Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...

Let's bring in MJP Wells, Brian Vendig, who's here with me at Impact in Denver. It's good to see you. Uh, your thoughts on this market are what.>> I I think this market's still a buy, Scott. I know people are talking about valuations and concerns, but we just go right back to earnings and we look at earnings coming in better than expectations. Outlook for 2026, 13% EPS growth year-over-year.Um, don't make it all about growth. focus a little bit on value and cyclicals especially if government reopens some of ...

Market Outlook - The market is currently around fair value, suggesting potential upside but with expected volatility as the year ends [1][2] - Data collection issues may impact upcoming government data releases, particularly for October and November, leading to investor nervousness [2][4] Earnings and Company Performance - Nvidia is anticipated to report significant orders, with expectations of a $500 billion order announcement, which could influence market performance [3][4] - Meta has been a drag on EPS despite a healthy earnings environment, raising concerns about accessing AI themes without stock market volatility [9][10] Capital Expenditure and Cash Flow - The ratio of capital expenditure to free cash flow is currently around 70%, with expectations it could rise to 75-80%, raising concerns about negative free cash flow for some firms [10] - The financing of the capital expenditure boom will be a significant narrative moving forward [10] Sector Performance - The composition of the "Magnificent 7" stocks is shifting, with some laggards catching up while top performers are falling behind due to changes in capital expenditure dynamics [13][14] - Financials, despite showing 20% EPS growth, are trading 13% below the S&P 500, indicating potential for further growth in this sector [15]

Nov 5, 2025 4:35 PM Eastern Standard Time SAN JOSE, Calif.--(BUSINESS WIRE)--Xperi Inc. (NYSE: XPER) (the "Company†or "Xperi†), an entertainment technology company that invents, develops, and delivers technologies that enable extraordinary experiences, today announced third quarter 2025 financial results for the period ended September 30, 2025. "By the end of the third quarter, we achieved nearly all of our strategic growth goals for 2025,†said Jon Kirchner, chief executive officer of Xperi. "We reached 4 ...

CHICAGO, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Monroe Capital Corporation (NASDAQ: MRCC) today announced its financial results for the third quarter ended September 30, 2025. Except where the context suggests otherwise, the terms “Company,” “we,” “us,” and “our” refer to Monroe Capital Corporation (together with its subsidiaries). Third Quarter 2025 Financial Highlights Net Investment Income ("NII") of $1.8 million, or $0.08 per shareAdjusted Net Investment Income (a non-GAAP measure described below) of $1.9 mi ...

Accessibility StatementSkip Navigation Merger of two high-quality, diversified portfolios with substantial investment overlap that enhances scale Will strengthen OBDC's position as the second largest publicly traded BDC by total assets NEW YORK, Nov. 5, 2025 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") and Blue Owl Capital Corporation II ("OBDC II") announced today that they have entered into a definitive merger agreement, with OBDC as the surviving company, subject to certain shareh ...

SAN FRANCISCO, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Investors in Trex Company, Inc. (NYSE: TREX) saw the price of their shares crater as much as $14.88 (-31%) during intraday trading on November 5, 2025, after the building products company reported disappointing Q3 2025 financial results and dramatically reduced expected 2025 sales growth. The developments and severe market reaction has prompted national shareholders rights firm Hagens Berman to investigate whether Trex may have misled investors about adverse ...

Southland Schedules Third Quarter 2025 Conference Call Share GRAPEVINE, Texas--(BUSINESS WIRE)--Southland Holdings, Inc. (NYSE American: SLND and SLND WS) ("Southland†), a leading provider of specialized infrastructure construction services, announced today that it will release its third quarter 2025 results on Wednesday, November 12, 2025 after the market closes. Southland will also host a conference call at 10:00 a.m. Eastern Time on Thursday, November 13, 2025. The call may be accessed here, or at www. ...

Seamless Takeover of the Vaca Muerta Operation Nov 5, 2025 4:33 PM Eastern Standard Time GeoPark Reports Third Quarter 2025 Results Share Strong Operational and Financial Delivery in Line With 2025 Guidance Quarterly Cash Dividend of $0.03 Per Share Establishes Special Committee of Independent Directors to Evaluate Any Revised Offer From Parex and Other Value-maximizing Alternatives for the Company BOGOTA, Colombia--(BUSINESS WIRE)--GeoPark Limited ("GeoPark†or the "Company†) (NYSE: GPRK), a leading indep ...

Generated revenue of $35 million, driven by strong performance of the foundational PAC business Reported Adjusted EBITDA of $5.2 million, achieving sixth consecutive quarter of positive Adjusted EBITDA Achieved 7% price increase year-over-year Achieved initial commercial phase GAC production and sales GREENWOOD VILLAGE, Colo., Nov. 05, 2025 (GLOBE NEWSWIRE) -- Arq, Inc. (NASDAQ: ARQ) (the "Company" or "Arq"), a producer of activated carbon and other environmentally efficient carbon products for use in purif ...