Launches New Certified Service Partner Program for Small and Medium-Sized Businesses This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit austin.substack.com/subscribe
Adobe (ADBE) has released new U.S. e-commerce data. Vivek Pandya discusses how Covid-19 reshaped the digital economy. He talks about how Adobe says U.S. consumer spent $1.7T online during the pandemic and how groceries have become a major e-commerce category. He then goes over e-commerce trends that emerged during the Covid-19 pandemic. Tune in to find out more.
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GESTIONAIRES EN ACTION. Depuis le début de 2022, le Nasdaq a reculé d'un peu plus de 13%, ce qui place l'indice américain dans une zone de correction (soit un recul de plus de 10%). Si de tels reculs ne sont pas si rares, ils ne manquent pas de rendre certains titres plus attrayants pour les chasseurs d'aubaines. Steve Bélisle, gestionnaire de portefeuille chez Gestion de placements Manuvie, est d'avis que le recul est surtout attribuable à la faiblesse des titres de croissance, alors que les investisseurs anticipent que la Réserve fédérale américaine (Fed) a clairement laissé entendre que les hausses de taux d'intérêt allaient se produire bientôt. M. Bélisle est d'avis que les géants des technologies de l'information Microsoft (MSFT, 299,84$US) et Adobe (ADBE, 493,05$US) sont plus abordables en ce moment qu'ils ne l'étaient en début d'année tout en étant des titres de grande qualité, tout comme le fabricant d'équipements médicaux Danaher Corporation (DHR, 269,97$US). Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr
Adobe (ADBE) stock price hit an all-time high on November 22, 2021. However, it was down over 7% for the day today. Dan Romanoff weighs in on other cloud stocks like CRM, DDOG, DOCU, and MSFT amidst recent sell-off. How could consumer trends impact cloud and software stocks in 2022? Tune in for the full interview.
Adobe (ADBE) stock price is down over 2% so far for the day. The Adobe earnings report indicated $3.20 in EPS and $4.11B in revenue. The company has announced changes to the executive leadership team. Mizuho's Gregg Moskowitz says that they have cut the ADBE stock price target to $685 from $695, while keeping a buy rating. He believes that the fiscal 4Q earnings largely disappointed, but is confident that the company remains well positioned from digital transformation.
Here's what is happening in the markets today, Wednesday, December 15th- U.S. stocks fell on Tuesday- Producer Price Index (PPI) showed a year-over-year increase of 9.6%, the fastest pace on record - Today's Focus: Fed Meeting - most important meeting of the year- Tech stocks are bleeding: Microsoft (MSFT) down 3.2% and Adobe (ADBE) dropped 6.6%.- But THESE stocks gained today- Meme Stock craziness continues: GameStop (GME) and AMC on the move again- Beyond Meat (BYND) continues its rollercoaster ride- Tesla (TSLA): Elon Musk is still dumping stocks!… and much moreThis wraps up today's stock market news.If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast. And for more stock market news, visit our YouTube Channel: https://youtube.com/rockwelltrading2008#todaysstockmarket #stockmarkettoday #stockmarket
Join Nate and Mike for part of their hodgepodge of stock talk, including Shopify ($SHOP), Waste Management ($WM), Target ($TGT), DocuSign ($DOCU), Adobe ($ADBE) and more! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
