Eyes on Earnings — Week of May 25, 2025
Reviewing upcoming Q1 earnings reports and the influence of trade policy on corporate guidance.
Millennials Yearn For the Cities, Shunning Suburban Living for Urban Convenience
Data shows Millennials are increasingly choosing city life over suburban homes, driven by affordability, walkability, and return-to-office mandates.
Theme Park Wars Escalate As Epic Universe Opens, Challenging Disney’s Kingdom
Comcast launches Epic Universe, a $7B challenge to Disney’s Florida tourism dominance as the industry enters a high-stakes capital expansion phase.
Luxury Home Builder Toll Brothers Defies Housing Slump With Strong Outlook, Earnings Beat
Toll Brothers reported strong earnings, showing luxury real estate's resilience compared to the broader, struggling housing market.
ARM Processors Grab 13.6% Market Share as Intel Hits All-Time Low
ARM gains market share as Intel hits a 20-year low, signaling a shift in semiconductor competition amidst easing trade tensions.
30-Year Treasury Yields Hit 5% as Moody’s Downgrade Fuels “Sell America” Sentiment
US 30-year Treasury yields topped 5% as a Moody’s credit downgrade intensifies fiscal anxiety and fuels the 'Anywhere But USA' investment trade.
Eyes on Earnings — Week of May 18, 2025
Earnings season continues with key retail, tech, and international reports following a week of corporate volatility and regulatory scrutiny.
After Cutting Lounge Access and Making Rewards Pricier, Delta Looks To Squeeze More Out of Economy Flyers
Delta is restructuring its fare classes and cabin names, aiming to boost revenue while drawing criticism from frequent flyers over increased complexity.
After Commercial Real Estate Meltdown, Investors Looking for a REIT-covery Should Be Wary of These Sector-Specific Risks
Evaluating the structural risks in commercial real estate and why generic REIT ETFs may not be the safest path for all investors.
Swiss Sportswear Phenom Sprints to Record Sales, Outpacing Apparel Rivals
On Holding delivers record Q1 results, smashing expectations while competitors Nike and Under Armour struggle with margin and tariff pressures.
Neobank Chime Files For IPO, With Eyes Toward Becoming One of 2025’s Largest Offerings
Neobank Chime has filed for an IPO, reporting rapid revenue growth and a shift to profitability as it prepares for one of the largest public listings of 2025.
