本周宏观数据上没有什么特别值得关注的，甚至今天凌晨鲍威尔的讲话都也没有太多关注度了，以前大家盯着鲍师傅开口的第一句话就能上下波动个3%，而现在经过川普的一系列打击，市场已经明白了他只是一个期货死人，作为美联储主席的他讲话就只能引发百分之零点几的影响了。 这周毫无疑问最值得关注的是美股七姐妹们的财报，从币圈视角来看，大哥二哥长时间的萎靡不振让大家被迫越来越多的将注意力转移到美股市场上，各交易所也上线了更多的股币，黄金白银古金属大宗期货。随着资产标的融合，纽交所纳斯达克推出24小时全天候交易计划，传统券商和币圈交易所的界限逐渐模糊。 从周三开始，微软、Meta和特斯拉将在盘后率先公布业绩，苹果财报将于周四发布，七姐妹的业务重点仍然在AI领域的发展，但与之前相比，现在市场更看重资本开支，也就是从此前的讲故事阶段逐渐过渡到看哪家的投入产出比更高。 尤其值得一提的是Meta四季度业绩、一季度指引、全年资本支出超预期，股价盘后大涨逾11%。刚好 #MSX研究院 非常及时的推出了Meta财报解析，这份财报分析读下来，最核心的感触就是：扎克伯格终于为他的“烧钱癖好”找到了一个华尔街能听懂、且愿意买单的闭环逻辑。 过去市场担心 Reality Labs 每年亏掉几百亿是打水漂，但现在，Meta 证明了 AI 投入能让广告单价涨 6%、展示量涨 18%。这种即时反馈是微软和谷歌目前都还没能完全在财报中如此清晰展现的。 而资本就是这么现实，他们不想等10年后虚拟世界多么成功，他们只想当下业绩快速增长。

Starbucks, $SBUX, plans to close approximately 400 stores in major metropolitan areas

Starbucks, $SBUX, workers have launched a nationwide strike, with approximately 12,000 striking, per MorePerfectUnion

Starbucks, $SBUX, is selling a 60% stake in its business in China as part of a $4 billion deal with investment firm Boyu Capital

Good night to everyone:

You can see all earnings reactions LIVE on Unusual Whales. Don't wait for posts, see it LIVE for $META, $GOOGL, $NVDA, $AMZN, $SBUX, $MSFT, $AAPL and more! Link:

Starbucks, $SBUX, will close hundreds of stores this month and will lay off staff at its headquarters

Starbucks, $SBUX, to launch protein-packed cold foam, lattes later this month, per CNBC

Starbucks, $SBUX, will give all salaried employees in North America a 2% raise this year, per Bloomberg

Starbucks, $SBUX, same-store sales fall for sixth straight quarter

$SBUX earnings: - Revenue: $9.5 billion, est: $9.31 billion - Adj EPS: $0.5, est: $0.65

$SBUX earnings: - Revenue: $9.5 billion, est: $9.31 billion - Adj EPS: $9.5, est: $0.65

Starbucks, $SBUX, is increasing its in-office requirement for corporate employees, now mandating a minimum of 4 days per week, up from the previous 3-day policy.

RFK Jr has said Starbucks, $SBUX, CEO pledged healthier menu options

Starbucks, $SBUX, is to roll out Microsoft, $MSFT, Azure OpenAI assistant, per CNBC

"McDonald's, $MCD, Starbucks, $SBUX, and other US chains could face anti-American pushback," per Yahoo Finance.

Starbucks, $SBUX, earnings: - Revenue: $8.8 billion, est: $8.84 billion - EPS: $0.41, est: $0.51

A lot of earnings in after hours: $SNAP, $SBUX, $FSLR, $V Subscribe to Unusual Whales to see them all.

Which company are you watching like hawk next week? 🦅 $DPZ $WM $SOFI $PYPL $V $SBUX $KO $MSFT $META $HOOD $QCOM $AMZN $AAPL $ABNB

$SBUX - STARBUCKS TO LAY OFF MORE THAN 1,000 WORKERS - WSJ

Starbucks, $SBUX, new Chief Executive Officer Brian Niccol was paid $96 million after four months of work last year, per FORTUNE.

Starbucks, $SBUX, has said it is to cut 30% of its menu, per ABC.

