$AAPL $AUR $GETY $SSTK $META
+1.03%
$MU $NVDA
+5.46%
$NXPI $LULU $TSLA
-16.31%
$ULTA $AZEK $APOG $GFL $APO $RPM $LUV
+41.45%
$BA
MORNING BID $AAPL downgraded to Sell by MoffettNathanson, target price $188. $AUR shares up 50% with new partnerships with Continental and Nvidia for deploying driverless trucks using Nvidia's DRIVE Thor and DriveOS. $GETY and $SSTK to merge, forming a $3.7B visual content company under the ticker "GETY". $META adds Dana White, John Elkann, and Charlie Songhurst to its board. $MU shares rise following Nvidia's mention of using Micron's memory in new gaming chips. $NVDA revealed new AI tech for robotics and self-driving, plus new gaming chips and a desktop computer at CES; expects automotive revenue growth. $NXPI to buy TTTech Auto for $625 million to enhance autonomous vehicle safety software. $LULU upgraded to Outperform by Bernstein, target now $460 from $360. $TSLA downgraded to Neutral by Bank America, tgt up to $490 from $400, citing improved sentiment and growth recognition since April 2024 upgrade. $ULTA CEO Dave Kimbell to retire; Kecia Steelman named new CEO, strong holiday performance, Q4 margin outlook raised. $AZEK CFO Peter Clifford resigns to join a private firm outside the building products sector. $APOG) Q3 EPS $1.19, beating consensus $1.11; revenue $341.34M vs. $332.19M expected. Cuts FY25 EPS guidance to $4.90-5.20, lowers revenue growth to -5% from -7% to -4%. $GFL sold Environmental Services to $APO and BC Partners for $8.0B, retaining $1.7B equity, expecting $6.2B cash after taxes. $RPM Q2 EPS $1.39 vs. $1.34 expected; revenue $1.85B vs. $1.79B. Maintains FY25 sales growth in low single digits. $LUV sold and leased back 36 $BA 737-800s to Babcock & Brown, generating $871M from 35 aircraft in late December.
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