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 ...
MASI Stock Gains Post Q3 Earnings and Revenue Beat, Margins Expand
ZACKS· 2025-11-05 18:11
Key Takeaways Masimo reported Q3 adjusted EPS of $1.32, exceeding estimates and rising from the prior year.MASI's Q3 revenues reached $371.5 million, led by capital equipment and other revenue increases.Masimo's adjusted operating margin rose to 22.5% as expenses declined and profits more than doubled.Masimo Corporation (MASI) delivered adjusted earnings per share (EPS) from continuing operations of $1.32 in the third quarter of 2025, up 37.5% year over year. The figure beat the Zacks Consensus Estimate by ...
Why Copa Holdings (CPA) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-11-05 18:11
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Copa Holdings (CPA) , which belongs to the Zacks Transportation - Airline industry, could be a great candidate to consider.This holding company for Panama's national airline has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 12.30%.For the last re ...
Regulatory Wins Push Institutional Crypto Use Past $20 Billion
Etftrends· 2025-11-05 18:11
The question facing institutional investors is no longer whether they can buy bitcoin, but how much belongs in their portfolios now that regulatory and accounting barriers have fallen. ...
Leverage Thornburg's Active Strategies in This Rate-Cutting Cycle
Etftrends· 2025-11-05 18:11
Given how uncharacteristically telegraphic the Federal Reserve has been with interest rate policy decisions as of late, it didn't surprise the markets that it cut the federal funds rate by 25 basis po... ...
What Makes a Good Covered Call Strategy
Etftrends· 2025-11-05 18:11
Covered call strategies have become a very popular fund type in recent years. By leaning on the options market, covered call funds offer high levels of income but can limit upside. ...
Financial Specialist Vivian Tu, Your Rich BFF, Named SoFi's First Chief of Financial Empowerment
Businesswire· 2025-11-05 18:09
SAN FRANCISCO--(BUSINESS WIRE)--SoFi Technologies, Inc. (NASDAQ: SOFI), the one-stop shop for digital financial services, today announced that financial specialist, New York Times bestselling author, CEO and Founder of Your Rich BFF, Vivian Tu, has been named the company's first honorary Chief of Financial Empowerment. Throughout her career, Tu has built a community of 10 million followers across her platforms. In this new honorary role, Tu will collaborate on financial literacy content and lea. ...