The U.S. stock market concluded Monday, November 3, 2025, with a mixed performance across major indexes, largely propelled by continued strength in artificial intelligence (AI) related stocks. While the S&P 500 (SPX) and Nasdaq Composite (IXIC) edged higher, the Dow Jones Industrial Average (DJIA) faced headwinds, reflecting a broader divergence in market sentiment. Investors navigated a day marked by significant corporate announcements, crucial economic data releases, and an eye towards upcoming policy dec ...

Q3 2025 Earnings November 3, 2025 1 Safe Harbor This presentation contains "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are based on information available to the Company as of the date hereof, as well as the Company's current expectations, assumptions, estimates and projections that involve risks and uncertain ...

REVENUE Q3'25 Earnings Highlights November 2025 NASDAQ: LSCC Q3 2025 Earnings Overview & Highlights GROSS MARGIN 7.6% Growth QoQ 69.5 $133.3M %* ADJUSTED EBITDA "We delivered a strong quarter, with broad-based growth across our end markets, and grew non-GAAP earnings 17% quarter over quarter. Our Communications and Computing business achieved record revenue, and we are expecting continued growth into the fourth quarter and beyond. We continue to drive operating leverage and expand profitability, with signif ...

Magnachip Semiconductor (NYSE: MX) Q3 2025 Earnings Materials November 3, 2025 1 Forward-Looking Statements Information in this presentation regarding Magnachip's forecasts, business outlook, expectations and beliefs are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties. All forward-looking statements included or incorporated by reference in this presentation, including expectations about estimated historical or future ...

Navitas 3Q25 Earnings Call November 3, 2025 Forward-Looking Statements This presentation contains information about future events, our future strategies and our future financial performance, including predictions or trends in our industry and markets. Except for statements of historical fact, the information contained herein constitutes forward-looking statements. Forward-looking statements are provided to allow investors and potential investors the opportunity to understand management's beliefs and opinion ...

Why the S&P 500’s Top 8 Stocks Aren’t as Concentrated as They AppearMorgan Budidjaja6 min read·Just nowJust now--Press enter or click to view image in full sizeThe headline is attention-grabbing: just eight stocks now account for 27% of the S&P 500’s total market capitalization.[1] For investors seeking diversified exposure across 500 companies, this statistic naturally triggers alarm bells. But a closer look at the actual earnings picture, business diversification, and return on capital reveals a more nuan ...

Core Insights - ON Semiconductor Corp. reported strong third-quarter results, with revenue of $1.55 billion, exceeding analyst expectations of $1.52 billion, and non-GAAP earnings per share of $0.63, surpassing forecasts of $0.59 [1][2] Financial Performance - The company projected fourth-quarter revenue between $1.48 billion and $1.58 billion, with adjusted EPS expected between $0.57 and $0.67, aligning closely with Wall Street expectations of $1.53 billion in revenue and $0.62 in earnings per share [2] Market Trends - CEO Hassane El-Khoury highlighted that results exceeded projections due to stabilization in core markets and positive growth trends in AI-related demand, indicating a strong market position [3] - The company is actively expanding its portfolio of energy-efficient products targeted at automotive, industrial, and AI applications, reflecting a strategic focus on high-demand sectors [3]

When AMD reports earnings Tuesday, investors will be looking far beyond the latest quarter at clues about the MI450 series. ...

Core Viewpoint - Morgan Stanley has raised its price target on SanDisk to $230 from $96, maintaining an Overweight rating due to favorable industry pricing trends and upcoming product launches that could drive further upside [1] Group 1: Price Target and Rating - Morgan Stanley increased the price target for SanDisk to $230 from $96 while keeping an Overweight rating [1] - The near-term risk-reward profile has become more balanced as shares have risen, but the firm remains bullish in the long term [2] Group 2: Industry Trends and Pricing - NAND pricing has increased by 10–15% or more in both the fourth and first quarters, supporting expectations for several quarters of upward revisions [2] - The report indicates that NAND supply growth remains constrained, with demand heavily reliant on the PC and mobile markets, where the firm has lower conviction compared to datacenter demand [4] Group 3: Product Launch and Market Share - The upcoming launch of SanDisk's new enterprise eSSD products built on the BiCS8 process is seen as a potential catalyst for market share gains [3] - Despite strong technical specifications, visibility remains limited, and performance proof points will be crucial for sustaining momentum [3] Group 4: Valuation and Investor Confidence - SanDisk is trading at approximately 21 times projected 2026 earnings, indicating that investor confidence in the company's through-cycle earnings power and industry longevity will be essential for further multiple expansion [4]

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe week kicked off with the Nasdaq as the only major index in the green, riding the AI wave hard after a flurry of big deals.Amazon, a Mag 7 heavyweight, jumped 4% on news of a $38 billion partnership with OpenAI—and get this, it’ll gobble up hundreds of thousands of Nvidia GPUs.That lit a fire under chip stocks too: Iren (a data center player) soared 19% after locking in a $9.7 billion multiyear deal to supply Microsoft ...