PNC's Yung-Yu Ma: Market bifurcation will continue for some time
Youtube· 2025-11-06 17:03
Let's get to the outlook for the markets now with stocks taking a little bit of a leg lower. Yang Yu Ma is here PNC asset management chief investment strategist. Welcome back.It's nice to have you. So, how vulnerable do you do you see this market right now. >> I wouldn't say the market is extremely vulnerable.I think the action we're seeing right now is healthy push and pull uh some pullbacks in the market, some resetting, some assessment of the actual growth trends that we're seeing and who can capitalize ...
Galapagos NV 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:GLPG) 2025-11-06
Seeking Alpha· 2025-11-06 17:02
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Fastly: Finally Proving Its Growth Chops (NYSE:FSLY)
Seeking Alpha· 2025-11-06 17:02
Fastly, Inc. ( FSLY ) is an example of a turnaround this earnings season. The internet content delivery network company soared ~25% after reporting a strong Q3 beat-and-raise, which was unexpected in a tough macroeconomy. This move has put Fastly back into green territoryWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry ...
Fed's Hammack leans against more rate cuts because of high inflation
Yahoo Finance· 2025-11-06 17:02
By Michael S. Derby NEW YORK (Reuters) -Cleveland Federal Reserve President Beth Hammack said on Thursday ongoing high levels of inflation argue against the U.S. central bank cutting interest rates again. "I remain concerned about high inflation and believe policy should be leaning against it," Hammack said in the text of a speech to be delivered to an Economic Club of New York event. "After last week's meeting, I see monetary policy as barely restrictive, if at all, and it's not obvious to me that mo ...
CRH plc 2025 Q3 - Results - Earnings Call Presentation (NYSE:CRH) 2025-11-06
Seeking Alpha· 2025-11-06 17:02
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Fastly: Finally Proving Its Growth Chops
Seeking Alpha· 2025-11-06 17:02
Fastly, Inc. ( FSLY ) is an example of a turnaround this earnings season. The internet content delivery network company soared ~25% after reporting a strong Q3 beat-and-raise, which was unexpected in a tough macroeconomy. This move has put Fastly back into green territoryWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry ...
Box CEO on AI agents: They will change the way we work
Youtube· 2025-11-06 17:02
Core Insights - The discussion revolves around the evolution of AI agents, particularly in enterprise settings, highlighting their capability to perform long-running tasks and generate comprehensive reports [2][3][6][7] - The use of AI agents is positioned as a means to enhance productivity by automating tasks that were previously too costly or time-consuming for human workers [10] Group 1: AI Agents and Their Functionality - AI agents are defined as advanced tools capable of executing complex tasks, such as conducting deep research and data extraction, rather than just functioning as chatbots [2][3][5] - The ability of AI to analyze extensive datasets, such as contracts and financial documents, allows for efficient due diligence processes in sectors like investment banking [6][7] Group 2: Market Position and Differentiation - The company has established itself as an enterprise platform with over 120,000 customers, including 64% of the Fortune 500, emphasizing its trustworthiness in managing sensitive enterprise information [11] - The platform's unique selling proposition lies in its ability to integrate AI capabilities directly with enterprise data, minimizing the need to transfer data across multiple systems [12][13]
Clorox: ERP Overhang Eases, Defense Appeal Remains, But Outlook Still Uncertain (NYSE:CLX)
Seeking Alpha· 2025-11-06 17:01
Following my last article on the Clorox Company (NYSE: CLX ), the stock price declined by roughly 11% and underperformed the benchmark. The consumer staples industry is trading at a forward P/E ofDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I hav ...
Constellation Energy to Report Q3 Earnings: How to Play the Stock?
ZACKS· 2025-11-06 17:01
Key Takeaways Strong demand from commercial customers and an expanding customer base boosted Q3 earnings.Q3 earnings are projected to rise 10.95% year over year, while revenues might fall 6.53%.Strong nuclear assets, renewables expansion and buybacks likely supported CEG's results.Constellation Energy Corporation (CEG) is expected to report third-quarter 2025 earnings on Nov. 7, before market open. The Zacks Consensus Estimate for revenues is pinned at $6.12 billion, indicating a decline of 6.53% from the y ...
Melco (MLCO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-11-06 17:01
For the quarter ended September 2025, Melco Resorts (MLCO) reported revenue of $1.31 billion, up 11.4% over the same period last year. EPS came in at $0.21, compared to $0.08 in the year-ago quarter.The reported revenue represents a surprise of +1.91% over the Zacks Consensus Estimate of $1.29 billion. With the consensus EPS estimate being $0.11, the EPS surprise was +90.91%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...