Nvidia CEO Jensen Huang said he had asked TSMC for more chip supplies as artificial intelligence demand remains strong https://t.co/mhYeoYconk ...

Welcome back to Overtime. The votes are in on Elon Musk's pay package at Tesla. Phil, what happened.>> 75% approved it, John. So, Elon Musk will remain a CEO of Tesla. He threatened to leave if he didn't get these uh this pay package approved by the shareholders.75% voted for it. And now Elon Musk is about to talk at the Tesla shareholder meeting. We know what his message is going to be.The future is all about autonomous robotics and artificial intelligence. By the way, on the question of whether or not Tes ...

Shiller's long-term equity forecasting model is based on his cyclically adjusted price-to-earnings ratio, known as the CAPE ratio or the Shiller P/E. The CAPE ratio looks at earnings from the past 10 years and adjusts them for inflation. It then divides the current market price by the average of the inflation-adjusted earnings. The indicator effectively smooths out the impact of the market's cycles, providing a clearer picture of where valuations stand in a historical context.However, he suggests that it co ...

Hello everyone. Tom Lee's hyper bullish on the stock market and on cryptocurrency. Chat GBT has officially killed the job market and we unpack what's going to happen when quantitative tightening ends.We are live today from the desk of Anthony Pompliano. Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube and right now we have just over 36,000 subs.So, hit that button and let's get into it today. All right, ladies and gentlemen, this is exciting. Tom Le ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Veteran Wall Street investor Jordi Visser said on Anthony Pompliano's podcast that the current Bitcoin (CRYPTO: BTC) price action resembles an "IPO-style distribution." Visser Says Bitcoin's Setup Mirrors an IPO Distribution Phase Visser, a macro investor with over 30 years of professional market experience and founder of Visser Labs, told Pompliano that "every possible thing you'd want for Bitcoin is hap ...

TIM (NYSE:TIMB) Q3 2025 Earnings Call November 04, 2025 08:00 AM ET Company ParticipantsVicente Ferreira - Investor Relations OfficerAndrea Viegas - CFOAlberto Griselli - CEOConference Call ParticipantsLeonardo Olmos - AnalystVitor Tomita - AnalystBernardo Guttman - AnalystMaria Clara Infantozzi - AnalystDavid Lopez - AnalystNone - AnalystMarcelo Santos - AnalystOperatorGood morning, ladies and gentlemen, and welcome to TIM S.A. 2025 Q3 Results Video Conference Call. We would like to inform you that this ev ...

Joining us now to break down the winners and the losers or what we know and what we don't from these negotiations, former assistant US trade representative for China affairs, Jeff Moon. Jeff, it's great to have you here. I mean, look, there seems to be a lot of things that were said, but also a lot of details that are left unsaid.Trump is saying the meeting was amazing. When I look at this, it looks like maybe we're just back to around where we were in August for some of these things. rare earths I get is a ...

Financial Data and Key Metrics Changes - Reported revenues for Q3 2025 were $2.1 billion, a 14.2% increase compared to $1.83 billion in the prior year period, with organic growth of approximately 10% [14] - Adjusted gross margin for Q3 2025 was 31.5%, representing a 50 basis point increase compared to the prior year [14] - Adjusted EBITDA increased by 14.7% for Q3 2025, with an adjusted EBITDA margin of 13.5%, a 10 basis point increase year-over-year [14] - Adjusted diluted earnings per share for Q3 2025 was $0.41, a 20.6% increase compared to the prior year [15] Business Line Data and Key Metrics Changes - Safety Services segment reported revenues of $1.4 billion, a 15.4% increase compared to $1.2 billion in the prior year, with organic growth of 8.7% [15] - Specialty Services segment reported organic revenues of $683 million, an increase of 11.6% compared to $612 million in the prior year [16] - Adjusted gross margin for Safety Services was 37.3%, an 80 basis point increase, while Specialty Services had a gross margin of 19.3%, a 60 basis point decrease [16][17] Market Data and Key Metrics Changes - North American safety business continued to show double-digit inspection revenue growth, contributing to the overall strong performance in the Safety Services segment [15] - The company is experiencing robust activity in various sectors, including data centers, semiconductor manufacturing, aviation, and healthcare, which are driving growth [29] Company Strategy and Development Direction - The company aims to achieve $10 billion in net revenues by 2028, with consistent mid-single-digit organic growth and a target of 16% plus adjusted EBITDA margin [8] - Investments in technology, including AI and market-leading systems, are intended to empower field leaders and improve operational efficiency [6][8] - The company is focused on disciplined customer and project selection, pricing, and selective business pruning to enhance margins and growth [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to execute the strategy and deliver on 2025 targets, citing strong momentum in inspection, service, and monitoring business [12][23] - The company anticipates continued strong free cash flow generation and a robust pipeline for M&A activity, with a focus on North America [11][12] - Management acknowledged the challenges of balancing growth with margin expansion but remains optimistic about achieving long-term margin goals [48][49] Other Important Information - The company completed four bolt-on acquisitions in Q3 2025, bringing the total for the year to 11, with plans to deploy approximately $250 million in M&A at attractive multiples [11][12] - The adjusted free cash flow for Q3 2025 was $248 million, representing a conversion rate of 88% [18] Q&A Session Summary Question: Can you provide more detail on the organic growth in Safety Services? - Management noted robust activity in the data center space and other sectors, with data centers expected to account for 9-10% of total revenue [28][29] Question: How is the M&A pipeline progressing? - Management stated they are on track with M&A activity, focusing on North America, particularly in fire protection and electronic security [31][32] Question: What is the current status of the elevator and escalator segment? - The elevator business is experiencing high single-digit organic growth, with positive cross-selling opportunities developing [74] Question: How do you balance growth with margin expansion? - Management emphasized the importance of project size and complexity in driving margins, indicating a focus on maintaining a balance between growth and profitability [48][49] Question: What is the expected contribution from M&A to revenue next year? - Management indicated that approximately $1 of purchase price translates to about $1 in revenue over a 12-month period, with expectations for accretive contributions from acquisitions [81]

Masayoshi Son’s big wager on artificial intelligence has paid off — propelling the SoftBank founder past Uniqlo billionaire Tadashi Yanai to become Japan’s richest person https://t.co/2NPH8AQf6q ...

Meanwhile, the front page of the Wall Street Journal has some new reporting on the wave of white collar layoffs with major companies like Amazon, UPS, Target announcing cuts slashing thousands of corporate roles. In their statements, companies cited in part growing pressure to operate more efficiently and to embrace the use of artificial intelligence. So, Jim Vande, that brings us around to your piece with Mike Allen looking at how an AI job apocalypse unfolds in front of us and it does seem to be accelerat ...