1. The Federal Reserve's first interest rate decision of the year is expected on Wednesday; 2. The earnings season is in full swing with major companies reporting; 3. The economic calendar is packed with updates on GDP and inflation.

1. Taiwan Semiconductor Manufacturing Company Limited reported excellent quarterly earnings, continuing its trend of outperforming Wall Street estimates. 2. TSM benefits from strong demand in the semiconductor space, driven by the Artificial Intelligence trend and key customers like NVIDIA and Apple. 3. The company's financial health is robust, with significant revenue growth, expanding margins, and a substantial net cash position of over $40 billion.

The first full trading week of the year will be busy for Wall Street, with inflation being a key focus. Key economic reports and earnings season will be in focus, including reports from major lenders and retail companies. The article also mentions the ICR retail conference and the JPMorgan Healthcare Conference.

1. Penguin Solutions, Inc. (PENG) reported strong Q1 2025 earnings, boosting its stock by over 15% and proving skeptics wrong. 2. The company focuses on AI infrastructure and large-scale data center clusters, positioning itself well for future AI adoption. 3. Despite expected revenue growth moderation in H2 2025, the company is likely to exceed Q2 2025 revenue estimates, supporting a 15x EPS valuation.

1. Broadcom's valuation at 38x forward free cash flow is high, raising caution despite strong earnings and profitability metrics. 2. Revenue growth is expected to decelerate, with Q1 2025 projections lower than Q4 2024, causing concern about future performance. 3. Broadcom's $58 billion net debt and competitive pressures from Nvidia add risks to maintaining its premium valuation. 4. Despite admiration for Broadcom's execution and innovation, the author will remain on the sidelines until a more compelling risk-reward balance emerges.

1. Adobe reported EPS of $4.81, beating expectations by $0.14; 2. Revenue reached $5.61B, up 11.05% Y/Y; 3. The call featured discussions on financial results, product plans, and forward-looking statements.

1. Nvidia's 1Q25 earnings exceeded expectations, but the stock response was muted due to investor fatigue, presenting a buying opportunity for long-term investors. 2. Sales nearly doubled YoY, driven by strong data center GPU demand, with profits growing faster than sales. 3. The upcoming Blackwell-themed data center GPU launch in Q4 is expected to be a significant catalyst for Nvidia's sales and profit growth in 2025.

1. CrowdStrike reported better-than-expected earnings for the October quarter, surpassing both top and bottom-line estimates. 2. The company's subscription revenue growth was solid, and it generated strong free cash flow. 3. The stock is now trading significantly above the 3-year average P/S ratio, leading to an unattractive risk profile.

1. HP Inc. reported EPS of $0.93, missing the expected EPS by $0.00; 2. Revenue was $14.06B, up 1.72% Y/Y, beating the expected revenue by $52.01M; 3. The article discusses the slide deck published by HP Inc. in conjunction with their 2024 Q4 earnings call.

1. ZIM Integrated Shipping reported strong Q3 earnings, driven by increased freight rates and higher shipment volumes; 2. The company raised its EBITDA outlook for FY 2024; 3. Dividends reinstatement and a special Q3 dividend enhance ZIM's investment appeal.

1. Elastic's recent earnings report exceeded expectations, leading to a 25% share price jump; 2. The company reported 18% y/y revenue growth and strong cloud revenue; 3. Elastic's strong balance sheet and expanding operating margins make it an attractive tech sector investment.

1. Nvidia Corporation reported a double beat in Q3 earnings, but the stock pulled back due to conservative guidance and investor expectations. 2. Revenue growth is decelerating, with Q3 showing a 90% year-over-year increase, down from 270% in Q4 last year. 3. NVDA's valuation is high at over 50x net profits, and with slowing growth, it may not be an ideal buying opportunity.

1. Exxon Mobil's strong free cash flow and earnings power, supported by high petroleum prices and OPEC+ price support, make it a top energy investment for 2025. 2. The acquisition of Pioneer Resources enhances Exxon Mobil's Permian footprint, boosting its long-term potential for earnings and free cash flow growth. 3. Despite risks from potential petroleum price declines, Exxon Mobil's valuation at 14.5X forward earnings and robust capital returns position it well for future growth.

1. Nvidia's (NVDA) fiscal third quarter results are scheduled for Wednesday, following its strong performance in the AI boom. 2. Investors will also look at Walmart (WMT) and Target's (TGT) earnings to gauge consumer sentiment. 3. The economic calendar is light next week, with housing market updates and jobless claims, and Federal Reserve officials' speeches will be closely watched.

1. Nvidia is expected to report strong Q3 2025 earnings growth of 84.7% and revenue growth of 83.3%. 2. Despite strong earnings, Nvidia's stock may not rise post-results due to high implied volatility and potential market maker adjustments in options trading. 3. Analysts' current revenue estimates for Q3 seem low, suggesting Nvidia might report higher-than-expected results and provide robust Q4 guidance.

1. Grab recently reported a strong Q3 earnings, with shares rising 11%; 2. The company has become FCF positive and reported its second quarter of positive net income; 3. Grab's transition from a cash-burning business to a profitable entity is expected to drive share price appreciation.

1. FreightCar America's Q3 2024 results showed a positive EPS surprise but missed revenue targets, leading to a 36% drop in share price. 2. Despite market concerns, the share price drop seems overblown given RAIL's maintained guidance and market share gains. 3. Tariff impacts on steel costs are a concern, but the risk is mitigated by low reliance on Chinese imports. 4. The delay in warrant exercise provides a buffer against immediate dilution, presenting a potential buying opportunity.

1. Headwater Exploration shows resilience with strong earnings despite lower oil prices; 2. The Clearwater basin offers low-cost production with rapid cash flow growth; 3. Technological advancements expand heavy oil production possibilities; 4. Discovery of 24 API oil could enhance profitability; 5. Capital budget expanded despite commodity price weakness.

➀ The highest-paid dead celebrities of 2024 earned a combined total of $1.1 billion. Michael Jackson topped the list with $600 million, followed by Queen's Freddie Mercury with $250 million. ➁ The earnings come from posthumous sales of rights, catalogues, and successful musicals. ➂ Notable figures include Dr. Seuss, Elvis Presley, Prince, Bob Marley, and Charles M. Schulz.