

Starbucks Struggles; Snap Headwinds; Super Micro Computer Scare
Apr 30, 2025
Starbucks faces stock downgrades and a decline in same-store sales, raising concerns among investors. Snap warns of significant headwinds affecting ad sales, leading to a drop in its stock price despite beating revenue estimates. Super Micro Computer reports disappointing preliminary results, with experts suggesting it's not indicative of a broader industry slowdown. Meanwhile, Norwegian Cruise Lines is seeing a softening in demand, breaking from the cruise industry's positive trends, yet hopes to meet its annual targets.
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Episode notes
Super Micro Sales Miss Insight
- Super Micro Computer's sales miss signals delayed customer purchases.
- This reflects cautious demand despite AI server enthusiasm, pushing shares down.
Snapchat's Ad Revenue Warning
- Snap beat revenue estimates but withheld forecast due to ad market headwinds.
- Advertisers are pulling back spending amid macroeconomic uncertainty, causing shares to drop.
Lisa's Starbucks Visit Experience
- Lisa shares her smooth Starbucks experience with minimal wait by walking in instead of using the drive-thru.
- The company is revamping stores to be more welcoming, bringing back doodling on cups to attract customers.