L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The L1 Long Short Fund (LSF) portfolio generated a return of 13.3% in the September quarter, bringing the calendar-year performance to 28.7%.  Dovish Fed commentary, robust U.S. earnings, and a continued momentum in A.I. investment lifted global equities higher in the quarter. The portfolio performed well this quarter, with 19 stocks contrib ...

RT Tesla Owners Silicon Valley (@teslaownersSV)"Elon Musk is working on the most important areas of A.I. xAI is working on foundation cognitive intelligence A.I., Tesla is working on autonomous vehicles. Optimus is for humanoid robotics. He is very optimistic about the future of A.I."https://t.co/TdQGLZ228a ...

LIPSCHULTZ, CO-C. E. O.COMING UP NE ♪ DANI: BLUE OWL REPORTED RESULTS THIS WEEK AFTER JOINING FORCES WITH META ON A. I. DATA CENTERS.THE FIRM REPORTED A 21 FATHERS YEAR OVER --% YEAR OVER YEAR JUMP ON A. U. M.JOINING US IS THE CO-C. E. O.WONDERFUL TO HAVE YOU ON THIS MORNING. LOOK, I KNOW WHENEVER ANYONE ASKS ABOUT THE EQUITY PRICE, YOU VERY ASTUTELY ARE LIKE, WE DON'T CONCENTRATE ON THE SHORT-TERM BUT THERE WAS A DECLINE AFTER EARNINGS SO WE HAVE TO ADDRESS IT. WHY THE DISCONNECT BETWEEN THE TWO.YEAH. LOOK ...

So you take a look at IDC numbers. This was a record breaking quarter for Apple in terms of shipments. But then you take a look at revenue for the iPhone nebula coming in at $49 billion.That is just shy of estimates. And I wonder how one record didn't translate into another. Well, you know, that's a really good question, I think, because obviously there's a lot of, you know, different pieces.Definitely the iPhone makes a huge part of Apple's total revenue, Right. Majority of 50% share. But if you just focus ...

Core Viewpoint - The article discusses the current trading status of three stocks—MercadoLibre, Rocket Companies, and On Holding—highlighting their positions in relation to their 52-week highs and the implications for investors in a bear market context [1][2]. Group 1: MercadoLibre Inc. (MELI) - MercadoLibre is currently trading at $2,161.11, which is 79% of its 52-week high of $2,645.22, indicating potential for bullish momentum [3][4]. - The stock has shown a year-to-date performance of 23.6%, with a decline in short interest by 13.8%, suggesting a possible shift in market sentiment [3][4]. - The consensus price target for MercadoLibre is $2,810.88, representing a 33.7% upside from the current price, with some analysts projecting even higher targets [5][6]. Group 2: Rocket Companies Inc. (RKT) - Rocket Companies is trading at $17.89, which is 76% of its 52-week high of $22.56, reflecting bearish market conditions influenced by housing market indicators [8][9]. - The consensus price target for Rocket is $17.12, but some analysts predict a potential rise to $25 per share, indicating a significant upside opportunity [9][10]. - The expected earnings per share (EPS) for Q4 is projected to be 12 cents, a substantial increase from the current 4 cents, suggesting potential undervaluation [11]. Group 3: On Holding (ONON) - On Holding is trading at $41.72, which is 65% of its 52-week high of $64.05, primarily affected by tariff concerns related to its exposure to China [14][15]. - The consensus price target for On Holding is $63.65, indicating a potential upside of 53.5%, supported by a high price-to-earnings (P/E) ratio of 92.2x [15][16]. - The market's confidence in On Holding's brand strength and growth trajectory could lead to a closing of the valuation gap if strong Q4 results are delivered [16].

You cannot ignore A.I. because you cannot ignore reality.A.I. will either make your life much better or much worse.And it’s entirely dependent on what you do before A.I. can take your job. https://t.co/FdaSjXU0Yl ...

Financial Performance - Northern Trust Corporation's revenue grew by 6% in 3Q25 compared to 3Q24, excluding $553 million in notable items that favorably impacted 3Q24 revenue[4] - EPS increased by 14% in 3Q25 compared to 3Q24, excluding notable items[4] - The pre-tax margin was 308% in 3Q25[4] - Net income was $4576 million in 3Q25, a decrease of 2% compared to 3Q24[7] Assets Under Management and Custody - Assets under Custody/Administration (AUC/A) reached $182476 billion in 3Q25, a 5% increase compared to 3Q24[7] - Assets under Management (AUM) totaled $17727 billion in 3Q25, a 9% increase compared to 3Q24[7] - Wealth Management AUC/A was $12572 billion, up 10% from 3Q24[11] - Asset Servicing AUC/A was $169904 billion, up 4% from 3Q24[14] Capital and Expenses - The company's Tier 1 capital was $120 billion[26] - Noninterest expense increased by 5% year-over-year[4] - Common stock repurchases amounted to $2770 million in Q3 2025[26]

https://t.co/OhnqC5qU3zAndrew Tate (@Cobratate):The people who are making millions of dollars with A.I. aren’t smarter than you.They didn’t build the tools they’re using, they aren’t writing algorithms.They just saw all the new A.I. tools available and looked for ways to use them.They just tried while you did nothing. https://t.co/lDReoIlUo5 ...

Market Overview - Major indices in the U.S. experienced a decline, with the S&P 500 down approximately 0.4% and the Nasdaq composite down 0.7% [6][7] - The Philadelphia Semiconductor index fell by 2%, while the Russell 2000 lost about 1.1% [7] - Despite the pullback, the S&P 500 is up more than 30% year-to-date, indicating strong momentum in the market [7][8] Company-Specific News - Salesforce shares dipped by 2.4% after the company announced it would not pay a ransom related to a data breach, marking the first public disclosure of the incident [4][5] - Oracle's shares fell by 2.5% due to reports of lower-than-expected profit margins in cloud computing, with a gross margin of 67.3%, the lowest in over a year [15] - Ford shares dropped by 6.1% following a fire at a New York State aluminum plant, which is expected to disrupt supply chains [16] - Applovin saw a recovery, gaining 7.6% after a previous decline, amid ongoing scrutiny from regulators regarding its data collection practices [11][13] - AMD shares rose nearly 4% as the company continues to gain momentum from its partnership with OpenAI to develop AI infrastructure [14] Sector Performance - The technology sector experienced a decline of about 0.5%, influenced by Oracle's performance [9] - Consumer staples emerged as the top-performing sector, up by approximately 0.9%, reflecting a defensive market sentiment [9] - Financials also performed well, contributing to the overall sector performance [9]

Bitcoin hitting all time highs YET AGAIN but the real story is what the indicators are yelling: NOT YET! Also, A.I. is the NARRATIVE and how some altcoins need a cut-off date. Follow Stephen: https://x.com/StephenEllis_PR/status/1975159813064499343 ●▬▬▬▬▬▬CRYPTO CRITICAL VIDEOS▬▬▬▬▬▬▬● 1. THE 5 RULES - https://youtu.be/iNBiZ5Bo__U 2. AVOID ALL SCAMS. SOURCE IT - https://youtube.com/live/m77Oxmh70Zc 3. DON'T FALL FOR A.I. SCAMS! - https://youtu.be/8m4M0lvP5-o 4. WHY STORAGE DIVERSIFICATION? - https://youtu.b ...