Treasury Secretary, Scott Bessent, expressed optimism about the ongoing rare earths deal between the U.S. and China, hinting at a potential resolution by Thanksgiving.
According to a Reuters report citing people familiar with the matter, Airbus is on course to win about 100 jet orders from the United Arab Emirates-based FlyDubai, which has until now bought from Boeing.
The most important market that is yet to show evidence of declining liquidity is the one that is being supported to the greatest extent by passive money flows: the US stock market as represented by the SPX.
I'm not sure the current 'tide' is finished going out, as they say, as we looked for in the mega-caps. However that's not to say the 'tide' doesn't move in 'waves', which means you can get rebounds even if low tide is in the future for those stocks.
Billionaire Peter Thiel has sold his entire stake in Nvidia Corporation (NASDAQ: NVDA) and significantly cut his holdings in Tesla Inc. (NASDAQ: TSLA) apparently amid growing apprehensions of a potential tech bubble.
2026 tax season will be different and it's wise to start adjusting now. Changes include no free Direct File, bigger standard deductions, and new charitable rules.
Entrepreneurs should prioritize building a sizable cash cushion, not flashy valuations or social media clout, says Kevin O'Leary. $5 million liquid is the benchmark for true personal freedom and financial security.
Hedge fund manager Eric Jackson has made an aggressive projection for mortgage finance company, Better Home & Finance Holding Co. (NASDAQ: BETR), predicting a multi-thousand-percent move based on its underlying economics and market opportunity.
A federal jury in California has ruled that Apple Inc. (NASDAQ: AAPL) must pay Masimo Corporation (NASDAQ: MASI) $634 million for infringing a patent related to blood-oxygen reading technology.
Eric Trump, co-founder of American Bitcoin Corp. (NASDAQ:ABTC), predicted two months ago that the fourth quarter would be "unbelivable" for the cryptocurre
Debate over value of college degrees reignited as Musk and Palihapitiya criticize high costs, weak earnings, and cultural prestige. Time to pursue skilled professions.
Iran's president warns of capital evacuation due to severe water crisis. Dams at half capacity, 2021 protests over water scarcity. Economy hit by sanctions and strikes.
ON24’s third quarter results were well received by the market, as the company exceeded Wall Street’s revenue and non-GAAP profit expectations. Management credited the outperformance to rising adoption of its AI-enabled products and a growing share of customers using multiple ON24 offerings. CEO Sharat Sharan highlighted that nearly one in five customers now pay for AI solutions, and the company saw a record high in average annual recurring revenue (ARR) per customer. While ON24 experienced softness in new growth bookings—particularly in the life sciences vertical—deal slippage was partially offset by strong customer win-backs and deeper product utilization across its enterprise base.
PubMatic’s third quarter results were met favorably by the market, as management attributed outperformance to rapid expansion in connected TV (CTV), the adoption of advanced artificial intelligence (AI) solutions, and the ongoing shift toward high-growth, diversified revenue streams. CEO Rajeev Goel highlighted that CTV revenue, excluding political advertising, grew over 50% year over year, driven by premium supply growth, new agency marketplaces, and increased participation from small and mid-market advertisers. The company’s efforts to leverage AI for yield optimization and operational efficiency were credited with supporting both top-line resilience and margin stabilization, despite broader declines in display advertising and pressure from a major demand-side platform (DSP).
monday.com's third quarter saw revenue and non-GAAP profitability surpass Wall Street expectations, but the market reacted negatively—shares dropped sharply following the results. Management attributed quarterly momentum to strong expansion among larger enterprise customers and accelerating adoption of new AI-powered products. However, CEO Roy Mann acknowledged that the transition toward targeting bigger accounts brought longer sales cycles and timing effects, which affected the magnitude of upside versus prior quarters. Co-CEO Eran Zinman highlighted that new product launches—particularly those leveraging AI—were well received by customers, while CFO Eliran Glazer pointed to improved operational efficiency and stable net revenue retention as supporting factors.
