We're joined now by CEO [music] Julie to discuss the quarter and and we were just wondering about the stock reaction. Julie, the market doesn't appear to be believing that the AI narrative around Accenture even though it's clearly accelerating your business. What's happening.You know, Sarah, we delivered an incredible Q1, our biggest ever in new business, and it's because our clients know they have to deliver results today, and they've got to reinvent. So, we demonstrated that again, $20.9% billion in new b ...

Company Overview - Impinj (PI) shares increased by 3.4% to close at $166.49, with notable trading volume exceeding typical levels, contributing to an 11.2% gain over the past four weeks [1] - The stock's performance is driven by better-than-expected execution, rising RFID adoption, and positive sentiment regarding its multi-year growth and margin profile [1] Earnings Expectations - Impinj is expected to report quarterly earnings of $0.50 per share, reflecting a year-over-year increase of 4.2%, with revenues projected at $92.15 million, up 0.6% from the previous year [2] - The consensus EPS estimate for Impinj has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Impinj operates within the Zacks Electronics - Semiconductors industry, where Lattice Semiconductor (LSCC) is another key player, having closed 3.5% lower at $71.86, but returning 15.2% over the past month [3] - Lattice's consensus EPS estimate for the upcoming report is $0.32, representing a significant year-over-year change of 113.3%, with a Zacks Rank of 3 (Hold) [4]

Core Insights - LPL Financial (LPLA) experienced a rise in total brokerage and advisory assets, reaching $2.36 trillion in November 2025, marking a 0.5% increase from the previous month and a 34.3% increase year over year [1][10]. LPLA's November Performance Breakdown - Brokerage assets totaled $977.6 billion, showing a slight increase from October 2025 and a 24.4% year-over-year growth [2]. - Advisory assets amounted to $1.39 trillion, rising 0.8% from the previous month and 42.3% from November 2024 [2]. Organic Net New Assets (NNAs) - Total organic NNAs were reported at $6.7 billion, which included $0.1 billion from First Horizon Bank and $0.3 billion of off-boarded assets due to a planned separation [3]. Client Cash Balances - LPL Financial reported a total client cash balance of $54.6 billion for November 2025, down 0.5% from the prior month but up 8.1% year over year [4]. Company Outlook - The company is expected to maintain strong advisor productivity and recruiting efforts, which will likely support advisory revenues [5]. - There are concerns regarding the performance of capital markets and substantial goodwill on the balance sheet [5]. Stock Performance - Over the past six months, LPLA shares have declined by 6.2%, contrasting with the industry's growth of 22% [6].

Core Insights - Momentum investing focuses on stocks that are performing well and maintaining their upward trend, particularly relevant as the market approaches 2026 [2] - In 2025, a select group of companies consistently exceeded earnings expectations and demonstrated clear growth visibility, leading to strong investor confidence [3] - The current momentum is distinguished by the quality of underlying fundamentals, with leading stocks benefiting from long-term trends such as AI, healthcare innovation, and infrastructure spending [4] Group 1: Momentum Stocks - NVIDIA Corporation (NVDA) is experiencing strong momentum due to the rising demand for AI and accelerated computing, with fiscal 2027 sales projected to increase by 42.2% and earnings by 52.9% year over year [9][10] - Broadcom Inc. (AVGO) is gaining momentum from AI-focused semiconductors and networking solutions, with fiscal 2027 sales expected to rise by 40.5% and earnings by 39.5% year over year [14] - Eli Lilly and Company (LLY) is benefiting from high demand for obesity and diabetes treatments, with projected sales growth of 22.4% and earnings growth of 41% in 2026 [16] Group 2: Factors Supporting Momentum - Stocks with clear demand drivers and predictable revenue streams tend to maintain momentum longer, even if valuations appear high [5] - NVIDIA's momentum is broadening beyond hyperscalers to include enterprises and governments investing in AI infrastructure [8] - Broadcom's balanced model, combining AI momentum with a stable software portfolio, supports strong free cash flow growth and shareholder returns [13]

Women We Admire is pleased to announce The Top 50 Women Leaders of Buffalo for 2025NEW YORK, Dec. 18, 2025 /PRNewswire-PRWeb/ -- Women We Admire is pleased to announce The Top 50 Women Leaders of Buffalo for 2025. As New York's second-largest city, Buffalo has long been a major economic center, shifting from its early strength in manufacturing and steel to an economy anchored by healthcare, education, professional services, tourism, and logistics. The city's historic architectural sites, nationally recogniz ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...

SanDisk stock (NASDAQ: SNDK) jumped sharply on Thursday, rallying nearly 9% as a convergence of positive catalysts lifted sentiment across the memory sector. Micron's blowout earnings and bullish guid... ...

The global obesity epidemic has spurred pharmaceutical companies to invest heavily in developing effective weight management solutions, leading to a surge in clinical trials for anti-obesity medications. Amid growing demand for such treatments, significant advancements in drug development are increasingly focused on long-term sustainability and safety to meet the needs of individuals struggling with weight maintenance.Eli Lilly and Co (NYSE:LLY) on Thursday shared topline results from the ATTAIN-MAINTAIN Ph ...

Jason Few: Thank you, Mike, and good morning, everyone. Thank you for joining us on our call today. Our fourth fiscal quarter closed a year of meaningful progress for FuelCell Energy. Starting around twelve months ago, we began a series of thoughtful restructuring measures to sharpen our focus and strengthen the fundamentals of our business. Through this series of tough decisions to streamline and focus our organization, today, we are operating with greater discipline, lower cost, and strategic clarity. We ...

VENLO, Netherlands--(BUSINESS WIRE)---- $QGEN #QIAGEN--QIAGEN N.V. (NYSE: QGEN; Frankfurt Prime Standard: QIA) today announced details for completion of plans to return approximately $500 million to shareholders through a synthetic share repurchase that combines a direct capital repayment to QIAGEN shareholders with a reverse stock split. QIAGEN announced in November 2025 plans for the repurchase, which comes after QIAGEN has returned about $650 million to shareholders since the start of 2024 through a synt ...