CONSUMER DISC (XLY)

For 2025, Chipotle expects full year comparable restaurant sales growth in the low to mid-single digits

HSBC says that the company is returning to growth and that consensus estimates are “low enough” for Aptiv to start delivering positive surprises.

According to a Barron’s report, about 15% of the parts in a Model Y sold in the U.S. come from Mexico.

Last week was certainly memorable, and it looks like this week is off to a similar start.

Sentiment on Stocktwits, where Tesla has nearly a million followers, improved to ‘neutral’ Friday afternoon from ‘extremely bearish’ a day ago.

Stocks posted slight gains for the week as investors shrugged off concerns over China's DeepSeek open-source API and the latest reading on inflation

The slide comes amid regulatory uncertainty over former President Donald Trump’s proposal to impose tariffs next month of up to 25% on auto imports from Mexico and Canada.

Earnings per share stood at $3.00 compared to $2.61 quoted by analysts

CEO Elon Musk touted FSD as the “largest value increase in human history” and projected Tesla would be producing “hundreds of millions” of Optimus humanoid robots annually within a few years.

The casino operator posted revenues of $2.90 billion, beating estimates of $2.85 billion.

U.S. same-store sales fell 4% due to decline in comparable transactions.

Sentiment on Stocktwits turned ‘extremely bullish’ from ‘bearish’ a week ago.

In a CNBC interview, Barra revealed that she had a "long" and "productive" discussion with President Donald Trump, who plans to slap a 25% tariff on imports from Mexico and Canada from next month.

Sentiment on Stocktwits turned ‘neutral’ from ‘bullish’ a week ago

Tech stocks attempted a rebound after Monday's devastating crash triggered by DeepSeek, as investors show interest in dip-buying the hardest-hit names.

The company's recent moves, including a multibillion-dollar EV supply chain deal with a Norwegian firm and strategic pivots in China, have boosted investor sentiment.

Over the weekend, the Tesla CEO virtually addressed a rally for Germany’s far-right party, making controversial remarks about moving beyond Germany’s Nazi history.

Wall Street analysts expect the company to report earnings per share of $0.67 on revenues of $9.33 billion.

Despite a dip in consumer sentiment, the XLY ETF maintains its uptrend ahead of earnings announcements from its two largest holdings, Tesla and Amazon.