ALAB Rides on Accelerating AI Infrastructure Demand: What's Ahead?
ZACKS· 2025-10-22 18:55
Key Takeaways Astera Labs is expanding its PCIe 6.0, UA Link, and CXL 3.0 portfolio to meet AI infrastructure demand. ALAB expects Q3 2025 revenues of $203M-$210M, up 6%9% sequentially on strong product demand.Competition from Broadcom and Marvell intensifies as both boost their AI data center connectivity portfolios. Astera Labs (ALAB) is rapidly expanding its portfolio to address the growing demands of AI infrastructure and connectivity solutions. The company has emerged as a key player in next-generation ...
GM Unveils ‘Eyes-Off' AI System: What To Know About The Self-Driving Feature
Forbes· 2025-10-22 18:55
Core Insights - General Motors (GM) has introduced a partially autonomous "eyes-off" driving system, set to debut with the Cadillac Escalade IQ EV in 2028, alongside a Google AI feature for conversational assistance in vehicles by 2026 [1][2]. Group 1: Product Features - The "eyes-off" driving system will enhance GM's existing Super Cruise hands-free software, which currently requires driver attention but offers adaptive cruise control and lane centering [1]. - The new system will initially be limited to highway driving, covering 600,000 miles of roads in North America, with human intervention needed primarily for off-ramps [4]. - This feature is classified as Level 3 autonomous driving, which operates under specific conditions, while fully autonomous driving is categorized as Level 5 [4]. Group 2: Market Position and Competition - GM aims to roll out the "eyes-off" feature faster than the original Super Cruise, indicating a strategic push in the autonomous driving market [2]. - GM is competing with other automakers like Tesla and Mercedes, with the latter being the only manufacturer currently offering Level 3 automated driving through its Drive Pilot system [7]. Group 3: Financial Aspects - The cost structure for the "eyes-off" driving feature remains unclear, but it may follow a subscription model similar to Super Cruise, which costs $25 per month or $250 annually [5]. - The Cadillac Escalade IQ EV, which will feature the new system, starts at $127,700 for the 2025 model [5]. Group 4: Company Performance - Following the announcements, GM shares experienced minimal movement, trading down slightly, but had seen a significant increase of over 15% in the preceding week [6].
ETF Prime: Calamos' Matt Kaufman Unpacks Autocallable Strategies
Etftrends· 2025-10-22 18:54
On this week's episode of ETF Prime, Nate Geraci hosted a detailed discussion featuring Matt Kaufman, the global head of ETFs for Calamos Investments about the Calamos Autocallable Income ETF (CAIE), the first auto callable ETF on the market, which launched in June. David Mann, head of ETF product and capital markets at Franklin Templeton, also joined the podcast. He discussed Franklin Templeton's achievement of surpassing $50 billion in global ETF assets and much more. Matt Kauffman on Autocallable Mechan ...
Ethereum Exposure Offers More Than Meets the Eye
Etftrends· 2025-10-22 18:54
Calling ethereum bitcoin's younger sibling would be a gross mischaracterization. While many use bitcoin as a store of value, developers use ethereum as a crucial building block for decentralized finance (DeFi). Recent insights from the CoinShares team help break down how ethereum has become one of the most sought- after cryptocurrencies in the world. In the post, the CoinShares team noted that a number of different corporations and institutions have debuted secondary networks through the help of ethereum. ...
Boston Scientific raises 2025 organic growth guidance to 15.5% amid WATCHMAN and EP momentum (NYSE:BSX)
Seeking Alpha· 2025-10-22 18:54
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Airbus sees world freighter fleet growing 45% by 2044
Reuters· 2025-10-22 18:54
Airbus said on Wednesday the worldwide fleet of dedicated freighter aircraft by all makers should rise to 3,420 in the next 20 years, or a 45% increase, helped by long-term trade growth. ...
Citi's Francesco Martoccia: Here's what to make of falling oil prices
Youtube· 2025-10-22 18:54
Let's talk energy. Oil, it's up a little bit today, but overall it's been a weak year. Now, falling oil is great for prices at the American gas pump.We are nearly below $2 a gallon in some areas of the United States. So, if you're a driver, this is good news. But if you're an investor, not so much.The big XOP oil and gas ETF down 8% in a year, underperforming the S&P 500 by about 20%. And as oil keeps going down, there is more focus on OPEC. OPEC of course has been adding barrels to the market if we have be ...
Carrefour SA (CRRFY) Q3 2025 Sales Call Transcript
Seeking Alpha· 2025-10-22 18:53
PresentationGood day, and thank you for standing by. Welcome to the Carrefour Q3 2025 Sales Conference Call. [Operator Instructions]. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Matthieu Malige, CFO. Please go ahead, sir.Matthieu MaligeChief Financial Officer Thank you. Good afternoon to all of you, and thank you for attending our 2025 Q3 sales call. I'm here with Sebastien Valentin, Head of Investor Relations and our IR te ...
Mattel Sees Growth in Uno and American Girl Dolls. Barbie Sales Are Slipping.
Investopedia· 2025-10-22 18:50
Uno is one of Mattel's most popular products, the toymaker said. Jakub Porzycki / NurPhoto via Getty Images Close Key Takeaways Uno is still number one. The multi-colored game deck is the top-selling card game and has grown for nine quarters in a row, according to Mattel (MAT), its parent company, which late Tuesday briefed analysts about the trends the toy and game giant sees heading into the holiday shopping season. Among those trends: American Girl doll sales are on the rise, with Mattel saying that the ...
Berkshire stock getting crashed since Buffett announced exit
Finbold· 2025-10-22 18:48
Berkshire Hathaway (NYSE: BRK.A, BRK.B) shares have fallen sharply since CEO Warren Buffett announced his decision to step down, significantly underperforming the broader market.By press time, BRK stock was trading at around $490, down more than 8% since early May, while the S&P 500 has gained roughly 18%. The nearly 28-percentage-point gap highlights the shift in sentiment toward the conglomerate since Buffett revealed his succession plans.S&P 500 and BRK chart. Source: BarchartThe legendary investor confi ...