Walgreens is on thin ice: it's being sued for using digital smart screens on its refrigerator panels, but it's also being sued for not using those panels, as it attempts to exit a deal to install more Cooler Screens smart panels in its stores. It's a real lose-lose situation. US stocks jumped yesterday as a drama-free session spurred rebound. After a rocky start to the week, a day largely bereft of immediate tariff threats was music to traders' ears, with the S&P 500, Nasdaq 100, and Russell 2000 all booking strong gains on Tuesday. President Trump's 10% tariffs on Chinese imports as well as China's retaliatory measures did go into effect, but the market shrugged them off and US stocks with a lot of exposure to China mostly went up yesterday. |
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Alphabet's stock dropped like a heavy rain after the tech giant's quarterly revenue fell short of Wall Street's expectations. While revenue from its cloud business did rise year over year and quarter over quarter, the $11.96 billion was under the $12.16 billion analysts expected in revenue from the AI-heavy sector of its business. |
- The big surprise of the call was CEO Sundar Pichai saying the company expects to spend $75 billion on capital expenditures in 2025, sharply higher than the consensus estimate of $57.9 billion. That continues a trend of the biggest tech companies pouring buckets of money into capex. One immediate beneficiary of the spending spree ahead was Broadcom, a key supplier of artificial intelligence chips to Alphabet.
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To take a step back, in FY 2024 overall, Alphabet's revenue grew 14% year over year to $350 billion, and each of its major divisions reported billions in quarterly earnings: |
- 📺 YouTube's Q4 ad revenue grew 13.8% to $10.5 billion.
- ☁️ Google Cloud revenue for Q4 was $12 billion, up 30% year over year, driven by growth in generative AI.
- 🔎 Google's search business brought in $54 billion, up 12.5%.
- 💰 Google advertising revenue was $72.4 billion, a 10.6% increase year over year.
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Weak cloud sales raise doubts on how much — and how fast — AI is going to move the needle for revenue for Big Tech companies like Alphabet. At some point, sooner rather than later it seems, investors will want to see revenue growth accelerating after all the billions and billions poured into the AI frenzy. And just announcing even bigger spends isn't alleviating concerns that the juice isn't worth the very expensive squeeze. |
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BOXABL Unveils $20,000 House |
When the biggest names in your industry take an interest, you know you're onto something. That's the story with BOXABL. They're bringing assembly lines to home construction, gaining the attention of investors like D.R. Horton. Where traditional homes take 7+ months to build, BOXABL is capable of producing their signature "Casita" in 4 hours. .
And they're just getting started. BOXABL just announced a new $20,000 housing unit called "Baby Box". It's a turn-key home designed for affordability and versatility, with applications spanning workforce accommodations to tiny homes. Now, everyday investors can join them too. When BOXABL last opened a Reg A investment opportunity, they maxed out the $75M regulatory limit. BOXABL believes their new $20,000 house is the key to unlocking even greater potential. Become an investor today.1 |
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BOXABL Unveils $20,000 House
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When the biggest names in your industry take an interest, you know you're onto something. That's the story with BOXABL. They're bringing assembly lines to home construction, gaining the attention of investors like D.R. Horton. Where traditional homes take 7+ months to build, BOXABL is capable of producing their signature "Casita" in 4 hours. .
And they're just getting started. BOXABL just announced a new $20,000 housing unit called "Baby Box". It's a turn-key home designed for affordability and versatility, with applications spanning workforce accommodations to tiny homes. Now, everyday investors can join them too. When BOXABL last opened a Reg A investment opportunity, they maxed out the $75M regulatory limit. BOXABL believes their new $20,000 house is the key to unlocking even greater potential. Become an investor today.1 |
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After spending years struggling to turn a profit, Spotify's financial 2024 Wrapped was music to investors' ears yesterday. The company reported better-than-expected Q4 earnings with soaring subscriber numbers and bumper cash flows that helped the company post its first-ever full year of profitability.
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- Hot track record: The audio streaming giant added a total of 35 million monthly active users last quarter to hit 675 million in total, beating analyst expectations and marking the company's largest Q4 ever. With Earth's population at about 8 billion, that means roughly 1 in 12 people in the world is now a listener.
- Fine tuning: Despite hiking prices like most other streaming companies — Spotify Premium is now $11.99 a month — the company is succeeding in keeping users locked in, with churn rates staying low and the tally of free listeners continuing to tick up. Amped-up user numbers contributed in no small part to the first full-year profit in Spotify's history.
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Beyond listening power, the "efficiency strategy" championed by founder and CEO Daniel Ek is paying off. Gross profit margins hit a record 32.2% and operating expenses declined 16% year on year. Looking forward, Ek has said that Spotify will "continue to place bets that will drive long-term impact," such as doubling down on creator monetization programs and enhancing business offerings for increasingly important podcast creators and authors. |
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One of bitcoin's biggest cheerleaders, MicroStrategy CEO Michael Saylor, has pressed pause on growing the company's bitcoin stockpile ahead of today's earnings report. What does it mean for crypto? |
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Inside: The Future of Home Construction? |
Box-to-box… Where traditional homes take 7+ months to build, BOXABL is capable of producing their signature Casita housing unit in ~4 hours. Smaller still… BOXABL just announced a new $20,000 house called Baby Box. It's a turnkey housing unit with possible applications including: disaster relief, workforce accommodations, community projects, or just extra space. The future of affordable housing is here — become a BOXABL investor today.1 |
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Inside: The Future of Home Construction? |
Box-to-box… Where traditional homes take 7+ months to build, BOXABL is capable of producing their signature Casita housing unit in ~4 hours. Smaller still… BOXABL just announced a new $20,000 house called Baby Box. It's a turnkey housing unit with possible applications including: disaster relief, workforce accommodations, community projects, or just extra space. The future of affordable housing is here — become a BOXABL investor today.1 |
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Yesterday's Big Daily Movers |
- Palantir exceeded expectations on its Q4 earnings call and closed nearly 24% higher on the day, prompting even bears to admit "we were wrong."
- PayPal cratered amid concerns of market share loss in online checkouts, finishing the day down 13%.
- Super Micro jumped over 8% after giving a "business update" fueling hopes that it will avoid Nasdaq delisting.
- Merck got merc'd after cutting Gardasil sales to China, dropping 9% on the day.
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- When BOXABL last opened a Reg A investment opportunity, they maxed out the $75M regulatory limit. BOXABL believes their new $20,000 house is the key to unlocking even greater potential — discover the offering here.1
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| - Services PMI
- Earnings expected from Uber, Disney, MicroStrategy, Qualcomm, News Corp, Allstate, and Ford
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Advertiser's disclosures:
1 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 www.boxabl.com/invest#circular. 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. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck. |
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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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