Hunt-ing Season for Margins, And This Trucker’s Back on Track

A clean beat built on cost savings and sturdier intermodal has buyers circling. Let it settle, then hunt entries on pullbacks toward support. Keep an eye on operating ratio, rail service, and bid season color before sizing up.

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Earnings season’s warming the room again. Banks showed up with decent prints, transports are flexing, and software’s trying on a comeback outfit. Tech’s still carrying the playlist, but the rest of the band is at least tapping their feet this morning.

Meanwhile, the shutdown drags on, and the U.S.–China spat keeps adding new kinks. With key data dark and volatility perking up, today feels like a cautious bump. Enjoy the green, but keep your seatbelt fastened and your eyes on the leaders doing most of the heavy lifting.

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Premarket Earnings:

Aftermarket Earnings:

Economic Reports:

*Data subject to delay if government shutdown continues.

Salesforce (NYSE: CRM) popped after laying out a snappy 2030 roadmap that finally sounded like acceleration, not nostalgia. Management is now talking north of $60B revenue by 2030, double-digit organic growth returning from 2026, and a heavier lift from Agentforce across chat, voice, and partner models.

That leaves the bears muttering about AI writes all the code now while Benioff demos customer wins and fresh model tie-ups.

Here’s the rub. Vision slides are easy, but broad deployment, seat expansion, and margin discipline are the grind. Agentforce needs clear adoption metrics, not just talk. The Informatica deal still has to close and integrate, and pricing power only shows up in remaining performance obligations, not keynotes.

My Take For You: If you’ve been bruised this year, use strength to rebalance rather than panic-sell. New money should stalk red days or a calm base around rising support, not chase confetti. Track RPO growth, GenAI attach rates, and GAAP operating margin progress every quarter.

My Verdict: Quality platform finding a second wind. Core hold for SaaS investors, add on dips while the 2030 story earns its stripes.

Taiwan Semiconductor Manufacturing (NYSE: TSM) printed another record quarter as the AI crowd kept ringing the dinner bell. High-performance computing was the star, advanced nodes did the heavy lifting, and capex plans got another bump so the world can keep training models without tripping over backlogs.

Great, but not invincible. Customer concentration is real, lead-time optics can whipsaw sentiment, and geopolitics is the roommate who never pays rent. Also, node transitions look smooth right up until someone slips on yields.

The long game is N3 and N2 humming, CoWoS capacity expanding, and packaging staying a toll road.

My Take For You: Already long from lower? Trail a stop and let the trend work. Eyeing an entry? Prefer calm pullbacks toward the 50-day or post-print digestion over buying mid-air. Watch utilization, gross margin per node, and any hints that AI demand is broadening beyond a few whales.

My Verdict: Core pick for the AI plumbing trade. Accumulate on weakness, not euphoria. Thesis holds if advanced-node mix stays fat and capacity adds translate to cash, not just capex headlines.

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Don’t just settle for growth. Aim for massive.

J.B. Hunt (NASDAQ: JBHT) reminded everyone that blocking and tackling still wins quarters.

EPS beat handily on cost control, intermodal margins perked up, dedicated stayed tidy, and even the problem child brokerage narrowed losses. A price-target bump followed, and premarket traders grabbed a seat just in case the freight cycle is waking up.

Before we break out the confetti, remember this is a spreads business. Rail service, fuel, contract renewals, and consumer demand all tug at margins. A soft freight tape can turn a victory lap into a jog. The setup looks better, though, with network balance improving and cost saves actually hitting the P&L.

My Take For You: If you rode it down, you do not have to sell the first green candle. Let it base, then consider adding on orderly dips toward support.

New shoppers can nibble small and scale if intermodal volumes and price-cost spreads keep trending the right way. Watch operating ratio, bid season color, and rail partner commentary.

My Verdict: Quality operator with leverage to a cleaner freight backdrop. Accumulate on weakness, trade around strength, and keep a tight leash if macro throws a pothole in the lane.

Cognite just plugged its industrial brain into Snowflake’s AI Data Cloud, promising zero-copy sharing and fewer ETL nightmares.

That means more real-time factory data, fewer spreadsheets named final_FINAL_v7. The Street’s leaning into vertical AI and SNOW’s flirting with 52-week highs as analysts keep hiking targets and the product cadence stays brisk.

It’s still a show-me story on profitable growth and enterprise consumption trends. If macro wobbles or data workloads slow, the multiple notices fast.

ESMO week hype check. Caris is rolling in with six studies across nine tumor types, plus a proffered paper and a mini-oral. That’s catnip for oncology Twitter and a decent spark for anything multi-omics meets real-world data. Traders are treating it like a pipeline preview without the FDA stress test.

Reality is that conferences create buzz, not revenue. Abstracts read great until endpoints, timelines, and funding needs enter the chat. Expect hot takes, then digestion.

Guidance took the air out of the AI balloon. Fiscal 2026 EPS and growth targets landed under what the crowd wanted, and networking plus AI did not offset the down mood. Buybacks help, but slower revenue math plus a recent headcount trim says execution season is here.

This is a classic expectation reset. Good businesses can still drop when the spreadsheet stops smiling.

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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