Core Insights - Prologis, Inc. reported a decline in net earnings for Q3, with net earnings attributable to common stockholders at $763 million or $0.82 per share, down from $1.0 billion or $1.08 per share year-over-year [1] - The company's Core FFO for the quarter was $1.49 per share, an increase from $1.43 per share in the same quarter last year [1] - Total revenues for the quarter increased to $2.21 billion from $2.04 billion year-over-year, surpassing analyst expectations of $2.03 billion [2] Future Guidance - For fiscal 2025, Prologis forecasts net earnings in the range of $3.40 to $3.50 per share and Core FFO between $5.78 to $5.81 per share [3] - The company previously expected net earnings in the range of $3.00 to $3.15 per share and Core FFO between $5.75 to $5.80 per share [4]

PresentationGood morning, all, and thank you for joining us for the Entain Group 2025 Q3 Trading Update. My name is Carly, and I will be coordinating the call today. [Operator Instructions].Stella DavidCEO & Non-Executive Director Good morning, everyone, and welcome to today's Q3 results call. I'm delighted to be speaking to you all again and sharing another set of good Entain results. I'm joined by Rob Wood, our CFO and Deputy CEO; and our Investor Relations team. So sticking with our usual running order, ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, ending the period with double-digit year-to-date gains. In the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83%, compared to a 2.78% return for the Russell Midc ...

The company narrowed its guidance for the second time this year. ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, ending the period with double-digit year-to-date gains. In the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83%, compared to a 2.78% return for the Russell Midc ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, Amazon Music, YouTube or wherever you find your favorite podcasts. Okta (OKTA) CEO Todd McKinnon is making three bold bets to secure the company's future: consolidating identity, hardening cybersecurity, and training the next generation to use agentic AI. "There’s a new way to buy identity and to use identity," McKinnon told Yahoo Finance Executive Editor Brian Sozzi on the Opening Bid Unfiltered podcast (see the video above; listen below). " ...

Core Viewpoint - Titan Minerals Ltd has secured a strategic investment of US$10 million from Lingbao Gold International Co. Ltd, which will enhance its resource drilling and de-risking studies at the Dynasty Gold Project, while Lingbao will acquire a 9.9% stake in Titan [1][2][12]. Investment Details - The investment involves the issuance of 25,809,865 new shares at a price of US$0.3874 (approximately A$0.59) per share, representing a 33% premium to the 30-day volume-weighted average price [1][13]. - The funds will be allocated for exploration and development of Titan's gold and copper projects in Ecuador, focusing on resource definition drilling and de-risking studies at the Dynasty Gold Project [14]. Strategic Partnership - Lingbao Gold's involvement is expected to provide access to capital and technical expertise, facilitating the rapid advancement of the Dynasty Gold Project [2][4]. - The partnership aims to unlock the value of the Dynasty Gold Project, which currently hosts 3.1 million ounces of gold and 22 million ounces of silver [9][10]. Company Background - Lingbao Gold Group Co. Ltd is a vertically integrated gold producer listed on the Hong Kong Stock Exchange, with a strong track record in developing and operating high-grade gold deposits [7][8]. - The company is projected to produce approximately 200,000 ounces of self-mined gold by 2025, with a market capitalization expected to reach HK$26 billion [6]. Future Prospects - The strategic investment is anticipated to create significant value for shareholders of both Titan and Lingbao, with a focus on fast-tracking the development of the Dynasty Gold Project [5][11].

Industry Overview - The Technology Services industry ranks within the top 24% of Zacks Ranked Industries and is expected to outperform the market over the next three to six months, having rallied 32.9% year to date [1] - The industry is mature with strong demand for services, and this momentum is likely to continue into the fourth quarter of 2025 [1][3] Market Trends - The global shift toward digitization is creating opportunities in markets such as 5G, blockchain, and artificial intelligence (AI) [3] - Companies are rapidly adopting generative AI, machine learning (ML), blockchain, and data science to gain competitive advantages [3] - There is robust demand for multi-cloud-enabled software solutions as businesses transition from legacy platforms to modern cloud-based infrastructure [3] Company Highlights AppLovin Corp. (APP) - AppLovin is a leading technology platform for mobile app developers, enhancing marketing and monetization efforts [7][8] - The Axon 2.0 AI engine has significantly boosted ad performance, leading to a $10 billion annual run rate in ad spend [9] - AppLovin targets a 20-30% year-over-year growth rate, primarily driven by its gaming segment and AI-driven ad monetization [11] - Expected revenue and earnings growth rates for the current quarter are 15.2% and 63.6%, respectively [12] Skillsoft Corp. (SKIL) - Skillsoft provides digital learning and talent solutions, focusing on a learner-centric approach [13] - Expected revenue and earnings growth rates for the next quarter are -2% and -53.1%, respectively, but earnings estimates have improved over 100% in the last 30 days [14] Acuity Inc. (AYI) - Acuity manufactures lighting fixtures and related components, with a focus on energy efficiency and smart building solutions [15][17] - Expected revenue and earnings growth rates for the current quarter are 19.5% and 12.3%, respectively [17] Byrna Technologies Inc. (BYRN) - Byrna develops non-lethal technology products for personal and professional security [18] - Expected revenue and earnings growth rates for the current quarter are 21.3% and -23.5%, respectively [19] MediaAlpha Inc. (MAX) - MediaAlpha specializes in programmatic technology platforms for vertical search and metasearch [20] - Expected revenue and earnings growth rates for the current quarter are -8.1% and over 100%, respectively [20]

Market Sentiment - The concept of "double-edge fear" reflects a mix of fear of missing out (FOMO) on the AI growth wave and concerns about geopolitical risks, particularly related to China and government shutdowns [1][2]. - Investors are eager to participate in the market despite these fears, indicating a strong interest in tech and AI sectors [4]. Economic Indicators - Earnings reports from major banks are crucial as they provide insights into the overall economy, especially in the absence of key economic data like CPI and job statistics [4][5]. - The performance of big banks, such as JP Morgan, serves as a barometer for consumer health and economic conditions [5]. Bank Performance - There is a notable divergence in performance between big banks and regional banks, with big banks outperforming by double digits percentage-wise [6]. - Regional banks may present more upside potential due to factors like deregulation and mergers and acquisitions, as seen with Fifth Third Bank's acquisition of America [7]. Investment Strategy - The company is adjusting its bond holdings, increasing exposure to longer-duration bonds while previously maintaining a short position, indicating a shift in risk management strategy [8]. - The rationale for this adjustment includes expectations of lower inflation and increased productivity driven by AI advancements [9]. Stock Selection - The company is focusing on growth at the right price (GARP) strategy, identifying undervalued growth opportunities [10]. - NetApp (ticker NTA) is highlighted as a potential investment, trading at a 30% discount to the S&P with a price-to-earnings ratio of 14.6 times, indicating it is under the radar compared to more popular AI stocks [11][12].