Industry Impact - India's toy manufacturers are facing uncertainty due to the US-China trade war and tariffs [1] - Indian manufacturers are left with bins full of unfinished toys [1]

Industry Overview - The Zacks Internet - Delivery Services industry is facing challenges due to macroeconomic uncertainty, inflationary pressures, and high interest rates, which are expected to negatively impact demand in the near term [1][2] - Companies in this sector are experiencing increased costs from aggressive hiring and heavy investments in sales and marketing, which may affect margins [2] Growth Opportunities - Despite current challenges, companies like GoDaddy, MakeMyTrip, and QuinStreet are well-positioned for growth by adapting to changing consumer preferences and expanding into emerging markets [3] - The rise in smartphone usage and improved internet access are creating significant opportunities for the industry, with 4G and emerging 5G technology enhancing user experiences [5] Consumer Trends - A shift in consumer preferences towards convenience and online services is expected to benefit the industry, particularly in food ordering and travel booking [6] - However, overall industry health is closely tied to consumer spending, which may be affected by economic slowdowns [6] Technological Advancements - Innovations such as smart routing algorithms and real-time GPS tracking are enhancing customer experiences and operational efficiencies, providing a competitive edge to early adopters [7] Risks from Tariffs - The industry may face indirect impacts from tariff wars, which could lead to reduced spending from small businesses and startups, ultimately affecting revenue growth and margins [8] Profitability Challenges - High upfront costs associated with expansion strategies may hinder profitability, especially as competition intensifies from major tech companies like Amazon and Alphabet [9][10] Industry Performance - The Zacks Internet - Delivery Services industry ranks 201, placing it in the bottom 17% of nearly 250 Zacks industries, indicating dim near-term prospects [11][12] - The industry has underperformed the S&P 500, declining 24.5% over the past year, while the S&P 500 and broader sector have increased by 15.1% and 19.6%, respectively [16] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-sales (P/S) ratio of 1.41X, significantly lower than the S&P 500's 5.18X and the sector's 6.37X [19] Company Highlights - **GoDaddy (GDDY)**: Focused on cloud-based technology products for small businesses, benefiting from strong momentum in its Applications & Commerce business and expanding global footprint [24][25] - **MakeMyTrip (MMYT)**: Leading online travel agency in India, capitalizing on the booming travel industry and expanding middle class, though facing a downward revision in earnings estimates [29][31][33] - **QuinStreet (QNST)**: Positioned to benefit from the shift to online business models, with an upward revision in earnings estimates reflecting positive ad spending trends [35][36]

🎙️ President Trump's tariff war with China sent US firms scrambling to find new manufacturing hubs. India looked ideal, until the White House changed course.On today’s Big Take Asia podcast, how shifting trade policies are undermining India's push to become the world’s next factory. ⤵️ https://t.co/ghcFdtwxPn ...

Well-heeled Americans are still buying luxury Swiss timepieces despite price increases caused by US President Donald Trump’s tariff war, according to Watches of Switzerland https://t.co/68SjRsrXKj ...

We had a sense that some good news was coming because most of the banks, the investment banks, they actually posted third quarter results for stock trading that were their best for the third quarter ever. And most of them top down the SEC's expectations, notching about 15 billion of revenue in that quarter. The clear winner here is stock traders.They have benefited, of course, from the volatility set off by Trump's tariff war, but also by the more than 30% rise of the S&P 500, helped by the sort of optimism ...

Core Insights - Apple is adjusting its production strategy for the iPhone 17 lineup in response to challenges in the global economy and ongoing tariff disputes [1] Group 1 - The company is facing supply chain challenges that are impacting its production capabilities [1] - The rebalancing of production indicates a proactive approach to mitigate risks associated with external economic factors [1] - The ongoing tariff war is a significant factor influencing the company's supply chain decisions [1]

Core Insights - Abbott's shares have increased by 0.7% since the Q3 2025 earnings release on October 15, 2025, with strong year-over-year growth in adjusted earnings and revenues, although revenues missed the Zacks Consensus Estimate [1][7] - The company faced challenges in Global Core Laboratory Diagnostics sales due to market conditions in China and external pressures from the ongoing tariff war, which have dampened investor enthusiasm [1][7] Segment Performance - Established Pharmaceuticals grew by 7.5% (7.1% organically), with emerging markets up 11.1% [5] - Medical Devices saw a growth of 14.8% (12.5% organically), driven by Diabetes Care (up 16.2%), Structural Heart (up 11.3%), and Heart Failure (up 12.1%) [5] - Nutrition sales increased by 4.2% (4% organically), supported by Ensure and Glucerna [5] - Diagnostics experienced a decline of 6.6% (7.8% organically), with Rapid Diagnostics falling by 27.7% [6] Margin and Cost Analysis - Gross profit rose by 6% year-over-year, but gross margin contracted by 46 basis points to 55.4% due to tariff impacts [7][8] - Selling, general, and administration expenses increased by 5.4% year-over-year, while research and development expenses rose by 7.4% [8] Strategic Outlook - Abbott's management is optimistic about navigating trade challenges by leveraging its diversified portfolio and strong brand recognition [9] - Investments in U.S. manufacturing and R&D aim to enhance supply chain resilience, with management guiding for high single-digit organic sales growth and double-digit EPS growth [10] Financial Guidance - For the full year, Abbott expects adjusted diluted EPS to be in the range of $5.12 - $5.18, with organic sales growth projected at 7.5-8.0% excluding COVID-19 testing-related sales [11] Market Position and Valuation - Abbott is currently trading below its 50-day and 200-day simple moving averages, indicating short-term bearishness [12] - The company's forward 12-month price-to-earnings (P/E) ratio is 23.10X, which is a premium compared to the industry average of 20.75X [14] - Despite strong performance, the stock price does not reflect the company's underlying strength, and geopolitical uncertainties are limiting near-term gains [17][18]

Trade Relations - China's Ministry of Commerce communicated export control measures on rare earths to the US through bilateral dialogue before implementation [1] - China maintains a consistent stance on trade wars: ready to fight or negotiate [1] - Communication between the US and China continues within the framework of the Sino-US economic and trade consultation mechanism, including working-level talks [1]

Canada is pushing to strengthen ties with China and India, even as it remains in precarious trade talks with a US administration that has escalated its tariff war with Beijing https://t.co/eU1A8tHrJ3 ...

BREAKING: 🇨🇳🇺🇸 CHINA SAYS "WE DO NOT WANT A TARIFF WAR BUT WE ARE NOT AFRAID OF ONE." https://t.co/ZivOFMAVsD ...