Coca-Cola’s 1st-quarter profits come in higher than expected. Harley-Davidson shares pop 10% on upbeat full-year guidance. Herman Miller buys Knoll in a furniture industry merge that sends one stock soaring while the other drops. Bill Mann analyzes those stories and shares why he’s going to be watching how different industries emerge this earnings season.
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 1st-quarter report shows things are improving, but Wall Street’s not impressed yet. Yeti shares rise as 1st-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.
FuboTV’s revenue more than doubled in the 1st quarter. Unity Software sells off despite improving numbers in their 1st 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.
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.
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 2nd quarter and raises guidance for the full year. Jason Moser analyzes those stories and The Trade Desk’s 10-for-1 stock split.