00:00All right. Futures under a bit of pressure here today after yesterday's session. S&P futures down
00:110.2% here ahead of the open. Dow futures down 0.12% and the NASDAQ futures down 0.2%. So
00:18definitely a little bit of pressure here, but not crazy in either direction, frankly. All right,
00:26let's take a look at some cues from last session here. Most sectors on the S&P 500 closed on a
00:30positive note with healthcare, financials, and material stocks recording the biggest gains on
00:36Wednesday. President Trump signed the short-term funding bill on Wednesday right after the House
00:41passed it to end the longest government shutdown in U.S. history. Yay, it's over. Great, bringing an
00:48end to the political stalemate. The 10-year Treasury bond yielded 4.08% and the two-year bond was at
00:543.57%. Now, we do have some stocks in focus here. The first one, and just like yesterday,
00:59is going to be Cisco, ticker CSCO. That jumped 7.04% in the pre-market on Thursday after reporting
01:05upbeat financial results for the first quarter. They reported that last night here. We take a look
01:10at Cisco. The EPS was $1. That beat the 98-cent estimate, so a 2-cent beat there. Sales were $14.88
01:17billion, and that beat the $14.76 billion estimate, so a small beat there, and it traded
01:24up. The one takeaway that I have here, and I'd love to get your folks' thoughts on all of this
01:30and what this means for these individual stocks, but also some others. We saw CoreWeave report good
01:36earnings. They were down 16%. We see Cisco basically report slightly better than inline, and they're up
01:417%. So I think this is probably the picks and shovels angle of the AI and data center trade
01:46that we have been talking about. I'd like to expand on that a little bit more. The second stock in our
01:51list here today is going to be Disney. That's ticker DIS, and that's actually down here now. Disney was
01:570.29% higher ahead of its earnings scheduled to be released before the opening. Analysts were expecting
02:04$104 per share on revenue of $22.75 billion. Now, I actually don't have that here in my note sheet,
02:11but let me grab that here for you real quick. Oh, it's thread, so I can't find it easily. Oh,
02:17there we go. Disney EPS of $111 beat that $104 estimate, and sales were $22.46 billion. That
02:25slightly missed the estimate. Disney here actually at the low is about $111 here. Impulse low broke us
02:32beneath $111. Looks like we're going to retest that. The conference call should be starting here
02:36very soon. The next stock on our list here is going to be Applied Materials. This is ticker AMAT.
02:43They were up 0.55% as analysts are expecting earnings of $2.10 per share on revenue of $6.67 billion.
02:52Next stock on our list here is going to be Sound Thinking. That's ticker SSTI. That fell 3.32%
02:58after reporting worse than expected third quarter financial results and cutting its full year 25
03:04sales guidance below estimates. The next stock that we have on our list and our final stock on
03:09the list here is Dlocal. Ticker here is DLO, D-L-O. That tumbled 11.37% despite beating third
03:16quarter estimates as gross profit margins declined to 37% from 42% in the same quarter last year and 39%
03:27in the previous quarter.
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