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[192.64.236.65]) by mx.google.com with ESMTPS id bv28-20020a0560001f1c00b0020ae0584756si7543408wrb.615.2022.05.08.04.27.23 for (version=TLS1_2 cipher=ECDHE-ECDSA-AES128-GCM-SHA256 bits=128/128); Sun, 08 May 2022 04:27:23 -0700 (PDT) Received-SPF: pass (google.com: domain of delivery_20220508072719.27640392.824813@bouncest.seekingalpha.com designates 192.64.236.65 as permitted sender) client-ip=192.64.236.65; Authentication-Results: mx.google.com; dkim=pass header.i=@seekingalpha.com header.s=sailthru header.b=KArvntN+; spf=pass (google.com: domain of delivery_20220508072719.27640392.824813@bouncest.seekingalpha.com designates 192.64.236.65 as permitted sender) smtp.mailfrom=delivery_20220508072719.27640392.824813@bouncest.seekingalpha.com; dmarc=pass (p=QUARANTINE sp=QUARANTINE dis=NONE) header.from=seekingalpha.com DKIM-Signature: v=1; a=rsa-sha256; c=relaxed; s=sailthru; d=seekingalpha.com; h=Date:From:Reply-To:To:Message-ID:Subject:MIME-Version:Content-Type: List-Unsubscribe; i=account@seekingalpha.com; bh=/3hNcxuDYHa3EIiAfaziH54Ah3Ngz/ObIVwoVuZjnPQ=; b=KArvntN+3ZfrgMcqk2cCCMJO8SqA3P9fqFOQrAxv6hUeS+SGuBrOq50st5F3GPAVZsbWg1jpfm+3 qScvFqEEx5zCjrbygebgW71NGaNIwjV8XvsIDrjflx+CS0C33E0wg1YXdKgvblQrJwvisWQe7YZH 2d0HXf7CiG9m5/RFrK0= Received: from nj2mta-15.sailthru.com (204.153.121.15) by pmta237-67.sailthru.com id heukhm2to8ch for ; Sun, 8 May 2022 07:27:20 -0400 (envelope-from ) Date: Sun, 8 May 2022 07:27:19 -0400 (EDT) From: Seeking Alpha Reply-To: wsbfeedback@seekingalpha.com To: sterlingwhg@gmail.com Message-ID: <20220508072719.27640392.824813@sailthru.com> Subject: Wall Street Breakfast: The Week Ahead MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_Part_58813453_1871125778.1652009239267" Precedence: bulk X-Feedback-ID: 9033:27640392:campaign:sailthru X-TM-ID: 20220508072719.27640392.824813 X-Info: Message sent by sailthru.com customer Seeking Alpha X-Info: We do not permit unsolicited commercial email X-Info: Please report abuse by forwarding complete headers to X-Info: abuse@sailthru.com X-Mailer: sailthru.com X-JMailer: nj1-newyonder.flt X-Unsubscribe-Web: https://email-st.seekingalpha.com/oc/60c1e5c4dba83e59149ff347ggfgo.hofh/5c5e239c List-Unsubscribe: , X-rpcampaign: stnjl27640392 X-Spam-Status: No, score=2.5 X-Spam-Score: 25 X-Spam-Bar: ++ X-Spam-Flag: NO ------=_Part_58813453_1871125778.1652009239267 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable
Economic reports in the week ahead - After a large downturn in the stock ma= rket, investors will be tested once again next week with Federal Reserve sp= eakers out on the circuit again and the latest consumer price report due to= drop to give inflation watchers more to chew on. The consumer price report= is expected to show a 0.2% month-over-month increase in CPI and decrease i= n the year-over-year inflation rate to 8.2% from 8.5%. Food and auto prices= are seen running extra hot, while some deceleration is seen with lodging p= rices, air fares, and transportation services pricing. The inflation report= arrives with the 10-year Treasury yield having just pushed through the 3% = threshold for the first time since late in 2018 and ending the week at 3.13= %. The earnings calendar features trips by 3D Systems (NYSE:DDD), Coinbase = Global (NASDAQ:COIN), and Disney (DIS) into the earnings confessional. In t= he electric vehicle sector, a major auto summit will include a talk by Tesl= a (TSLA) CEO Elon Musk and Rivian Automotive (NASDAQ:RIVN) will roll past t= he IPO lockup period for early investors.
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<= /a> Read in Browser
 

Welcome to the Sunday edition of Wall Street Breakfast,=20 which previews events for investors to watch during the upcoming week. If y= ou want to receive this a day earlier, follow Stocks to Watch and select the option to receive email notifications.

