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Microsoft may report best quarter of the hyperscalers again, says Jim Cramer
Youtube· 2025-10-25 00:07
Core Viewpoint - The upcoming earnings season is crucial, with a focus on individual companies due to limited macroeconomic data from the government shutdown, and expectations of a quarter-point rate cut from the Federal Reserve as the economy shows signs of stalling [2][3][4]. Company Insights - **Newport**: Anticipated to report strong earnings, benefiting from President Trump's tariffs that protect domestic steel producers [5]. - **United Health**: Expected to address concerns regarding investigations into billing practices, with potential for stock recovery [6]. - **SoFi**: The digital bank has seen significant stock movement, raising concerns about profit-taking [7]. - **Celestica**: Noted for its strong performance in tech equipment manufacturing, considered a solid investment opportunity [7]. - **United Parcel Service (UPS)**: Stock performance is closely tied to earnings results, with potential for significant price movement based on quarterly results [8]. - **Royal Caribbean**: The cruise line has performed well post-COVID, indicating strong consumer demand [9]. - **Visa**: Consistently performs well, with expectations for another strong quarter [10]. - **Seagate**: Anticipated to report strong earnings due to supply constraints, which is favorable in the current market [11]. - **CVS**: Expected to perform well following the decline of competitors like Walgreens [12]. - **Caterpillar**: Concerns about overvaluation despite strong performance in infrastructure [12]. - **Boeing**: Expected to report positive results despite recent non-cash charges [13]. - **Alphabet**: Anticipated to report strong earnings driven by YouTube and search [15]. - **Microsoft**: Expected to repeat strong performance from the previous quarter [15]. - **Meta**: Continues to deliver strong earnings, particularly in advertising [15]. - **ServiceNow**: Expected to leverage AI capabilities for strong performance [17]. - **Mastercard**: Anticipated to report a strong quarter, seen as a reliable investment [18]. - **Apple**: Stock has seen significant movement, with high expectations for upcoming earnings [21]. - **Amazon**: Facing challenges with its web services segment, which is impacting overall stock performance [20][21]. - **Chevron and Exxon**: Both companies are struggling with crude price fluctuations, impacting their stock performance [23].
Become a Better Investor Newsletter – 25 October 2025
Become A Better Investor· 2025-10-25 00:01
Group 1 - The internet's reliance on centralized cloud infrastructure was highlighted by the recent downtime of Amazon Web Services (AWS) [1] - Gold prices experienced a significant decline of -5.7%, marking the largest one-day drop since April 2013, which is a rare occurrence [2][4] - Institutional demand for gold remains strong, with 95% of reserve managers anticipating an increase in global central bank gold holdings over the next 12 months, a record high according to a World Gold Council survey [3][4] Group 2 - The gains of the "Mag 7" stocks have been primarily driven by earnings per share (EPS) growth, contrasting with the broader S&P 500, which has seen more reliance on multiple expansion [4] - Active fund managers are facing challenges, with only 22% of active funds outperforming the market year-to-date, marking the worst performance in at least 26 years [4]
Can The Growing ETF Market Lead To The Stock Market's Undoing?
Yahoo Finance· 2025-10-25 00:01
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. A significant uptick in new ETF launches has some investors on edge, with Citigroup U.S. Equity Strategist Drew Pettit telling Reuters that the launches are at an "unsustainable level" that can result in "product rationalization and closures." ETFs have become a fan favorite among many stock investors who want a simplified way to enter financial markets, but the growing ETF market can lead to trouble in th ...
