$JEF 0.47 Noisy

Notable posts

• @wallstengine neutral 59 eng

  Today's Key Events (All EST) — 06/24/2026 07:00: US MBA Mortgage Applications 10:00: US New Home Sales 13:00: US 5-Year Note Auction Before Open 👇 07:30: Daktronics $DAKT 07:50: MoneyHero $MNY 08:00: LiveOne $LVO 08:00: NovaGold Resources $NG 08:00: PodcastOne $PODC 08:30: Paychex $PAYX After Hours 👇 16:00: Micron Technology $MU 16:05: H.B. Fuller $FUL 16:05: MillerKnoll $MLKN 16:15: Jefferies Financial Group $JEF 16:15: Worthington Steel $WS 16:15: Culp $CULP 16:30: Methode Electronics $MEI 17:00: Trip .com Group $TCOM

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• @faststocknewss neutral 24 eng

  BERKSHIRE NEARLY DOUBLES ALPHABET STAKE, NOW ITS THIRD-LARGEST HOLDING Alphabet Class A $GOOGL rose 45% to $28.16B and Class C $GOOG jumped 658% to $9.61B, a combined $37.76B stake that now ranks third in the portfolio, ahead of Coca-Cola. All holdings: - Apple $AAPL: $65.95B - American Express $AXP: $51.28B - Coca-Cola $KO: $32.51B - Bank of America $BAC: $27.54B, shares -6% - Chevron $CVX: $13.99B - Occidental Petroleum $OXY: $12.87B - Chubb $CB: $11.67B - Moody's $MCO: $11.17B - Kraft Heinz $KHC: $7.69B - DaVita $DVA: $6.43B, shares -4% - Delta Air Lines $DAL: $5.37B, shares +44% - SiriusXM $SIRI: $3.69B - VeriSign $VRSN: $2.26B - Kroger $KR: $2.17B, shares -22% - Ally Financial $ALLY: $1.24B, shares -7% - Lennar $LEN: $1.19B, shares +30% - Liberty Live Series C $LLYVK: $1.12B - New York Times $NYT: $1.10B, shares +4% - Capital One $COF: $601.9M, shares -58% - Liberty Live Series A $LLYVA: $504.9M - Louisiana-Pacific $LPX: $445.6M - Nucor $NUE: $413.8M, shares -52% - Macy's $M: $173.0M, shares +142% - NVR $NVR: $75.7M - Jefferies $JEF: $21.7M - D.R. Horton $DHI: $580K, new Exited: Constellation Brands $STZ, $94.9M. Homebuilder exposure grew across the board: Lennar Class A up 30%, Class B up 25%, and a new D.R. Horton position of 3,564 shares.

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• @faststocknewss neutral 20 eng

  SEPTEMBER EARNINGS AND DATA CALENDAR Sep 2: Broadcom $AVGO, Snowflake $SNOW, Hewlett Packard Enterprise $HPE, NetApp $NTAP Sep 3: Ciena $CIEN, Zscaler $ZS, Lululemon $LULU, Samsara $IOT Sep 4: nonfarm payrolls and unemployment rate Sep 8: GameStop $GME, Casey's General Stores $CASY Sep 9: Chewy $CHWY, AeroVironment $AVAV Sep 10: Oracle $ORCL, Adobe $ADBE, Copart $CPRT, core PPI Sep 11: Kroger $KR, core CPI Sep 16: Manchester United $MANU, FOMC decision Sep 17: Lennar $LEN, FactSet $FDS Sep 22: AutoZone $AZO Sep 23: Cintas $CTAS, General Mills $GIS Sep 24: Costco $COST, Jabil $JBL Sep 28: Carnival $CCL, Jefferies $JEF Sep 29: Paychex $PAYX, CarMax $KMX Sep 30: Micron $MU, core PCE Shoutout to our partners at @VanquishTrader for the calendar

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• @faststocknewss neutral 11 eng

  JEFFERIES $JEF Q2 REVENUE $2.21B MISSES, EPS $1.02 MISSES - Revenue: $2.21B vs $2.3B est, miss - EPS per voting common share: $1.02 vs $1.16 est, miss - Investment banking net revenue: $1.21B - Quarterly cash dividend: $0.40 - Increased share buyback authorization to a total of $250M

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