Listen Now! Breaking down the Seminoles ahead of April 15 Garnet and Gold spring game

For the first time in years, the Florida State Seminoles head into the upcoming football season with high expectations. They return their quarterback in Jordan Travis, their top receiver in Johnny …

https://www.yahoo.com/lifestyle/listen-now-breaking-down-seminoles-164620215.html

Pasco’s new Dog Haus plans Cinco de Mayo special to help kids. Plus more food news

Here’s the latest food news from around the Tri-Cities this week. The Dog Haus, which has a newly open restaurant in Pasco, has created the Pork Al Pastor Sausage and will donate $1 for each sold to …

https://finance.yahoo.com/news/pasco-dog-haus-plans-cinco-140000167.html

Oklahoma City closed these downtown streets ahead of Festival of the Arts

The Festival of the Arts takes place April 25-30 at Bicentennial Park, located in front of the Civic Center Music Hall in downtown Oklahoma City. The following streets will be closed through May 8 for …

https://sports.yahoo.com/oklahoma-city-close-downtown-streets-210834427.html

How Kristine Tompkins Helped Conserve 15 Million Acres in Patagonia

In the early 1990s, Kristine McDivitt, then the CEO of Patagonia, was at a cafe in El Calafate, Argentina, when a man named Doug Tompkins sat down next to her. “Hey, kid, how ya doing?” he asked. Doug …

https://sports.yahoo.com/kristine-tompkins-helped-conserve-15-110035000.html

Cardinals’ new draft picks get numbers

The Arizona Cardinals added nine players to the team through the NFL draft last week. They will get some work on the field for the first time next week during rookie minicamp. They were assigned their …

https://sports.yahoo.com/cardinals-draft-picks-numbers-001214007.html

Did a billionaire GOP donor buy Clarence Thomas part of the moon? Mind your business.

Did a GOP donor pay tuition for a relative of Supreme Court Justice Clarence Thomas? Here’s a possible response from the high court.

     

http://rssfeeds.usatoday.com/~/738735722/0/usatoday-newstopstories~Did-a-billionaire-GOP-donor-buy-Clarence-Thomas-part-of-the-moon-Mind-your-business/

Google says Gmail is getting blue checkmarks to improve email security

Google says Gmail is rolling out a new way to verify the authenticity of a sender: a blue checkmark next to the organization’s name.

     

http://rssfeeds.usatoday.com/~/738735719/0/usatoday-newstopstories~Google-says-Gmail-is-getting-blue-checkmarks-to-improve-email-security/

New Footage Shows El Paso Engulfed In ‘Mass Migration Dumpster Fire’ As State Of Emergency Declared

New Footage Shows El Paso Engulfed In ‘Mass Migration Dumpster Fire’ As State Of Emergency Declared

On Monday, White House spokeswoman Karine Jean-Pierre made an absurd claim: “When it comes to illegal migration, you’ve seen it come down by more than 90%” under the Biden administration. And if that was the case, why did a Democrat mayor of a Texas border town declare a state of emergency?

Well, new footage from border town El Paso, Texas, shows a sobering view of a worsening migrant crisis that the Biden administration, liberal media, and progressive politicians have ignored for two years while calling anyone who pointed it out ‘racist.’ 

“It’s difficult to describe, Jim, with words… The magnitude of the number of individuals,” a CNN reporter said. If CNN can no longer cover for the Biden administration, then they’re in trouble… 

Even MSBC has been forced to cover the migrant crisis. 

El Paso is transforming into what appears to be a ‘third world’-like country, primarily due to the surge in illegal border crossings.

With the upcoming expiration of Title 42, a pandemic-era border policy that allows border agents to turn migrants away on public health grounds, this will only indicate a new wave of illegal border crossings is imminent. 

“El Paso mayor has declared a state of emergency. Biden is sending 1500 troops. The border has been lost,” Citizen Free Press tweeted.

Indeed.

Tyler Durden
Thu, 05/04/2023 – 15:35

https://www.zerohedge.com/political/new-footage-shows-el-paso-engulfed-mass-migration-dumpster-fire-state-emergency-declared

ChewB(acca) survives a bear attack: The force was with the little North Carolina Yorkie

It wasn’t May the Fourth, but the force was with North Carolina resident John Koerber and his Yorkie, ChewB, as they survived a bear attack.

     

http://rssfeeds.usatoday.com/~/738744884/0/usatoday-newstopstories~ChewBacca-survives-a-bear-attack-The-force-was-with-the-little-North-Carolina-Yorkie/

Big Kahuna On Deck: AAPL Earnings Preview

Big Kahuna On Deck: AAPL Earnings Preview

Ahead of today’s final GAMMA earnings result (the other supercap tech names delivered and while AMZN fumbled on AWS guidance on the call, its earnings were also stellar), when the world’s largest company AAPL reports Q1 results at 4:30pm (and guidance during its 5pm conf call), here is the big picture courtesy of Goldman trader Peter Callahan:

  • Positioning: stock +27% YTD. desk has as a 6.5 out of 10 (0-10 scale) – a widely held asset (Apple’s mrkt cap > GOOG + AMZN, combined), though, typically an UW for MFs and limited tactical length among HFs.
  • Print: numbers hit at ~430pm ET, followed by a conference call at 5pm ET. Guidance / forward commentary typically given on the call (not in the PR). Focus on China trends and capital returns.
  • Expectations: investors largely expecting a down the fairway March quarter (cons = ~$92.6bn in revs / $1.43 in EPS), with focus squarely on June quarter guidance (see: QCOM -7% on a guide down today), where Goldman previewed an expectation for AAPL to guide June revenues to decline at a similar magnitude of that in F2Q23 (GSe: -3% yoy) with Products revenue down y/y and Services revenue growth

A table of median sellside expectations:

JPM TMT sector specialist Jack Atherton chimes in that there has not been any major change to in positioning in AAPL of late “although the AI disruptive threat posed to GOOGL/AMZN has gifted some relative defensive qualities to the AAPL narrative.”

According to Atherton, the buyside is looking for FQ2 revenue to drop -6% y/y (guide -5%) with iPhone revenue $47.5BN (2% below consensus), and Q3 revenue guided to -2% y/y (vs est +2%), the miss coming from checks pointing to weaker iPhone build numbers. The other point to note is that this Q is typically when we get an update on annual buyback/dividend plans. Stock +29% YTD; Implied move 4.5%.

Finally, here is a stunning chart from Goldman showing just how concentrated the top 2 stocks have become.

Tyler Durden
Thu, 05/04/2023 – 15:50

https://www.zerohedge.com/markets/big-kahuna-deck-aapl-earnings-preview