Robin Hood is betting big on prediction markets and uh artificial intelligence. Joining us now, Steve Quirk, Robin Hood uh chief brokerage officer. What a beautiful chart.Do you just carry around a little piece of paper in your pocket with the the Robin Hood chart on it, Steve. I'm looking at it right now. Good.>> It's mind. It's mindboggling. It really is.We could go back uh could go back to early 2024, I think, would be good. that doesn't really uh do it justice, but uh amazing business is pretty good as ...

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 ...

Core Insights - Robert Shiller's long-term equity forecasting model utilizes the CAPE ratio, which adjusts past earnings for inflation to provide a clearer historical valuation context [1] - Shiller warns that while AI has transformative potential, substantial productivity gains may take years to materialize, and U.S. stocks could underperform current market expectations over the next decade [2][3] - The current CAPE ratio is at its second-highest level in history, reaching 39.5 at the end of September and climbing above 40 in October, reminiscent of the dot-com bubble [6][7] Market Performance - The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average have all shown double-digit percentage gains in 2023 and 2024, with expectations for continued strong performance into 2025 [5] - Shiller's forecast for the S&P 500 indicates nominal average annual total returns of just 1.5% over the next decade, suggesting a potential decline when accounting for dividends [7][8] Valuation Comparisons - The CAPE ratio for the MSCI Europe Index is 21.4, and for the MSCI Japan Index, it is 25.1, indicating more attractive valuations compared to the S&P 500 [10][11] - Shiller anticipates average annual returns of 8.2% for the European index and 6.5% for the Japanese index over the next decade, presenting opportunities for U.S. investors to diversify [11] Investment Opportunities - Investors are encouraged to explore mid-cap and small-cap stocks, which are trading at more attractive valuations than the S&P 500 [12] - Despite caution against overexposure to high-valued AI stocks, Shiller emphasizes that there are still numerous investment opportunities available [13]

Market Trends & Investment Opportunities - Tom Lee is bullish on the stock market and cryptocurrency, anticipating a strong November with the S&P potentially rising by 200-250 points [2][3][4] - Fundamentals are leading price in crypto, with Ethereum stable coin volumes and application revenues at all-time highs, suggesting a rally into year-end [6] - Quantitative Tightening (QT) is expected to end, leading to a return of Quantitative Easing (QE), which historically drives asset prices up [24] Impact of AI & Automation - Chat GPT's launch correlates with a decline in job openings, indicating a potential impact on the job market [8][9][10] - Companies are becoming more productive with AI, incentivizing them to do more with less, increasing profitability and value [11] - China is leading in robotic hardware manufacturing, producing more robots than Germany, South Korea, Japan, and the US combined, at a lower cost [12][13] Economic & Policy Considerations - The Federal Reserve may be forced to resume balance sheet expansion to maintain an ample level of reserves and ensure financial stability [23] - Nvidia is aiming to bring back American manufacturing to enhance national security and supply chain resilience [15][17][18]

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 ...

Financial Data and Key Metrics Changes - The company achieved a 5.2% year-over-year increase in service revenues for the first nine months of 2025, with EBITDA rising 6.7% year-over-year and a net income increase of 42.2% year-over-year [4][5] - Operational cash flow reached R$ 4.5 billion, with a disciplined approach to CapEx maintaining investment efficiency [4][14] - The company announced R$ 1.8 billion in interest on capital and repurchased R$ 369 million in shares, reinforcing its commitment to shareholder remuneration [5][13] Business Line Data and Key Metrics Changes - Mobile service revenues increased by 5.6% annually over nine months, with postpaid expansion being a key contributor [5] - The broadband segment showed operational improvements, with broadband ARPU at R$ 94 in the third quarter and a 3.7% year-over-year growth in the client base [7] - The B2B segment is expanding, with IoT solutions covering 23.5 million hectares and generating R$ 435 million in contracted revenues since Q1 2024 [10][11] Market Data and Key Metrics Changes - The company has the broadest 4G and 5G coverage in Brazil, with 5G now available in 1,000 cities [7] - The competitive environment in mobile remains rational, with no significant disruptions from smaller players [26] Company Strategy and Development Direction - The company is focused on innovation, customer experience, and operational excellence to drive sustainable growth [4] - The strategy includes a "more-for-more" approach to optimize the cost-benefit equation and enhance value propositions [6] - The company aims to maintain strong performance in mobile postpaid and B2B segments while continuing to recover prepaid and broadband [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2025 goals and delivering value through strong performance in mobile postpaid and B2B segments [15] - The company anticipates a stabilization in prepaid and broadband segments, with improvements expected in top-line growth [20] Other Important Information - The company reached the top 10 of the FTSE & Russell Diversity and Inclusion Index, highlighting its commitment to ESG practices [5] - The Revamp My Team app has over 17.7 million unique users, driving digital engagement and e-commerce growth [8] Q&A Session Summary Question: Mobile service revenues deceleration - Management noted that the deceleration in mobile service revenues is consistent with seasonal patterns and not heavily influenced by competition [18][19] Question: Competitive environment and price adjustments - The competitive environment remains positive, with plans for potential price adjustments in the postpaid segment next year [26][27] Question: Lease efficiency plan and partnerships - The company is in discussions with partners regarding lease efficiency, aiming to keep lease costs stable while expanding coverage [31][33] Question: Fiber business and customer acquisition - Improvements in customer acquisition quality and churn management have led to positive net additions in the fiber business [39][40] Question: B2B and IoT growth opportunities - The company is focusing on specific verticals for B2B growth, with ambitions to expand its portfolio of solutions [50][51] Question: Operating cash flow growth rate - Management confirmed guidance for operating cash flow growth, expecting it to align with previous forecasts [58][59] Question: Price increase magnitude and base affected - The company implemented price adjustments for both control and pure postpaid customers, with plans to explore further adjustments in the next quarter [64][65]

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 ...