Market Overview - U.S. stock futures declined slightly after major indices posted gains for two consecutive days [1] - The Dow Jones, S&P 500, Nasdaq 100, and Russell 2000 showed minor declines in premarket trading [4] Economic Data - U.S. Final GDP for Q3 was reported at 4.4%, exceeding estimates of 4.3% [2] - The Personal Consumption Expenditures (PCE) price index increased by 2.8% year-over-year, aligning with estimates [2] - The 10-year Treasury bond yield was at 4.23%, while the two-year bond yield was at 3.60% [3] Stocks in Focus - **Capital One Financial Corp.**: Shares fell by 3.31% in pre-market trading after Q4 results missed analyst expectations [6] - **Revelation Biosciences Inc.**: Shares surged by 38.11% after announcing an agreement with the FDA for its drug Gemini [6] - **Intel Corp.**: Shares dropped over 12% due to a weak Q1 outlook that fell short of analyst estimates [6] - **CSX Corp.**: Shares increased by 2.99% despite missing consensus estimates on both revenue and earnings [6] Sector Performance - Energy, materials, consumer discretionary, and healthcare sectors led gains in the S&P 500 on Thursday [7] Analyst Insights - Bank of America's fund manager survey indicated institutional investors are the most bullish since 2021, with 38% expecting stronger global growth [9] - The Bull & Bear Indicator rose to 9.4, indicating high optimism among investors [10] Commodities and Crypto - Crude oil futures rose by 1.03% to approximately $59.97 per barrel [11] - Gold Spot price increased by 0.19% to around $4,918.76 per ounce [11] - Bitcoin traded 0.40% lower at $89,258.41 per coin [11]

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Skip to Main Content Industrials Post Positive Earnings. 3 Stocks Whose Charts Say 'Buy.' By Doug Busch Share Resize Reprints In this article DE XLI GNRC ULS Industrial earnings season is off to a promising start, with J.B. ...

Market Overview - U.S. stock futures declined nearly 1% following a drop in major benchmark indices, with banking and financial stocks experiencing significant losses due to concerns over bad loans and fraud allegations [1][2][8] - The Dow Jones index fell 0.65% to 45,952.24, while the S&P 500 rose 0.63% to 6,629.07, and the Nasdaq Composite decreased by 0.47% to 22,562.54 [9][10] Company Performance - CSX Corp. reported better-than-expected third-quarter results with revenue of $3.59 billion, surpassing analyst estimates of $3.58 billion, and adjusted earnings of 44 cents per share, exceeding the expected 43 cents [6] - Standard Lithium Ltd. saw a significant decline of 18.55% after announcing a $120 million underwritten public offering of common stock [6] - American Express Co. is expected to report earnings of $4.00 per share on revenue of $18.05 billion, with shares declining by 1.12% ahead of the earnings announcement [14] - Oracle Corp. shares fell 3.74% as the company projected cloud infrastructure revenue to reach $166 billion by fiscal 2030, below analyst expectations of $198.4 billion [14] Sector Insights - Financial, utilities, and energy sectors recorded the largest losses, while information technology stocks managed to finish higher [8] - Renewed U.S.-China trade tensions are impacting the stock market, with expectations of higher inflation and slower GDP growth in the near term, but a more positive economic outlook is anticipated beyond 2026 [11][12]

Core Insights - The Q3 earnings season is set to begin with nearly 80 companies reporting, including 35 S&P 500 members, with major banks leading the reports [1][9][12] - A positive trend in earnings estimate revisions has been observed since the start of Q3, contrasting with the previous two quarters [2][5] - For Q3 2025, earnings are expected to grow by +5.7% year-over-year, with revenues increasing by +6.1% [3][10] Earnings Estimates and Sector Performance - Q3 estimates have increased for 6 out of 16 Zacks sectors, notably in Tech, Finance, and Energy, while 10 sectors faced downward pressure, particularly Basic Materials and Consumer Staples [4][5] - The Finance sector is projected to see a +12.7% increase in earnings year-over-year, with revenues up by +6% [10] Key Company Reports - JPMorgan is expected to report earnings of $4.83 per share on revenues of $44.86 billion, reflecting year-over-year increases of +10.5% and +5.2% respectively [6][7] - Bank of America anticipates earnings of $0.94 per share on $27.1 billion in revenues, with year-over-year changes of +16.1% and +7% [8][12] Early Earnings Results - So far, 23 S&P 500 members have reported Q3 results, showing a +9.1% increase in earnings and +6.4% in revenues, with 78.3% beating EPS estimates [14][18]

Company Overview - CSX Corp. is a premier transportation company based in Jacksonville, Florida, providing rail, intermodal, and rail-to-truck transload services across various markets including energy, industrial, construction, agricultural, and consumer products [3] - The company has been integral to the economic expansion and industrial development of the United States for nearly 200 years, connecting major metropolitan areas in the eastern U.S. and linking over 240 short-line railroads and more than 70 ports [3] Upcoming Financial Results - CSX Corp. will release its first quarter financial and operating results after the market close on April 16, 2025 [1] - A conference call and live webcast will follow at 4:30 p.m. Eastern Time, hosted by the company's management team [1] Participation Details - Interested participants can join the teleconference by dialing 1-888-510-2008 (U.S.) or 1-646-960-0306 (international), with a passcode of 3368220 [2] - Participants are advised to dial in 10 minutes prior to the call, and a replay of the webcast will be available on the company's website after the earnings call [2]

Core Points - CSX Corp. will have its Executive Vice President and Chief Financial Officer, Sean Pelkey, speak at the 2025 JP Morgan Industrials Conference on March 11, 2025, at 7:30 a.m. Eastern time [1] - The address will be available for live streaming and will have a replay option on the company's investor relations website [2] Company Overview - CSX, headquartered in Jacksonville, Florida, is a leading transportation company providing rail, intermodal, and rail-to-truck transload services across various markets, including energy, industrial, construction, agricultural, and consumer products [3] - The company has been integral to the economic expansion and industrial development of the United States for nearly 200 years, connecting major metropolitan areas in the eastern U.S. and linking over 240 short-line railroads and more than 70 ports [3]