Top earnings plays I am watching from today's reports
$Eli Lilly(LLY.US) $Viking Therap(VKTX.US) $Textron(TXT.US) $GE Vernova(GEV.US) $Teradyne(TER.US) $Intercontinental Exchange(ICE.US)
Intercontinental Exchange
ICE----
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Mixue Group (Trans): GPM and NPM expected to decline in 2026---
The following is Dolphin Research's earnings call Trans for Mixue Group 2H25.
For our take on the results, please see 'Mixue Group: Lucky Cup's comeback — has Snow King bottomed?'---
MIXUE Ice Cream & TeaConference Minutes - N
This may be a conflict of intrest…
Rep. Josh Gottheimer invested into Intercontinental Exchange, $Intercontinental Exchange(ICE.US).Intercontinental Exchange owns and operates the New York Stock Exchange.They also invested $2B into @Polymarket last yearGottheimer sits on the House Financial Services Committee.We’ll keep watching to see where it goes from here
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Just in: The Politicians are getting in on @Polymarket too
Back on 9/24, Rep Thomas Keane bought shares of Intercontinental Exchange 10 days later, $Intercontinental Exchange(ICE.US) announces a $2B investment into PolymarketHe's down 6% on the buy, but will be a fun one to follow
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A $30M contract from ICE shows why Palantir wins. Agencies don’t keep renewing unless the software is mission critical. $Palantir Tech(PLTR.US)
