[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1110 followers Created: 2025-07-17 13:32:02 UTC $HPE 20250629-Wells Fargo-Hewlett Packard Enterprise Company (HPE) DoJ Settles Suit on HPE's _$14B Acq $HILI 20250701-Evercore ISI-Home Improvement Lead Indicator (HILI) ： Beginning of Fundamental Shift， Stuck $OMDA 20250701-Evercore ISI-Omada Health， Inc. (OMDA) Mo' Members， Mo' Margins _Initiate Outperform w$21 $JBHT 20250701-Wells Fargo-J.B. Hunt Transport Services， Inc. (JBHT) Cycle Pushes Costs Into Focus； Deep $OLN 20250701-Wells Fargo-Olin Corporation (OLN) When Will Those Clouds All Disappear？ _Lowering NearTer $AI 20250702-Deutsche Bank-Air Liquide (AI) Q2H1 results due July XX $CE 20250702-Deutsche Bank-Credem (CE) The Jewel in the Crown $ZAL 20250702-Deutsche Bank-Zalando (ZAL) No evidence of Chinese _dumping_ clothing into Europe yet $KDP 20250702-Evercore ISI-Keurig Dr Pepper， Inc. (KDP) Texas judge rules that KDP can terminate Reyes' $TSLA 20250702-Wells Fargo-Tesla，Inc. (TSLA) Q2 Deliveries Slightly Miss with Continued Promo Push $0522 20250703-DBS-ASMPT Limited (0522) Better AI_driven capex， but soft consumer demand still a drag $BCG 20250703-Deutsche Bank-Baltic Classifieds Group (BCG) FY results a touch soft $OREP 20250703-Deutsche Bank-L'Oreal (OREP) On location (+ post tariff market activity data) $NOVN 20250703-Deutsche Bank-Novartis (NOVN) Entresto heads up on low_probability (and low_value？) delay s $PLX 20250703-Deutsche Bank-Pluxee (PLX) Solid Q3， FY2526e guidance confirmed $WOSG 20250703-Deutsche Bank-Watches of Switzerland Group (WOSG) FY25 in line， FY26 guidance captures 10％ $SMMT 20250703-Evercore ISI-Summit Therapeutics Inc (SMMT) Reports of Significant Partnership Talks $ATYR 20250703-Wells Fargo-aTyr Pharma， Inc. (ATYR) Takeaways from Our KOL Webcast Previewing Efzofitimod $BLK 20250703-Wells Fargo-BlackRock， Inc. (BLK) 2Q25 Preview—Steady as She Goes $JNJ 20250703-Wells Fargo-Johnson & Johnson (JNJ) Q2 Preview_Q2 Expectations Generally Seem Reasonable； $TRP 20250703-Wells Fargo-TC Energy Corp. (TRP) Columbia Gas Settlement Reached _ Positive Reaction $002594 20250704-DBS-BYD Company (002594) Overseas strategy remains intact $TASCO 20250704-DBS-Tipco Asphalt (TASCO) 2025F earnings strong， boosted by domestic sales $9868 20250704-Deutsche Bank-XPeng (9868) _G7_ debuts with competitive price & _VLA_OL_ autonomous drivin $EL 20250710-BofA Securities-Estee Lauder Companies Inc. (EL) A world reimagined $EXPE 20250710-BofA Securities-Expedia (EXPE) Moving past a rough quarter for US travel， Delta suggests $MDT 20250710-CITI-Medtronic Plc (MDT) Proposed CMS Coverage for Renal Denervation as Expected $ETWO 20250710-Goldman Sachs-E2open Parent Holdings (ETWO) Updating model for F1Q26 results $VIV 20250710-Goldman Sachs-Telefonica Brasil (VIV) ： Announced acquisition of 50％ additional stake in $ADPORTS 20250711-BofA Securities-AD Ports (ADPORTS) All eyes on returns post rapid expansion $BARN 20250711-BofA Securities-Barry Callebaut AG (BARN) Choco Shock $DAL 20250711-BofA Securities-Delta Air Lines (DAL) A premium revenue story； maintain Buy rating and ra $LEVI 20250711-BofA Securities-Levi Strauss & Co. (LEVI) Early innings of an EPS revision cycle； reitera $PEP 20250711-BofA Securities-PepsiCo (PEP) 2Q25 Earnings Preview $CBKG 