Core Insights - The RiverPark Large Growth Fund reported strong performance in Q3 2025, with the S&P 500 Total Return Index rising 8.12% and the Russell 1000 Growth Index returning 10.51% [1] - The fund itself returned 4.73% during the same period, indicating a positive but narrower market leadership primarily driven by mega-cap tech and consumer companies [1] Company Performance - The Walt Disney Company (NYSE:DIS) was highlighted as a top five detractor for the fund despite reporting solid Q3 2025 results [3] - Disney's revenue for the quarter was $23.65 billion, which slightly missed consensus estimates, but segment operating income of $4.6 billion and EPS of $1.61 exceeded forecasts [3] - Management raised full-year EPS guidance to $5.85 from $5.75, driven by an improved Direct-to-Consumer EBIT outlook of $1.3 billion and stronger expected Experiences growth at 8% year-over-year [3] - Despite these positive indicators, Disney's stock declined due to mixed performance in the Parks segment, with domestic attendance remaining flat against expectations of 3-4% growth [3] Market Context - The third quarter saw Information Technology, Consumer Discretionary, and Communication Services leading sector performance, while Energy and Utilities lagged behind [1] - The overall market environment was characterized by strong AI innovation, benefiting a select group of companies [1]

Core Insights - Faraday Future has appointed Heath Shuler as a strategic advisor to enhance government affairs and provide counsel on legislative and regulatory matters [1][5][6] Group 1: Appointment and Role - Heath Shuler, a former U.S. Representative and NFL player, joins Faraday Future as one of three strategic advisors [1][4] - Shuler will focus on government relations, particularly on trade, tariffs, and sector-specific policy issues [5][6] - The advisory team also includes Chris Nixon Cox and Shahryar Oveissi, who will assist in global partnerships and capital market strategies [1][6] Group 2: Strategic Importance - Shuler's expertise is expected to enhance Faraday Future's credibility in Washington, D.C., and help establish its presence among key regulatory stakeholders [5][6] - The advisory team aims to secure favorable policy outcomes and build bipartisan alliances to advance the company's priorities [6] Group 3: Company Overview - Faraday Future is a California-based company focused on creating a shared intelligent electric mobility ecosystem [7] - The company's flagship model, the FF91, represents its vision for luxury and innovation in the automotive industry [7] - Faraday Future aims to disrupt the automotive sector with a technology-first approach and plans to introduce mass production models targeting a broader market [7]

Core Insights - Faraday Future has appointed Heath Shuler as a strategic advisor to enhance its government affairs outreach and establish a presence in Washington, D.C. [1][5] - Shuler's role will involve providing strategic counsel on federal and state legislative and regulatory developments affecting the company's operations and products [5][6] - The company aims to leverage Shuler's expertise to improve credibility in discussions related to trade, tariffs, and sector-specific policy issues [5][6] Group 1: Company Overview - Faraday Future is a California-based global shared intelligent electric mobility ecosystem company, founded in 2014 [7] - The company's mission is to disrupt the automotive industry by creating a user-centric, technology-first, and smart driving experience [7] - Faraday Future's flagship model, the FF91, represents its vision for luxury, innovation, and performance, with plans to introduce mass production models targeting a broader market [7] Group 2: Strategic Advisory Team - Heath Shuler joins Chris Nixon Cox and Shahryar Oveissi as high-ranking strategic advisors at Faraday Future [1][5] - The advisory team will focus on global partnerships, engagement with institutional investors, capital market strategies, and government affairs [1][5] - All three advisors bring extensive experience in navigating complex governmental and legislative environments, which is expected to be instrumental for the company [6]

Core Insights - The article discusses the performance of dividend stocks compared to growth stocks, highlighting a trend where dividend stocks have lagged behind the broader market, with the Dividend Aristocrat Index rising nearly 4% since the start of 2025, while the broader market gained approximately 15% [2] - There is a growing preference among investors for US companies that invest in AI innovation over traditional shareholder returns, leading to a reduction in share buyback growth forecasts by Goldman Sachs from 12% to 9% [3] - Capital expenditure plans for S&P 500 companies have reached a record $1.2 trillion in 2025, with the nine largest companies accounting for nearly 30% of this total [4] Dividend Performance - A report indicated that there were 421 dividend increases in Q3 2025, down from 480 in Q3 2024, marking a 12.3% year-over-year decline. Total dividend increases over the past 12 months amounted to $57.5 billion, a decrease from $74.7 billion in the previous period [5] - In Q3 2025, 43 companies cut their dividends, representing a 59.3% increase compared to 27 companies in Q3 2024 [5][6] Company-Specific Insights - **Ethan Allen Interiors Inc. (NYSE:ETD)**: Reported a 52-week share price decline of 22.12%. For Q1 2026, the company had consolidated net sales of $147 million and a gross margin of 61.4%. Operating cash flow was $16.8 million, with $193.7 million in cash and investments [10][12][13] - **Motorola Solutions, Inc. (NYSE:MSI)**: Experienced a 52-week share price decline of 22.5%. In Q3 2025, the company reported revenue of $3 billion, an 8% increase year-over-year, with operating cash flow reaching $799 million [15][17][18] - **Carrier Global Corporation (NYSE:CARR)**: Noted a 52-week share price decline of 26.9%. The company reported Q3 2025 sales of $5.6 billion, a 7% decline from the previous year, and expects full-year revenue to be close to $22 billion [20][21][22]

