An Airbnb logo displayed on a smartphone and a world map Planisphere displayed on a personal computer are seen in L’Aquila, Italy, on September 9, 2023.
Lorenzo di Cola | Nurphoto | Getty Images
10 things to see Friday, February 14
– Today’s Bulletin was written by the director of portfolio analysis Jeff Marks.
1 Wall Street is tracking for a lower open after a strong rally in the pre -session. The shares received an increase on Thursday after learning that President Donald Trump’s planned tariffs would not come into force immediately. Nasdaq enters Friday more than 2% weeks so far. S&P 500 and DOW have increased 1.5% and 0.9% respectively.
2 Retail of January came much weaker than expected, falling 0.9% month during the month compared to estimates of 0.2%. Excluding autos and gas, retail sales fell 0.5% against an increase of 0.3% expected. Positive reviews for December make the numbers look less bad.
3 The club’s name Palo Alto Networks Reported a good quarter on Thursday night, but it was not enough to prevent profit from receiving. Its “platform” strategy is leading to larger agreements, and the online security company also provided a strong perspective on the flow of perennial free money.
4. Airbnb Shares are growing after a large fourth trimester beating and strong instructions. The company is exploring new verticals. Baird upgraded shares to a better purchase, saying that his first trimester would be a low -water sign for growth and margins this year. Goldman Sachs went to neutral from the sale.
5. Shares of basis submerged despite a fourth quarter better than expected. Oppenheimer says Coinbase has taken market share from jerk and increased his price target to $ 388 per share from $ 334. He also repeated her best rating in shares.
6. Morgan Stanley descended California -based vehicle Pg & e after the quarter in an estimate of the equivalent of sales by equal weight. Analysts argued that the risks of fire are too high to stay invested.
7 The club’s name Wells Fargo Received another order of completed consent linked to his scandals under the previous leadership. This is the 10th order of consent closed by regulators since 2019, the year CEO Charlie Scharf undertook to fix the once shocked bank. We are still waiting on the lid of the assets imposed by the federal reserve to rise.
8. Revenge Beat the expectations for regulated profits for action, despite the results of customer -friendly sports. The company raised the middle point of its 2025 revenue instructions due to improvements in its direct betting offer. Its regulated guidance EBITDA was unchanged.
9. A bunch of price target increases in club shares Health care After a strong trimester and guide on Thursday. Mizuho went to $ 110 from $ 105. Jefferies went to $ 110 from $ 103. We also raised our PT in response to oppression.
10. Applied The shares are lower after providing a softer forecast than expected due to US government restrictions on exports to China. The equipment manufacturer used in the semiconductor production expects a hit approximately $ 400 million on sale this year.
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