4.8 • 118 Ratings
🗓️ 28 January 2025
⏱️ 44 minutes
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0:00.0 | That bell marks the end of regulation Sky Harbor Group, winning the closing bell to the New York Stock Exchange, Trinity Capital doing the honors at the NASDAQ. |
0:11.1 | And I said to watch Nvidia for the bounce at the end of yesterday's show, Nvidia mounting a comeback after Monday's plunge, helping drive the tech and NASDAQ higher as the Fed meeting gets underway in a slew of |
0:21.4 | mega cap companies set to report earnings in the coming days. That's a scorecard on Wall Street, |
0:26.5 | but winners stay late. Welcome to closing bell overtime. I'm John Ford with Morgan Brennan. |
0:30.7 | Well, coming up this hour, the latest read on Starbucks and Brian Nichols' efforts to turn the |
0:35.1 | company around or you get results from the coffee chain |
0:38.0 | in just a few moments. |
0:39.7 | Plus F5 is due out with earnings as well after a solid year of gains for that stock. |
0:45.0 | We're going to hear from the company's CEO before he talks to analysts on the call. |
0:49.2 | And we'll talk to Elon Musk biographer Walter Isaacson ahead of Tesla's earnings tomorrow. |
0:55.3 | As Musk balances his role at the automaker with his growing influence in Washington. |
0:59.3 | Well, let's get straight to the market action now with Bespoke Investment Group co-founder |
1:03.2 | Paul Hickey and Charles Schwab, senior investment strategist Kevin Gordon. Guys, happy overtime. Kevin, |
1:09.9 | it is getting into the software section of earning season. |
1:14.9 | And today, I think I saw my first real wobble from the strong dollar. Com Vault had a solid beat, |
1:20.5 | strong recurring revenue and constant currency when it reported this morning. The stock got slammed after the open. |
1:25.7 | I think it was down as much as 11%. Analyst blamed currency adjustments. It rebounded, ended, I think, a percent higher. How closely do we have to watch the dollars' effect on these reports? Are there opportunities? |
1:38.3 | Yeah, I think the dollar becomes a pretty dominant factor. Maybe not as much in level terms, but sometimes from a stock price |
1:44.6 | perspective, the change in the dollar and when it gets really rapid either to the upside of the |
1:48.8 | downside, that's when you tend to see more of an effect and an impact for stock price. In terms |
1:53.0 | of earnings itself, you know, there's always going to be currency adjustments at play. Anytime |
1:57.5 | you get a relatively large shift up in the dollar, like we have over the past several years. |
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