Entering into the second half of FY25, the infrastructure solutions company Arcosa Inc. ( ACA ) continues to execute strongly, reporting a strong double-beat Q3, with double-digit growth across its key segments. While the demand environment forAs a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I ...

Dan Ives is doubling down on artificial intelligence heading into 2026, arguing that investor excitement (and anxiety) around the scale of the AI buildout points to a pivotal year for the technology and the stocks most exposed to it. The Wedbush analyst said 2026 is shaping up as an “inflection point year” for the AI revolution, with the US maintaining a rare leadership edge over China in technology even as the trillions of dollars required to fully deploy AI across enterprises and consumers continue to unn ...

Key Takeaways SOFI posted record Q3 2025 results with nonlending revenues rising 57% year over year.SoFi raised 2025 guidance across metrics, projecting $3.54B revenues and $1.035B EBITDA.NU grew to 127M customers, and lifted Q3 revenues 39% year over year on a currency-neutral basis.Fintech has become one of the most closely watched areas in financial markets, with SoFi Technologies (SOFI) and Nu Holdings (NU) standing out as notable players. SoFi has expanded from student loan refinancing into a full suit ...

Key Takeaways AU reached $91.65 before closing at $91.25, supported by strong gold prices and a solid Q3 performance.AngloGold Ashanti posted a 17% y/y jump in Q3 gold output to 768,000 ounces, aided by Sukari and key assets.AU generated a record $920M Q3 free cash flow and improved leverage, ending with $3.9B liquidity.AngloGold Ashanti PLC (AU) scaled a new 52-week high of $91.65 on Friday before ending the session lower at $91.25. The increase was fueled by near-record gold prices.The company currently h ...

I think we got to start right here. Joe, I'm going to turn to you. Is this just profit taking in your mind.I mean, is that all that's really going on. Because we were hoping for a Santa Claus rally. We've never missed it three years in a row. We did miss it the last two years.I think a lot of people were very bullish on these last days of the year. >> Yeah, I think it is profit taking. I think that's accurate.I also think what's going on in the precious metals market is a little bit of a reminder how you ne ...

Core Insights - Dan Loeb of Third Point is recognized as a brilliant investor whose activities are closely monitored during the 13F filings [1] Group 1 - Dan Loeb's investment strategies and decisions are significant indicators for market trends and potential investment opportunities [1]

The US dollar, posting its worst week since June, with Bloomberg's dollar index showing the greenback on course for its steepest yearly drop since 2017. Lots of questions around debasement. Bloomberg Skylar Montgomery Koning joins us now.And Skylar, thank you so much for being with us. Before we get to the dollar and the path ahead, I'm curious your view on how much you consider gold and silver when discussing whether we are seeing truly a debasement trade take hold. Yeah.I mean, I think the one place that ...

Final trades. Bren, you're up first. >> Fine, but it's Christina.>> Yeah, Blue Owl's uh symbol is F. Their Technology Finance Corp. I've talked about it before. The net asset value is $17.20%, has a 10% distribution.I think a year from now, it can be a 20% total return and they actually have an equity position in SpaceX. >> All right, Blue Shares, Blue Technology Finance shares in the green right now. Jim, coming over to you.Loheed Martin, I really don't think you can miss the momentum that's picked up in t ...

Key Takeaways Market volatility, trade tensions and geopolitical risks are boosting demand for higher-yielding dividends.Rapid AI infrastructure buildouts are boosting cash flows but creating near-term margin and capex pressure. Selected companies show solid free cash flow, disciplined payouts and exposure to AI-driven demand.The U.S. stock market has experienced significant volatility at the beginning of 2025 owing to a multitude of factors. The trade policy framework undertaken in the new Trump administra ...

Key Takeaways PayPal trades at 10.25X forward P/E, well below industry peers, after shares fell 10.6% in three months.PYPL's 2025 and 2026 earnings estimates were revised higher, signaling improving fundamentals not priced in.PYPL is expanding via agentic commerce partnerships, BNPL features, an ads manager and plans for PayPal Bank.PayPal Holdings (PYPL) shares are trading cheap, as suggested by the Value Score of A. In terms of forward 12-month price-to-earnings (P/E), PayPal is currently trading at 10.24 ...