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Mondelez Tempers Outlook as Costs Rise
WSJ· 2025-10-28 20:59
The Chicago company now expects revenue to rise 4% on an organic basis for the year, rather than 5%, due to record-high cocoa prices and rising transportation costs. ...
Nvidia CEO Praises Trump in MAGA-Themed Speech Ahead of Trade Talks
WSJ· 2025-10-28 20:50
Core Insights - The company is facing challenges regarding access to the Chinese market, which is critical for its operations [1] - Jensen Huang, the CEO, has publicly expressed support for the administration's agenda in light of these challenges [1] Company Position - The company is navigating potential risks associated with its market presence in China, indicating a strategic focus on aligning with governmental policies [1] Industry Context - The situation reflects broader industry concerns regarding geopolitical tensions and their impact on market access, particularly in China [1]
PPG Cuts Full-Year Earnings Outlook on Soft Demand
WSJ· 2025-10-28 20:48
Core Viewpoint - The Pittsburgh paint and coatings company projects full-year earnings between $7.60 and $7.70 per share, anticipating customer inventory management in automotive refinish coatings towards the end of the year [1] Summary by Relevant Categories Earnings Outlook - The company expects full-year earnings to be in the range of $7.60 to $7.70 per share [1] Market Dynamics - There is an expectation of customer inventory management specifically in the automotive refinish coatings segment as the year concludes [1]
Cheesecake Factory Third-Quarter Profit Up, Comparable-Sales Edge Higher at Namesake Brand
WSJ· 2025-10-28 20:39
Core Insights - The chain reported a profit of $31.9 million amid a softer operating environment for the restaurant industry [1] Company Performance - The reported profit of $31.9 million indicates the company's ability to maintain profitability despite challenges [1] Industry Context - The operating environment for the restaurant industry is described as softer, suggesting potential headwinds affecting overall performance [1]
Visa Sales Jump as Consumers Keep Spending
WSJ· 2025-10-28 20:30
Visa's revenue climbed in its fiscal fourth quarter as healthy consumer spending drove payments volumes higher. ...
Booking Third-Quarter Profit, Sales Rise as Travel Demand Stabilizes
WSJ· 2025-10-28 20:29
The online travel agency reported a profit of $2.75 billion, or $84.41 a share, thanks to steady travel demand trends. ...
EA's Sales, Profit Drop After Lapping College-Football Launch
WSJ· 2025-10-28 20:21
Core Insights - The company reported a profit of $137 million, translating to earnings of 54 cents per share, for the quarter ending in September [1] Financial Performance - Profit for the quarter was $137 million [1] - Earnings per share stood at 54 cents [1]
Embattled ​Tylenol Maker Kenvue Hires New Marketing Chief
WSJ· 2025-10-28 19:23
The company plans to name snack food executive Jon Halvorson as it faces a crisis over concerns of links between Tylenol and autism. ...
Eli Lilly Partners With Nvidia to Build AI Supercomputer for Drug Discovery
WSJ· 2025-10-28 18:30
Core Insights - The drugmaker aims to utilize a supercomputer powered by Nvidia chips to enhance its drug discovery process and reduce lengthy research and development timelines [1] Company Summary - The company is focusing on leveraging advanced technology, specifically Nvidia's supercomputing capabilities, to improve efficiency in finding new drugs [1] - The initiative is expected to significantly accelerate the research and development phases, which are traditionally time-consuming in the pharmaceutical industry [1] Industry Summary - The pharmaceutical industry is increasingly adopting advanced computing technologies to streamline drug discovery and development processes [1] - The integration of supercomputing in drug research is seen as a pivotal move to address the challenges of lengthy R&D timelines faced by the industry [1]
ASM International Orders Miss Forecasts as Chip Demand Remains Fragmented
WSJ· 2025-10-28 18:15
The Dutch company posted orders below analysts' forecasts for the third quarter as bookings from China fell substantially and demand for semiconductors in different sectors remains uneven. ...