$DLR

$BP Jan-24 25 P $DLR Feb 100 P $SI Feb03 10 P $EBAY Feb 45 P $BMBL Mar 17.5 P $PSTG Feb 23 P $HTZ Feb 15 P $SWN Mar 5 P $CRK Mar 11 P $PFE Feb03 43 P $AI Jul 10 P

$BP Jan-24 25 P $DLR Feb 100 P $SI Feb03 10 P $EBAY Feb 45 P $BMBL Mar 17.5 P $PSTG Feb 23 P $HTZ Feb 15 P $SWN Mar 5 P $CRK Mar 11 P $PFE Feb03 43 P $AI Jul 10 P

Jp Morgan: +5,8% a 11 mld dlr utile IV trim, ricavi a 34,5 mld

**__TRIMESTRALI USA DELLA SETTIMANA DI MAGGIOR IMPATTO__** **__Lunedì 24 Ottobre 2022__** Cadence Design (CDNS) Discover (DFS) Alexandria RE (ARE) WR Berkley (WRB) Brown&Brown (BRO) Packaging America (PKG) Zions (ZION) Kirby (KEX) **__Martedì 25 Ottobre 2022__** Alphabet A (GOOGL) Alphabet C (GOOG) Visa A (V) Coca-Cola (KO) Texas Instruments (TXN) United Parcel Service (UPS) NextEra Energy (NEE) Raytheon Technologies (RTX) Lockheed Martin (LMT) Chubb (CB) General Electric (GE) 3M (MMM) Illinois Tool Works (ITW) Sherwin-Williams (SHW) General Motors (GM) Valero Energy (VLO) Archer-Daniels-Midland (ADM) Moody’s (MCO) Chipotle Mexican Grill (CMG) Centene (CNC) Biogen (BIIB) Kimberly-Clark (KMB) Twitter Inc (TWTR) MSCI (MSCI) PACCAR (PCAR) Halliburton (HAL) Ameriprise Financial (AMP) Corning (GLW) Equity Residential (EQR) Synchrony Financial (SYF) IDEX (IEX) Boston Properties (BXP) Teradyne (TER) Juniper (JNPR) F5 Networks (FFIV) PulteGroup (PHM) Robert Half (RHI) Pentair (PNR) JetBlue (JBLU) **__Mercoledì 26 Ottobre 2022__** Microsoft (MSFT) Meta Platforms (META) Thermo Fisher Scientific (TMO) Bristol-Myers Squibb (BMY) ADP (ADP) Boeing (BA) ServiceNow Inc (NOW) General Dynamics (GD) Waste Management (WM) CME Group (CME) Boston Scientific (BSX) Ford Motor (F) Norfolk Southern (NSC) O’Reilly Automotive (ORLY) Kraft Heinz (KHC) Amphenol (APH) Hess (HES) KLA Corp (KLAC) Roper Technologies (ROP) Hilton Worldwide (HLT) Enphase (ENPH) IQVIA Holdings (IQV) Cognizant A (CTSH) Old Dominion Freight Line (ODFL) Digital (DLR) Otis Worldwide (OTIS) AvalonBay (AVB) Fortive (FTV) Raymond James Financial (RJF) eBay (EBAY) DTE Energy (DTE) United Rentals (URI) Rollins (ROL) Mid-America Apartment (MAA) Teledyne Technologies (TDY) Align (ALGN) Garmin (GRMN) Cincinnati Financial (CINF) Essex Property (ESS) Tyler Technologies (TYL) Avery Dennison (AVY) UDR (UDR) Everest (RE) VF (VFC) Masco (MAS) Fortune Brands (FBHS) Invesco (IVZ) Ryder System ® **__Giovedì 27 Ottobre 2022__** Apple (AAPL) Amazon.com (AMZN) Mastercard (MA) Merck&Co (MRK) McDonald’s (MCD) Linde PLC (LIN) Comcast (CMCSA) Honeywell (HON) Intel (INTC) Caterpillar (CAT) S&P Global (SPGI) American Tower (AMT) Gilead (GILD) Northrop Grumman (NOC) Altria (MO) Southern (SO) Fiserv (FISV) Keurig Dr Pepper (KDP) Edwards Lifesciences (EW) L3Harris Technologies (LHX) American Electric Power (AEP) Republic Services (RSG) DexCom (DXCM) Capital One Financial (COF) Arthur J Gallagher (AJG) Newmont Goldcorp (NEM) Xcel Energy (XEL) Warner Bros Discovery (WBD) ResMed (RMD) Baidu (BIDU) Carrier Global (CARR) PG E (PCG) Baxter (BAX) Seagen (SGEN) Willis Towers Watson (WTW) T Rowe (TROW) Weyerhaeuser (WY) CBRE A (CBRE) Hartford (HIG) FirstEnergy (FE) Principal Financial (PFG) Southwest Airlines (LUV) VeriSign (VRSN) Laboratory America (LH) West Pharmaceutical Services (WST) CMS Energy (CMS) Monolithic (MPWR) LKQ (LKQ) Textron (TXT) Kimco (KIM) International Paper (IP) ABIOMED (ABMD) Bio-Rad Labs (BIO) Western Digital (WDC) Stanley Black Decker (SWK) Teleflex (TFX) Eastman Chemical (EMN) BorgWarner (BWA) Allegion PLC (ALLE) AO Smith (AOS) Universal Health Services (UHS) Mohawk Industries (MHK) **__Venerdì 28 Ottobre 2022__** Exxon Mobil (XOM) Chevron (CVX) AbbVie (ABBV) Charter Communications (CHTR) Colgate-Palmolive (CL) Aon (AON) WW Grainger (GWW) Coterra Energy (CTRA) Church&Dwight (CHD) Royal Caribbean Cruises (RCL) Newell Brands (NWL)

