Global media and publishing company News Corp (NASDAQ:NWSA) reported Q3 CY2025 results beating Wall Street’s revenue expectations , with sales up 2.3% year on year to $2.14 billion. Its GAAP profit of $0.20 per share was 9.4% above analysts’ consensus estimates. Is now the time to buy News Corp? Find out in our full research report. News Corp (NWSA) Q3 CY2025 Highlights: Revenue: $2.14 billion vs analyst estimates of $2.10 billion (2.3% year-on-year growth, 2% beat) EPS (GAAP): $0.20 vs analyst estimat ...

The stock market’s gains in 2025 have been driven largely by enthusiasm for AI. But as the AI trade begins to show signs of fatigue and overvaluation, with some of the largest names cracking, I think a different group of winners will beginWith 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 today. He has been a regular con ...

Core Insights - The stock market's gains in 2025 have been primarily driven by enthusiasm for AI, but signs of fatigue and overvaluation are emerging, indicating a potential shift in market winners [1] Group 1: Market Trends - The AI trade is showing signs of fatigue, with some of the largest companies in the sector experiencing declines [1] - A different group of winners is expected to emerge as the AI enthusiasm wanes [1] Group 2: Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry themes [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications [1]

Tesla CEO Elon Musk speaks during the unveiling of the new Tesla Model Y in Hawthorne in 2019. (Frederic J. Brown / AFP via Getty Images) Tesla shareholders voted to approve a $1-trillion compensation plan for Chief Executive Elon Musk, a record-breaking package intended to help the world's richest person focus on the electric vehicle maker. Shareholders broke into applause and began chanting Musk's name at the annual meeting Thursday, where it was announced that more than 75% of voters opted to support ...

Core Insights - The article reflects on the author's extensive experience as an investor, highlighting the ability to navigate through significant market crashes in 1987, 2000, and 2008 [1] Group 1 - The author has utilized trading systems developed with TradeStation, indicating a reliance on technology for investment strategies [1] - The author has benefited from both buy-and-hold strategies and active trading, showcasing a diverse investment approach [1] - The professional background includes several decades as a process control engineer, suggesting a strong analytical skill set that may contribute to investment decision-making [1] Group 2 - The author holds a JD from an eastern law school, which may provide a legal perspective on investment and regulatory matters [1]

Core Insights - The article emphasizes the appeal of midstream companies due to their predictable EBITDA growth and dividend growth, making them attractive for long-term investment [1]. Group 1: Analyst Background - Dhierin-Perkash Bechai is an analyst specializing in aerospace, defense, and airline sectors, with a background in aerospace engineering [1]. - The Aerospace Forum, led by Bechai, aims to identify investment opportunities within the aerospace, defense, and airline industries [1]. Group 2: Investment Strategy - The focus on midstream companies is highlighted as a strategy for investors seeking stable returns [1]. - The analysis provided by the investing group is data-driven, offering insights into how industry developments may impact investment theses [1].

OLED provider Universal Display (NASDAQ:OLED) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 13.6% year on year to $139.6 million. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $675 million at the midpoint. Its GAAP profit of $0.92 per share was 21.6% below analysts’ consensus estimates. Is now the time to buy Universal Display? Find out in our full research report. Universal Display (OLED) Q3 CY2025 Hig ...

Core Insights - Elon Musk could potentially receive a $1 trillion pay package if Tesla meets ambitious targets over the next decade [1] - The plan requires Tesla to produce 20 million vehicles and roll out one million AI-powered robots [2] - Musk's current ownership stake could increase from 13% to nearly 29% as he meets these targets [2] Group 1: Company Goals and Targets - Tesla aims to innovate in robotics, self-driving technology, and artificial intelligence, with a significant portion of its market value tied to these ambitions [5] - The board believes Musk is essential for achieving these lofty goals, emphasizing that he is the only leader capable of steering Tesla through this critical period [6] - Approval of Musk's pay package is seen as a crucial step towards advancing Tesla's future objectives [7] Group 2: Investor Perspectives - Institutional Shareholder Services (ISS) expressed concerns that the 10-year pay agreement limits the board's ability to adjust pay levels in response to unforeseen events [8] - ISS also noted that the high value of each pay tranche could undermine Musk's motivation to achieve all goals, citing a lack of precision in the targets [9] - Musk has criticized ISS and another advisory firm, Glass Lewis, labeling them as "corporate terrorists" amid speculation that he might leave the company if the pay package was not approved [9]

Peloton Interactive, Inc. (NASDAQ:PTON) shares climbed after the company released its first-quarter earnings report after Thursday's closing bell, beating analyst estimates on the top and bottom lines.  Here's a look at the details in the report. PTON stock is moving. See the real-time price action here.The Details: Peloton Interactive reported quarterly earnings of three cents per share, which beat the consensus estimate of one cent.Quarterly revenue came in at $550.8 million, which beat the Street estimat ...

Group 1: OpenAI's Position on Government Support - OpenAI CEO Sam Altman stated that the company has no plans to seek a government backstop for its $1 trillion data center investments, clarifying earlier comments made by the CFO that were interpreted as a request for federal support [1][5] - Altman emphasized that governments should not intervene in market outcomes, asserting that taxpayers should not bail out companies that make poor business decisions [2] Group 2: Market Concerns and Stock Performance - There are growing concerns regarding the significant investments in artificial intelligence and data centers, which some analysts believe are inflating stock market valuations and negatively impacting the labor market [2] - The concentration of the "Magnificent 7" companies, which includes Apple, Meta, Alphabet, Amazon, Microsoft, Tesla, and Nvidia, accounts for over 30% of the S&P 500, surpassing levels seen during the dot-com bubble [3] - Recent market activity has shown significant selling pressure on AI-related stocks, with Nvidia dropping over 7% this week, resulting in a loss of more than $400 billion in market value [4] Group 3: OpenAI's Financial Commitments and Revenue Prospects - OpenAI has made $1.4 trillion in commitments to build AI infrastructure, raising questions about how the company plans to fulfill these obligations given its projected revenue of approximately $13 billion for the year [6][7] - Altman acknowledged the legitimacy of concerns regarding revenue generation but expressed confidence in the company's prospects, citing potential revenues from enterprise offerings and consumer devices [7] - Analysts are increasingly wary of the AI investment cycle, noting that some financial arrangements may appear to be merely transferring funds among the same companies [7][9] Group 4: Investor Sentiment and Market Dynamics - The scale of investments in AI could be seen as a vote of confidence in the sector's future profitability, reflecting a desire to participate in anticipated growth [8] - Conversely, there is a more pessimistic view that circular financing may be used to support unprofitable business lines, maintaining demand for chips within the AI ecosystem [9] - Investor enthusiasm for AI deal-making has driven share prices higher, but there are indications that this enthusiasm may be waning [10]