Briefing.com @Briefingcom

Live stock market analysis since 1992. [email protected] | 800-752-3013 briefing.com Chicago Joined September 2009

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Briefing.com @Briefingcom

5 hours ago

$DRI: Darden continues to show resilient traffic, strong cash generation, and exceptional LongHorn momentum, but FY27 guidance points to a more normalized growth backdrop. Investors may need better Olive Garden trends and sustained LongHorn strength before getting more constructive. Full analysis: briefing.com/story-stocks/a… #darden #earnings #guidance #ConsumerStocks #olivegarden #Restaurants #StoryStocks #Investing

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6 hours ago

$MU: Micron’s report strengthens the case that AI demand is reshaping the memory cycle, not just lifting pricing temporarily. Strategic customer agreements, deposits, minimum-price revenue commitments, and record profitability give MU more visibility, but rising CapEx keeps execution risk in focus. Full analysis: briefing.com/story-stocks/a… #micron #earnings #CapEx #AI #Semiconductors #Investing #techstocks

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8 hours ago

$DRI: Darden Restaurants (-2.5%) beats by $0.03, reports revs in-line, consolidated same store sales growth of +4.6%; guides FY27 EPS below consensus, revs in-line; authorizes new share repurchase program of up to $1.5 bln of common stock.

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8 hours ago

$AFRM: Affirm Holdings downgraded to Equal Weight from Overweight at Morgan Stanley, tgt $79 briefing.com/calendars/updo…

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8 hours ago

$QCOM: Qualcomm upgraded to Equal Weight from Underweight at Morgan Stanley, tgt $231 briefing.com/calendars/updo…

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8 hours ago

$TECH: Bio-Techne (+19.4%) to be acquired by Merck KG&A (MKKGY) for $73/share in cash.

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8 hours ago

$QCOM: Qualcomm (+9.7%) accelerates diversification with strategy for Data Center and sees multiple inflection points over the next 3-5 years; sees Data Center revs above $15 bln by FY29.

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8 hours ago

$MU: Micron (+17.5%) beat EPS expectations by $4.28, beat revenue expectations, and guided Q4 EPS revenues above consensus.

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8 hours ago

$IBM: IBM (+3.6%) unveiled a major semiconductor breakthrough with the introduction of the world's first sub-1 nanometer chip technology.

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8 hours ago

$SPY: Futures are sharply higher as $MU’s blowout earnings report reignites the semiconductor trade and gives tech a chance to repair this week’s damage. The next test is whether the AI memory rally can broaden with PCE inflation still due this morning. Read the premarket setup: briefing.com/stock-market-u… $SPY $QQQ $DIA $TNX $USO $TLT $IBM $QCOM $SMH #earnings #macro #AI #PCE #Semiconductors #Inflation #stockmarket #marketupdate #Investing

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8 hours ago

Gapping up: $TECH +19.9% $MU +17.7% $MEI +14.4% $BNED +11.6% $QCOM +10.4% Gapping down: $SPRY -23.5% $TCOM -12.6% $TSHA -10.6% $NUVB -8.9%

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a day ago

$FDX: FedEx delivered a solid first look as a standalone transportation company, with strong Express trends, better yields, and continued cost-savings progress. The issue is valuation and expectations: after a sharp rally, CY26 guidance needed to look exceptional, not just healthy. See the full analysis: briefing.com/story-stocks/a… $UPS $IYT $XLI #FedEx #earnings #Transportation #Logistics #Investing

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a day ago

$NKE: Nike’s update may improve reported Q4 results, but it does not change the bigger turnaround questions. Investors still need proof that North America strength can broaden, Digital promotions can ease, China can stabilize, and the FY27/FY28 margin recovery path is credible. See the full analysis: briefing.com/story-stocks/a… #Nike #earnings #CFO #athletic #apparel #footwear #tariffs #Retail #stocks

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a day ago

$FLS: Flowserve downgraded to Hold from Buy at TD Cowen, tgt $70 briefing.com/calendars/updo…

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a day ago

$NUE: Nucor upgraded to Overweight from Sector Weight at KeyBanc, tgt $274 briefing.com/calendars/updo…

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a day ago

$CBRS: Cerebras Systems (-9%) is lower after missing EPS expectations and announcing a multi-year deal with OpenAI valued at more than $20 billion.

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a day ago

The market is trying to stabilize as chip stocks rebound and oil moves lower on Strait of Hormuz headlines, though U.S.-Iran inspection terms remain unresolved. Investors now turn to $MU earnings for a key read on memory demand after a sharp tech unwind. Read the premarket setup: briefing.com/stock-market-u… $SPY $QQQ $DIA $SMH $SOXX $USO $TNX $TLT $CBRS $FDX $NKE #Kospi #micron #earnings #Iran #geopolitics #Semiconductors #Oil #stockmarket #Investing

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a day ago

$HTZ: Hertz -18.5% premarket after announcing a $100 mln stock offering and $300 mln exchangeable secured PIK note offering; also discloses adjusted EBITDA is expected near the low end of guidance.