Key Takeaways Murphy Oil expects Q3 revenues of $664.74M, down 12.35% year over year.Production is projected at 185-193 Mboe/d, supported by domestic and international assets.Higher output, cost control and buybacks are expected to aid MUR's bottom line.Murphy Oil Corporation (MUR) is expected to register a year-over-year decline in both top and bottom lines when it reports third-quarter 2025 results on Nov. 5, after market close. The company reported an earnings surprise of 28.57% in the last reported quar ...

Key Takeaways Kirby's Q3 EPS of $1.65 topped estimates and rose 6.5% year over year on higher revenues.Coastal marine and power generation strength drove gains despite inland softness.KEX repurchased $120M in shares and generated $227.5M in operating cash flow.Kirby Corporation (KEX) reported third-quarter 2025 earnings of $1.65 per share, which surpassed the Zacks Consensus Estimate of $1.60 and improved 6.5% year over year. Total revenues of $871.2 million missed the Zacks Consensus Estimate of $888.3 mil ...

American Airlines Group Inc. is laying off hundreds of corporate employees after reporting a third-quarter loss, Bloomberg reported, citing a person familiar with the matter.The cuts will primarily affect mid-management and support staff based at the airline’s headquarters in Fort Worth, Texas, and are set to begin this week.“We’re making a small reduction to our management and support staff team to right-size for the work we do today,” an American Airlines spokesperson said in a statement. “The positions a ...

Core Viewpoint - Qualcomm Inc is positioned for near-term growth due to strong smartphone demand, increased chip share in Apple's iPhone 17, and expanding opportunities in AI [1][2][3] Group 1: Financial Projections - Analyst Samik Chatterjee maintains an Overweight rating on Qualcomm, raising the price forecast from $200 to $210 [2] - For fiscal Q4 2025, projected revenue is $10.9 billion, exceeding consensus of $10.7 billion, with adjusted EPS of $2.90 compared to $2.85 consensus [6] - For fiscal Q1 2026, anticipated revenue is $11.9 billion, above the Street's $11.6 billion view, with EPS of $3.34 versus expectations of $3.25 [7] Group 2: Market Position and Trends - Qualcomm's modem share in new iPhones is expected to reach about 90%, up from a previous estimate of 70%, due to limited impact from Apple's in-house modem [5] - Handset revenue is projected to increase by 7% quarter-over-quarter, driven by robust smartphone demand and higher market share with Apple [6] Group 3: Segment Performance - The automotive and IoT segments are expected to grow more than 20% in fiscal 2026, contributing to revenue diversification [9] - Qualcomm's AI datacenter products (AI200 and AI250) are highlighted as key growth catalysts, with data center revenue projected to reach $1.4 billion by fiscal 2027 [9] Group 4: Competitive Landscape - Qualcomm's share of Samsung's flagship devices is expected to return to approximately 70%, which may lead to a revenue decline to $10.6 billion in a future quarter [8] - The company faces potential headwinds of $800 million in fiscal Q2 2026 due to Samsung reintroducing its in-house Exynos chipsets [7]

Ionis Pharmaceuticals, Inc. ( IONS ) just released very positive trial data from phase-3 studies in their pipeline drugs, and the share price responded very positively, rising 80% or so since the news broke. This is phenomenal, but itI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe ...

Ionis Pharmaceuticals, Inc. ( IONS ) just released very positive trial data from phase-3 studies in their pipeline drugs, and the share price responded very positively, rising 80% or so since the news broke. This is phenomenal, but itI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Loar Holdings Inc. (NYSE: LOAR ), a supplier in the aerospace and defense industry, saw its share prices increase 23.6% since my last report , slightly outperforming the S&P 500’s 23% gain. The company reached my base caseDhierin-Perkash Bechai is ...

Core Viewpoint - Palantir has emerged as one of the leading AI stocks on Wall Street, closely following Nvidia in popularity and market interest [1] Company Summary - Palantir is recognized for its strong position in the AI sector, indicating significant investor interest and potential for growth [1] Industry Summary - The AI industry is experiencing a surge in stock performance, with Palantir being a notable player alongside Nvidia, highlighting the competitive landscape and investment opportunities within the sector [1]

PresentationZafar AzizDeutsche Bank Aktiengesellschaft Hello, and welcome to the Deutsche Bank Virtual Investor Conference, dbVIC. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation by 51Talk from China. Before I introduce our speaker, a few points to note. [Operator Instructions] All of today's presentation is recorded and can be accessed by the Deutsche Bank website, adr.db.com. I'm happy now to hand over to 51Talk. ...