Boyd Gaming Corporation（BYD）資訊與事件BYDBoyd Gaming Corporation

Nasdaq Composite Falls 2.6% This Week

Nasdaq Composite has erased all of this week's gains amid renewed heavy selling in the tech space as the index fell by 2.6% - the biggest decline in months.  Market rotation away from the AI trade following earnings from Metaand Teslaovernight also punished the S&P 500 by over 1%, with the Tech sector by far the biggest loser.   Communication and semiconductor equipment stocks traded especially weak.  Defensively-oriented Consumer Staples and higher-yielding Utilities outperformed amid the shift in sentiment from AI-buildout driven economic strength to greater uncertainty.The AI wobble was also acutely felt in fixed income markets, with the yield on the 10-year US Treasury note falling 20 basis points to a one-month low of 4.95%.  Fed fund futures now assign a 93% chance that the Fed will leave rates on hold next week versus 85% overnight.   Fixed income markets have also repriced the probability of no further Fed tightening this year to 20% from 10% yesterday.In the opening hour of the evening session, Nasdaq 100 futures are down another 0.3% while S&P e-Minis are trading flat.  Western Digital, a key tech name reporting results after hours, reversed its post-earnings gains despite beating estimates as the management warned about higher input costs and growing capex during the earnings call.  Elsewhere,  the consumer cyclical sector saw a disappointing update out of Deckers, where a Q2 revenue miss and below-consensus Q3 guidance weighted the stock down by over 7%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -RingCentralup 14.5%Robert Halfup 10.7%JAKKS Pacificup 2.6%Omnicom Groupup 2.4%DOWN AFTER EARNINGS -Deckers Outdoordown 7.0%Bloom Energydown 6.1%Western Digitaldown 5.3%Comfort Systems USAdown 5.3%Kilroy Realtydown 4.9%SS&C Technologiesdown 4.8%MaxLineardown 4.7%SLM Corporationdown 3.4%Boyd Gamingdown 2.6%VeriSigndown 2.4%

Company Reports Q3 Revenue of $990.5M, Below Expectations

Reports Q3 revenue $990.5M, consensus $1B. CEO Keith Smith said, "Our Q3 performance continued to highlight the benefits of our diversified business model, the ongoing strength of our core customer and the appeal of our property investments nationwide. During the quarter, our results reflected continued growth in our Midwest & South segment, increased play from southern Nevada residents, and strong gains in both our Online and Managed operations. And while quarterly results were impacted by increased softness in destination business to Las Vegas, primarily affecting our Orleans property, we are encouraged by the continued strength of the remainder of our Las Vegas Locals portfolio and the performance of our Midwest & South segment. Finally, we maintained our balanced approach to capital allocation during Q3, investing in growth across our portfolio while returning nearly $180M to our shareholders through share repurchases and dividends. With our robust free cash flow, strong balance sheet and efficient operating model, our company is well-positioned to continue creating long-term value for our shareholders."

McKesson and CD&R Agree to Acquire Option Care Health for $32.05 per Share

Stocks advanced for a second day in a row amid a Treasury yield retreat, though oil prices flipped from lower to higher. The market's broader gains were bolstered by a number of chip names - including Marvell, Nvidia, and Broadcom - as traders take advantage of renewed optimism in artificial intelligence.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:McKessonand CD&R agreed to acquire Option Care Healthfor $32.05 per shareConstellation Energyand Googleannounced a long-term clean energy collaborationUberagreed to acquire ezCater in a $2.3B all-cash transactionParamount Skydancehas completed its takeover of Warner Bros. Discovery, with the combined entity now named SkydanceAMDintends to increase its chip supply in 2027 to meet growing demand, Reuters reports2. WALL STREET CALLS:Nikedowngraded to Sell at BerenbergCleveland-Cliffsupgraded to Overweight at Wells FargoVertivinitiated with a Sell at GLJ ResearchDeutsche Bank upgraded Penn Entertainmentand Boyd Gamingto BuyBarclays started Intelliaat Underweight on expected commercial headwinds3. AROUND THE WEB:McDonald'sambitious plan to revamp its restaurants and menu is getting pushback among U.S. franchisees facing costly upgrades, Bloomberg reportsSeagateand Toshiba are vying for TDK's magnetic-heads business for hard-disk drives, Bloomberg saysExxon Mobilis eyeing offshore projects off the coast of Trinidad and Tobago, FT reportsNvidiais edging closer to becoming the first company with a $6T market capitalization, Bloomberg reportsAriel Investments, which has a 5.4% stake in Mattel, said it believes the company's shares remain significantly undervalued with its current structure as a public company, WSJ says4. MOVERS:Xanadu Quantumgained in New York after entering a strategic multi-year partnership with GlobalFoundriesSecuritizeincreased after announcing a strategic partnership with LG CNS to advance the development of tokenized assets and digital asset infrastructure in South KoreaCortevawas higher after JPMorgan upgraded the stock to OverweightArriVentfell after announcing its Phase 3 firmonertinib trial did not meet its primary endpointSpyre Therapeuticswas lower after announcing a 4.12M share offering5. EARNINGS/GUIDANCE:RPMreported Q1 results and provided guidance for Q2 and FY27Apogee Enterprisesreported Q2 results and raised its outlook for FY27, with CEO Don Nolan noting results "exceeded our expectations"Zscalerbacked its outlook for Q1 and FY27Blaizeprovided guidance for Q3 and cut its outlook for FY26Lamb Westonreported Q1 results and increased its guidance for FY27, with CEO Mike Smith calling it a "solid start to the year"INDEXES:The Dow rose 253.38, or 0.49%, to 51,521.28, the Nasdaq gained 122.48, or 0.45%, to 27,599.79, and the S&P 500 advanced 44.98, or 0.58%, to 7,818.93.