The guys recap their accurate price predictions regarding AMC, WKHS, Cardano, Tesla (TSLA), Shiba Inu (SHIB), and show a chart to prove it. We recap the infamous TQQQ and why you should care about it, as well as how we're entering the digital marketplace. The guys delve deep into Adobe (ADBE) and how it's a great investment, regarding both stocks and crypto NFTs. We dive deeper into Tesla (TSLA), Bitcoin (BTC) all time hime. Elon Musk has a touch of gold and why it's beneficial to have a big position tech sector. We touch on some crypto and how to make big returns with less money. The guys also talk about the Ethereum 2.0 and why it being pushed back is good for Solana (SOL). Johnny talks about his NFT collection he's been working on called "Solda". Last but not least we talk about Evergrow Coin updates, and why it's going to fill the NFT marketplace for Binance (BNB). _____________________________________________________ 00:00 - Beginning 00:08 - Proof of our accurate price predictions 00:24 - Chart of our accuracy 00:51 - AMC, WKHS, Cardano (ADA), Shiba Inu (INU), Tesla (TSLA) 02:22 - Correct predictions we've made 03:14 - Recapping SHIB 04:26 - How accurate are we? 05:12 - Why you should care about the TQQQ 06:42 - SOXL Up 18% 07:06 - Entering the Digital Marketplace 08:18 - The overall goal of ROIS Podcast 08:26 - Reasons it's better to have your money in the market rather than the sidelines. 10:00 - Deeper dive into the TQQQ 10:15 - Adobe (ADBE) 10:26 - Heat map of the S&P 500 12:29 - Adobe Aero 14:02 - Adobe stock price prediction 15:57 - Bullish on the TQQQ 16:50 - (TQQQ price prediction CLIP) 20:20 - How to be accurate 21:35 - Tesla (TSLA) 22:40 - Bitcoin BTC all time high 23:29 - Elon Musk's touch of gold 24:32 - Big position in tech sector 27:28 - Start of Crypto talk 28:20 - How to make BIG returns with less money 28:50 - Ethereum (ETH) 2.0 29:18 - Solana (SOL) NFTs 29:55 - My NFT collection (Solda) 32:04 - Evergrow Coin (EGC) update 32:54 - Evergrow Coin (EGC) and Binance (BNB) 35:12 - Our message to our listeners 35:29 - New crypto InifinitX (INX) 37:36 - Our main goal (roadmap for finding lowkey good cryptos) 38:45 - Accuracy chart 40:10 - ROIS Discord ___________________________________________________ Evergrow Coin (EGC): https://evergrowcoin.com/ ____________________________________________ Tutorial: How to buy Evergrow Coin (EGC) video link... https://youtu.be/6FTG59HNaSs _____________________________________________ ROIS Investments website: https://www.roisinvestments.co/ ROIS Twitter: https://twitter.com/RoisInvestments _________________________________________ Please LIKE & SUBSCRIBE! --- Support this podcast: https://podcasters.spotify.com/pod/show/roispodcast/support
The Adobe (ADBE) stock is down about 15% from its high. Bob Phillips thinks that this is an attractive entry point and projects a 3-year revenue compound annual growth rate of 20%. Next, he discusses the Waste Management (WM) stock as it has been relatively defensive throughout business cycles, and has a sustainable dividend yield. He anticipates continued free cash flow. What is the outlook for economical growth? Tune in for the full interview.
From crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don't matter anymore… and maybe they're right. Why FedEx's (FDX) labor shortages may spell trouble for everyone. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
1. This is Fed day. The Federal Open Market Committee (FOMC) will make their interest rate policy decision for the United States at 2:00 pm ET. After the recent decline in the stock market everyone will be waiting to hear what Chairman Jay powell will have to say regarding his $120 billion a month asset purchase program. If he says he is going to taper the program the market could see more selling. Honestly, nobody expects him to say that, but we shall see.2. Markets are rebounding across the board this morning. So far the rally looks solid as it is broad based. This rally comes despite the declines in Fedex (FDX) and Adobe (ADBE). These two giant companies reported earnings last night after the close. They are bothe selling off sharply this morning.3. Bitcoin watch out for a break below 39000, that will mean that it could drop into the 25000 range. It's been bouncing off it 200 mav on futures. 4. Gold/Silver gold was slammed during the quad witching hour again. Nick is neutral to slightly bullish. Need more time to analyze the trend.
