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QCOM Pivot from AAPL "Crucial" Moment, Data Centers Offer A.I. Bull Case
Youtube· 2025-11-06 18:00
It's time now for the 360 round. Let's bring in our panel to discuss Qualcomm's earnings. Joining us now, Jim Kellaher, the director of research, senior technology analyst at Argus Research, and Ben Behar, the CEO and principal analyst at Creative Strategies.Jim, we'll start with you. You've got a buy rating, a $25 price target on shares right now, uh, trading at 170, down about 5% following the earnings. You What were your thoughts overall on the report.>> Well, I'd say, uh, thanks, Marley. Uh I'd say my t ...
The Walt Disney Company to Participate in the Wells Fargo Technology, Media, and Telecom Summit
Businesswire· 2025-11-06 18:00
Nov 6, 2025 1:00 PM Eastern Standard Time The Walt Disney Company to Participate in the Wells Fargo Technology, Media, and Telecom Summit Share BURBANK, Calif.--(BUSINESS WIRE)--Hugh Johnston, Senior Executive Vice President & Chief Financial Officer, The Walt Disney Company (NYSE: DIS) will participate in a question-and-answer session at the Wells Fargo Technology, Media, and Telecom Summit on Wednesday, November 19, 2025 at approximately 11:00 a.m. ET/ 8:00 a.m. PT. To stream live, please visit www.disney ...
Golden Sky Minerals Announces Conversion of Debenture into Common Shares
Newsfile· 2025-11-06 17:59
Vancouver, British Columbia--(Newsfile Corp. - November 6, 2025) - Golden Sky Minerals Corp. (TSXV: AUEN) ("Golden Sky" or the "Company") is pleased to report that Evanachan Limited, a company beneficially owned and controlled by mining financier and founder of Goldcorp. Inc. Rob McEwen, has elected to convert its previously announced convertible debenture into common shares of the Company.Pursuant to the terms of the debenture, Evanachan Limited, together with Mr. McEwen, has converted the principal amoun ...
BST: AI-Focused Portfolio With A Monthly Payout
Seeking Alpha· 2025-11-06 17:59
Core Insights - BlackRock Science and Technology Trust (BST) has shown strong total returns, primarily due to its focus on technology, particularly mega-cap tech companies involved in artificial intelligence [2]. Group 1: Fund Performance - The fund has maintained a trend of strong total returns, benefiting from its technology focus [2]. - The emphasis on mega-cap tech names, especially those centered around artificial intelligence, has contributed significantly to its performance [2]. Group 2: Investment Strategy - The CEF/ETF Income Laboratory manages portfolios targeting safe and reliable yields of approximately 8% [2]. - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of closed-end funds (CEFs) and exchange-traded funds (ETFs) [2]. - The majority of holdings in these portfolios are monthly-payers, which aids in faster compounding and smoothing income streams [2].
AI Is Probably Underestimated, Qualcomm CEO Says
Youtube· 2025-11-06 17:59
Core Insights - Qualcomm is executing its strategy effectively and is optimistic about future opportunities, particularly in the AI and automotive sectors [2][10][20] - The company has diversified beyond handsets, expanding into various markets, including data centers and automotive, with significant growth in non-Apple related segments [3][10][11] Market Trends - The smartphone market is evolving, with a notable expansion in the premium tier, which is driving growth for Qualcomm and Android devices [7][8] - The demand for more capable smartphones with enhanced AI features is increasing silicon content, contributing to Qualcomm's growth [8][20] Automotive Sector - The automotive segment is currently the fastest-growing area for Qualcomm, with significant year-over-year growth as vehicles become more technologically advanced [9][10] - Qualcomm is developing a digital platform for the automotive industry, known as the Snapdragon digital chassis, to capitalize on this growth [10] Data Center and AI - Qualcomm is focusing on the next phase of data centers, particularly in AI inference, which is essential for scaling AI applications [15][20] - The company is developing architectures optimized for high compute density and energy efficiency, which are critical for data center operations [17][20] Future Projections - The market for data centers is projected to require substantial investment, with estimates suggesting a need for $3 trillion by 2028 [18] - Qualcomm believes that the demand for computing power will continue to grow across various sectors, including phones, cars, and PCs, creating opportunities for innovation [20][22]
Ingevity announces virtual strategic portfolio update for investors on December 8
Businesswire· 2025-11-06 17:58
Core Viewpoint - Ingevity Corporation will host a virtual Strategic Portfolio Update for investors on December 8, 2025, to discuss its evolving portfolio and long-term value creation strategies [1][2][10] Company Overview - Ingevity Corporation operates in three reporting segments: Performance Materials, Advanced Polymer Technologies, and Performance Chemicals, providing products that purify, protect, and enhance various applications [4] - The company is headquartered in North Charleston, South Carolina, and employs approximately 1,600 people across 24 locations globally [4] Event Details - The Strategic Portfolio Update will be led by Ingevity President and CEO Dave Li and CFO Mary Dean Hall, focusing on key initiatives for strategic focus and company outlook over the next two years [2] - Investors can register for the event through Ingevity's website, with a live audio webcast and presentation materials available during the event, along with a replay for those unable to attend live [3]