American Express Global Business Travel’s third quarter was marked by strong top-line growth but significant margin pressure, with the market reacting negatively to the results. Management attributed the revenue acceleration to the recent acquisition of CWT and ongoing momentum in the core business, citing higher transaction volumes, increased average ticket prices, and robust customer retention. CEO Paul Abbott highlighted the importance of the CWT deal, describing it as an “important milestone for growth and value creation,” while also noting the integration’s immediate impact on both revenue and operating expenses. Despite the revenue gains, adjusted operating margins declined notably year-over-year, as incremental costs from CWT and ongoing investments weighed on profitability.
Quest Resource’s third quarter was defined by meaningful sequential improvements, with management crediting internal operational changes and cost reductions for the company’s progress despite a difficult operating backdrop. CEO Perry Moss described the period as one of “strong sequential improvement in our financial performance,” underpinned by a revamped sales approach and disciplined cost management. The year-over-year revenue decline was primarily attributed to the divestiture of lower-margin mall-related business and continued softness in industrial customer volumes.
Organon's third quarter was marked by better-than-expected top-line and bottom-line results, which were well received by the market. Management attributed the quarter’s outperformance to strong execution in its biosimilars franchise, particularly Hadlima, and effective cost controls. However, headwinds persisted in the U.S. Women's Health segment, especially for Nexplanon, which faced policy-driven declines. Interim CEO Joseph Morrissey emphasized, "Our diverse product portfolio and footprint help us to generate meaningful revenue and deliver real value to patients and communities around the world."
Health Catalyst’s third quarter results were met with a positive market reaction as the company delivered revenue above Wall Street expectations despite flat year-over-year performance. Management attributed the quarter’s outcome to solid execution in the Technology segment, which saw continued demand for its applications, and progress in improving gross margins through cost controls and operational changes. CEO Dan Burton highlighted that new client additions and successful client case studies, such as Temple University Health System’s $7.5 million in savings, underscored the real-world impact of its solutions. Management also noted ongoing efforts to optimize the business through restructuring less profitable service contracts and a disciplined approach to capital allocation.
Commercial Vehicle Group’s third quarter results reflected continued softness in key end markets, notably North American Class 8 trucks, which management said led to lower sales across its Global Seating and Trim Systems. CEO James Ray cited “very challenging market environment” as the company’s operational efficiency improvements partially offset volume weakness. Ray specifically highlighted that “the continued improvement in profitability was again driven by the operational efficiency improvement initiatives,” even as the company navigated declining revenues and persistent macroeconomic uncertainty.
Enviri’s third quarter results saw a positive market reaction, despite a flat topline and a notable miss on adjusted profitability metrics. Management attributed the quarter’s mixed performance to continued strength in the Clean Earth business, which delivered margin expansion and healthy volume growth in hazardous waste, while Harsco Environmental and Rail segments faced operating headwinds. CEO F. Nicholas Grasberger highlighted that Clean Earth’s execution remains high, even amid distractions stemming from the ongoing strategic review and potential divestiture, and cited “healthy volume growth as a result” of new commercial strategies. The company also pointed to ongoing challenges in Rail due to subdued demand and project timing, which weighed on overall results.
Lincoln Educational delivered third quarter results that exceeded Wall Street expectations, prompting a significant positive reaction from the market. Management credited the outperformance to higher student enrollment, robust demand for skilled trade programs, and operational efficiencies achieved through its hybrid teaching platform. CEO Scott Shaw pointed to growth from new and expanded campuses, such as East Point, Nashville, Levittown, and Houston, as critical contributors. He stated, “Our growth has accelerated due to the nation’s increased interest in skilled trade careers and through our successful development of greenfield campuses and the expansion of successful programs to existing campuses.”
Perma-Fix’s third quarter results were well received by the market, with management attributing the positive outcome to strong revenue growth in the Treatment segment and operational improvements across facilities. CEO Mark Duff highlighted that higher waste volumes and a shift to more favorable project mix contributed to gross margin expansion, supported by automation and plant optimization initiatives. The company also benefited from increased throughput at its plants, as well as steady international waste shipments, which together helped more than double gross profit compared to the prior year. Duff noted, “These results demonstrate consistent progress in margin expansion, backlog growth and positioning Perma-Fix for long-term sustainable growth.”
