Earnings live: AutoZone, Toll Brothers stocks fall, Campbell's sales decline

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• Consumers remain intentional in shopping behaviors

  80% confidence

• Price increases from tariffs likely to persist for a couple more quarters before normalizing, and LIFO charges to normalize in FY'26 and recover in FY'27

  80% confidence

• 306 S&P 500 companies mentioned AI on Q3 earnings calls, a record high in 10 years

  80% confidence

• Many consumers' wallets are pressured and seeking value

  80% confidence

• Since Sept 30, AI-mentioning companies averaged +1% vs +0.3% for non-AI companies; since Dec 31 2024, AI-mentioning averaged +13.9% vs +5.7% non-AI

  80% confidence

• CrowdStrike is a second/third derivative beneficiary of AI Revolution

  80% confidence

• Housing market is soft and choppy

  80% confidence

• AI clusters now measured in hundreds of thousands of GPUs and soon millions

  80% confidence

• Kroger facing tougher consumer and competitive environment from Amazon grocery push and Walmart grocery share gains

  80% confidence