5 Value Stocks To Consider As Markets Wobble
Benzinga· 2025-11-06 17:56
Market Overview - Despite markets hovering near all-time highs, there is a shift from exuberance to cautious optimism, influenced by weak U.S. employment numbers and the potential economic impact of a federal government shutdown [1] - The market has not seen a 10% correction in over six months, leading investors to brace for a potential drawdown instead of a year-end rally [2] Value Stocks - Investors sitting on significant unrealized gains may consider reallocating to value stocks to minimize losses and generate income through dividends [2] - Five value stocks with a market cap of $3 billion or higher and a Benzinga Edge Value score of at least 90 are highlighted for portfolio protection in volatile environments [3] Sasol Ltd. - Sasol Ltd. has a Benzinga Edge Value Score of 99.66, with a market cap of $3.94 billion, trading at 10 times earnings, a P/B value of 0.4, and a P/S ratio of 0.27, indicating it is undervalued compared to U.S. and emerging market peers [4] - The stock has shown volatility but has evidence of upward momentum, with key technical levels to watch for a potential breakout [6] Gerdau SA - Gerdau has a Benzinga Edge Value Score of 97.67, with a market cap of $7 billion, trading at 8 times forward earnings, a P/B value of 0.70, and a P/S ratio of 0.37, along with a 3.27% dividend [7] - The stock has been trending higher since a Golden Cross in August, currently over 10% above its 50-day SMA, indicating bullish momentum [9] Ecopetrol SA - Ecopetrol has a Benzinga Edge Value Score of 97.47, with a market cap of $19 billion and annual sales exceeding $30 billion, showing a nearly 20% increase year-to-date [10] - The stock's fundamentals and technical trends are favorable, with a P/E ratio of 6.55 and a P/S ratio of 0.64, and bullish momentum is building [12] Seaboard Corp. - Seaboard has a Benzinga Edge Value Score of 94.03, with a market cap of $3.5 billion and annual sales over $9 billion, trading at 9 times earnings, a P/S ratio of 0.36, and a P/B ratio of 0.71 [13] - Recent signals indicate a revival in bullish momentum, with a significant rally taking the share price above the 50-day SMA [15] Fluor Corp. - Fluor has a Benzinga Edge Value Score of 91.46, with a market cap of $7 billion and annual sales exceeding $16 billion, trading at just 2 times earnings and a P/S ratio of 0.47 [16] - The stock has seen a 15% increase in the last three months, breaking above its 50- and 200-day SMAs, indicating a potential momentum reversal [18]
NRG Energy Q3 Earnings & Revenues Beat Estimates, '25 EPS View Raised
ZACKS· 2025-11-06 17:56
Core Insights - NRG Energy, Inc. reported Q3 2025 earnings of $2.75 per share, exceeding the Zacks Consensus Estimate of $2.26 by 21.7% and increasing 48.7% year-over-year [1][9] - Total revenues reached $7.64 billion, surpassing the Zacks Consensus Estimate of $7.16 billion by 6.7% and rising 5.7% from $7.22 billion in the prior-year quarter [2][9] Financial Performance - Adjusted EBITDA for Q3 was $1.21 billion, up 14.2% from $1.06 billion a year ago [3] - Total operating costs and expenses decreased to $7.22 billion, down 12.4% from $8.24 billion in the year-ago quarter [3] - Cash provided by operating activities in the first nine months of 2025 totaled $1.79 billion, compared to $1.35 billion in the same period last year [5] Shareholder Returns - NRG completed $1.1 billion in share repurchases and distributed $258 million in common stock dividends through October 31, 2025 [4] - The company plans to return approximately $1.3 billion through share repurchases and common stock dividends of around $345 million in 2025 [4] Debt and Cash Position - As of September 30, 2025, cash and cash equivalents were $732 million, down from $966 million as of December 31, 2024 [5] - Long-term debt and finance leases amounted to $11.16 billion, compared to $9.81 billion as of December 31, 2024 [5] Guidance and Future Outlook - NRG raised its 2025 adjusted net income guidance to a range of $1.47-$1.59 billion, up from the previous range of $1.33-$1.53 billion [7][9] - Adjusted EPS is now expected to be in the range of $7.55-$8.15, with the Zacks Consensus Estimate at the higher end of this range [7] - Free Cash Flow before Growth (FCFbG) is estimated to be in the range of $2.100-$2.250 billion, an increase from the previous range of $1.975-$2.225 billion [8]
Albemarle's Earnings and Revenues Surpass Estimates in Q3
ZACKS· 2025-11-06 17:56
Key Takeaways Albemarle posts adjusted Q3 loss of 19 cents per share, narrower than last year's $1.55 loss.Q3 revenues slip 3.5% to $1.31B but tops estimates, helped by volume gains in key segments.Full-year outlook seen near top of prior range on stronger lithium pricing and Energy Storage sales.Albemarle Corporation (ALB) logged adjusted losses (barring one-time items) of 19 cents per share in the third quarter of 2025. This compares to losses of $1.55 per share a year ago. The figure was narrower than th ...