Goldman Sachs: utile per azione III trimestre a 8,25 dlr, supera stime

Sondaggio: Lo yen JPY dovrebbe salire di quasi il 7% in un anno a 135/dlr, rispetto al calo del 20% registrato finora (128/dlr nel sondaggio di settembre).

$FUTU Oct 33 P $AAL Jun 9 P $DLR Nov 95 P $MSFT Oct28 220 P $MPC Sep30 90 P $AAPL Jan-25 100 P $MPW Oct 12 P $INDA Dec 40 P $CLF Jan-25 5 P

RECAP 9/23 Unusual Puts: $FUTU Oct 33 P $AAL Jun 9 P $DLR Nov 95 P $MSFT Oct28 220 P $MPC Sep30 90 P $AAPL Jan-25 100 P $MPW Oct 12 P $INDA Dec 40 P $CLF Jan-25 5 P

**Il 13% delle imprese giapponesi prevede che lo yen varrà almeno 141/dlr entro la fine dell'anno - Corporate Survey.** Il 58% delle aziende giapponesi ritiene che la crisi di Taiwan avrà un impatto sulle relazioni commerciali con la Cina - Sondaggio aziendale. Tre quarti delle aziende giapponesi sono preoccupate per la crisi di Taiwan; una sottile maggioranza non ha intenzione di reagire - Corporate Survey. La maggioranza non si aspetta che il turismo in entrata si riprenda; il 20% non si aspetta che la domanda torni ai livelli precedenti la pandemia - Sondaggio aziendale. Fonte ufficiale della Casa Bianca: In caso di interruzione del servizio ferroviario, stiamo collaborando con altre forme di trasporto per capire come intervenire e far viaggiare le merci. **Abbiamo lavorato con i principali dipartimenti per determinare quali catene di approvvigionamento e quali prodotti di base hanno maggiori probabilità di subire interruzioni, e le autorità disponibili hanno mantenuto le forniture in movimento.** Attualmente la banca ASB prevede che la RBNZ aumenterà il tasso di liquidità fino a un massimo del 4,25%.

