152270698 : coming early for Christmas

Lucas Cheah : $FedEx (FDX.US)$  earnings prospects remain strong due to improvements in cost optimization and operational efficiency. The company has focused on streamlining its networks and lowering expenses as part of its DRIVE program. Additionally, growth in e-commerce shipments and international trade recovery post-pandemic provides tailwinds. For example, its Express segment saw improved margins, while Ground shipping remains a steady revenue driver. However, economic uncertainty and fuel costs could pose challenges.
$Micron Technology (MU.US)$  earnings prospects look promising, driven by increasing demand for memory and storage solutions in AI, data centers, and automotive markets. The ongoing adoption of DDR5 memory and high-bandwidth DRAM solutions positions Micron well as tech giants, like Nvidia, push AI infrastructure. For example, demand for HPC systems and cloud-based storage has been robust. Still, Micron must navigate through pricing pressures and cyclical downturns in the semiconductor sector.
$BlackBerry (BB.US)$  earnings potential hinges on its shift toward software and cybersecurity services, particularly its QNX operating system for automotive and IoT sectors. Growing partnerships with automakers for connected vehicles, as seen with Volkswagen and BMW, highlight future growth opportunities. Its cybersecurity division is also gaining traction amid rising demand for endpoint protection solutions. However, BlackBerry remains challenged by intense competition and slower revenue recovery.