🌙 After-Market Earnings Recap:
$Bloom Energy(BE.US) $Cheesecake Factory(CAKE.US) $Avis Budget(CAR.US) $CoStar(CSGP.US) $Enphase Energy(ENPH.US) $Ford Motor(F.US) $KLA(KLAC.US) $Mondelez(MDLZ.US) $NXP Semiconductors(NXPI.US) $Seagate Tech(STX.US) $Skyworks Solutions(SWKS.US) $Teradyne(TER.US) $Tilray Brands(TLRY.US) $Visa(V.US) $Waste(WM.US)
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$Mondelez(MDLZ.US) | Mondelez International Inc., Q1-2026 Earning Report
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Monday) Focus on S&P 500 constituent stocks. Core large-cap stock codes
SPGI S&P Global (S&P Global) - Rating: Buy, catalyzed by AI data demandKO Coca-Cola (Coca-Cola) - Defensive king, dividend yield 3.2%FISV Fiserv - Fintech, valuation recoveryDGXQuest Diagnostics - Steady medical diagnosticsPFGPrincipal Financial - Insurance cycle reversalACGL Arch Capital - Reinsurance...
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$Mondelez(MDLZ.US) reversal confirmed. None in trade account.
Source: Sunrise Trader
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Evercore ISI 发布《Best Idea List for 2026》解读
This report is built on two core themes: 👉 K-shaped economic recovery 👉 AI-driven future. Evercore ISI believes that the future market will be clearly divided: some companies will benefit from the AI wave and high-income consumer spending, while others will rely on policy stimulus and the recovery of middle-class demand. 1. Retail & Consumer. Evercore ISI expects that future tax cuts will directly boost consumer spending power, especially benefiting price-sensitive consumers. Walmart (WMT) is listed as the #1 retail choice...