Coke & H-D: Strong Starts to the Fiscal Year

AT&T announces its merging its media assets with Discovery. The result will be a streaming monstrosity that includes HBO, CNN, TNT, TBS, Cartoon Network, TLC, Food Network, HGTV and more. Jason Moser analyzes what it means for AT&T, Discovery, Netflix, and Disney, and discusses the latest news from AppHarvest, Twitter, and Hostess Brands.

Casper Sleep’s 1^st-quarter report shows things are improving, but Wall Street’s not impressed yet. Yeti shares rise as 1^st-quarter profits and revenue are higher than expected, and global sales continue to grow. Asit Sharma analyzes those stories and discusses Bill Ackman taking a 6% stake in Domino’s Pizza.

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FuboTV’s revenue more than doubled in the 1^st quarter. Unity Software sells off despite improving numbers in their 1^st quarter. Electronic Arts wraps up its fiscal year and offers upbeat guidance for the new one. Maria Gallagher analyzes those stories and shares her favorite video game.

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Roblox shows robust growth in its first report as a public company. Callaway Golf closes in on an all-time high as it deals with “unprecedented” demand for golf equipment and apparel. Jason Moser analyzes those stories, but first discusses the recent sell-off in the market and how investors can deal with it.

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Marriott’s numbers are trending in the right direction, but their loyalty program membership is out of this world. Cerence posts strong numbers in the 2^nd quarter and raises guidance for the full year. Jason Moser analyzes those stories and The Trade Desk’s 10-for-1 stock split.