00:08all right we've got mixed futures ahead of friday's open here although they all look
00:13fairly constructive if you look at the intraday chart s&p futures up two tenths point two percent
00:18to the upside dow futures up point two seven percent that's likely being helped out by the
00:23apple earnings from last night and the nasdaq down point one three percent but the nasdaq is coming
00:29up off of its lows and you know we did have some of those tech names like sandisk report earnings
00:33so
00:33perhaps that's impacting it but uh it actually looks fairly constructive one other thing to keep
00:39in mind here today today is may 1st so we are expecting inflows into the market we'll see what
00:44kind of volume that gives us um that kind of felt like maybe we had end of the month window
00:49dressing
00:50yesterday we'll see if we get any follow-through here on that today let's take a look um at some
00:57cues from last session shall we let me get the story up here utilities communication services
01:05and industrial stocks recorded the biggest gains on thursday as most sectors the s&p closed on a
01:10positive note however information technology stocks bucked the overall market trend closing the session
01:16lower meanwhile the trump administration leveraged the three-week-old ceasefire to avoid a congressional
01:2260-day deadline under the war powers resolution to withdraw troops from iran meanwhile the 10-year
01:29treasury bond yielded 4.39 came in a little bit from yesterday and the two-year bond was at 3
01:35.89
01:36the cme group's fed watch tool projection showed the market's pricing in a 94.8 likelihood that the
01:42federal reserve leaves the current interest rates unchanged during june's meeting remember we don't
01:47have one in may now we've got several stocks in focus here for you today and yep you guessed it
01:53the
01:53first one is big mama it is apple ticker aapl that was up 3.11 percent in the pre-market
01:59on friday
01:59after reporting better than expected results for its second quarter and issuing strong june quarter
02:05guidance remember apple doesn't really give guidance but they chose to do it this time
02:09apple saw q2 eps of 201 which beat the 194 estimate and they had sales of 111.18 billion which
02:20beat the
02:20109.66 billion estimate per the conference call apple sees q3 sales of 107.2 billion to 110.02 billion
02:30that is versus an estimate of 102.9 billion so that guide went higher there on apple
02:37the next stock on our list is going to be twilio and the ticker is twlo and it jumped over
02:4220 percent
02:43after reporting better than expected first quarter financial results and issuing second quarter guidance
02:48above estimates also the company raised its fiscal year 26 sales guidance above estimates twilio put up
02:55a q1 adjusted eps of 150 which beat the 127 estimate sales of 1.406 billion beat the estimate of
03:031.342 billion and twilio sees q2 adjusted eps of 250 to 260 versus a 129 estimate big raise there
03:11they see sales of 1.42 to 1.43 billion that's versus an estimate of 1.39 billion twilio also
03:18raises fiscal
03:19year 2026 sales guidance from 5.65 billion to 5.7 billion um or that range the 5.65 to
03:285.7 they raised
03:29that to 5.78 to 5.83 and again that was versus an estimate of 5.69 billion now the
03:37next stock on our
03:38list is roblox and it's a little bit different story with this one uh roblox which is ticker rblx
03:44dropped 22.1 percent and actually traded lower here this morning despite posting positive or excuse me
03:50despite posting upbeat first quarter results after thursday's closing bell now it lowered its revenue
03:56outlook to below analyst estimates that's what hit it the company cut its fiscal 2026 revenue outlook
04:01to a range of 7.33 billion to 7.6 billion versus the analyst estimate of 8.13 billion roblox
04:10q1 eps
04:11was a 35 cent loss that was better than the 39 cent loss expected but still a loss sales came
04:16in at 1.73
04:17billion which beat the estimate of 1.71 billion maybe we get a dead cat bounce here today but
04:23that guide is no bueno as they say the next stock on our list is atlassian and the ticker on
04:30this one
04:30is team and it soared 24.2 oh come on page this is ridiculous it soared 24.26 percent as
04:39it reported
04:39earnings of 175 per share now that blew past the consensus of 132 and in fact it beat it by
04:4632.58
04:47percent quarterly revenue clocked in at 1.79 billion which beat the consensus of 1.69 billion
04:54and was up from 1.36 billion in the same period last year the final stock on our list is
05:01one of
05:01lion's favorites this is eli lily and the ticker is lly it was 0.58 percent higher as its revenue
05:08skyrocketed 56 percent year over year to 19.8 billion during its first quarter of 2026 this was driven
05:15primarily by the astronomical volume demand for its metabolic and weight management medications those
05:21glp1s eli lily put up q1 adjusted eps of 8.55 that beat the 6.66 estimate big beat their
05:28sales of 19.799
05:31billion beat the estimate of 17.61 billion oh my god it reminds me of the fugitive this company is
05:37a
05:37monster eli lily raises its fiscal year 2026 adjusted eps guide from 33.5 to 35 they raised that
05:46range to 35.5 to 37 so above the high end of it the estimate was 34.55 they also
05:54raised their fiscal
05:54year 2026 sales guidance range from 80 billion to 83 billion up to 82 to 85 billion the estimate 82
06:03.10 billion
06:04okay
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