Core Viewpoint - The company has downgraded its outlook on value to negative due to concerns over cost pressures in certain segments, particularly staples, while maintaining a positive stance on growth driven by technology [2][3]. Sector Analysis - Growth is primarily dominated by technology, which continues to show strong profitability and earnings beats, contrasting with value sectors facing cost pressures [2]. - Consumer sentiment is declining, which is expected to negatively impact value sectors [3]. Momentum and Quality - Momentum has been adjusted to neutral, indicating a cautious approach, while quality remains neutral as well [4][6]. - The company has shifted its focus from large-cap stocks to big tech within the large-cap category, reflecting a change in strategy [5]. Economic Outlook - There is a low probability of a recession, with robust consumption despite a weakening labor market [7]. - The primary concern in the market is the scale of AI spending and the uncertainty regarding returns on that investment [8]. AI Investment Concerns - If AI spending decelerates, it could lead to significant market implications, particularly if it becomes reliant on credit markets for capital expenditures [8][9]. - A potential macroeconomic slowdown could coincide with a pullback in AI capital expenditures, which would have negative consequences, although this scenario is not considered the base case [10]. Earnings Performance - Current earnings reports show strong performance, with over 90% of companies reporting nearly 50% growth in earnings and approximately 6.5% growth in sales, indicating good operating leverage in the system [10].

are a d. Everyday investors like No plans for any Black Friday discounts. Joining us this morning in a first on CNBC interview is CEO Martin Hoffman.Martin, so much to get to. Thanks for being with us today. >> Thanks for having me.>> Does this quarter reflect some kind of inflection point with the consumer. >> I mean, it's been an absolutely amazing quarter with close to 35% constant currency growth. But what it really shows is the strategy that we are having.And this is a strategy of building the most pre ...

The CEO of shale driller Vista Energy sees another round of reforms from Javier Milei as a trampoline to growth after the libertarian president notched a decisive win in midterm elections https://t.co/cOaqeOj3EF ...

When was the last time that you tried something for the very first time. I know it's a bit of a tongue twister of a question, so I'll ask again. When was the last time that you tried something for the very first time.What has been the biggest change you've ever had to make in your life. For us students, was it when you first joined high school and you had to get accustomed to the new workload, all the people around you, the new teachers. Or for the adults present here, was it when you first got that job tha ...

People [Applause] say, "Wow, Omra, you're an IB and you play basketball. You must really have your life together." And I'm like, "Totally." If by together you mean I run laps at 6:00 a. m. as conditioning practice.I always forget my math homework somewhere between the court and my locker. and I currently can't tell if I'm crying because I missed the game-winning shot or because Spotify played an emotional Bollywood song, then yes, I am the definition of thriving. On the court, people see the hustle, the tea ...

China Market Expansion - Restaurant Brands International (RBI) is forming a joint venture with a Chinese alternative asset manager, CPE, to expand Burger King in China [1] - The goal is to grow Burger King China to over 4,000 restaurants by 2035 [1] - CPE is making a $350 million capital commitment to fuel growth in China [2] - The company's business in China experienced double-digit growth in the third quarter [2] - A local partner will help adapt to the Chinese consumer [6] US Market Performance - Burger King's same-store sales growth in the US was a little over 3% last quarter [6][7] - The company saw some choppiness in October [7] Industry Trends and Value Equation - There's a significant bifurcation in restaurant business performance, largely due to getting the value equation right [9][10] - Companies that have taken too much price over time are seeing consumers turn away [9][10] - The value equation includes great food, restaurant appearance, and service quality [12]

RT Fluid 🌊 (@0xfluid)Strong fundamentals. Consistent growth.@tokenterminal’s Q3 report highlights Fluid’s momentum featured in @Binance Square Reports.Fluid continues to scale securely and sustainably. 🌊 ...

75% is a lot. But there also comes some significant milestones and also then talk of 50% growth in car production by the end of 2026. Can we make that gene.Now, the simple answer is that probably not. But that's what Ellen did. A master classes is ultimately is throwing a ball out there that is difficult to achieve, but he has the wherewithal to do that. And so that ball you talked about the production piece, this 50%, he puts that target out there.But then he adds these kind of qualifiers that say that, ye ...

User Growth - Brave's monthly active users (MAU) reached 100 million in September [1] - MAU continued to grow, reaching 101.69 million in October [1] - Daily active users (DAU) reached 44.72 million in October [1] Market Momentum - The trend towards a faster, private, user-first web is gaining strength [1]

Financial Performance - Adjusted EBITDA is up 29% for the quarter [2] - Trailing 12-month free cash flow reached $1 billion [2] - The company will complete a $500 million share repurchase in 2025 [6] Rider & Product Growth - Active riders grew by 18% in the third quarter [1] - North America is experiencing the strongest active rider growth, hitting all-time highs [2] - Gross bookings are at all-time highs [2] - Premium modes on the platform are up 50% year-over-year in Q3 [13] Market Opportunity & Strategy - The market has a large penetration opportunity with 300 billion personal vehicle trips across served markets [5] - The company is focused on a hybrid network, combining partnerships and potential asset ownership [12] - The company sees potential for 10% of volume to be served through AVs in 5-7 years [11] Partnerships & Acquisitions - Partnerships have the highest penetration rate ever [2] - The company has a United Airlines deal [3] - Acquisitions are contributing to performance [3] - Synergies are expected with the 1500 independent fleet operators engaged by TBR Global [14]