Viatris' first quarter results for 2025 were met with a positive market response, largely due to strong execution in its global branded portfolio and pipeline advancements, despite revenue coming in below consensus. Management highlighted robust growth in Europe and China, as well as progress in its portfolio of innovative medicines. CEO Scott Smith noted, “We were particularly pleased with our strong execution and growth in Europe and China this quarter,” attributing operational revenue declines mainly to ongoing remediation at the Indore facility and competition in select generic products.
Janus began 2025 with results that surpassed Wall Street’s expectations, leading to a significant positive market reaction. Management linked the quarter’s performance to ongoing cost reduction measures, modest sequential backlog growth, and resilience in its Noke Smart Entry product. CEO Ramey Jackson highlighted that, despite a 17% revenue decline due to lower self-storage construction activity and customer project delays, operational discipline and selective investments helped the company navigate macroeconomic pressures. CFO Anselm Wong also pointed to strong operating cash flow and prudent capital allocation, including a voluntary debt prepayment and continued share repurchases, as factors supporting the company’s financial flexibility.
Warby Parker’s first quarter results drew a negative market response after the company missed Wall Street’s revenue expectations, despite double-digit year-on-year sales growth. Management pointed to continued customer acquisition, strong repeat purchasing trends, and an expanding retail footprint as key drivers of performance. Co-CEO Neil Blumenthal highlighted that the company saw its first quarter of positive GAAP net income as a public company, attributing this milestone to operational discipline and progress in direct-to-consumer initiatives. Management also emphasized an improved adjusted EBITDA margin, supported by leverage in non-marketing expenses and higher average revenue per customer.
Krispy Kreme’s first quarter results drew a sharply negative market reaction, as the company’s revenue missed Wall Street expectations and margins contracted significantly year over year. Management pointed to persistent consumer softness in the U.S., a planned reduction in discounting, and the sale of Insomnia Cookies as the primary factors behind the quarter’s performance. CEO Joshua Charlesworth noted that the company is prioritizing profitable growth and highlighted early signs of success from a renewed focus on its original glazed doughnut and targeted marketing campaigns. Management took a notably self-critical stance, acknowledging operational inefficiencies and the need to simplify logistics and close underperforming distribution doors in order to improve profitability.
Cryptocurrency markets are slightly down on Friday morning as BTC faces resistance near the $107,000 mark, with thin spot volumes and weak speculative drive raising questions about the rally's strength.
Asian shares climbed, and a measure of global stocks was set for yet another record high, fuelled by optimism surrounding trade agreements and rising expectations for interest rate cuts by the Federal Reserve this year.
ALPHABET (GOOGL) is a strong GARP stock with solid growth, high profitability, and a reasonable valuation, making it a standout for long-term investors.
VIRTU FINANCIAL (NYSE:VIRT) meets key growth criteria from Louis Navellier’s strategy, with strong earnings, revenue growth, and improving margins, while trading at a reasonable valuation.
Tesla (NASDAQ: TSLA) CEO Elon Musk endorsed Microsoft (NASDAQ: MSFT) Satya Nadella's perspective on the practical impact of AI, emphasizing its benefits to sectors like healthcare, education, and productivity.
Constellation Brands (NYSE: STZ) will report Q1 earnings on 7/1, with expected EPS of $3.29 and revenue of $2.56 billion. Some analysts have lowered their price targets, but STZ still offers a 2.53% annual dividend yield, with an investment of $237,302 needed to earn $500/month.
Li Auto (LI) cuts Q2 2025 delivery outlook by 0.5%. Expects to deliver 108K vehicles, down from prior outlook of 123K-128K. Sales system upgrade to blame.
HUBBELL INC (NYSE:HUBB) offers a reliable dividend with strong profitability and financial health, making it a solid pick for income investors. The company's sustainable payout and growth track record add to its appeal.
Boston Scientific Corp (NYSE:BSX) shows strong technical and fundamental growth, fitting Minervini’s trend template with high earnings momentum and improving margins. A top pick for momentum investors.
The US natural gas prices fell to $3.42/MMBtu, a five-week low, under pressure from rising production and a larger-than-expected increase in storage inventories.
Amazon founder Jeff Bezos and Lauren Sanchez's star-studded wedding celebrations began in Venice, Italy, with A-list guests like Oprah, Bill Gates, and Kim Kardashian.
US Final GDP data released on Thursday was a disappointment, with an annualized decrease in the first quarter of 2025 of 0.5%, revised downwards from the second estimate in May of -0.2%.
Eric Trump, the second son of President Donald Trump and the co-executive vice-president of the Trump Organization, has defended his family's embrace of cryptocurrencies, citing it as a "perfect hedge" for their real estate portfolio. Eric Trump also addressed criticisms of the family's alleged profiteering from the presidency.
Salesforce CEO Marc Benioff revealed that AI now handles up to 50% of the company's tasks, and while jokingly suggesting an AI agent could replace him, he emphasized the growing role of AI in improving productivity.