Options with increasing IV: $SNAP $PINS $TWTR $FB $WSM $COST $DLTR $DLR $AMD $QCOM

**BANCHE CENTRALI** BANK OF CANADA Il governatore della BoC Macklem ribadisce: Sarebbe estremamente insolito aumentare i tassi di interesse di oltre 50 punti base in una singola mossa. La banca potrebbe essere costretta ad aumentare i tassi di interesse sopra la neutralità, a poco più del 2% o del 3%. La Bank of Canada prevede un'ulteriore crescita dei salari. I dati mostrano che il mercato del lavoro sta entrando in un periodo di domanda in eccesso. L'economia si sta surriscaldando, provocando pressioni inflazionistiche interne. POPULAR BANK OF CHINA PBoC stabilisce il punto medio dello yuan a 6,5628/dlr rispetto all'ultima chiusura di 6,5615. BANK OF JAPAN BoJ: manteniamo l'obiettivo di rendimento in JGB a 10 anni di circa lo 0%. **Stiamo lasciando invariate le indicazioni prospettiche sui tassi di interesse, prevediamo che i tassi ufficiali a breve ea lungo termine rimarranno ai livelli attuali o inferiori.** La BoJ allenterà la politica secondo necessità, tenendo d'occhio l'impatto della pandemia, tentando anche di mantenere la stabilità del mercato e sostenere i finanziamenti aziendali. **I rischi per le prospettive economiche del Giappone sono più o meno bilanciati, con rischi per l'economia che tendono al ribasso e rischi per i prezzi che tendono al rialzo. Ogni giorno lavorativo, si offrirà di acquistare JGB a 10 anni allo 0,25% tramite operazioni a tasso fisso a meno che non sia altamente probabile che non vengano presentate offerte. Dobbiamo acquistare la quantità necessaria di JGB senza limite massimo.** Manteniamo il nostro impegno a superare l'obiettivo di inflazione. È probabile che l'inflazione al consumo aumenti gradualmente. La previsione mediana dell'IPC principale del consiglio per l'anno fiscale 2022 è dell'1,9%, in aumento rispetto all'1,1% di gennaio. - La previsione mediana dell'IPC principale del consiglio per l'anno fiscale 2023 è dell'1,1%, contro l'1,1% di gennaio. - La previsione mediana dell'IPC principale del consiglio per l'anno fiscale 2024 è dell'1,1%. La previsione mediana del PIL reale del consiglio per l'anno fiscale 2022 è del 2,9%, contro il 3,8% di gennaio. - La previsione mediana del PIL reale del consiglio per l'anno fiscale 2023 è dell'1,9%, contro l'1,1% di gennaio. - La previsione mediana del PIL reale del consiglio per l'anno fiscale 2024 è dell'1,1%. Tra i rischi per le prospettive dell'economia ci sono la pandemia, le ricadute dall'Ucraina, i prezzi delle materie prime e i movimenti del mercato. Le aspettative di inflazione sono in aumento, principalmente a breve termine. Le aspettative di inflazione a medio e lungo termine sono in aumento, anche se a un ritmo più lento rispetto alle aspettative a breve termine.

