The VIX doesn't usually rise when the market is closing at records. ...

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CTSH, CGEMY 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. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial ...

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Group 1: Microsoft and OpenAI Partnership - Microsoft has acquired approximately 27% of OpenAI's for-profit business, valued at around $135 billion, marking a significant evolution in their partnership [1] - OpenAI is committed to procuring $250 billion in Azure cloud services, with a stipulation that API-based products must run exclusively on Azure [2] - This partnership grants Microsoft intellectual property rights to OpenAI's innovations until the realization of Artificial General Intelligence (AGI), securing a near-term monopoly over the commercial AI layer [3] Group 2: Nebius Group's Positioning - Nebius Group is positioned to benefit significantly from the partnership by supplying critical GPU resources for Azure, enhancing its compute utilization [4] - The company has a five-year agreement with Microsoft worth $17.4 billion for AI infrastructure, which could expand to $19.4 billion with increased demand [5] - Nebius's revenue stream is expected to grow as OpenAI's tools scale globally, supported by Microsoft's investment in AI supercomputing [6] Group 3: Financial Performance and Market Potential - Nebius has reported doubled revenues and positive EBITDA in its core AI business, indicating strong operational momentum [7] - The partnership positions Nebius to capitalize on a projected 45% CAGR growth in the neocloud market through 2030, making it a critical player in the AI ecosystem [7] - Nebius focuses on providing the necessary GPU infrastructure for AI innovation, meeting the rising demand for cloud-based AI services [8]

Key Takeaways FEMSA's Q3 adjusted earnings fell y/y to 88 cents per ADS, missing the consensus estimate.Total revenues rose 9.1% y/y, aided by gains across all business units and currency effects.Operating income rose 4.3%, driven by strong growth in most segments and favorable European currency trends.Fomento Economico Mexicano S.A.B. de C.V. (FMX) , alias FEMSA, reported third-quarter 2025 adjusted net majority earnings per ADS of 88 cents, down from $1.37 in the year-ago quarter and missed the Zacks Cons ...

NEW YORK (AP) — U.S. stocks are rising toward more records on Wednesday as Wall Street waits to hear from the Federal Reserve later in the day about what it will do with interest rates.The S&P 500 added 0.3% in afternoon trading. The Dow Jones Industrial Average was up 271 points, or 0.6%, as of 12:32 p.m. Eastern time, and the Nasdaq composite was 0.5% higher. All three indexes are coming off their latest all-time high.The bond market was also relatively steady in the countdown to the announcement from the ...

Key Takeaways Cigna will report Q3 2025 results on Oct. 30, with EPS estimated at $7.70 on $67.16B in revenues.Evernorth revenues are projected to rise 9%, while pharmacy and fee income show double-digit growth.Premiums and medical customers are expected to decline, with margins pressured by higher costs.Global health insurance company The Cigna Group (CI) is set to report third-quarter 2025 results on Oct. 30, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earn ...

The problem with an ETF like the YieldMax Semiconductor Portfolio Option Income ETF ( CHPY ) is that it does not highlight the true risks of a high yield option buywrite strategy because of itsI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, s ...

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