Outlook
Economic reports in the we= ek ahead
Afte= r a large downturn in the stock market, investors will be tested once again= next week with Federal Reserve speakers out on the circuit again and the l= atest consumer price report due to drop to give inflation watchers more to = chew on. The consumer price report is expected to show a 0.2% month-over-mo= nth increase in CPI and decrease in the year-over-year inflation rate to 8.= 2% from 8.5%. Food and auto prices are seen running extra hot, while some d= eceleration is seen with lodging prices, air fares, and transportation serv= ices pricing. The inflation report arrives with the 10-year Treasury yield = having just pushed through the 3% threshold for the first time since late i= n 2018 and ending the week at 3.13%. The earnings calendar features trips b= y 3D Systems (NYS= E:DDD), Coinbase Glo= bal (NASDAQ:COIN), and Disney (= DIS) into the earnings conf= essional. In the electric vehicle sector, a major auto summit will include = a talk by Tesla (TSLA) CEO Elon= Musk and Rivian Automotive (NASDAQ:RIVN) will roll past the IPO lockup period for early investors.
Earnings

Earnings sp= otlight: Monday, May 9=C2=A0- 3D Systems, Duke Energy (DUK), Lordstown Motors (RIDE), AMC Entertainment (AMC, Tyso= n Foods (TSN), Blue Apron (APRN), Coty (NYSE:COTY).

Earnings spotlight: Tuesday, May 1= 0=C2=A0- Occidental Petroleum (OXY), Coinbase Global (COIN), Hyatt Hotels (H), Electronic Arts (EA), Peloton Interactive (NASDAQ:PTON),

Earnings spotlight: Wednesday, May 11= =C2=A0- Disney, Rivian Automotive, Coupang (NYSE:CPNG), Wendy's (WEN), Yeti Holdings (YETI).

Earnings spotlight: Thursday, May= 12=C2=A0- Brookfield Asset Management (BAM), US Foods (USFD), Aurora Cannabis (NASDAQ:ACB), and Six Flags Entertainment (SIX).

= Earnings spotlig= ht: Friday, May 13=C2=A0- Honda Motor (HMC).
Featured
REITs to the rescue
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IPOs
IPO watch:=C2=A0The biggest wildc= ard in the IPO market in the week ahead is the lockup expiration for Rivian= Automotive (RIVN).= Close to 800M shares will be freed up to be sold by investors if they desi= re. That tally includes 100M shares of Rivian held by Ford (F) and 160M shares by Amazon (AMZN). The two companies own more than= 28% of Rivian together and the fair market value of the electric vehicle m= aker is reported quarterly as part of their total profit or loss. In some c= ases, stocks rolling off a big IPO lockup rally over the following week wit= h a major overhang removed. Other IPO lockup expirations of note cover cert= ain blocks of shares of Hertz Global (NASDAQ:HTZ), Expensify (), CI&T Inc (CINT), Thi= rd Coast (TCBX= = ), Society Pass (= SOPA), Weave (WE= AVN= ASDAQ:BLZE), Lulu=E2=80= =99s Fashion (NAS= DAQ:LVLU<= /a>), Vaxxinity (NASDAQ:VAXX), Winc (WBEV), Kidpik (PIK) and Tivic Health Systems (TIVC). Meanwhile, analyst quiet perio= ds expire on Excelerate Energy (EE), Applied Blockchain (APLD), and Genius Group (GNS).
Events

Corporate events:=C2=A0Western Digital Corp. (WDC) will host its 20= 22 Investor Day on May 9 during which execs plan to discuss the company=E2= =80=99s long-term strategy. On May 10, Dish Network Corporation (NASDAQ:DISH) will hold an an= alyst day event and Corvus Pharmaceuticals (CRVS) is set to hold a R&D Symposium. WestRo= ck Company (WRK) and Fastly (<= a href=3D'https://email-st.seekingalpha.com/click/27640392.824813/aHR0cHM6L= y9zZWVraW5nYWxwaGEuY29tL3N5bWJvbC9GU0xZP21haWxpbmdpZD0yNzY0MDM5MiZzZXJpYWw9= Mjc2NDAzOTIuODI0ODEzJnVzZXJpZD0zNTM4NDUxNSZzb3VyY2U9ZW1haWxfd3NiJm1lc3NhZ2V= pZD13YWxsX3N0cmVldF9icmVha2Zhc3QmdXRtX3NvdXJjZT1zZWVraW5nX2FscGhhJnV0bV9tZW= RpdW09ZW1haWwmbGN0Zz02MGMxZTVjNGRiYTgzZTU5MTQ5ZmYzNDc/60c1e5c4dba83e59149ff= 347B1b2e1822' title=3D'Fastly, Inc.'>FSLY) have investor day events sch= eduled for May 12. Read more about the events next week that could impact s= hares prices in=C2=A0Seeking Alpha's Catalyst Watch.

