Percentage changes as of January 23 |
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Reminder to check your attachments: payment company Stripe accidentally included an image of a cartoon duck in emails telling folks they'd been laid off. That's ducked up. Stocks rose for the week but dipped Friday. The Fed's expected to keep interest rates steady at its meeting Wednesday as it faces a strong labor market and uncertainty over Trump policies. This week investors have eyes on earnings from Big Tech, Big Oil, and others. 🧠 All up in your quizness: Try going 7 for 7 in our new Snacks Seven quiz. Here's the first q: |
👀 Last chance to tell us about yourself... |
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In need of a Shuffle… Apple might want to try restoring 2025 to factory settings. While most BATMMAAN stocks (aka Big Tech) have popped this year, Apple has floundered. The iMac maker's stock is down around 11% so far this year, which wiped out about $450B in value. Last week, Nvidia surpassed Apple for the sixth time as the world's most valuable company. In October, Apple unloaded record Q4 revenue as iPhone sales ticked up for the first time in two quarters (the phones make up nearly half its total revenue). But sales of its other gadgets fell short of estimates. |
- Outlook: On its last earnings call, Apple said it anticipated modest single-digit sales growth, in line with Wall Street's expectations.
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Spinning wheels of death… Apple seems to be in a state of buffering. It was dethroned as the top smartphone seller in China last year, slipping to third behind domestic rivals Vivo and Huawei as iPhone sales in the country fell 17% (they dipped globally too). Meantime, Apple this month temporarily disabled AI summaries of news and entertainment notifications after repeated factual errors. A recent survey said 73% of iPhone owners didn't find value in the new AI features, which Apple had hoped would fuel upgrades. We'll see whether that's reflected in Q1 #s, the first full quarter for Apple's new devices. |
- Flipping strategies: Apple's rumored to be working on a foldable iPhone to compete with flippy models from Samsung and Huawei.
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You can't get too comfortable… Apple was crowned America's best-run company last year, but now it's covered in bruises. Last week, Jefferies downgraded Apple from "hold" to "underperform," and JPMorgan lowered its price target. To turn things around, Apple will need to deliver strong holiday sales #s and a cheery outlook. |
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America's top homebuilder invests in "off-market" disruptor |
Boxabl is a private company and not listed on NASDAQ. |
You must be doing something right if the biggest names in your industry take an interest. That's the story with BOXABL. They've rethought housing by bringing assembly lines to new home construction. Not to mention, the company has gained the attention of investors like D.R. Horton. Where traditional homes take over 7 months to build, BOXABL factories can mass produce their signature Casita home in nearly four hours, plumbing, electrical, HVAC, and all. No wonder 190,000+ potential buyers already reserved one1. And they're just getting started. Now, everyday investors can join them too. When BOXABL last opened a Reg A investment opportunity, they maxed out the $75M regulatory limit. Become an investor today.2 |
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America's top homebuilder invests in "off-market" disruptor |
Boxabl is a private company and not listed on NASDAQ. |
You must be doing something right if the biggest names in your industry take an interest. That's the story with BOXABL. They've rethought housing by bringing assembly lines to new home construction. Not to mention, the company has gained the attention of investors like D.R. Horton. Where traditional homes take over 7 months to build, BOXABL factories can mass produce their signature Casita home in nearly four hours, plumbing, electrical, HVAC, and all. No wonder 190,000+ potential buyers already reserved one1. And they're just getting started. Now, everyday investors can join them too. When BOXABL last opened a Reg A investment opportunity, they maxed out the $75M regulatory limit. Become an investor today.2 |
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AI-nauguration… Meta and Microsoft are on deck to report as tech leaders cozy up to Trump for support on their AI ambitions. Last week, POTUS gassed up Stargate, a joint venture to pour $500B into the US's AI infrastructure. OpenAI, Microsoft, Nvidia, SoftBank, and Oracle are heavily involved. Meta was left out, yet on Friday CEO Zuck said the company planned to build an AI data center the size of a city. It's TBD how these gargantuan AI-vestments will influence growth: in October, Meta disappointed on user #s while Microsoft bummed on guidance. Unplugging EV incentives… Tesla and GM report as Trump plans to scrap electric incentives like the $7.5K tax credit. Tesla delivered a record 496K cars in Q4, though that growth was lower than expected. Last year, GM became America's No. 2 EV seller behind Tesla, whose US market share dipped below 50% for the first time. But GM still depends on gas-powered cars, which could benefit from Trump's EV backpedal and "drill, baby, drill" promise to boost oil production. |
Home same home… The US just logged its slowest year for home sales in nearly three decades. Blame high mortgage rates, which hovered around 6.5% for most of the year, and exorbitant home prices (the median sale price hit a record $407.5K). Fewer than a third of surveyed Americans who planned to buy homes last year actually did. As home prices are expected to continue climbing, Trump vowed to end the affordability crisis by slashing regulation and boosting construction. But critics say his plans for tariffs and deportations could exacerbate matters. Let the Beast Games begin… After Trump gave ByteDance an extra 75 days to ditch TikTok or be banned in the US, the list of aspiring #FYP parents is growing. A group of investors that included MrBeast made a bid for the app, while billionaire Frank McCourt and "Shark Tank" judge Kevin O'Leary offered $20B. But a ByteDance board member said TikTok wants to explore alternatives to a sale. Trump pitched the idea of a US company buying half of TikTok and creating a joint venture (the plan reportedly involves Oracle). |
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"Trump himself just launched his own meme coin. If that's legal, why shouldn't a doge ETF be?" Read more. |
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- Shares of booze giant Diageo foamed up after Bloomberg reported it's considering spinning off or selling Guinness, which could be worth $10B+ (#split-the-G).
- After Trump's exec order to end government diversity, equity, and inclusion programs, Target became the latest of several large companies to roll back DEI.
- Boeing expects to post a $4B loss for the fourth quarter after a disastrous year. The jet maker hasn't landed an annual profit since 2018.
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- Monday: New-home sales. Earnings expected from AT&T
- Tuesday: Home-price index. Consumer confidence. Earnings expected from Boeing, GM, Lockheed Martin, Royal Caribbean, RTX, Synchrony, JetBlue, Kimberly-Clark, Chubb, Starbucks, and SAP
- Wednesday: Fed's interest-rate decision; Powell's press conference. Earnings expected from ASML, Progressive, T-Mobile, ADP, Teva Pharmaceuticals, General Dynamics, Nasdaq, Hess, Norfolk Southern, Tesla, Meta, Microsoft, IBM, Whirlpool, and Levi Strauss
- Thursday: Weekly jobless claims. Earnings expected from UPS, Mastercard, Blackstone, Southwest Airlines, Caterpillar, Comcast, Cigna, Northrop Grumman, Sherwin-Williams, Valero Energy, Sanofi, Apple, Intel, and Visa
- Friday: PCE index (the Fed's preferred measure of inflation). Earnings expected from ExxonMobil, AbbVie, Chevron, Colgate-Palmolive, Charter Communications, Phillips 66, and Novartis
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Authors of this Snacks own shares of: Apple, GM, Microsoft, Tesla, Starbucks, and Nvidia |
Advertiser's disclosures:
1 Reservations do not require purchase of a Casita and there is no assurance of how many will result in actual purchases. 2 The minimum investment is $1,000. This is a paid advertisement for the Boxabl Inc. Regulation A offering. Please read the offering circular and related risks at StartEngine's Boxabl Website. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. |
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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate... See more |
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