Applied Digital's stock surged in 2025 due to its growth in AI infrastructure and data center leasing, and it is expected to exceed earnings expectations in its upcoming Q2 report on Jan. 7. Despite high valuation, its strong revenue pipeline and future growth prospects suggest it could be a good buy on the pullback before potential further gains.
Coinbase shares increased by 2% after reporting third-quarter earnings that surpassed expectations, with net income rising to $432.6 million and revenue reaching $1.87 billion, driven by strong transaction revenue.
Coca-Cola beat earnings and revenue expectations in Q3, reporting adjusted EPS of 82 cents and revenue of $12.41 billion, but noted that demand for its drinks remains soft. The company reported a net income of $3.7 billion and expects full-year earnings to grow modestly, with organic revenue growth of 5-6%.
TD Bank Group reported strong third quarter 2025 financial results with reported net income of $3.3 billion and adjusted net income of $3.9 billion, driven by robust client activity across its Canadian and U.S. operations, despite ongoing strategic restructuring and regulatory remediation efforts.
Medtronic's stock fell over 4% after announcing new board appointments to appease activist investor Elliott Management, despite reporting a strong fiscal first quarter with sales beating expectations and raising its profit outlook. The company added new directors with extensive medical device experience and is focusing on growth and operational improvements, which Elliott believes will lead to sustained earnings growth.
Nvidia's stock rally paused as investors awaited the company's quarterly results amid concerns about its valuation. The stock fell 5.3% ahead of the report, which is expected to show earnings of $4.56 a share and revenue of $20.378 billion. Analysts are cautious, noting that Nvidia will need to exceed expectations to maintain its momentum, with options pricing a potential 11% swing in either direction. Other AI-focused stocks, such as Super Micro Computer and Arm Holdings, also experienced declines.
Nvidia has received multiple new price target hikes ahead of its quarterly report, with CNBC reporting that the company's stock is being discussed on the network's "Halftime Report."
Snap stock plummeted nearly 35% after the company's disappointing quarterly report, which revealed lower-than-expected revenue and projected wider losses for the current quarter. Investors are growing impatient with the company's repeated underperformance and are skeptical about its ability to compete in the social media and advertising markets, especially in monetizing AI engagement. The stock's recent surge in value has been met with skepticism, as analysts question Snap's competitive position and financial outlook amidst increasing competition from larger companies like Google and Meta.
General Motors reported strong Q4 earnings, beating revenue and EPS estimates, causing shares to spike over 7 percent. However, the company admitted that the pace of EV growth has slowed, creating uncertainty about its EV business outlook. GM expects to be profit positive by 2H 2024, but CFO Paul Jacobson stated that low to single-digit profitability won't be achieved until 2025. Despite tempering expectations for EVs, GM plans to launch six new EV models in 2024. Analysts remain bullish about GM's performance in 2024, with Wedbush maintaining an 'Outperform' rating and a $40 price target.
Logitech CEO Hanneke Faber discussed the company's cautious outlook on sales growth due to external headwinds such as uneven GDP growth, inflation, and smaller corporate IT budgets, despite reporting higher-than-expected sales and an increased full year outlook. The company's stock fell by 11.54% following the report, but Faber remains optimistic about the long-term prospects, particularly in the gaming sector.
Alibaba's shares dropped nearly 10% after announcing that it will not proceed with the spinoff of its cloud computing segment due to US chip export restrictions. The restrictions have created uncertainties for Alibaba's cloud arm, as it relies on US chip supplies. Despite falling short of estimates in its quarterly report, Alibaba reported healthy year-over-year user growth for its online shopping sites. The company emphasized that AI is a key part of its strategic direction, but faces competition from Tencent, Baidu, and US tech giants. Baidu's CEO recently warned about the consequences of China's rush to develop AI models.
Oracle's stock slumped after the software giant reported quarterly sales that fell short of investor expectations, despite a 9% increase in revenue to $12.45 billion. While cloud revenue continued to drive growth, rising 30% YoY, it represented a slower rate compared to previous quarters. Additionally, the company provided a lackluster sales outlook for the current quarter.
Levi Strauss stock fell over 5% in premarket trading after the company reported a drop in quarterly profit, with earnings per share slipping to 29 cents from 48 cents a year earlier, although it was better than what analysts had been expecting.