David Solomon, CEO of Goldman Sachs, during the Global Financial Leaders' Investment Summit in Hong Kong. Lam Yik / Bloomberg via Getty Images Close Key Takeaways Some big Wall Street bosses see a stock pullback coming. That doesn't mean they're panicking. Goldman Sachs CEO David Solomon and Ted Pick, of Morgan Stanley, spoke Tuesday during a panel in Hong Kong. Solomon said a 10% to 20% drawdown in equity markets was "likely" in the "next 12 to 24 months," while Pick suggested that investors should "welcom ...

JPMorgan has refreshed its analyst-curated focus list, spotlighting two standout names – Alphabet Inc (NASDAQ: GOOGL) and Alkami Technology Inc (NASDAQ: ALKT). The bank's monthly update reflects top p... ...

Adding more drama to Metsera Inc.’s (NASDAQ:MTSR) acquisition deal, Novo Nordisk A/S (NYSE:NVO) increased the deal proposal to $62.20 per share in cash, up from $56.50. • Watch the MTSR momentum here.Metsera said the amended proposal constitutes a “Superior Company Proposal.”Additionally, Metsera would issue Novo Nordisk non-voting preferred stock representing 50% of Metsera’s share capital.On the same day, Metsera would declare a dividend of $62.20 per share in cash (up from $56.50).Metsera shareholders co ...

Core Insights - Palantir is experiencing significant growth driven by demand for its Artificial Intelligence Platform from both companies and governments [1] Company Performance - The CEO highlighted that the growth is described as "otherworldly," indicating an exceptional increase in interest and usage of their software solutions [1] Market Demand - There is a notable surge in demand for data analytics software, particularly in the context of AI, as organizations seek to leverage advanced technologies for better decision-making [1]

Key Takeaways Murphy Oil expects Q3 revenues of $664.74M, down 12.35% year over year.Production is projected at 185-193 Mboe/d, supported by domestic and international assets.Higher output, cost control and buybacks are expected to aid MUR's bottom line.Murphy Oil Corporation (MUR) is expected to register a year-over-year decline in both top and bottom lines when it reports third-quarter 2025 results on Nov. 5, after market close. The company reported an earnings surprise of 28.57% in the last reported quar ...

Key Takeaways Kirby's Q3 EPS of $1.65 topped estimates and rose 6.5% year over year on higher revenues.Coastal marine and power generation strength drove gains despite inland softness.KEX repurchased $120M in shares and generated $227.5M in operating cash flow.Kirby Corporation (KEX) reported third-quarter 2025 earnings of $1.65 per share, which surpassed the Zacks Consensus Estimate of $1.60 and improved 6.5% year over year. Total revenues of $871.2 million missed the Zacks Consensus Estimate of $888.3 mil ...

American Airlines Group Inc. is laying off hundreds of corporate employees after reporting a third-quarter loss, Bloomberg reported, citing a person familiar with the matter.The cuts will primarily affect mid-management and support staff based at the airline’s headquarters in Fort Worth, Texas, and are set to begin this week.“We’re making a small reduction to our management and support staff team to right-size for the work we do today,” an American Airlines spokesperson said in a statement. “The positions a ...

Core Viewpoint - Qualcomm Inc is positioned for near-term growth due to strong smartphone demand, increased chip share in Apple's iPhone 17, and expanding opportunities in AI [1][2][3] Group 1: Financial Projections - Analyst Samik Chatterjee maintains an Overweight rating on Qualcomm, raising the price forecast from $200 to $210 [2] - For fiscal Q4 2025, projected revenue is $10.9 billion, exceeding consensus of $10.7 billion, with adjusted EPS of $2.90 compared to $2.85 consensus [6] - For fiscal Q1 2026, anticipated revenue is $11.9 billion, above the Street's $11.6 billion view, with EPS of $3.34 versus expectations of $3.25 [7] Group 2: Market Position and Trends - Qualcomm's modem share in new iPhones is expected to reach about 90%, up from a previous estimate of 70%, due to limited impact from Apple's in-house modem [5] - Handset revenue is projected to increase by 7% quarter-over-quarter, driven by robust smartphone demand and higher market share with Apple [6] Group 3: Segment Performance - The automotive and IoT segments are expected to grow more than 20% in fiscal 2026, contributing to revenue diversification [9] - Qualcomm's AI datacenter products (AI200 and AI250) are highlighted as key growth catalysts, with data center revenue projected to reach $1.4 billion by fiscal 2027 [9] Group 4: Competitive Landscape - Qualcomm's share of Samsung's flagship devices is expected to return to approximately 70%, which may lead to a revenue decline to $10.6 billion in a future quarter [8] - The company faces potential headwinds of $800 million in fiscal Q2 2026 due to Samsung reintroducing its in-house Exynos chipsets [7]

Ionis Pharmaceuticals, Inc. ( IONS ) just released very positive trial data from phase-3 studies in their pipeline drugs, and the share price responded very positively, rising 80% or so since the news broke. This is phenomenal, but itI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe ...

Ionis Pharmaceuticals, Inc. ( IONS ) just released very positive trial data from phase-3 studies in their pipeline drugs, and the share price responded very positively, rising 80% or so since the news broke. This is phenomenal, but itI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe ...