so hard to understand for their large distribute pepsico which owns a stake in this long story shorttock in the first quarter of last year that didn't repeat this year they plan to keep its inventory tighter this year. that's not great news especially since we don't know how long it will last but it's a legitimate explanation for the revenue shortfall and crucially it's got nothing to do with demand which is what i care about once the analysts updated their forecast to account for pepsico's planned inventory changes i bet celsius will be just fine going forward because other than that one issue business is real good. although selesus doesn't give much in the way offormal guidance management reiterate a previously stated goal of getting their four-year gross margins to the high 40s. perhaps that was disappointment because their first quarter gross margin was in the low 50s. but the ceo noted there's a conservative approach to forecasting the remainder of the year thanks to the possibility of rising costs i get that plus there were plenty of positives here celsius continues to take mar

between these two in the carbonated aisle, pepsico could be hurt. they have got the small form factor been selling very well. the other slowdown stocks -- there's something to be noticed today. if you have a theme that can outrun you to new leadership, then we know one. these data servers are being put up everywhere. we are seeing to practically every day. last week we got this from one of my favorite companies. their business is going nonstop and that also ignited a competitor. amazon stayed still. apple has been good, too. they can be good on a rolling. we got a weaker outlook than expected. so the stock is down a lot but i am not sure it is going to stay down. audley, one other group is playing on the razor's edge. it is the banks. they have fewer credit problems at the banks go down. as you know from upstart and affirm, these two stocks got obliterated today. then j.p. morgan pulled into percent. when in doubt, i say stick with what has worked in the past, not necessarily what is working at the very moment. but the bottom-line -- at the end of t

and the influence of the cfo from pepsico that leads what casinos, the chinese would put up good numbers. but they seem to be willing to travel locally. also this is a new one. and i do not think that they got the numbers right out of the chute. those are good comparisons. and i anxiously await a very positive story in my humble opinion for reddit. now, wednesday. wednesday we hear from uber. and i wonder what they could be seeing some impact from lyft. and possible sign that uber is becoming too expensive to use. i worry about these things. i keep thinking of the negative report from door dash this week . it might be a bit is similar to uber. in some optimal traffic numbers. when it comes to cars were also fascinated with elon musk. and tesla. maybe we should sober up and listen to toyota. because it is been come increasingly clear the sweet spot is not easy. it is not really matter. but it is hybrid. hybrid vehicles. toyota has long been a leader. they put up great numbers. like what we use to expect. but it is going to be hybrid. after the close i really like these holdings. we could

the sale had included 20 my dollar impact from the pack su: system holding -- pepsico impact holdingess inventory. overall it doesn't seem like they are concerned with the moves. katie: you take a look at celsius shares and i swear i checked it five times and they are 5400% over the past five years. if you held onto celsius you are still doing good. it seems like this is a case of high expectations with palantir. emily: the bar is high. like your prior guest was saying, for earnings these companies seem to be beating expectations and the stock is falling. for palantir, they upped their forecast slightly higher to a range of $2.68 billion to $2.69 billion in that beat estimates. they raise the outlook for adjusted operating income and posted a massive quarterly net income growth, $106 million versus $17 million a year ago. a lot of growth for this kind of a i play but the stock down 13%. katie: you would not know it by looking at shares this morning, but the bar was high. thank you so much. coming up, vivid reporting an 18% revenue jump in the first quarter. we will speak to stanley c

pepsico is in the lead here.of the electric-powered class semi trucks for its fleet. tesla also says production will eventually be on track to crank out 50,000 of these semi if trucks a year. >>> weight loss drugs are the magic potion lately that have been powering gains in the pharma companies manufacturing them, but bayer is working on a promising therapy that may very well be the next blockbuster and, hold up, it's not a glp-1 drug. the ceo is up next on why if this particular drug is approved, it could be a revenue driver for the future. we'll be back in a hot flash. ♪ there are your hints. round hill investment launching its glp-1 and weight loss etf on the ticker ozem, nasdaq hitting an all-time high, but round hill is just about flat to slightly lore at the moment. stay tuned, we're coming right back. ♪ ♪ car, this isn't the way home. that's right james, it isn't. car, where are we going? we're here. (♪) surprise!!! the future isn't scary. not investing in it is. car, were you in on this? nothing gets by y

>> i don't think he recognized that this was not pepsico. it was not frito-lay. they never had any.he stock you want to be aware of is valero. they're a refiner. after having a halcyon moment, no, they're getting squeezed. take province. kaching, kaching. >> are you ready for a new string of highs in equities? >> until may 22nd when everybody's just keying for nvidia. and now they're blaming jensen for making more money. is that ridiculous? people are saying that jensen's making too much money. i mean, versus musk? and by the way, musk deserves every penny. >> yeah, we can -- we'll start talking more about the tesla vote for both the compensation plan and the reincorporation in texas as it gets closer. june 13th. it's less than a month away now, but back to jensen. i mean, he's created a little bit of value along the way, i would think. >> i would say so. he certainly -- it's not like he changed his sartorial impulse. >> no, his immediate ceo is getting paid 40 million bucks now. look at that stock. how can anybody argue? that said, he's a huge beneficiary of it as well, and he's wo

hugh, we all know from pepsico, was just a very solid operator, so it would be terrific if he did theame thing he used to do, which is let people know exactly how the quarter was configured after it's reported. i hope he does that again. the banks seem to be playing catch-up. >> david, jim mentions disney, and in fact, deutsche goes to 130. al allen gould thinks that streaming losses are ahead of guidance and they say iger gave a master class in how to beat an activist. >> well, i'm not going to disagree in terms of some of that. jim might. listen, it is still very much a focus on disney plus, on direct to consumer, on the efforts to get that to profitability and, of course, to bring it to a margin level eventually that is at least within spitting distance of netflix. that's the hope. and how quickly they get there is going to be a key here, and if they show real progress this quarter, even perhaps as much as a break-even quarter, that would certainly be seen as a real positive, i think, jim. there are any number of other issues that you're still always going to be talking about. espn