Here's what is happening in the markets today, Wednesday, September 22nd:- Futures are pointing to a higher start after the S&P and DOW closed lower yesterday for the 3rd day straight.- All eyes on the Fed as it wraps up its 2-day policy meeting today.- Evergrande's debt crisis remains in the spotlight with a 83.5M interest Bond payment due tomorrow and a 47.5M due next week.- ConocoPhillips (COP) is going to be the 2nd largest oil & gas producer in the lower 48 states after acquiring Shell's Permian Basin.- SoFi (SOFI) is up more than 5% pre-market after analyst Jefferies initiated its coverage with a buy rating.- The house passed a bill that will prevent a government shutdown and suspend the debt limit. The bill now goes to Congress.- Adobe (ADBE) is almost 4% lower pre-market after reporting better than expected earnings. - General Mills (GIS) up almost 3% pre-market after an earnings beat.- FedEx (FDX) is down 6% pre-market after missing earnings expectations.- Stich Fix (SFIX) is up almost 12% pre-market after a surprise earnings win.If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast. And for more stock market news, visit https://rockwelltrading.com.#todaysstockmarket #stockmarkettoday #stockmarket
Jason Ware, Partner and CIO of Albion Financial Group, discusses tech sector performance during earnings season. He then talks about his stock picks which include Alphabet (GOOGL), Adobe (ADBE), and Amazon (AMZN). He also mentions expectations for tech stocks. Tune in to find out more.
Adobe (#ADBE) is trading at an all time of $576 and rightfully so. The computer software company reported record earnings last week that topped analyst expectations and give context as to why shares are at highs. FQ2 EPS was reported of $3.03 (beat by $0.21) and revenue of $3.84B (+22.7% Y/Y). But think about what Adobe sells. Photoshop, Lightroom, PDF, e-signature applications. Those are products that are thriving in a digital age. So it's not surprising that revenues were record breaking, especially when taking into account how much digital progressed in 2020. But, is Adobe stock worth buying at all time highs?
Adobe (ADBE) earnings report was strong. Adobe is a high quality name with a strong moat, says Dan Romanoff of Morningstar. Morningstar raised its price target to $569 from $520. Dan sees strength in all segments and all geographies regarding quarterly results.
Early on Tuesday, Fastly (FSLY) crashed and took down some of the biggest websites such as Amazon and Reddit. It is now back up, and here to talk about the outlook for cloud stocks are Tom Hayes, Chairman and Managing Member of Great Hill Capital LLC, and Jason Ware, Partner and CIO of Albion Financial Group. They discuss Fastly as well as noting that some internet outages should be expected moving forward. Hayes' stock picks consist of Alibaba (BABA and Splunk (SPLK). Stocks Ware is watching are Adobe (ADBE), Amazon (AMZN), Microsoft (MSFT), Azure (AZRE), and Google (GOOGL). Tune in to find out more.
Welcome back to Investing Money With Max! In today's video, I discuss Adobe (adbe) stock. This stock is the premier stock on the market for digital content creation. Adobe stock is also a fundamentally sound investment. Watch the video to learn more!
Adobe's Peter Sheldon says that the multi-year collaboration between Adobe: ADBE and FedEx: FDX will drive e-commerce innovation. It will allow merchants to better handle a strong increase in package volume by accessing the FedEx post-purchase logistics intelligence. Among some of the benefits for merchants and consumers are two-day shipping, easy returns, and seamless checkout.
Timestamps by Andrew S ! :) 0:00:00 Start 0:04:12 Market Update 0:08:17 Big Announcements From Apple 0:15:50 Amazon's Tonal 0:19:40 Peloton DCF Model 0:23:34 ROIC Q #1 (Eventbrite and Live Ticketing Stocks) 0:26:15 ROIC Q #2 ($MSFT) 0:30:13 Albertsons ($ACI) 0:36:17 Voicemail Q #1 (Spotify vs Apple Music) 0:41:22 Voicemail Q #2 (CoStar Group $CSGP) 0:45:13 Voicemail Q #3 (Canopy Growth $CGC) 0:51:35 Voicemail Q #4 (Five9 $FIVN) 0:58:02 Kodak ($KODK) 1:01:07 Voicemail Q #5 (Adobe $ADBE) 1:07:00 Intel ($INTC) 1:12:37 Questions with Chat Subscribe to our free email newsletter, Morning Cents, with daily business news & investing insights! acouplecents.com/morningcents My favorite way to invest in private real estate without having to own and manage the properties! fundrise.com/acouplecents Join our ROI Connect group! https://acouplecents.com/signup/roic/ Continue to convo in other ways! TikTok: https://www.tiktok.com/@acouplecents Podcast: "A Couple Cents" Instagram: https://www.instagram.com/acouplecents/ Twitter: https://twitter.com/acouplecents Website: https://acouplecents.com/ --- Send in a voice message: https://anchor.fm/acouplecents/message
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