00:07all right futures under slight pressure here this morning ahead of thursday's open
00:12it was hanging around unchanged for a lot of the morning until recently where it's
00:16dipped a little bit more s p futures down 0.3 uh dow futures down 0.56 and the nasdaq
00:23down
00:230.36 now let's go ahead and take a look at some cues from last session here consumer discretionary
00:31information technology and communication services stocks recorded the biggest gains
00:36and led most s p 500 sectors to a positive close on wednesday though energy and consumer staples
00:42ended up bucking that trend ongoing conflict in the middle east remains the primary driver of
00:49significant market volatility as hostilities but uh involving the u.s israel and iran have
00:54escalated throughout the region this marks the sixth consecutive day of unrest with no clear end
01:00in sight however the new york times reports that iranian leadership has initiated contact with trump
01:05to explore potential ceasefire negotiations i'm not actually sure where this is because shortly after
01:11that i saw a report that they denied that that was the case they also said that they sank one
01:17of our
01:17carriers so take it with a grain of salt we'll see how it all shakes out meanwhile the 10-year
01:22treasury
01:22bond yielded 4.11 and the two-year bond was at 3.56 the feds watch tools still pricing in
01:29a 97.3
01:30likelihood that we leave rates unchanged in march i actually wouldn't be surprised if that continues
01:36into june as we had discussed earlier this week we have several stocks in focus for you here today
01:42the first one going to be the obvious one this is broadcom and the ticker is avgo
01:48broadcom jumped 6.6 percent in the pre-market on thursday after reporting better than expected
01:53financial results for the first quarter of fiscal 2026 after the close on wednesday that print is as
01:59follows q1 adjusted eps of 205 beat the 202 estimate and sales of 19.311 billion beat the estimate of
02:0719.195 billion broadcom also sees q2 sales at 22 billion versus the 20.676 billion estimate so
02:17a guide higher there uh you know this is similar to what nvidia did right they had a good number
02:24they had a good guide they still ended up trading down broadcom here still higher in the pre-market
02:29we'll see if it can hold on to all that closed at 317 and a half yesterday currently sitting at
02:35336.15 here in the pre-market the next stock on our list is going to be viva systems and
02:41the ticker
02:42on this one is veev it rose 11.32 percent after reporting an upbeat fourth quarter financial
02:49results and issuing full year 27 guidance those numbers are as follows here q4 adjusted eps of 206
02:56beat the 193 estimate sales of 835.95 million beat the estimate of 810.615 million
03:04they see uh full year 27 adjusted eps of approximately 885 versus the 858 estimate so
03:10that's a little bit of a raise there and they see full year sales at 3.585 to 3.6
03:17billion
03:17the estimate was for 3.56 billion so again slightly higher higher there viva systems sees q1 adjusted
03:24eps of 213 to 214 that was versus a 206 estimate and they see sales at 855 to 858 million
03:32that was
03:32versus an 847 and change estimate the next stock on our list is going to be my favorite brick and
03:40mortar store it is costco ticker is cost and it fell 0.17 percent as analysts expected to report
03:47earnings of 456 per share on revenue of 69.26 billion after the closing bell no new trades for
03:55me on this despite my affinity for the store i'm still just holding my long-term long position
04:01the next stock on our list is going to be weeble and the ticker on this one is b-u
04:06-l-l yes this is
04:07the stock that's literally named bull unfortunately it's trading down 3.13 percent this morning as it
04:13missed quarterly profit targets and ceo anthony denier bet on its ai assistant vega uh numbers here
04:23for weeble q4 adjusted eps of four cents that was in line sales of 165.2 billion did beat the
04:30estimate
04:30of 160 million exactly the last stock on our list get ready for the victory laps folks get ready for
04:38the victory laps the last stock on our list is the trade desk and the ticker on this one is
04:42ttd
04:43it surged 16.85 percent after a securities and exchange commission filing disclosed that president
04:50ceo jeffrey terry green acquired six million three hundred and ninety eight thousand and eighty nine
04:56class a common shares between march 2nd and march 5th now this is important because we have several
05:03folks in here that have been waiting for ttd to turn around big time shout out to lion and jay
05:09rice
05:09who have recently been on this
05:12you
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