Beauty, AI, and the Guidance Divide

Beauty Beats, Servers Stumble: Ulta Jumps While HPE Drops on GuidanceUlta pops, HPE drops, UiPath explodes higher – earnings are still very much in charge of this market. In this episode we break down who is winning, who is losing, and where the next trades might be as investors digest guidance and AI demand signals coming out of Ulta Beauty, Hewlett Packard Enterprise, and UiPath. Winners -Beauty retail – Ulta’s beat and guidance boostUlta’s strong earnings and raised outlook signal that cosmetics and skincare remain a “must have” spend even in a tougher consumer environment. That strength can spill over to other beauty-focused names.Names to watch:Ulta Beauty – $ULTAe.l.f. Beauty – $ELFAI automation software – UiPath lights up the tapeUiPath’s surge on better than expected growth and upbeat AI commentary tells traders that automation tools that clearly save time and money are still getting budget. That supports the broader workflow automation theme.Names to watch:UiPath – $PATHServiceNow – $NOWCloud and hyperscale platforms – beneficiaries of automation demandIf enterprises are doubling down on AI driven automation, they still need scalable cloud and compute in the background. That keeps the big cloud platforms firmly in the winner’s camp whenever AI software prints strong numbers.Names to watch:Microsoft – $MSFTAmazon – $AMZNLosers -Legacy enterprise hardware – guidance overhangHewlett Packard Enterprise’s weak guidance and talk of lumpy server demand remind the market that old school hardware can struggle when budgets are tight and workloads move to the cloud.Names to watch:Hewlett Packard Enterprise – $HPEDell Technologies – $DELLTraditional IT and consulting – slower projects riskWhen boards are picky about spend, they tend to prioritise high ROI automation tools over large, slower service projects. That can leave some classic IT services players fighting harder for new work.Names to watch:Accenture – $ACNIBM – $IBMBroadline department stores – wallet share shiftUlta’s strength suggests shoppers are still happy to treat themselves in beauty while cutting back elsewhere. That raises the risk that general department stores see ongoing pressure as spend tilts to specialist retailers.Names to watch:Macy’s – $MKohl’s – $KSS#StockMarket #Trading #Investing #DayTrading #SwingTrading #Earnings #ULTA #HPE #UiPath #TechStocks #RetailStocks #AIAutomation #OptionsTrading #MarketUpdate

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