Workflow
Trump, Eli Lilly to announce weight loss drug price cut on Thursday, CBS reports
Reuters· 2025-11-05 18:16
U.S. President Donald Trump on Thursday is expected to announce a deal with officials from Eli Lilly and Novo Nordisk cutting the price of weight loss drugs in some cases to $150 a month, CBS reported... ...
Hims & Hers Stock Slips Post Y/Y Q3 Earnings Decline, Margins Contract
ZACKS· 2025-11-05 18:15
Key Takeaways Hims & Hers reported Q3 EPS of 6 cents, down from 32 cents, with revenue rising 49.2% to $598.9 million.Hims & Hers saw Online Revenues rise 50.1% and subscriber count grow 20.7% to 2.5 million.Hims & Hers posted a 536 bps drop in gross margin and a 360-bps decline in operating margin.Hims & Hers Health, Inc. (HIMS) delivered an earnings per share (EPS) of 6 cents in third-quarter 2025, down 81.3% from the year-ago period’s EPS of 32 cents.HIMS’ Revenues in DetailHims & Hers registered revenue ...
Teradata Q3 Earnings Beat Estimates, Revenues Fall Y/Y, Shares Rise
ZACKS· 2025-11-05 18:15
Key Takeaways Teradata posted Q3 EPS of $0.72, topping estimates by 35.85% and rising 4.3% year over year. Revenues fell 5.5% to $416M, but public cloud ARR grew 11% to $633M, driving overall ARR to $1.49B. Non-GAAP operating margin rose 110 bps to 23.6%, while free cash flow reached $88M in the quarter. Teradata (TDC) reported third-quarter 2025 non-GAAP earnings of 72 cents per share, which beat the Zacks Consensus Estimate by 35.85%. The bottom line increased 4.3% year over year.Revenues of $416 million ...
Law Offices of Frank R. Cruz Encourages CarMax, Inc. (KMX) Shareholders To Inquire About Securities Fraud Class Action
Businesswire· 2025-11-05 18:15
LOS ANGELES--(BUSINESS WIRE)--Law Offices of Frank R. Cruz Encourages CarMax, Inc. (KMX) Shareholders To Inquire About Securities Fraud Class Action. ...
PayPal: A GARP Case With Underappreciated Monetization Upside
Seeking Alpha· 2025-11-05 18:15
I have been actively following PayPal Holdings, Inc. ( PYPL ) since 2024, through selloffs, brief bursts of optimism, and several false breakouts. I have seen multiple points where the marketI’m a full-time individual investor with over ten years of experience in the stock market. I look for asymmetric opportunities—situations where the potential upside is much bigger than the downside—even if the timing or exact path is uncertain. I often lean toward classic value ideas, but I’m happy to explore growth or ...
Trump nuclear power investment in Westinghouse could lead to IPO with U.S. government as shareholder
CNBC· 2025-11-05 18:14
The Vogtle nuclear power plant is located in Burke County, near Waynesboro, Georgia in USA. Each of the two existing units have a Westinghouse pressurized water reactor (PWR), with a General Electric turbine and electric generator, producing approximately 2,400 MW of electricity. Two Westinghouse made AP 1000 reactors are under construction here.The Trump administration's plan to spend tens of billions of dollars on Westinghouse nuclear plants could transform it into an independent, publicly traded company ...
AMD's AI Bet Is Paying Off
Seeking Alpha· 2025-11-05 18:13
Core Insights - AMD's stock has increased by 53% since the last coverage, indicating strong market performance and investor confidence [1] - The collaboration with OpenAI has positively influenced AMD's stock performance, suggesting strategic partnerships are beneficial for growth [1] Company Overview - AMD is focusing on identifying high-potential investment opportunities, particularly those with asymmetric risk-reward profiles, aiming for a minimum upside potential of 3-5 times the downside risk [1] - The company emphasizes the importance of risk management, seeking a strong margin of safety to protect against capital impairment while maximizing long-term compounding [1] Investment Strategy - The investment horizon for AMD is set at 2-3 years, allowing the company to endure market volatility and focus on disciplined capital allocation for superior returns over time [1]
WBD targets Christmas deadline for announcing a sale or split, leaving Paramount in limbo
CNBC· 2025-11-05 18:12
Paramount Skydance has a clear holiday wish this year: acquiring Warner Bros. Discovery. Fittingly, it may have to wait until Christmas to find out if Santa Zaslav delivers.Warner Bros. Discovery is openly for sale and intends to publicly announce its plans toward the middle or end of December, according to people familiar with the matter, who asked not to be named because the discussions are private. The legacy media giant, run by Chief Executive Officer David Zaslav, is deciding whether to split the compa ...
McCormick's Gross Margin Under Pressure: Will Q4 Show Relief?
ZACKS· 2025-11-05 18:11
Key Takeaways McCormick's Q3 gross margin fell 130 bps amid higher tariffs and commodity costs.CCI program savings and lower SG&A helped offset inflationary pressures.MKC expects flat full-year margins but sees modest Q4 improvement ahead.McCormick & Company Inc.’s (MKC) adjusted gross profit margin declined 120 basis points in the third quarter of 2025, reflecting the impact of higher tariffs, increased commodity costs, and expenses tied to expanding capacity for future growth. On a reported basis, the co ...