Growth Bets Drive Market Pulse Ahead of Earnings

24/7 Market News
Thursday, September 25, 2025 at 1:08pm UTC

DENVER, Colo., Sep 25, 2025 (247marketnews.com)- VENU (NYSE:VENU) is fueled by a Younger Associates report projecting $17.6 billion in economic impact and 4,700 jobs over 20 years from venues like Sunset McKinney ($5.9B, 1,463 jobs) and El Paso ($5.4B, 2,100 jobs). Every project transforms “not just local economies, but entire regions,” said CEO J.W. Roth. With a $5 billion pipeline targeting 40 venues by 2030, VENU’s Ford Amphitheater hosted 100,000+ fans in 2024, earning a 2024 Pollstar nod.

Evaxion Biotech (NASDAQ:EVAX) is soaring after out-licensing EVX-B3 to MSD/Merck (NYSE:MRK) for $7.5 million, extending cash runway to H1 2027. “This has significant financial value for us, but equally important is the massive validation of our AI-Immunology platform by MSD,” said CSO Birgitte Rønø, with up to $592 million in milestones possible. MSD’s EVX-B2 option (gonorrhea vaccine) extends to H1 2026, eyeing another $592 million in a $200 billion vaccine market. A 2:30 p.m. CT webcast today details next steps.

Tesla (NASDAQ:TSLA) is revving for a seventh-month rally, after Piper Sandler hiked its target to $500 from $400, on Tuesday, keeping Overweight on “unmatched AI and autonomy progress.” With 45% YTD gains and $1.8 trillion market cap, TSLA eyes Q3 deliveries (October 2), projecting 460,000 units despite tariff headwinds in a $1.2 trillion EV market (15% CAGR).

Accenture (NYSE:ACN) is reporting Q4 earnings today, expected at $2.75 EPS on $17.2 billion revenue (consensus). Q3’s 3% YoY growth to $16.5 billion and “accelerated AI bookings” per CEO Julie Sweet fuel optimism in a $500 billion IT services sector. Buybacks ($4 billion YTD) and a 1.5% dividend yield support stability.

Costco (NASDAQ:COST) is reporting earnings after today’s close, with consensus eyeing $5.08 EPS on $82 billion Q4 sales. August’s 7% same-store growth and 92% membership renewal rate signal strength in a $1.5 trillion retail market. “Our focus on value drives loyalty,” management noted, with analysts projecting 8% upside to $1,000.

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