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Feb 21, 2024
  • Teladoc Health dropped 22% to $15.98 after the online health service provider reported weaker-than-expected quarterly revenue. 

    Revenue in the fourth quarter increased 4% to $660.5 million from $637.7 million, net loss shrank to $28.9 million from $3.8 billion, and diluted loss per share fell to 17 cents from $23.49 a year ago. 

    Results for the fourth quarter of 2022 primarily included non-cash goodwill impairment charges of  $3.77 billion, or $23.26 per share, stock-based compensation expense of $50.8 million, or $0.31 per share,  and amortization of acquired intangibles of $50.2 million, or $0.31 per share. 

    Net loss for the fourth quarter of  2022 also included $3.7 million, or $0.02 per share, of restructuring costs primarily related to the  abandonment of certain excess leased office space. 
    • HSBC Holdings declined 7.6% to 594.40 pence, despite the UK-based and China-focused global bank reporting a sharp jump in profit and announcing a stock buyback program. 

      The bank reported a 56% surge in its annual profit in 2023 to $22.43 billion from $14.83 billion, and income per share increased to $1.15 from 72 cents a year ago, respectively. 

      Revenue in 2023 rose 30% to $66.1 billion, driven by a $5.4 billion increase in net interest income and a $10.0 billion increase in non-interest income. 

      The net interest margin increased by 24 basis points to 1.66%, with $3.4 billion in expected credit losses and other impairment charges.

      The bank announced a new $2 billion stock repurchase plan and hiked its full-year dividend to 61 U.S. cents from 32 U.S. cents a year ago. 

      Revenue in the fourth quarter declined 11% to $13 billion after the company reclassified its retail operation in France as "held of sale," and after-tax profit dropped by $4 billion to $0.2 billion. 

      The bank took an impairment charge of $3.0 billion related to its Shanghai, China-based BoCom. 
      • Glencore dropped 3.7% to 377.70 pence after the mining company reported a sharp decline in its annual profit. 

        Revenue in 2023 declined 15% to $217.8 billion from $255.98 billion, net income attributable to shareholders plunged 75% to $4.3 billion from $17.3 billion, and basic earnings per share dropped 74% to 34 cents from $1.33 a year ago. 

        Earnings in 2023 declined sharply, reflecting impairment charges linked to the company's zinc and cobalt asset revaluations and sharply lower coal prices. 

        The company proposed a cash dividend of 13 cents per share. 

         
        • Rio Tinto declined 1.8% to 5,176.0 pence after the Australia-focused mining company reported a decline in its profit. 

          Consolidated revenue in 2023 declined to $54.0 billion from $55.6 billion, net income dropped to $10.1 billion from $12.4 billion, and diluted earnings per share fell to $6.16 from $7.60 a year ago. 

          Iron ore segment revenue increased to $32.2 billion from $30.9 billion, and aluminum segment revenue edged higher to $12.3 billion from $14.1 billion a year ago, respectively. 
        • Feb 20, 2024
          • Capital One Financial decreased 3% to $133.0 after the company agreed to acquire Discover Financial in an all-stock deal for $35.3 billion. 

            The deal was announced late Monday, and after the merger, Capital One shareholders would control 60% and Discover Financial shareholders would control 40% of the combined company. 
            • Home Depot decreased 2.6% to $352.70 after the specialty retailer reported better-than-expected revenue and earnings in the fourth quarter despite consumers retrenching from larger do-it-yourself projects. 

              Revenue in the fiscal fourth quarter ending in January declined 2.9% to $34.8 billion, net income dropped 16.7% to $2.8 billion from $3.4 billion, and diluted earnings per share fell 14.5% to $2.82 from $3.30 a year ago. 

              Total sales in the fiscal year 2023 decreased by 3% to $152.7 billion, comparable sales fell by 3.2%, and comparable sales in the U.S. decreased by 3.5%. 

              Net earnings in the year decreased 11.5% to $15.1 billion from $171. billion, and diluted earnings per share fell 9.5% to $15.11 from $16.69 per diluted share in fiscal 2022. 

              The company's board of directors approved a 7.7% increase in its quarterly dividend to $2.25, payable on March 21 to shareholders on record on March 7. 

              The company estimated total sales in fiscal 2024 to increase by 1%, including the 53rd week, but comparable sales declined by 1.0% in the 52-week period. 

              The retailer estimated diluted earnings per share to increase by 1% for the 53-week period. 
              • Walmart increased 2.9% to $175.36 after the general merchandise and grocery retailer reported better-than-expected revenue and earnings in the fourth quarter. 

                Total revenues in the fourth quarter increased 5.7% to $173.4 billion from $164.0 billion, consolidated net income declined to $5.5 billion from $6.3 billion, and diluted earnings per share decreased to $2.03 from $2.32 a year ago. 

                For the full fiscal year 2023 ending in January, revenue rose 6% to $648.1 billion from $611.3 billion, net income advanced 32.8% to $15.5 billion from $11.7 billion, and diluted earnings per share rose 32.8% to $5.76 from $4.29 a year ago. 

                The company guided fiscal first quarter sales to increase between 4% and 5% and adjusted earnings per share before the split to range between $1.48 and $1.56 or post-split between 49 cents and 52 cents. 

                Walmart stock is set to be split 3-to-1 on February 23; after the close, the stock split will be awarded to shareholders on record on February 22. 

                Separately, Walmart said it plans to acquire smart TV maker Vizio for $2.3 billion and boost its advertising business through the ad-free streaming content on its television sets. 

                Vizio jumped 16% to $11.06 and extended its two-day gain to over 40% when the news of a possible deal emerged. 
              • Feb 14, 2024
                • Robinhood Markets surged 12.5% to $13.33 after the online trading platform operator reported better-than-expected quarterly results. 

                  Revenue in the fourth quarter increased 24% to $471 million from $380 million, net income swung to a profit of $30 million from a loss of $166 million, and diluted earnings per share were 3 cents compared to a loss of 19 cents a year ago. 

                  Net interest revenue increased 41% to $236 million, and net transaction-based revenue rose 8% to $200 million. 

                  Assets under custody increased 65% to $102.6 billion, reflecting net new deposits of $4.6 billion totaling $17.1 billion and higher equity valuations. 

                  Average revenue per user in the quarter increased by 23% to $81. 
                  • Lyft Inc. soared 20% to $14.56 after the ridesharing company reported fourth-quarter results.

                    Revenue in the quarter increased to $1.22 billion from $1.18 billion, and net losses shrank to $26.3 million from $588.1 million. 

                    Gross bookings on the platform rose to $3.7 billion from $3.2 billion. Active riders increased 10% to 22.4 million from 20.4 million, and rides surged to 190.8 million from 151.1 million a year ago. 

                    The company estimated gross booking in the first quarter between $3.5 billion and $3.6 billion and adjusted operating earnings between $50 million and $55 million. 
                    • Instacart decreased 3.5% to $27.0 despite the food delivery company reporting positive quarterly results. 

                      Revenue in the fourth quarter rose to $803 million from $757 million, net income rose to $135 million from $109 million, and diluted earnings per share dropped to 44 cents from $1.11 a year ago. 

                      Gross transaction volume jumped 7% to $7.9 billion, and orders increased 5% to 70.1 million. 

                      Transaction revenue increased 6% to $560 million, and advertising and other revenue rose 7% to $243 million. 

                      The company estimated first-quarter 2024 gross transaction volume to increase between $8 billion and $8.2 billion, an increase between 7% and 10%.