EVgo’s third quarter results reflected strong network expansion and operational discipline, with management highlighting improved stall deployment and steady revenue growth across all business categories. CEO Badar Khan credited the company’s consistent outperformance in revenue compared to electric vehicle adoption rates to targeted site selection and higher network utilization. Khan noted, “We continue to see improvement in adjusted EBITDA and are in a very strong liquidity position.” Furthermore, enhanced network effects from a growing customer base and continued progress in cost efficiencies contributed to the quarter’s performance.
Rocket Lab's third quarter results drew a significant positive market response, with management attributing the outperformance to strong momentum across both its launch services and space systems segments. CEO Peter Beck emphasized record Electron launch bookings, including a surge in international contracts, and highlighted the space systems group’s successful delivery of key missions and manufacturing contracts. CFO Adam Spice pointed out that sequential revenue growth was primarily led by satellite manufacturing, which provided diversification amid variable launch activity.
Red Robin’s third quarter results reflected both ongoing challenges and early progress from its new "First Choice" plan. Management credited sequential improvements in guest traffic to the Big Yummm burger promotion, enhanced off-premise sales, and operational efficiencies, particularly in labor. CEO David Pace cited a “90 basis point improvement year-over-year in restaurant level operating profit,” attributing these gains to process changes and technology adoption that maintained guest satisfaction while improving efficiency. Despite a year-over-year sales decline, cost management and targeted promotions supported profitability.
Tyson Foods’ third quarter results drew a positive market reaction, reflecting investor optimism despite sales missing Wall Street estimates. Management attributed the quarter’s performance to operational improvements and momentum in its Chicken and Prepared Foods businesses, alongside disciplined cost management. CEO Donnie King highlighted that the Chicken segment benefitted from “higher volumes, better operational execution and lower feed costs,” while Prepared Foods captured market share through innovation and targeted marketing. The company acknowledged ongoing challenges in the Beef segment due to tight cattle supplies and higher input costs, but emphasized its diversified protein portfolio and focus on efficiency as key to navigating these headwinds.
Dole’s third quarter was met with a positive market reaction, as the company exceeded Wall Street’s revenue expectations despite ongoing cost challenges in its Fresh Fruit segment. Management credited robust performance from its diversified produce operations in Europe and the Americas, as well as the successful launch of new products like the Colada Royale pineapple. CEO Rory Byrne highlighted the benefits of operational investments, especially in European logistics and distribution, noting, “Our diversified fresh produce segments have delivered excellent results, offsetting the anticipated short-term headwinds in our Fresh Foods segment.”
iHeartMedia's third quarter results were marked by a mixed performance, as revenue modestly exceeded analyst expectations but profitability fell short, leading to a significant decline in the company’s share price. Management attributed the quarter’s results to continued strength in the Digital Audio Group, particularly podcasting and non-podcast digital sales, offset by declines in the Multiplatform Group, which includes broadcast radio and events. CEO Robert Pittman described the company’s challenge as one of monetization rather than audience, emphasizing, “We have more broadcast radio listeners today than we had ten years ago and even twenty years ago. Our challenge is one of monetization.”
Getty Images’ third quarter results aligned with Wall Street’s revenue expectations, with management attributing performance to ongoing strength in its subscription business and a recovery in Creative segment revenue following a year dominated by major editorial events. CEO Craig Peters noted that “Creative was aided by normalization of premium access revenue allocations,” as consumption returned to pre-event patterns post-Olympics. CFO Jennifer Leyden highlighted persistent agency declines and continued softness in the broadcast and production subsegments, which have yet to rebound following industry-wide strikes.
Bark’s third quarter saw a significant negative reaction from the market, driven by ongoing revenue declines and weaker-than-expected profitability. Management cited continued progress in diversifying revenue streams, particularly through growth in the Commerce segment and the BARK Air business. CEO Matt Meeker highlighted that the company’s strategy of shifting marketing spend to more efficient channels and focusing on higher-value subscribers contributed to improved customer acquisition costs and retention. Despite these operational improvements, external pressures such as tariffs and changes at the U.S. Postal Service weighed on gross margins, prompting Bark to maintain a cautious stance on near-term growth.