Cina, SenseTime rinvia Ipo da 767 mln dlr ad Hong Kong dopo blacklist Usa

Industrials & Materials CH Robinson Worldwide ($CHRW) 3Q EPS $1.85 vs est. $1.42 on revs $6.3B vs est. $5.43B; said revs beat driven primarily by higher pricing and higher volume across most of our services; Operating expenses increased 26.7% to $533.4M and personnel expenses increased 32.0% to $399.9M; IDEX Corp. ($IEX) 3Q adj EPS $1.63 vs est. $1.59 on sales $712Mm vs est. $697.4Mm; narrows FY adj EPS to $6.30-6.33 from prior $6.26-$6.36 and vs est. $6.31 Technology, Media & Telecom Alphabet ($GOOGL) Q3 EPS $27.99 vs. est. $23.48; Q3 revs $65.11B vs. est. $63.34B; qtrly google advertising rev $53,130 mln vs $37,095 mln; qtrly operating margin 32 % vs 24 %; says Google Play sales growth in current qtr will be muted due to fee, usage changes; and expects sales and marketing expenses to be elevated during holiday season AMD Inc. ($AMD) 3Q adj EPS $0.73 vs est. $0.67 on revs $4.3B vs est. $4.12B, gross margin 48% in-line with estimates; qtrly computing and graphics revs $2.4B +44%; qtrly enterprise revs $1.9B +69%; guides 4Q revs about $4.4-4.6B vs est. $4.25B, sees 4Q adj gross margin about 49.5% vs est. 49.6% Microsoft Corp. ($MSFT) 3Q EPS $2.71 vs est. $20.7 on revs $45.3B vs est. $44B; azure and other cloud services revs +50%; server products and cloud services revs +35%; LinkedIn revs +42%; productivity and business process +22%; guides Q2 revenue $50.15-$51.05B vs. est. $48.92B as sees Q2 Productivity and Business Processes revenue $15.7B-15.95B, Intelligent Cloud revenue $18.1B-18.35B and More Personal Computing revenue $16.35B-$16.75B Texas Instruments (TXN) 3Q EPS $2.07 vs est. $2.05 on revs $4.64B vs est. $4.66B; guides 4Q revs $4.22-4.58B vs est. $4.44B Twitter ($TWTR) 3Q adj EPS ($0.54) vs est. $0.15 on revs $1.28B vs est. $1.14B; guides 4Q revs $1.5-1.6B vs est. $1.44B; 3Q avg MDAU 211Mm (US 37Mm, Int’l 174Mm); expect 4Q MDAU to grow at/above 3Q rate of 13% yoy Agilysys, Inc. (AGYS) 2Q adj EPS $0.18 on revs $37.9Mm; guides FY revs $160-170Mm vs est. $167.2Mm F5 Networks (FFIV) Q4 adj EPS $3.01 vs est. $2.75 on revenue $682M vs est. $671.7M; sees Q1 adj EPS $2.71-$2.83 vs est. $2.76, revenue $665M-$685M vs est. $667.2M; sees FY22 revenue +8-9% Juniper Networks (JNPR) Q3 EPS $0.46, in-line w ests; Q3 revs rose 4% to $1.189B vs. est. $1.2B; sees Q4 revs about $1.265B plus/minus $50M vs. est. $1.2B Littlefuse (LFUS) 3Q adj EPS $3.95 vs est. $3.15 on revs $539.6Mm vs est. $518.8Mm; guides 4Q sales $503-517Mm vs est. $494.75Mm, sees 4Q adj EPS $2.80-2.96 vs est. $2.69 Tenable Holdings (TENB) shares rise 10%; Q3 EPS $0.07 vs. est. $0.02; Q3 revs $138.7M vs. est. $134.53M; sees FY21 EPS $0.31-$0.32 vs. est. $0.28 and revs $535.1M-$537.1M vs. est. $530.08M; sees Q4 EPS $0.02-$0.03 vs. est. $0.04 and revs $143M-$145M vs. est. $141.99M Teradyne (TER) Q3 adj EPS $1.59 vs. est. $1.43; Q3 revs rise 16% to $951M vs. est. $932.9M; sees Q4 revs $820M-$900M vs. est. $850.6M; sees Q4 EPS $1.14-$1.40 vs. est. $1.18 Manhattan Associates (MANH) 3Q adj EPS $0.71 vs est. $0.54 on revs $169.2Mm vs est. $164.2Mm; guides FY adj EPS $2.12-2.14 vs est. $2.04, sees FY revs $653-655Mm vs est. $648.4Mm Spotify Technology SA ($SPOT) Q3 revenue rose 27% to 2.50 billion euros, beating the 2.45 billion expected; reported a 19% jump in paid subscribers for its premium service to 172 million, just beating analysts’ expectations of 171.7 million; total monthly active users rose 19% to 381 million. Arteris ($AIP) 5M share IPO priced at $14.00 Informatica ($INFA) 29M share IPO priced at $32.00 REITs Digital Realty ($DLR) 3Q core FFO/share $1.65 vs est. $1.62 on revs $1.1B vs est. $1.1B; raised FY core FFO/share view to $6.50-6.55 from $6.45-6.50 vs est. $6.50 Equity Residential ($EQR) Q3 EPS $1.15, normalized FFO $0.77 vs est. $0.75, revenue $623.2M vs est. $606.3M; achieved positive Q/Q same-store revenue growth for first since pandemic began; sees Q4 FFO $0.76; now sees FY FFO $2.98-$3 from $2.89-$2.99, also raised FY guidance ranges for same-store revs, NOI, EPS Essex Property ($ESS) Q3 core FFO/share $3.12 above guidance range $2.98-$3.10, EPS $1.82 vs est. $1.01; same-property revs +2.7% YoY, +3.2% sequentially due to increase in scheduled rents and lower levels of concessions and delinquencies; sees Q4 EPS $0.99-$1.09, raised FY EPS view to $6.39-$6.49 from $5.42-$5.66; raised midpoints of FY guidance for same-property revs by 0.2%, NOI by 0.3%, and core EPS by $0.11 to $12.44 Four Corners Property ($FCPT) 3Q FFO/share 0.38 vs est. $0.38, EPS $0.28 vs est. $0.27; proposes 3Q dividend $0.3175/share UDR Inc. ($UDR) Q3 adj FFO $0.46 vs est. $0.51 on revs $329.8M vs est. $319.9M; sees Q4 adj FFO $0.46-$0.48, full-year adj FFO $1.82-$1.84 from $1.79-$1.83 (est. $2.01)

