President Trump says that a tariff truce extension with Mexico announced by that nation’s leader on Tuesday is a positive step because the country already pays significant tariffs benefiting the US https://t.co/0Plar8IlJb ...

Core Insights - Enphase Energy reported Q3 2025 revenue of $410.4 million, a 13% increase from $363.2 million in Q2, marking the highest revenue in two years, driven by stronger U.S. demand and safe-harbor sales [1][2][6] - Non-GAAP EPS reached $0.90, reflecting a 30% increase from $0.69 in Q2, indicating a strong sequential earnings recovery [1][6] - The company anticipates a sequential decline in Q4 due to softer volumes and tariff headwinds [1] Financial Performance - Q3 revenue: $410.4 million, up 13% from Q2 [6] - Non-GAAP Gross Margin: 49.2%, up from 48.6%, despite a 4.9-percentage-point drag from tariffs [2][6] - Non-GAAP Operating Income: $123.4 million, a 25% increase from $98.6 million [6] - Non-GAAP Net Income: $117.3 million, up 30% from $89.9 million [6] - Free Cash Flow: $5.9 million, down from $18.4 million due to working-capital movements [6] Revenue Breakdown - U.S. Revenue: Increased approximately 29% quarter-over-quarter, driven by robust installer activity and safe-harbor shipments [6] - Europe Revenue: Decreased about 38%, reflecting demand softness and inventory correction [6] Product and Operations - Enphase shipped approximately 1.77 million microinverters and a record 195 MWh of IQ Batteries in Q3 [2] - The installer base for IQ Batteries expanded to over 19,500 globally [6] - New product rollout includes the 4th-gen Enphase Energy System in the U.S. [6] Q4 2025 Guidance - Expected revenue: $310–$350 million, excluding safe-harbor shipments [6] - Gross margin guidance: GAAP 40–43%; non-GAAP 42–45%, each including approximately 5 percentage points tariff impact [6] - Operating expenses: GAAP $130–134 million; non-GAAP $77–81 million [6]

Joining me now is Ontario Premier Doug Ford. Um, thank you so much for being here at this critical time. You've said that you don't regret running the ad. Um, if so, why did you agree to stop running that ad if you don't regret it.>> Well, I mean, first of all, thank you for having me on. I start every interview saying that I love Americans. I spent 20 years of my life.Canadians love Americans, and I know Americans love Canadians. Uh my intention of running that ad is to inform uh the American people and ge ...

MSNBC senior White House reporter Von Hillyard is following the president's trip from Soul, South Korea. Henrietta Trees is co-founder and director of economic policy at Beta Partners. Richard Stangle joins me here in studio. He worked under President Biden as under secretary of state for public diplomacy and he is an MSNBC political analyst. Van, um I was where you are the first time in his first uh term the president traveled there, but explain to me how much of this trip has been substance and how much h ...

I'm Joe Frier. >> And I'm Savannah Cers. Thanks for starting your Monday with us. We are going to begin this morning and this week in Japan where President Trump arrived just a few hours ago. He is set to meet with several Japanese leaders before heading to South Korea on Thursday. >> On the calendar there, President Trump's highly anticipated meeting with Chinese President Xiinping. Tensions between the world's two largest economies have risen since the president threatened an additional 100% tariff on Chi ...

This whole China trade is so important to your world and and what you're looking at. What would you consider Dardrick a good deal out of this face-to-face meeting with Trump and she. Well, I think in the short term here, Contessa, the deescalation to Ununice's point is important, but I think when it comes to the framework that was announced uh by uh Secretary Besson after he met with Halif uh in Malaysia, I we need to see the specifics.The devil, and this is not cliche, is in fact in the details here. And I ...

My key question here is, has the market already priced in all the positivity we could possibly get from this Trump XI meeting on Thursday. I mean, I don't think we're quite there yet, and I think we're going to have a lot of ups and downs before we get there now. China and the U.S. are the global growth engine.So when we were talking about 100% tariff rates, that was very scary because it was very negative for U.S. growth. It was very negative for China growth, but it was very negative for global growth. An ...

RT Bloomberg Live (@BloombergLive)"It's difficult to invest in this kind of environment where you don't know what will be the tariff today, tomorrow or next week," @BangkoSentral's Benjamin E. Diokno at #BBGAsean.⏯️ https://t.co/7bTjjgLoSl https://t.co/5j8ygxlhwX ...

Malaysian Prime Minister Anwar Ibrahim said President Donald Trump told him the US and Malaysia will deal with US tariff on semiconductors “at the appropriate time” https://t.co/1deiXGGDZ7 ...

Mr. . Secretary, do you believe that China is ready to make a trade deal. >> Kristen, I can tell you they are because we just finished two days of negotiations and we've created a framework for the two leaders to discuss on Thursday in Korea.>> President Trump had threatened to impose an additional 100% tariffs on China on November 1st if Beijing goes forward with a plan to put restrictions on rare earth minerals. As you know, if China refuses to pull back those restrictions, Mr. . Secretary, can you confir ...