Super Micro Dives, Visa Q2 Beat, Snap Outlook: Trendticker

00:00 Speaker A

Now time for some of today's trend kickers. We watch Super Micro, Visa and Snap. First, Super Micro, published weak preliminary results for the third quarter of the financial year. The server manufacturer says that some customers have delayed their purchase and have postponed sales to the current fourth quarter. The results of the concerns of a withdrawal of the AI ​​investments to the company will hold a conference call to discuss the results on May 6th. Shares are currently sunk by 20%.

00:36 Speaker B

Yes, I mean, when a AI favorite who executes the server projects that UH -KI projects need, has a demand problem, which of course represents a potential problem for the other AI names in the room. And we see that part of this weakness is associated with the technical heavy Nasdaq. In order. Next, the winning expectations in the second quarter are increased in the second quarter, which are increased by resistant consumer expenses. The payment processor left his financial prospects of 2025 unchanged. The company also approved a new 30 -billion dollar -shares over several years. The stocks have decreased by almost 2%, the profit that may fall one of the adhesive points of this report.

01:26 Speaker A

Yes, a few numbers that I will only go through here when the company's CEO spoke about some of the strong 9% Ickal Quartal -Viertel -Netto sales growth through healthy trends and payments. And then they also mentioned the cross -border volume and processed transactions in the fact that consumer expenses from their lens were also resistant to macroeconomic uncertainty. And only to give a short number that the second quarter of 9.6 billion US dollars was 9%increase in the second quarter. They say that this is driven by this growth of the payment volume year. And then here also a look at the cross -border volume without transactions in Europe, which ultimately rose by about 8% UH a year compared to the year, UH and then or apologize to me, 13% on a constant dollar base for the cross -border volume. And then we only want to take a look at Snap here, the brand of Ghostface Sheila, which reports better than expected than expected in the first quarter. Nevertheless, the social media company reported 460 million active users a day in the first quarter. This is here in the previous quarter. The shares have currently dropped by about 15%. And for everyone who listens to the profit call, I somehow worked on a thing that needs a little clarification because it is a large growth element for this business, and you talk about it as a doctoral UH in the company and doctor advertising. You really only talk about direct reaction advertising. You have invested this in these solutions really strongly in recent years. New formats such as dynamic ads, new technologies such as purchasing augmented reality, uh so ar lenses, um and part of this sensible ROI. So I just wanted to make it clear that I didn't know for everyone who sounds and what it is like that there was so many health advertising on Snapchat. It is not that, it's a direct answer.

04:12 Speaker B

It is a really good point and we will continue to talk about it later. We have an analyst on the stock, but you can scan your QR code below to track the best and worst stocks with Yahoo's Trending Tickers page.