Conference schedule:=C2=A0The co= nference schedule is headlined by the Bank of America Global Healthcare Con= ference 2022including appearance by Recursion Pharmaceuticals (RXRX), Esperion Therapeuti= cs (ESPR), Adaptiv= e Biotechnologies Corporation (NASDAQ:ADPT), Inari Medical (NARI), and Basic Energy Services (OTC:BASX) to name = just a few. Other conferences of note include the Goldman Sachs Industrials= and Materials Conference, Oppenheimer's 7th Annual Emerging Growth Confere= nce, Citi=E2=80=99s 2022 Global Energy, Utilities, and Climate Technology C= onference, the Sidoti Virtual Micro Cap Conference, and the Goldman Sachs S= eventh Annual Leveraged Finance and Credit Conference.
Analysis

Spotlight on the electric vehicle sector:=C2=A0T= he rough ride for electric vehicle stocks in 2022 has not showed any signs = of easing, even with a few bright Q1 earnings report turned in over the las= t two weeks. The spotlight could move back to the long-term potential of el= ectrification with the FT Future of the Car Summit next week featuring Merc= edes-Benz (OTCP= K:DDAIF) Ola K=C3=A4llenius, Waymo (GOOG) Co-CEO Tekedra Mawakana, Tesla (TSLA) CEO Elon Musk, as well as appearances by the chiefs of Lu= cid Group (NASDAQ:LCID), = Aurora Innovation (AUR)= , and Polestar (GGPI). = TuSimple (NASDAQ:TSP)= also has an Investor Day event scheduled for next week in Tucson, Arizona = to talk up ita autonomous vehicle technology, as well as update on near-ter= m milestones and the path to commercialization. The EV events will take pla= ce with share prices across the sector in reverse with names like Arrival (= ARVL) -73% YTD, Cenntro Electric (CENN) -68%, Sono Gr= oup (SEV) -59%, Nio (NIO) -51%, Lordstown Motors (RIDE) -40%, Fisker (FSR) -37%, and Nikola (NKLA) -34% deep in the red. EV juggernaut Tesla trades about = 30% below its all-time high.

Peloton Interactive preview:=C2=A0Peloton In= teractive (PTON) wil= l report earnings on May 10 with analysts expecting revenue of $970M and EP= S of -$0.94 to be reported. UBS tips that the subscriber growth guide for F= Q4 will be a major focus when PTON reports with the consensus mark currentl= y at +30% Y/Y. Management's update on the new pricing strategy, customer ac= quisition costs, and the churn rates will also be key. Analyst Arpine Kocha= ryan said a big name like Apple (AAPL), Amazon (AMZN), or Nike (= NKE) acquiring PTON is interesting t= o consider, but called it an unlikely scenario even with the consumer data = angle intriguing.
M&A
M&A watch:=C2=A0The walk date= on the Sanderson Farms (NASDAQ:SAFM)= sale to Continental Grain and Cargill is on May 9. The go-shop period expi= res on May 12 for the Elliott and Brookfield deal to take Nielsen Holdings = (NLSN) public.
Outlook

Annual meetings of note:=C2=A0Under Armour (NYSE:UAA) holds its annual me= eting on May 11 just days after shares crumbled when the athletic apparel c= ompany disappointed with its earnings report. Kohl's (NYSE:KSS) also holds an annual meeting wi= th activists investors pushing for a board seat. On May 12, Southwest Gas H= oldings (SWX) hold= s its annual report with Carl Icahn still pushing to land as many as four s= eats on the board.

Stock splits:=C2=A0The 2-for-1 stock split on Canadian= Imperial Bank of Commerce (CM) becomes effective on May 13.
Stocks

Barron's mentions:=C2=A0The pu= blication convened a transportation roundtable to explore the outlook for a= utomakers and the technologies shaping the industry=E2=80=99s future. Tesla= (TSLA), Uber Technologies (UBER), and Grab Holdin= gs (GRAB) are the top= electrification picks of New Street Research's Pierre Ferragu, while Gamco= Investors' A. Carolina Jolly says underappreciated plays on the logistics = of housing and servicing vehicles are Genuine Parts (GPC), O'Reilly Automotive (ORLY), Monro (NASDAQ:MNRO), Universal Technical Institute (UTI), Copart (CPRT), and Snap-on (SNAP). Those stocks are also considered beneficiaries of= the push toward autonomous technology. General Motors (GM) was not totally ignored in all the foc= us on the automobile industry. GM is called a cheap stock that is not getti= ng credit for the strength of its core automotive business and is seen as w= ell positioned in electric vehicles and autonomous vehicle technology.

Sources:=C2=A0EDGAR, Bloomberg, CNBC, Reuters, Renaissance Capital=

Seeking Alpha=E2=80=99s Wall Street Breakfast Podcast
Seeking Alpha's Wall Street Breakfast podcast brings you all the news you n= eed to know for your market day. Released by 8:00 AM ET each morning, it is= a quick listen that you can put on as you get ready to start your working = day.
 
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