00:08all right futures under pressure ahead of friday's open here it's been kind of an under pressure
00:12week and we're seeing a little bit more of that here today ahead of the cpi print s p futures
00:17down 0.18 dow futures down 0.16 and the nasdaq down 0.23 now let's take a look at
00:25some cues
00:26from last session here information technology energy and financial stocks led the s p 500's
00:33decline on thursday while utilities and consumer staples continued the upward trend that's something
00:39that we've been watching here uh quite a bit recently investors are awaiting the january
00:44inflation print as experts like tom lee estimate the core cpi year over year to drop to 2.52
00:52matching the 2017 to 2019 average and signaling a return to pre-covid inflation really need to get
01:00some deflation going that's what we actually need meanwhile 10-year treasury bond yielded 4.12
01:05and the two-year bond was at 3.47 the cme group's fed watch tool projections show the market is
01:12pricing in a 92.1 likelihood that the federal reserve holds interest rates unchanged during
01:17the march meeting this remember started at like 95 percent creeped down into the high 70s and here
01:25we are back in the low 90s so i know we've got a little bit before that march meeting but
01:29sure seems
01:30like they're going to hold interest rates there from every piece of data that we've got so far
01:35we have several stocks in focus for you here today and the first one is going to be roku
01:39that's ticker r-o-k-u and it jumped 13.7 percent in the pre-market on friday after reporting
01:46better than expected fourth quarter financial results and issuing full year 26 sales guidance
01:51above estimates roku reported quarterly earnings of 53 cents per share which beat the consensus of 27
01:57cents and it beat that by 93.43 percent so a big beat there by the way their sales of
02:041.39 billion
02:05beat their estimate of 1.354 billion they also saw q1 sales at 1.2 to 1.16 billion reverse
02:14that 1.16 to
02:151.2 billion and a full year 26 sales of 5.3 uh excuse me 5.5 billion versus the
02:235.336 billion
02:25estimate so a huge beat on the eps not so huge of a beat on the guide but still higher
02:32and still
02:33positive for roku the next stock on our list is going to be arista networks this is ticker a-n
02:38-e-t
02:39you'll often hear it called a net the stock gained 12.12 percent after posting upbeat fourth quarter
02:45earnings and issuing strong guidance arista reported quarterly earnings of 82 cents per share which beat
02:50the street at 76 cents per share they also saw sales of 2.487 billion which beat the estimate of
02:582.38
02:58billion and they saw q1 sales at 2.6 billion that's first the 2.44 estimate so another good print
03:05there
03:05for arista networks the next stock on our list is going to be tripoint homes and the ticker on this
03:11is tph it surged 25.79 percent after it announced an all-cash strategic combination with sumitomo
03:20forestry to create a u.s-based home builder the next stock on our list is going to be hive
03:26digital
03:27technologies and the ticker on this one is hive it advanced 2.34 percent after signing customer
03:35agreements representing approximately 30 million in total contract value over two fixed turns subject
03:41to performance obligations and deployment milestones the last stock on our list here today is going to
03:48be expedia group the ticker here is e x p e it dropped 4.97 percent after reporting fourth quarter
03:55earnings as the company issued a muted margin forecast for 2026 despite beating the top and bottom line
04:00estimates so the actual print itself three the eps was 3.78 that beat the 3.33 estimate and sales
04:07of
04:083.547 billion beat the estimate of 3.419 billion now the q1 sales they had at 3.32 to
04:153.37 billion
04:17that was versus the estimate of 3.2248 billion and they saw full year 26 sales of 15.6 to
04:2316 billion
04:24the estimate was for 15.69 so still within range there on expedia
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