BOX is benefiting from expanding clientele and a strong partner base amid forex headwinds and a stretched valuation.
The retail sector is in focus with the earnings releases of big retailers like Home Depot, Lowe's, Wal-Mart and Target lined up.
Q3 earnings: beat on the bottom line, free cash flow could have been better (a lot better). The big concern, as always, is the debt level. Asset sales are a must at this point, and hopefully CEO David Zaslav acts on this sooner rather than later.
Warner Bros Discovery added more than seven million net subscribers in the third quarter of 2024 as its international Max rollout gathered pace, but total revenues and earning both dipped versus 2023. Growth in the DTC segment was attributed to international expansion, as Max rolls out globally.
Tritax Big Box REIT plc is poised for growth due to falling interest rates, rental income hikes, and a strategic acquisition of UK Commercial Property REIT. The REIT's current share price drop may be an overreaction, presenting a buying opportunity as rental income is expected to rise significantly. Tritax's balance sheet is strong with low leverage, and the anticipated rental income increase should offset higher interest expenses.
Costco is one of the world's best retailers and has been a wonderful investment. It's set to remain the former, but the latter may be a tall order.
Box BOX unveiled an exclusive partnership with Amazon's AMZN cloud arm, Amazon Web Services, which will authorize organizations of all sizes to develop new applications and increase productivity with generative AI (Gen AI). Box AI now offers direct access to foundation models for Box customers via Amazon Bedrock, starting with Anthropic's Claude and Amazon Titan.
Nvidia CEO Jensen Huang stops by the Squawk Box set at the Nadsaq MarketSite in Times Square.
AMC is poised for potential growth as the box office begins to recover and operational efficiencies improve.
On Thursday, the FDA approved Bristol Myers Squibb & Co's BMY Cobenfy (xanomeline and trospium chloride, KarXT), an oral medication for schizophrenia in adults.
Box (BOX) reported earnings 30 days ago. What's next for the stock?
A Walt Disney Company DIS analyst says the company's momentum in box office blockbusters and streaming growth can help offset Experiences and linear weakness when the company reports fourth-quarter financial results in November.