Nvidia: Is The $10T Market-Cap Far Away?
Seeking Alpha· 2025-10-31 18:45
With the key hyperscalers, such as Microsoft ( MSFT ), announcing their earnings, the AI capex spending will be under scrutiny for return due to their scale and growth speed. However, the main beneficiary, Nvidia Corporation (Advanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of investm ...
COWZ: A Contrarian's Bet On Cash Flow In A Market Obsessed With Growth
Seeking Alpha· 2025-10-31 18:43
Right now, the U.S. stock market is being heavily influenced by growth tech companies. A quick look at the top 10 holdings of the Russell 1000 will give you a clear indicator of the reliance of the indexI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, a ...
Eric Sprott Announces Changes to His Holdings in Sokoman Minerals Corp.
Newsfile· 2025-10-31 18:43
Eric Sprott Announces Changes to His Holdings in Sokoman Minerals Corp.October 31, 2025 2:43 PM EDT | Source: Eric SprottToronto, Ontario--(Newsfile Corp. - October 31, 2025) - Eric Sprott announces that on October 31, 2025, 2176423 Ontario Ltd., a corporation beneficially owned by him, acquired 53,000,000 common shares of Sokoman Minerals Corp. (Shares) through a private placement, at $0.19 per Share for total consideration of $10,070,000. Prior to the acquisition, Mr. Sprott beneficially own ...
KBR, Inc. (KBR) Cuts 2025 Revenue Due to TRANSCOM Termination, Securities Class Action Looms–Hagens Berman
Globenewswire· 2025-10-31 18:43
SAN FRANCISCO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- A pending class-action lawsuit targeting KBR, Inc. (NYSE: KBR) alleges that the company made misleading statements to investors in the weeks leading up to the abrupt cancellation of a major military contract which negatively impacted the company’s business prospects. The lawsuit seeks to represent investors who purchased or otherwise acquired KBR securities between May 6, 2025 and June 19, 2025. National shareholders rights firm Hagens Berman urges KBR invest ...
The Fed needs a 24/7 system for banks to move cash. This could be the answer.
MarketWatch· 2025-10-31 18:38
Your article positions Circle CRCL+2.61% as a major beneficiary if USDC becomes the settlement layer for banking system intraday credit. But Circle is basically a money-market fund with tech wrapping. ...
Bandwidth Q3 Earnings Fall Short of Estimates, Revenues Decline
ZACKS· 2025-10-31 18:37
Key Takeaways BAND's Q3 revenues decline slightly, but strength in cloud communications help surpass revenue estimates. Bandwidth's adjusted EBITDA exceeds guidance, as digital engagement momentum drives performance. Bandwidth posts Q3 net loss of $1.24M; growth in voice AI and software revenues offset declines.Bandwidth Inc. (BAND) reported mixed third-quarter 2025 results, with the top line surpassing the Zacks Consensus Estimate but the bottom line missing the same.The company’s revenues declined slightl ...
Grainger Q3 Earnings & Revenues Surpass Estimates, Increase Y/Y
ZACKS· 2025-10-31 18:37
Key Takeaways Grainger's Q3 EPS of $10.21 beat estimates and rose 3.4% y/y on a solid segment performance.Quarterly revenues grew 6.1% to $4.66B, led by 18.2% daily sales growth in Endless Assortment.Grainger updated its 2025 outlook, guiding net sales of $17.8-$18B and EPS of $39.00-$39.75.W.W. Grainger, Inc. ((GWW) has reported earnings per share (EPS) of $10.21 in third-quarter 2025, beating the Zacks Consensus Estimate of $9.93. The bottom line improved 3.4% year over year, aided by the solid performanc ...
Cadence Q3 Earnings Top on Upbeat AI Trends, Backlog Remains Robust
ZACKS· 2025-10-31 18:37
Key Takeaways Cadence reported Q3 EPS of $1.93 and revenues of $1.339B, both topping consensus estimates.Backlog hit a record $7B, powered by AI, HPC and automotive design demand.Full-year outlook was raised with 2025 EPS guided at $7.02-$7.08 on $5.26-$5.29B revenuesCadence Design Systems (CDNS) , a well-known player in the electronic design automation (“EDA”) space, recently reported better-than-expected third-quarter 2025 results and exceeded management’s guidance.Non-GAAP earnings per share (EPS) of $1. ...
Aon Q3 Earnings Beat Estimates on Reinsurance Solutions Strength
ZACKS· 2025-10-31 18:37
Key Takeaways Aon posted Q3 adjusted EPS of $3.05, up 12% YoY and beat the consensus estimate.Total revenues grew 7% YoY to $4B, led by new business, strong retention and gains in Risk Capital units.Reinsurance Solutions' organic revenues rose 8%, supported by treaty strength and new business momentum.Aon plc (AON) reported third-quarter 2025 adjusted earnings of $3.05 per share, which beat the Zacks Consensus Estimate by 5.5%. The bottom line increased 12% from the year-ago period.Total revenues rose 7% ye ...
Zillow Misses Q3 Earnings Estimates Despite Higher Revenues
ZACKS· 2025-10-31 18:37
Key Takeaways Zillow posted Q3 revenues of $676M, up from $581M last year, beating consensus estimates.Net income hit $10M versus a $20M loss a year ago, aided by solid top-line performance.Strong rental growth and a 57% surge in mortgage originations boosted segment revenues.Zillow Group (ZG) reported relatively mixed third-quarter 2025 results, wherein the bottom line missed the Zacks Consensus Estimate but the top line beat the same. The company registered a healthy improvement in revenues with deep cust ...