Collin’s Dictionary just named it the Word of the Year, and researchers say this skill may just be the thing that redefines the next decade of AI innovation and development within the workplace. The latest AI trend that employers are looking for are vibe coders.Read more: https://t.co/GNpkQDs6R5 ...

AI Trends in the Workplace - Collin's Dictionary named "vibe coder" the Word of the Year, highlighting its significance [1] - Researchers suggest vibe coding may redefine AI innovation and development in the workplace over the next decade [1] - Employers are increasingly seeking vibe coders, indicating a shift in required AI skills [1]

Collin’s Dictionary just named it the Word of the Year, and researchers say this skill may just be the thing that redefines the next decade of AI innovation and development within the workplace. The latest AI trend that employers are looking for are vibe coders.Read more: https://t.co/GNpkQDs6R5 ...

Core Points - Google will pay over $40 million to support South African news media, addressing challenges faced in the digital age [1][3] - The funding package includes $4 million for national publishers and broadcasters, $2.6 million annually for AI innovation, and $2.2 million for community and small media outlets over three years [3] - The agreement follows a 16-month investigation by the Competition Commission, which found that Google searches favored international news over local outlets [2][4] Funding Details - The total funding amount agreed upon is 688 million rand, equivalent to approximately $40.4 million [3] - Specific allocations include $4 million for content on Google News and $2.6 million annually for AI innovation [3] - Community and small media outlets will receive $2.2 million over three years to aid in digital transformation [3] Regulatory Context - The Competition Commission had previously recommended that Google pay up to $27 million annually for five years due to anti-trust practices affecting local media [2] - Similar funding arrangements have been established in other countries like Taiwan, Canada, Australia, and the United States amid regulatory pressures [5] - Social media platform X, owned by Elon Musk, did not reach a settlement and is required to make monetization programs available to local publishers [6]

Core Insights - The company is focusing on a long-term business strengthening strategy, with operational improvements noted but a revenue decline expected in BTS North America for Q4 2025, alongside ongoing currency challenges [3][4] - Full year 2025 revenue and earnings are anticipated to be significantly lower than in 2024 [3] Financial Performance - For Q3 2025, net sales were MSEK 626, a decrease of 4.7% from MSEK 657 in Q3 2024, with a currency-adjusted growth of 3% [4][5] - EBITA for Q3 2025 decreased by 25% to MSEK 45, with an EBITA margin of 7.2%, down from 9.2% in Q3 2024 [4][5] - Profit after tax for Q3 2025 was MSEK 12, a significant drop from MSEK 190 in Q3 2024, with earnings per share at SEK 0.69 compared to SEK 9.78 in the previous year [4][5] Year-to-Date Performance - For the first nine months of 2025, net sales totaled MSEK 1,993, a slight decrease from MSEK 2,006 in the same period of 2024, with a currency-adjusted growth of 4% [4][5] - EBITA for the first nine months of 2025 was MSEK 188, down 18% from MSEK 229 in 2024, with an EBITA margin of 9.5% [4][5] - Profit after tax for the first nine months of 2025 was MSEK 77, down from MSEK 303 in 2024, with earnings per share at SEK 4.05 compared to SEK 15.64 in the previous year [4][5] Operational Metrics - The company reported a net debt of MSEK 62 as of September 2025, compared to net cash of MSEK 128 in the previous year [4] - The number of employees at the end of September 2025 was 1,162, consistent with the previous year [4]

Collin’s Dictionary just named it the Word of the Year, and researchers say this skill may just be the thing that redefines the next decade of AI innovation and development within the workplace. The latest AI trend that employers are looking for are vibe coders.Read more: https://t.co/GNpkQDs6R5 ...