Dow Lags, Techs Hold Up Despite Earnings Carnage: SITM, LGND, LFST In Focus
Summary
Hosts Alyssa Coram and Ken Shreve analyze a mild market pullback, noting the Nasdaq’s resilience despite earnings declines in Western Digital and SanDisk. They highlight three stocks to watch: SciTime, Ligand, and Lifestance, citing strong earnings and technical setups. The episode also reviews after-hours movers, including significant gains for Cloudflare, Atlassian, and Twilio, alongside sharp drops for Sezzle and Applied Optoelectronics.
Topics discussed
Sponsor message and disclaimer
Market overview and stocks to watch
S&P 500 and market pullback analysis
NASDAQ performance despite earnings carnage
Dow Jones profit taking and technicals
Small caps and 10-year yield outlook
SciTime earnings and growth trajectory
Ligand Pharmaceuticals earnings review
LifeStance Health Group earnings report
Applied Optoelectronics earnings reaction
Cloudflare strong after-hours gain
Sezzle and Dave earnings declines
Atlassian turnaround and earnings
Twilio earnings and fund sponsorship
Halo Therapeutics earnings update
Sign off and upcoming schedule
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