Earnings live: AutoZone, Toll Brothers stocks fall, Campbell's sales decline
View original at finance.yahoo.comEarnings live: AutoZone, Toll Brothers stocks fall, Campbell's sales decline Only a handful of major companies have yet to report their results for the last quarter, and AI leader Oracle (ORCL) is one of them…
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Since Sept 30, AI-mentioning companies averaged +1% vs +0.3% for non-AI companies; since Dec 31 2024, AI-mentioning averaged +13.9% vs +5.7% non-AI
80% confidence306 S&P 500 companies mentioned AI on Q3 earnings calls, a record high in 10 years
80% confidenceHousing market is soft and choppy
80% confidenceMany consumers' wallets are pressured and seeking value
80% confidenceConsumers remain intentional in shopping behaviors
80% confidencePrice increases from tariffs likely to persist for a couple more quarters before normalizing, and LIFO charges to normalize in FY'26 and recover in FY'27
80% confidenceCrowdStrike is a second/third derivative beneficiary of AI Revolution
80% confidenceAI clusters now measured in hundreds of thousands of GPUs and soon millions
80% confidenceKroger facing tougher consumer and competitive environment from Amazon grocery push and Walmart grocery share gains
80% confidence