20250711-CITI-Commerzbank (CBKG) Model Update $HESM 20250711-CITI-Hess Midstream (HESM) 2Q25 Earnings Preview： A Few Changes to Keep An Eye On $HOLN 20250711-CITI-Holcim (HOLN) Post spin_off： clear growth path ahead but valuation less attractive at $HPP 20250711-CITI-Hudson Pacific Properties (HPP) Model Update $9666 20250711-CITI-Jinke Smart Services (9666) Model and TP update $605117 20250711-CITI-Ningbo Deye Technology (605117) Power Shortages Driving Solar and Energy Storage Dem $4187 20250711-CITI-Osaka Organic Chemical (4187) Update： Heightened ArF demand could bring benefits $BSANTANDER 20250711-CITI-Santander Chile (BSANTANDER) Quarterly Preliminary Results 2Q25 $SMFT3 20250711-CITI-Smartfit (SMFT3) Reallocation Supports Continued Expansion and Growth； Keep Buy $SBUX 20250711-CITI-Starbucks Corp (SBUX) Setting the Table for F3Q25： Improving US Top_Line Ahead， Flo $SYENS 20250711-CITI-Syensqo (SYENS) Model Update $TKOO 20250711-CITI-Tikehau Capital SCA (TKOO) Adding Upside 30_Day Catalyst Watch $VIST 20250711-CITI-Vista Energy SAB de CV (VIST) Conf. Call highlights： 2025 guidance favors cash flow $BP 20250711-Goldman Sachs-BP Plc (BP) ： Adjusting our estimates ahead of 2Q25 results $BNZL 20250711-Goldman Sachs-Bunzl (BNZL) ： 1H pre close update： Focus on 2H margin step up and MT margin $3349 20250711-Goldman Sachs-Cosmos Pharmaceutical (3349) Earnings Review： In line； still expect company  XX engagements  **Related Topics** [$jbht](/topic/$jbht) [$omda](/topic/$omda) [$hili](/topic/$hili) [$14b](/topic/$14b) [doj](/topic/doj) [$hpe](/topic/$hpe) [hewlett packard enterprise co](/topic/hewlett-packard-enterprise-co) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/WhatMarketMind/status/1945838909528973771)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
WhatMarketMinds @WhatMarketMind on x 1110 followers
Created: 2025-07-17 13:32:02 UTC
$HPE 20250629-Wells Fargo-Hewlett Packard Enterprise Company (HPE) DoJ Settles Suit on HPE's _$14B Acq $HILI 20250701-Evercore ISI-Home Improvement Lead Indicator (HILI) ： Beginning of Fundamental Shift， Stuck $OMDA 20250701-Evercore ISI-Omada Health， Inc. (OMDA) Mo' Members， Mo' Margins _Initiate Outperform w$21 $JBHT 20250701-Wells Fargo-J.B. Hunt Transport Services， Inc. (JBHT) Cycle Pushes Costs Into Focus； Deep $OLN 20250701-Wells Fargo-Olin Corporation (OLN) When Will Those Clouds All Disappear？ _Lowering NearTer $AI 20250702-Deutsche Bank-Air Liquide (AI) Q2H1 results due July XX $CE 20250702-Deutsche Bank-Credem (CE) The Jewel in the Crown $ZAL 20250702-Deutsche Bank-Zalando (ZAL) No evidence of Chinese dumping clothing into Europe yet $KDP 20250702-Evercore ISI-Keurig Dr Pepper， Inc. (KDP) Texas judge rules that KDP can terminate Reyes' $TSLA 20250702-Wells Fargo-Tesla，Inc. (TSLA) Q2 Deliveries Slightly Miss with Continued Promo Push $0522 20250703-DBS-ASMPT Limited (0522) Better AI_driven capex， but soft consumer demand still a drag $BCG 20250703-Deutsche Bank-Baltic Classifieds Group (BCG) FY results a touch soft $OREP 20250703-Deutsche Bank-L'Oreal (OREP) On location (+ post tariff market activity data) $NOVN 20250703-Deutsche Bank-Novartis (NOVN) Entresto heads up on low_probability (and low_value？) delay s $PLX 20250703-Deutsche Bank-Pluxee (PLX) Solid Q3， FY2526e guidance confirmed $WOSG 20250703-Deutsche Bank-Watches of Switzerland Group (WOSG) FY25 in line， FY26 guidance captures 10％ $SMMT 20250703-Evercore ISI-Summit Therapeutics Inc (SMMT) Reports of Significant Partnership Talks $ATYR 20250703-Wells Fargo-aTyr Pharma， Inc. (ATYR) Takeaways from Our KOL Webcast Previewing Efzofitimod $BLK 20250703-Wells Fargo-BlackRock， Inc. (BLK) 2Q25 Preview—Steady as She Goes $JNJ 20250703-Wells Fargo-Johnson & Johnson (JNJ) Q2 Preview_Q2 Expectations Generally Seem Reasonable； $TRP 20250703-Wells Fargo-TC Energy Corp. (TRP) Columbia Gas Settlement Reached _ Positive Reaction $002594 20250704-DBS-BYD Company (002594) Overseas strategy remains intact $TASCO 20250704-DBS-Tipco Asphalt (TASCO) 2025F earnings strong， boosted by domestic sales $9868 20250704-Deutsche Bank-XPeng (9868) G7 debuts with competitive price & VLA_OL autonomous drivin $EL 20250710-BofA Securities-Estee Lauder Companies Inc. (EL) A world reimagined $EXPE 20250710-BofA Securities-Expedia (EXPE) Moving past a rough quarter for US travel， Delta suggests $MDT 20250710-CITI-Medtronic Plc (MDT) Proposed CMS Coverage for Renal Denervation as Expected $ETWO 20250710-Goldman Sachs-E2open Parent Holdings (ETWO) Updating model for F1Q26 results $VIV 20250710-Goldman Sachs-Telefonica Brasil (VIV) ： Announced acquisition of 50％ additional stake in $ADPORTS 20250711-BofA Securities-AD Ports (ADPORTS) All eyes on returns post rapid expansion $BARN 20250711-BofA Securities-Barry Callebaut AG (BARN) Choco Shock $DAL 20250711-BofA Securities-Delta Air Lines (DAL) A premium revenue story； maintain Buy rating and ra $LEVI 20250711-BofA Securities-Levi Strauss & Co. (LEVI) Early innings of an EPS revision cycle； reitera $PEP 20250711-BofA Securities-PepsiCo (PEP) 2Q25 Earnings Preview $CBKG 20250711-CITI-Commerzbank (CBKG) Model Update $HESM 20250711-CITI-Hess Midstream (HESM) 2Q25 Earnings Preview： A Few Changes to Keep An Eye On $HOLN 20250711-CITI-Holcim (HOLN) Post spin_off： clear growth path ahead but valuation less attractive at $HPP 20250711-CITI-Hudson Pacific Properties (HPP) Model Update $9666 20250711-CITI-Jinke Smart Services (9666) Model and TP update $605117 20250711-CITI-Ningbo Deye Technology (605117) Power Shortages Driving Solar and Energy Storage Dem $4187 20250711-CITI-Osaka Organic Chemical (4187) Update： Heightened ArF demand could bring benefits $BSANTANDER 20250711-CITI-Santander Chile (BSANTANDER) Quarterly Preliminary Results 2Q25 $SMFT3 20250711-CITI-Smartfit (SMFT3) Reallocation Supports Continued Expansion and Growth； Keep Buy $SBUX 20250711-CITI-Starbucks Corp (SBUX) Setting the Table for F3Q25： Improving US Top_Line Ahead， Flo $SYENS 20250711-CITI-Syensqo (SYENS) Model Update $TKOO 20250711-CITI-Tikehau Capital SCA (TKOO) Adding Upside 30_Day Catalyst Watch $VIST 20250711-CITI-Vista Energy SAB de CV (VIST) Conf. Call highlights： 2025 guidance favors cash flow $BP 20250711-Goldman Sachs-BP Plc (BP) ： Adjusting our estimates ahead of 2Q25 results $BNZL 20250711-Goldman Sachs-Bunzl (BNZL) ： 1H pre close update： Focus on 2H margin step up and MT margin $3349 20250711-Goldman Sachs-Cosmos Pharmaceutical (3349) Earnings Review： In line； still expect company
XX engagements
Related Topics $jbht $omda $hili $14b doj $hpe hewlett packard enterprise co stocks technology