Thursday, September 9, 2021 Following a day of weakness, U.S. stock futures are again looking modestly lower, pulling back along with declines in both Europe and Asia as the spread of the delta strain of Covid-19 continues to weigh on the U.S. economy. This morning, two airlines noted impact to revenues due to a decline in travel. Tech stocks in China fell after regulators again increased pressure on gaming companies for focusing solely on profit. In Asian markets, The Nikkei Index declines -173 points to hold just above 30K, the Shanghai Index rose 17 points to 3,693 and the Hang Seng Index dropped over -600 points (2.3%) to settle at 25,716. In Europe, the German DAX is down about -40points to 15,570, while the FTSE 100 tumbles over -80 points (1.2%) to hold around the 7,000 level. Yesterday, Europe’s Stoxx 600 was down 1.0%, marks worst day in nearly 3 weeks as the German Dax down 1.4%, marks worst day since mid-July. Later this morning, we get the European Central Bank (ECB) rate decision at 7:45 AM and press conference at 8:30 AM where investors will look for clues about inflation and or asset tapering. The S&P 500 Index was lower for a third straight session Wednesday amid increasing concerns about economic growth and the ongoing spread of Covid. The Federal Reserve’s Beige Book report showed that economic growth downshifted slightly to a moderate pace from early July through August, largely due to a pullback in dining out, travel and tourism because of consumers’ safety fears. The dollar pared earlier gains, while Treasuries recovered Tuesday’s losses. Market Closing Prices Yesterday · The S&P 500 Index slipped -5.96 points, or 0.13%, to 4,514.07 · The Dow Jones Industrial Average fell -68.93 points, or 0.20%, to 35,031.07 · The Nasdaq Composite dropped -87.69 points, or 0.57%, to 15,286.64 · The Russell 2000 Index declined -25.88 points, or 1.14% to 2,249.73 Events Calendar for Today · 8:30 AM ET Weekly Jobless Claims · 8:30 AM EST Continuing Claims · 10:30 AM ET Weekly EIA Natural Gas Inventory Data · 11:00 AM ET Weekly DOE Inventory Data Earnings Calendar: · Earnings Before the Open: ASO, HOFT, HOV, JILL, LOVE, TUESQ · Earnings After the Close: AFRM, AMRK, AOUT, COOK, CXM, FARM, KLXE, LAKE, PLAY, PWSC, SUMO, VRNT, ZS, ZUMZ Other Key Events: · Barclay’s Global Consumer Staples Conference (virtual) 2021, 9/8-9/10 · Barclay’s CEO Energy-Power Conference 2021 (virtual), 9/8-9/10 · BTIG Cloud Communications and Collaboration Investor Forum (virtual), 9/8 · Citigroup Annual BioPharma Conference (virtual), 9/8-9/10 · Citigroup GEMS Conference 2021 (virtual), 9/8-9/10 · Cowen 14th Annual Global Transportation & Sustainable Mobility Conference, 9/8-9/10 · Credit Suisse 2021 Global Steel & Mining Conference (virtual), 9/8-9/10 · Stephens Building Materials Investor Trip, 9/8-9/9 · Wolfe Inaugural TMT Conference, 9/8-9/9 · Barrington Annual Fall Investment Conference (virtual), 9/9 · DA Davidson Annual Software & Internet Conference (virtual), 9/9 · Deutsche Bank 2021 Technology Conference (virtual), 9/9-9/10 · Goldman Sachs 11th Annual Financial Technology Conference (virtual), 9/9 · Needham 1st Annual Needham Crypto Conference (virtual), 9/9 · Wells Fargo 2021 Healthcare Conference (virtual), 9/9-9/10 Sector News Breakdown Consumer · Lululemon ($LULU) shares rise 10%; 2Q adj EPS $1.65 vs est. $1.19 on revs $1.5B vs est. $1.33B; guides 3Q adj EPS $1.33-1.38 vs est. $1.32, sees 3Q revs $1.4-1.43B vs est. $1.32B; guides FY adj EPS $7.38-7.48 vs est. $6.91; raises year revs to range of $6.19B-$6.26B, compared with its prior range of $5.83B-$5.91B · RH Corp. ($RH) 2Q adj EPS $8.48 vs est. $6.48 on revs $989Mm vs est. $975.5Mm; guides FY revs +31-33% up from prior 25%-30% view and vs est. +29.2% and op margin 24.9-25.5% , sees ROIC 70% vs prior 60%; says currently expecting manufacturing to restart in Vietnam in October with full capacity by end of year · Boston Beer Company Inc ($SAM) shares fell -8%; said since last guidance update market for hard seltzer products has continued to experience decelerating growth trends; believe there will be continuing uncertainty about hard seltzer demand trends for remainder of 2021; said it is withdrawing its 2021 financial guidance issued on July 22, 2021 as EPS will fall below previously-reported estimate of between $18.00-$22.00 · Caesars ($CZR) announced an agreement to sell the non-US assets of William Hill to 888 Holdings for approximately GBP 2.2B · Copart (C$PRT) Q4 non-GAAP EPS $1.03 vs. est. $0.91; Q4 revs $748.6M vs. est. $690.87M · VICI Properties ($VICI) announces offering of 100M shares of common stock · GameStop ($GME) Q2 EPS loss (-$0.76) vs. est. loss (-$0.67); Q2 revs $1.183B vs. est. $1.12B; Ended the period with cash and restricted cash of $1.78B · Calavo Growers ($CVGW) 3Q adj EPS ($0.17) vs est. ($0.05) on revs $285Mm vs est. $281.7Mm · Limoneira ($LMNR) Q3 adj EPS $0.20 vs. est. $0.18; Q3 revs $49.1M vs. est. $48.8M; Agribusiness revenue Q3 includes $24.4M in fresh lemon sales, compared to $35.4M of fresh lemon sales during the same period of fiscal year 2020; approximately 1,144,000 cartons of fresh lemons were sold in aggregate · Torrid ($CURV) 2Q adj EPS $0.36 vs est. $0.16 on sales $332.9Mm vs est. $294.7Mm; guides 3Q sales $305-315Mm vs est. $305.1Mm; guides FY sales $1.29-1.31B vs est. $1.3B Energy, Industrials and Materials · The American Petroleum Institute ($API) reports that crude inventories fell 2.88M barrels last week and gasoline inventories fell 6.41M barrels · United Airlines ($UAL) said it expects third-quarter capacity to fall at least 28% compared with the same period in 2019, as bookings take a hit due to the rise in COVID-19 cases fueled by the Delta variant. · Southwest Airlines ($LUV) said it sees October operating revenue down 20% to 30% vs 2019; expects q4 2021 capacity to increase about 60% YoY and to decrease about 5% vs. Q4 2019 · Sherwin-Williams ($SHW), Axalta Coating (AXTA), and PPG Industries (PPG) all downgraded to Neutral from Buy at Citigroup · ABM Industries ($ABM) Q3 revenue $1.54B vs. est. $1.51B; Q3 EPS from continuing operations $0.90 vs. est. $0.81; sees FY adj eps cont ops $3.45 to $3.55, vs. prior view $3.30 to $3.50 · AeroVironment ($AVAV) Q1 adj EPS loss (-$0.17) vs. est. loss (-$0.24); Q1 revs $101M vs. est. $96.48M; backs FY22 adj EPS view $2.50-$2.70 (est. $2.64) and backs FY22 revenue view $560M-$580M (est. $569.34M) Financials · Digital Realty ($DLR) 6.25M share Spot Secondary priced at $160.50 · Riot Blockchain ($RIOT) produces 441 Bitcoins in August, down from the 444 BTC produced in July; on