Allstate had a superb third quarter, and the stock is trending higher.Insurance commercials on TV can be a lot of fun. But the actual insurance business strikes many people as kind of boring. Yet it can be lucrative. And for shareholders, particularly those of insurance company Allstate (ALL +0.57%), it can be a great investment, too. In Allstate's case, the stock's share price has climbed 11% over the past month.What's driving Allstate's stock price higher? Allstate's Q3 improved on multiple metricsA likel ...

Core Insights - Super Micro Computer (SMCI) shares have declined by 31.0% over the last 21 trading days due to intensified competition in the AI server market and shrinking margins following an earnings miss, raising concerns among investors about the sustainability of this weakness [2] - The company has a market capitalization of $20 billion and reported $21 billion in revenue, with current trading at $33.32 [2] Operational Performance - SMCI has shown moderate operational performance with a revenue growth of 11.9% over the past 12 months and an operating margin of 4.4% [5] - The company has a Debt to Equity ratio of 0.24 and a Cash to Assets ratio of 0.29, indicating a stable liquidity position [5] Valuation Metrics - The stock is currently trading at a P/E multiple of 25.0 and a P/EBIT multiple of 20.1, positioning it as fairly priced [3][5] Market Resilience - Historical performance indicates that SMCI stock has experienced significant declines during economic downturns, such as a 34.5% drop from a peak of $35.33 on August 7, 2023, to $23.15 on September 21, 2023, compared to a 25.4% decline for the S&P 500 [6] - The stock has shown resilience, fully recovering to its pre-crisis high by January 19, 2024, and reaching $118.81 by March 13, 2024 [6] Historical Declines - SMCI stock has faced multiple significant declines in the past, including a 45.8% drop during the 2020 COVID-19 pandemic and a 66.3% decline during the 2008 global financial crisis, but has consistently recovered to pre-crisis highs [7]

ARLETA, CA - AUGUST 02: Fernandeno Tataviam Band of Mission Indians, as part of its participation in the Medi-Vaxx Program of the San Fernando Valley, with El Proyecto del Barrio, Los Angeles Mission College, Mission Hospital and FirstMed Ambulance Services conducted one in a series of pop-up COVID-19 vaccination clinics at Montague Charter Academy for the Arts and Sciences in Arleta Monday morning. (Al Seib / Los Angeles Times via Getty Images).Los Angeles Times via Getty ImagesThe pharmaceutical powerhous ...

Global Research Global FX Strategy FX Chartpack: Can USD benefit from an FDI surge? FX Global Vassili Serebriakov Strategist vassili.serebriakov@ubs.com +1-212-713 1850 Alvise Marino ab 3 November 2025 Shahab Jalinoos Strategist shahab.jalinoos@ubs.com +1-212-882-5532 Benjamin Jarrett Strategist benjamin.jarrett@ubs.com +44-20-7567 5430 Highlights: One of the key questions around the USD outlook is whether the investment commitments made under recent trade deal agreements (e.g. Japan committed to investing ...

Core Viewpoint - The article emphasizes the stability of the author's investment portfolio over the past year, indicating a long-term investment strategy focused on specific stocks [1]. Group 1: Portfolio Composition - The company holds beneficial long positions in various stocks, including FIX, LB, TPL, GE, RTX, UNP, AM, ODFL, LHX, CME, REXR, NOC, CNQ, CP, CSL, and HD, either through stock ownership, options, or other derivatives [1]. Group 2: Investment Philosophy - The article reflects a belief in maintaining a consistent investment approach, as evidenced by the lack of significant changes in the portfolio over the last 12 months [1].

Company Overview - Alcoa is set to announce its earnings on July 16, 2025, with consensus earnings estimated at approximately $0.51 per share and revenues projected to increase by nearly 2% year-over-year [2] - The company has a current market capitalization of $7.9 billion and reported revenue of $13 billion over the past twelve months, with operating profits of $1.6 billion and net income of $860 million [3] Earnings Expectations - The earnings expectations are influenced by tariff disruptions, mixed performance among business units, and uncertain aluminum demand, slightly offset by strong alumina margins and effective internal cost management [2] - The Alumina segment is expected to remain robust due to steady demand and advantageous cost structures, while the Aluminum segment faces challenges from elevated costs and weak global pricing [2] Historical Performance - Over the last five years, Alcoa has documented 19 earnings data points, with positive one-day (1D) returns observed approximately 32% of the time, which declines to 25% over the last three years [5] - The median of the six positive returns is 3.1%, while the median of the thirteen negative returns is -5.4% [5]