WELCOME TO THE SHOW

#Downgrades - Nov 13, 2024 • $AE: B.Riley Downgrades to Neutral from Buy - PT $38 (from $45) • $ANGI: Goldman Sachs Downgrades to Neutral from Buy - PT $2.50 (from $3.25) • $ANGI: Citi Downgrades to Neutral from Buy - PT $2 (from $3.25) • $ARCH: Jefferies Downgrades to Hold from Buy - PT $165 (from $155) • $BCAB: H.C. Wainwright Downgrades to Neutral from Buy • $CAT: Evercore ISI Downgrades to Underperform from In Line - PT $365 (from $321) • $CCLD: Roth/MKM Downgrades to Neutral from Buy - PT $3.50 (from $5) • $COTY: TD Cowen Downgrades to Hold from Buy - PT $8.50 (from $11) • $CPT: Stifel Downgrades to Hold from Buy - PT $121 (from $120) • $DOCS: Canaccord Genuity Downgrades to Hold from Buy - PT $60 (from $40) • $ESAB: Evercore ISI Downgrades to Underperform from In Line - PT $122 (from $102) • $ETN: Evercore ISI Downgrades to In Line from Outperform - PT $389 (from $333) • $IP: BNP Paribas Downgrades to Underperform from Neutral - PT $48.20 • $ITW: Evercore ISI Downgrades to Underperform from In Line - PT $255 (from $246) • $MASS: Leerink Partners Downgrades to Market Perform from Outperform - PT $4 • $PGNY: Truist Securities Downgrades to Hold from Buy - PT $19 (from $26) • $RAPT: Stifel Downgrades to Hold from Buy - PT $2 (from $7) • $SBUX: Redburn-Atlantic Downgrades to Sell from Neutral - PT $77 (from $84) • $SHOP: ATB Capital Markets Downgrades to Sector Perform from Outperform • $SOUN: Ladenburg Downgrades to Neutral from Buy - PT $7 • $SPOT: Phillip Securities Downgrades to Accumulate from Buy - PT $485 (from $420) • $SVRA: Evercore ISI Downgrades to In Line from Outperform - PT $5 (from $7) • $SYRS: Brookline Capital Markets Downgrades to Hold from Buy • $SYRS: H.C. Wainwright Downgrades at Neutral from Buy - PT $1 (from $6) • $SYRS: JMP Securities Downgrades to Market Perform from Outperform • $SYRS: TD Cowen Downgrades to Hold from Buy • $TNK: BofA Securities Downgrades to Underperform from Neutral - PT $46 (from $51) • $WMS: Stephens Downgrades to Equal Weight from Overweight - PT $135

#Upgrades - Sep 26, 2024 $BILI: Goldman Sachs Upgrades to Buy from Neutral - PT $22.60 $SBUX: Bernstein Upgrades to Outperform from Market Perform - PT $115 (from $92) $NYCB: Barclays Upgrades to Overweight from Equal Weight - PT $14 $MD: Jefferies Upgrades to Buy from Hold - PT $14 (from $8)

$SBUX - STARBUCKS SHARES UP ABOUT 3% PREMARKET AFTER BERNSTEIN RAISES TO OUTPERFORM, HIKES PT $SBUX: Bernstein Upgrades to Outperform from Market Perform - PT $115 (from $92)

#Downgrades - Sep 24, 2024 $BIDU: HSBC Downgrades to Hold from Buy - PT $100 $COST: Truist Securities Downgrades to Hold from Buy - PT $873 $CTLT: Baird Downgrades to Neutral from Outperform - PT $63.50 $CUBI: Wedbush Downgrades to Neutral from Outperform - PT $53 (from $79) $DOYU: HSBC Downgrades to Hold from Buy - PT $6.60 $DRS: BofA Securities Downgrades to Neutral from Buy - PT $30 (from $26) $EQR: BofA Securities Downgrades to Neutral from Buy - PT $82 (from $78) $ESS: BofA Securities Downgrades to Neutral from Buy - PT $321 (from $307) $FCNCA: Wedbush Downgrades to Neutral from Outperform - PT $2,150 (from $2,450) $FHN: Wedbush Downgrades to Neutral from Outperform - PT $17 (from $20) $INVH: BofA Securities Downgrades to Neutral from Buy - PT $37 (from $39) $KVUE: RBC Capital Downgrades to Sector Perform from Outperform - PT $24 $MCK: Baird Downgrades to Neutral from Outperform - PT $531 (from $603) $MNSO: Jefferies Downgrades to Hold from Buy - PT $14.91 $NTR: Wells Fargo Downgrades to Equal Weight from Overweight - PT $50 (from $62) $NSP: William Blair Downgrades to Market Perform from Outperform $PRGO: Jefferies Downgrades to Hold from Buy - PT $30 (from $50) $REGN: Leerink Partners Downgrades to Market Perform from Outperform - PT $1,077 (from $1,175) $SBUX: Jefferies Downgrades to Underperform from Hold - PT $76 (from $80) $TGI: BofA Securities Downgrades to Underperform from Buy - PT $12 (from $17) $XOM: Redburn-Atlantic Downgrades to Neutral from Buy - PT $120 (from $119)

星巴克暴涨25%，原因：炒了CEO换了一新的 $SBUX A股和ETH以太坊可以照此办理