The Cracker Barrel Mess Isn't Over Yet
WSJ· 2025-10-25 00:00
Group 1 - The online backlash regarding the logo change and demands for the CEO's removal were significantly amplified by bots [1] - Public frustration has also extended to other aspects, including the company's product offerings, such as green beans [1]
SVRA IMPORTANT DEADLINE: ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Savara Inc. Investors to Secure Counsel Before Important November 7 Deadline in Securities Class Action – SVRA
Globenewswire· 2025-10-24 23:55
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Savara Inc. securities between March 7, 2024, and May 23, 2025, of the upcoming lead plaintiff deadline on November 7, 2025, for a class action lawsuit [1] Group 1: Class Action Details - Investors who bought Savara securities during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by November 7, 2025 [2] - The lawsuit claims that Savara's defendants made false or misleading statements regarding the approval process of the MOLBREEVI Biologics License Application (BLA) [4] Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success and recognition in this field [3] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3] - Investors have the option to select their counsel or remain absent from the class until it is certified [6]
American Riviera Bancorp Announces Results for the Third Quarter of 2025
Accessnewswire· 2025-10-24 23:35
Core Insights - American Riviera Bancorp reported an unaudited net income of $7.9 million ($1.38 per share) for the nine months ended September 30, 2025, an increase from $6.7 million ($1.15 per share) in the same period last year [1] - For the three months ended September 30, 2025, the company recorded an unaudited net income of $2.9 million ($0.51 per share), up from $2.6 million ($0.46 per share) in the previous quarter and $2.1 million ($0.36 per share) in the same period last year [1] Financial Performance - The nine-month net income of $7.9 million represents a year-over-year increase of approximately 17.91% compared to the previous year's $6.7 million [1] - The quarterly net income of $2.9 million shows a sequential increase of 11.54% from the previous quarter's $2.6 million and a year-over-year increase of 38.1% from $2.1 million [1]
More demand than supply gives companies an edge, Jim Cramer says
CNBC· 2025-10-24 23:32
Core Viewpoint - The phrase "supply constrained" is crucial during earnings season, indicating that companies can raise prices due to limited supply, which is beneficial for their performance [1] Group 1: Technology Sector - Intel's strong earnings are attributed to being supply constrained, with the CFO noting that "industry supply has tightened materially" [2] - Other tech companies like Micron, AMD, and Nvidia are also experiencing supply constraints and performing well in the market [2] - The high storage needs of artificial intelligence are contributing to the supply constraints, as semiconductor capital equipment manufacturers did not anticipate the volume of orders [3] Group 2: Other Industries - Boeing and GE Vernova are identified as supply constrained, with Boeing expected to report shortages in its aircraft when it announces earnings [4] - GE Vernova faces supply constraints in its power equipment, particularly natural gas turbines, which are essential for data centers [4] - Both GE Vernova and Boeing are positioned to benefit from increased demand for big-ticket items that can help reduce the U.S. trade deficit [5] - Overall, there is a prevailing trend of higher demand than supply across various industries, which is expected to support strong stock performance [5]
Tesla Operates In Five Continents, A Sixth Could Be On The Way With This Country
Yahoo Finance· 2025-10-24 23:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Tesla Inc (NASDAQ:TSLA) CEO Elon Musk was born in South Africa and spent 17 years there before moving to North America. The billionaire's EV company could be headed to Africa for the first time, but it won't be Musk's home country. Tesla Sets Sights On Africa In the company's continued international expansion, Tesla looks to have its eyes set on Africa with a new job listing highlighting a potential first ...
Matador (MTDR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-10-24 23:31
Core Insights - Matador Resources (MTDR) reported revenue of $939.02 million for Q3 2025, a year-over-year increase of 4.4% and a surprise of +6.3% over the Zacks Consensus Estimate of $883.36 million [1] - The EPS for the same period was $1.36, down from $1.89 a year ago, with an EPS surprise of +11.48% compared to the consensus estimate of $1.22 [1] Financial Performance Metrics - Average Daily Production Volumes: - Oil: 119,556 BBL/D, exceeding the estimated 117,874.80 BBL/D [4] - Natural Gas: 537.8 million cubic feet per day, surpassing the estimated 498.45 million cubic feet per day [4] - Total Oil Equivalent: 209,184 million barrels of oil equivalent per day, above the estimated 201,142.9 million barrels [4] - Average Sales Prices: - Natural Gas (with realized derivatives): $2.03, below the estimated $2.46 [4] - Oil (with realized derivatives): $64.91, slightly above the estimated $64.51 [4] - Oil (without realized derivatives): $64.91, below the estimated $65.38 [4] - Natural Gas (without realized derivatives): $1.95, below the estimated $2.29 [4] - Revenue Breakdown: - Oil and Natural Gas Revenues: $810.24 million, exceeding the estimated $798.5 million, representing a +5.2% year-over-year change [4] - Third-party Midstream Services Revenues: $43.83 million, above the estimated $43.34 million, with a +14.4% year-over-year change [4] - Oil Revenues: $713.95 million, surpassing the estimated $671.13 million, reflecting a +2.2% year-over-year change [4] - Natural Gas Revenues: $96.29 million, below the estimated $118.54 million, with a +34.2% year-over-year change [4] - Sales of Purchased Natural Gas: $61.04 million, below the estimated $67.43 million, with an +18.2% year-over-year change [4] Stock Performance - Matador's shares have returned -15.8% over the past month, contrasting with the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]