QUICK MARKET SUMMARY: CONSUMER: 🔸 Colgate ( $CL): New $5B buyback, dividend to $0.52. 🔸 $NCLH: Upgraded to Equal Weight (Morgan Stanley). 🔸 Lennar ( $LEN): Q1 EPS $2.14 (est. $1.73), rev $7.63B (est. $7.49B); Q2 orders 22.5k-23.5k, deliveries 19.5k-20.5k. 🔸 Nike ( $NKE): Q3 EPS $0.54 (est. $0.28), rev $11.3B (est. $11.03B); guides Q4 rev down mid-teens. 🔸 $NIO: Q4 rev $2.7B (est. $2.79B), EV deliveries up 45%; Q1 guide: 41k-43k vehicles, rev $1.69B-$1.76B (est. $2.48B). 🔸 Torrid ( $CURV): Q4 sales -6.1% y/y; guides Q1 sales $264M-$274M (est. $279M), EBITDA below estimates. 🔸 Target ( $TGT): Files $1B note offering due 2035. Energy/Industrials/Materials: 🔸 FedEx ( $FDX): Q3 EPS $4.51 (miss), rev $22.2B (beat); cuts FY25 guidance. 🔸 Nucor ( $NUE): Q1 EPS guide $0.50-$0.60 (est. $1.09); sees lower steel product prices. 🔸 Planet Labs ( $PL): Q4 loss -$0.08 (est. -$0.02), rev $61.6M; Q1 guide below est. 🔸 U.S. Steel ( $X): Q1 EBITDA $125M (in line), EPS loss guided larger than est. 🔸 BP ( $BP): Elliott pushes for cost cuts, possible board changes (Reuters). Healthcare: 🔸 Assembly Bio ( $ASMB): Files $250M mixed shelf. 🔸 Editas ( $EDIT): CFO stepping down. 🔸 Foghorn ( $FHTX): Files $100M shelf. 🔸 J&J ( $JNJ): Plans $55B investment in U.S. manufacturing/research. 🔸 Maravai ( $MRVI): Guides Q1 rev $43M-$45M (est. $63M). 🔸 Vor Bio ( $VOR): Files $350M shelf. Tech/Media/Telecom: 🔸 Micron ( $MU): Q2 EPS $1.56 (beat), rev $8.05B; Q3 guide above est. 🔸 Luminar ( $LAZR): Sees slower Q1, FY25 rev growth 10%-20%. 🔸 Quantum ( $QUBT): Q4 loss -$0.47 (miss), rev $62k; chip foundry launch in 2025. 🔸 Super Micro ( $SMCI): Upgraded to Neutral (JPM), price target raised to $45.

MORNING BID 🔸 OpenAI: Plans to reduce reliance on NVIDIA ( $NVDA) by developing its first in-house AI chip, with design finalization in the next few months. Chips will be manufactured by Taiwan Semiconductor ( $TSM) 🔸 ChipMOS Technologies ( $IMOS): Expects 6.3% revenue growth for 2024, despite a 5.4% YoY decline in Dec 2024 and 5.7% YoY decline in Q4 2024. Plans to buy back shares up to T$17.39B. 🔸 Mobileye ( $MBLY): Upgraded to Neutral by Bank of America, citing limited downside risk and bottoming sentiment. 🔸 Taiwan Semiconductor ( $TSM): Q1 revenue expected at the lower end of guidance due to a $161M (NT$5.3B, net of insurance) impact from a late January earthquake in southern Taiwan. 🔸 Edgewell Personal Care ( $EPC): Q1 adj. EPS $0.07 (est. $0.12); Q1 revs $478.4M (est. $480.16M). FY25 outlook: adj. EPS at lower end of $3.15-$3.35 (est. $3.18), adj. EBITDA at lower end of $356M-$368M, capex 2.5%-3% of revenue. 🔸 Rivian ( $RIVN): Now selling delivery vans to fleets of all sizes in the US, over a year after ending exclusivity with Amazon ( $AMZN). 🔸 Sun Country Airlines ( $SNCY): Announces secondary offering of 6.3M shares and $10M share repurchase from underwriters. 🔸 Illumina ( $ILMN): Downgraded to Underweight from Equal Weight by Barclays. 🔸 Merck ( $MRK): Downgraded to Hold from Buy by TD Cowen, price target cut to $100 from $121. 🔸 Pliant Therapeutics ( $PLRX): Shares fall as it pauses enrollment and dosing in the ongoing Beacon-IPF Phase 2b trial of bexotegrast for idiopathic pulmonary fibrosis. 🔸 BP Plc ( $BP): Shares rise after Elliott Management takes a stake, expected to push for strategy and board changes. 🔸 ConocoPhillips ( $COP): Downgraded to Outperform from Strong Buy by Raymond James. 🔸 Spirit AeroSystems ( $SPR): Q4 2024 net revenues $1.66B (down from $1.81B YoY, above est. $1.53B); reported $401M in net forward loss charges. 🔸 US Metals Stocks: Shares of Cleveland Cliffs ( $CLF), Nucor ( $NUE), Alcoa ( $AA), and others rise after Trump announces 25% steel and aluminum tariffs in latest trade escalation.

我一直在幻想单币1M，但是我刚才突然想到……我21年单币3M都体验过，沃日，只是幻想上币安，幻想到归零了，币安现在真离谱，那时候bsc年度四强项目，三个上币安，然后就我买的那个不上币安，真是离谱，真的，不知道有没有人玩过 $BP 这个项目

#Downgrades - Oct 10, 2024 $ALTM: HSBC Downgrades to Hold from Buy - PT $5.85 (from $4.25) $ALTM: Raymond James Downgrades to Market Perform from Outperform $AMT: Wells Fargo Downgrades to Equal Weight from Overweight - PT $230 (from $245) $AZUL: Seaport Global Securities Downgrades to Neutral from Buy $BP: Scotiabank Downgrades to Sector Perform from Sector Outperform - PT $36 (from $42) $CG: CFRA Downgrades to Sell from Hold - PT $45 $CRUS: Barclays Downgrades to Equalweight from Overweight - PT $120 (from $140) $FA: Wolfe Research Downgrades to Peerperform from Outperform $HII: Vertical Research Partners Downgrades to Hold from Buy - PT $275 $HII: Wolfe Research Downgrades to Peerperform from Outperform $HON: JPMorgan Downgrades to Neutral from Overweight - PT $235 (from $225) $HUBB: JPMorgan Downgrades to Neutral from Overweight - PT $454 (from $385) $HXL: Vertical Research Partners Downgrades to Hold from Buy - PT $65 $LEU: Roth/MKM Downgrades to Neutral from Buy - PT $62 (from $55) $LULU: CFRA Downgrades to Hold from Strong Buy - PT $280 $NTR: UBS Downgrades to Neutral from Buy - PT $51 (from $66) $OGN: CFRA Downgrades to Sell from Hold - PT $16 $PEP: TD Cowen Downgrades to Hold from Buy - PT $183 (from $190) $PYPL: Bernstein Downgrades to Market Perform from Outperform - PT $80 (from $75) $SAR: Ladenburg Thalmann Downgrades to Neutral from Buy $SWKS: Barclays Downgrades to Underweight from Equalweight - PT $87 (from $115)

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