Analyst's Disclosure:I/we have a beneficial long position in the shares of UBER either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any in ...

TopBuild (BLD) came out with quarterly earnings of $5.36 per share, beating the Zacks Consensus Estimate of $5.22 per share. This compares to earnings of $5.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.68%. A quarter ago, it was expected that this insulation products company would post earnings of $5.07 per share when it actually produced earnings of $5.31, delivering a surprise of +4.73%.Over the last four quarters, ...

Enpro (NPO) came out with quarterly earnings of $1.99 per share, beating the Zacks Consensus Estimate of $1.93 per share. This compares to earnings of $1.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.11%. A quarter ago, it was expected that this industrial products maker would post earnings of $2.08 per share when it actually produced earnings of $2.03, delivering a surprise of -2.4%.Over the last four quarters, the co ...

Core Insights - The London Company reported a 6.3% return for its Large Cap Strategy in Q3 2025, underperforming the Russell 1000 Index which gained 8.0% [1] - The rally in US equities was attributed to the Fed rate cut, strong corporate earnings, and enthusiasm around AI [1] - TE Connectivity Ltd. (NYSE:TEL) was highlighted as a top performer, benefiting from AI spending and maintaining strong margins despite mixed demand [3] Company Performance - TE Connectivity Ltd. achieved a one-month return of 11.17% and a 52-week gain of 65.53%, closing at $246.87 per share with a market cap of $72.718 billion on November 3, 2025 [2] - The company is recognized for its diversified portfolio, high-value products, and market leadership, which position it for sustained growth and margin expansion [3] Investment Sentiment - TE Connectivity plc was held by 47 hedge fund portfolios at the end of Q2 2025, an increase from 45 in the previous quarter [4] - Despite its potential, some analysts believe other AI stocks may offer greater upside potential and less downside risk compared to TE Connectivity [4]

Capri Holdings (CPRI) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of $0.14. This compares to earnings of $0.65 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -121.43%. A quarter ago, it was expected that this luxury retailer would post earnings of $0.13 per share when it actually produced earnings of $0.5, delivering a surprise of +284.62%.Over the last four quarters, the company has ...

If you’ve ever done any financial planning at all, you’ve likely heard the advice that you should “pay yourself first.” In a nutshell, this pithy slogan simply means that you should fund your savings and investment accounts before you use that money for anything else, even paying your bills. But this strategy becomes even more essential during times of economic strain. As of Sept. 14, 2025, many Americans are feeling the financial pinch from stubbornly high interest rates and inflationary pressures that s ...

MIAMI, Nov. 04, 2025 (GLOBE NEWSWIRE) -- The law firm of Shamis & Gentile, P.A. is investigating whether certain directors and officers of Zillow Group, Inc. (NASDAQ: Z, ZG) breached their fiduciary duties owed to the company. If you are a Zillow shareholder, you are encouraged to contact the law firm for more information:     Zillow Shareholder Investigation Impacted shareholders may also contact attorney David Abel at securities@shamisgentile.com or (305) 479-2299. There is no cost or obligation to you. W ...

Harley-Davidson Inc. reported third-quarter results that surpassed Wall Street expectations, though the figures revealed underlying challenges in its core motorcycle business. The Milwaukee-based moto... ...

Core Insights - Nvidia is expected to benefit from the ongoing increase in AI spending, indicating strong demand for its products and services [1] - Jefferies suggests that another chip company may currently have more upside potential compared to Nvidia, highlighting competitive dynamics in the semiconductor industry [1] Company Analysis - Nvidia's position in the AI market is reinforced by the sustained investment trends, which are likely to drive revenue growth [1] - The mention of another chip company with more upside suggests a shift in market focus, which could impact Nvidia's market share and investor sentiment [1] Industry Trends - The semiconductor industry is experiencing a wave of investment driven by AI technologies, which is reshaping competitive landscapes [1] - The analysis from Jefferies reflects broader trends in technology spending, particularly in AI, that are influencing stock performance and investment strategies [1]

Core Insights - The London Company reported a 6.3% portfolio return in Q3 2025, underperforming the Russell 1000 Index which gained 8.0% [1] - The economic environment remains mixed, with continued momentum from Q2 2025, influenced by a Fed rate cut and strong corporate earnings [1] Company Analysis: Old Dominion Freight Line, Inc. (NASDAQ:ODFL) - Old Dominion Freight Line, Inc. experienced a one-month return of -2.72% and a 52-week decline of 33.57%, closing at $137.51 with a market cap of $28.9 billion on November 3, 2025 [2] - The company is facing challenges due to a soft industrial economy, reporting declining volume trends as post-COVID normalization continues [3] - Despite current struggles, the company is viewed positively for its strong industry position, superior business model returns, and effective capital allocation by management [3] Hedge Fund Interest - Old Dominion Freight Line, Inc. was held by 51 hedge fund portfolios at the end of Q2 2025, an increase from 33 in the previous quarter [4] - The company reported Q3 2025 revenue of $1.41 billion, reflecting a 4.3% decline year-over-year [4] - While the company has investment potential, certain AI stocks are considered to offer greater upside with less downside risk [4]