a Y/Y basis, its production increased 451% from 80 BTC in August 2020. Healthcare · Humanigen ($HGEN) plunges over 50% after U.S. FDA declines emergency use approval for COVID-19 drug; said the FDA declined to grant emergency use authorization for its drug, lenzilumab, to treat patients hospitalized with COVID-19 · ProQR Therapeutics ($PRQR) announces a global licensing and research collaboration with Eli Lilly (LLY) to discover new medicines for genetic disorders in the liver and nervous system, in a deal that could be worth over $1.25B · Avid Biosciences ($CDMO) Q1 EPS $0.10 vs. est. $0.04; Q1 revs $30.8M vs. est. $27.8M; · HealthEquity Corp. ($HQY) 2Q adj EPS $0.40 vs est. $0.36 on revs $189.1Mm vs est. $184.7Mm; guides FY adj EPS $1.45-1.50 vs est. $1.49, sees FY revs $755-765Mm vs est. $762.8Mm; says re: WageWorks have achieved approximately $70 million of the approximately $80 million in annualized ongoing net synergies we expect to achieve by the end of fiscal year 2022. · Cardiff Oncology ($CRDF) updated data from its Phase 1b/2 clinical trial for onvansertib in combination with standard-of-care (SOC) as second-line therapy in patients with KRAS-mutated metastatic colorectal cancer (mCRC); said as of data cut off July 2, 2021, eight of 19 (42%) patients who received the recommended Phase 2 dose of onvansertib 15 mg/m2 and were evaluable for disease response achieved a partial response · Turning Point Therapeutics ($TPTX) announces early clinical data for Repotrectinib in NTRK fusion-positive advanced solid tumors selected for late-breaker plenary presentation at 2021 AACR-NCI-EORTC conference · Beauty Health ($SKIN) announces $400M convertible senior notes offering Technology, Media & Telecom · Cisco ($CSCO) downgraded to Equal Weight from Overweight at Morgan Stanley · NetEase ($NTES) and Tencent (TCEHY) tumble again as China’s focus on reining in the power of tech companies hasn’t abated. A report in the South China Morning Post notes that the government will halt approvals for new online games. · Sea Limited ($SE) is looking to sell 11 million ADRs with the option to offer 1.65 million more as part of a so-called green shoe option; it is also raising $2.5 billion in a convertible bond that has a $375 million green shoe attached · SentinelOne ($S) Q2 revenue $45.8M vs. est. $40.4M; Q2 ARR up 127% YoY; total customer count grew more than 75% year-over-year to over 5,400 customers as of July 31; Customers with ARR over $100K grew 140% year-over-year to over 345 as of July 31, 2021; guides year revs $188M-$190M vs. est. $176.4M

Agregadas $DLR $QSR gracias!!!!

$DLR para seguimiento 

le trend line hanno fatto il loro dovere... anche questa però completamnete trascurata: dlr

3168 $DLR Oct20 140 Puts trade $2.00 ASKSIDE AMEX 10:51:36 IV=37.4% +6.8 FLOOR - OPENING Vol=4004, OI=529,

$DLR consolidando en triangulo, mismo patrón una y otra vez.

$DLR tambien en la mira, esta haciendo un triangulo interasante

Best 52w performing (%) #reits #realestate $VNQ 1. 🇺🇸 QTS REALTY TRUST, IN. $QTS : 54.9 2. 🇺🇸 EQUINIX, INC. (REIT) $EQIX : 47.3 3. 🇺🇸 DIGITAL REALTY TRUST. $DLR : 36.1 4. 🇺🇸 PROLOGIS, INC. $PLD : 31.4 5. 🇺🇸 CYRUSONE INC. $CONE : 30.5

Gracias @CristianM $DLR muy bonita, solo que este jueves tiene earnings

$DLR está bonita si la quieren ver