China is changing the clean-energy game. If its solar panels, EVs and wind turbines are not gifts to the world in themselves, their ever-shrinking prices are an undoubted, and most welcome, boon https://t.co/8Wsm8ymSBj ...

Core Viewpoint - Stocks experienced notable movements influenced by the Supreme Court's skepticism regarding President Trump's tariffs and a stronger-than-expected U.S. jobs market reading [2][3]. Company Summaries - **Advanced Micro Devices (AMD)**: Reported better-than-expected third-quarter earnings and revenue, with data-center revenue increasing by 22% to $4.3 billion. The company anticipates fourth-quarter revenue of approximately $9.6 billion, exceeding analysts' expectations of $9.2 billion [3][5]. - **Arista Networks**: Experienced an 8.6% decline despite reporting third-quarter adjusted earnings that surpassed expectations. Revenue rose by 27% to $2.31 billion, but the fourth-quarter sales guidance of $2.3 billion to $2.4 billion fell short of projections [4][5]. - **Super Micro Computer (SMCI)**: Saw an 11% drop after reporting weaker-than-expected fiscal first-quarter earnings and revenue, along with mixed guidance for the current quarter [6][5]. - **Pinterest**: Plummeted by 22% following weak third-quarter earnings and disappointing fourth-quarter revenue guidance, although adjusted EBITDA outlook met Wall Street expectations [6]. - **Axon Enterprise**: Dropped 9.4% after reporting a third-quarter loss, with adjusted earnings of $1.17 per share missing analysts' expectations of $1.52. The company announced an acquisition of Carbyne valued at $625 million [7]. - **Novo Nordisk (NVO)**: Lowered its growth outlook due to competitive pressures from copycat versions of its weight-loss drugs, now expecting operating profit growth of 4% to 7% and sales growth of 8% to 11% [8]. - **Humana (HUM)**: Reported third-quarter adjusted earnings of $3.24 per share, exceeding analysts' estimates of $2.93. However, the stock declined by 6% after the company lowered its full-year guidance [9]. - **Rivian Automotive**: Gained 23% despite a wider-than-expected third-quarter loss, reporting a gross profit of $24 million against analysts' expectations of a $64 million loss [10]. - **McDonald's**: Rose by 2.2% after third-quarter adjusted earnings slightly missed estimates, with same-store sales increasing by 2.4% in the U.S. and 3.6% globally [10]. - **Zimmer Biomet**: Was the worst performer in the S&P 500, with a 15% decline following weaker-than-expected quarterly sales [11]. - **Trex**: Dropped 31% after reporting weaker-than-expected quarterly sales and earnings, along with slashed guidance for 2025 and 2026 [11]. - **Kratos Defense & Security Solutions**: Fell 14% after issuing fourth-quarter sales guidance that missed analysts' estimates [11]. - **Lumentum Holdings**: Gained 24% after posting fiscal first-quarter earnings and revenue that beat forecasts, along with strong revenue guidance for the second quarter [12].

While investors are chasing Advanced Micro Devices Inc (NASDAQ:AMD) and Rivian Automotive Inc (NASDAQ:RIVN) on today's trending stock tickers list, Amazon.com Inc's (NASDAQ:AMZN) portfolio shows a clear favorite — and it's not the one leading the AI rally. In its latest third quarter 13F filing, Amazon revealed it sold out of both AMD and IonQ Inc (NYSE:IONQ) — while keeping a massive 94% of its $2.46 billion equity portfolio parked in RIVN stock.Track RIVN stock hereAmazon's EV ObsessionAmazon's third quar ...

Market Overview - The tech sector experienced a significant selloff, with approximately $500 billion lost from chip stocks, leading to a mixed performance in major indexes [3][4][5] - The NASDAQ composite rebounded by 0.51%, while the S&P 500 rose by 0.31% [3] - Bitcoin prices dipped below $100,000 but have shown a 10% increase since the start of the year [5] Technology Sector Insights - Active management in ETFs is gaining traction as investors seek to navigate volatility in the tech sector [6][8] - The focus on technology remains strong, with an emphasis on productivity gains and free cash flow generation [16][22] - Companies are exploring various themes within technology, including semiconductor manufacturing and data center infrastructure [19][23] Fast Casual Dining Trends - Cava has reduced its full-year sales growth forecast from 6-8% to 3-4% due to macroeconomic pressures affecting younger consumers [31][32] - The company has seen a decline in visit frequency among the 25-35 age demographic, attributed to rising costs and economic challenges [32][35] - Despite challenges, Cava reported a 20% year-over-year revenue growth and a 67% growth on a two-year basis [38] McDonald's Performance - McDonald's reported US store sales that exceeded forecasts for the second consecutive quarter, focusing on value offerings amid a challenging environment [57][59] - The company has implemented promotional strategies, including a $5 meal deal, to attract customers [58][60] - Analysts predict increased promotional activity across the restaurant industry as brands compete for market share [63][64] Analyst Calls and Stock Movements - Super Micro reported weaker-than-expected results, leading to an 8% drop in shares, but some analysts view this as a buying opportunity [53] - Pinterest's stock fell after an earnings miss and a weaker forecast, prompting price target cuts from multiple firms [54] - Yum Brands saw a price target increase following better-than-expected results, with potential plans to sell its Pizza Hut segment [56]

Corporate Earnings Drive Pre-Market Activity - Amgen Inc. reported a 12% increase in total revenues to $9.6 billion and non-GAAP EPS of $5.64, exceeding forecasts and leading to a 3% rise in stock [3] - Lumentum Holdings Inc. saw a 17% stock increase after reporting Q3 2025 EPS of $0.57 on revenues of $425.2 million, driven by growth in its Cloud and Networking segment [4] - Rivian Automotive, Inc. reported Q3 2025 revenues of $1.56 billion, surpassing estimates, with a narrower loss per share of -$0.65 and a 47% year-over-year increase in automotive sales [5] - Johnson Controls International plc reported an adjusted EPS of $1.05 and sales of $6.1 billion, representing a 6% organic increase year-over-year, with an 11% growth in backlog [6] - The New York Times Company added 460,000 digital-only subscribers, boosting total revenue by 9.5% year-over-year to $700.8 million [7] Media and Global Trade Developments - China's Foreign Minister announced willingness to negotiate a free trade agreement with the European Union, emphasizing cooperation over rivalry [9] - The New York Times Company demonstrated strength in digital transformation, contributing to its revenue growth [7] Crude Oil Markets Face Headwinds - WTI crude oil prices are trading near $60.59, facing downward pressure from a stronger U.S. dollar and increased U.S. crude inventories [10] - OPEC+ has paused output hikes for Q1 2026, agreeing to a modest increase in December, but market sentiment remains cautiously bearish [10]

BYD is building a sales lead over Tesla in the UK, pulling ahead in one of Europe’s biggest markets for plug-in cars https://t.co/WBwNLJWtAD ...

Market Overview - The U.S. stock market experienced a downturn, with major indices like the S&P 500 and Nasdaq showing negative futures [1] - The Dow Jones Industrial Average fell 0.5% to 47,085.24, the S&P 500 dropped 1.2% to 6,771.55, and the Nasdaq decreased 2.04% to 23,348.63 [2] Company Performance Advanced Micro Devices Inc. (AMD) - AMD reported third-quarter revenue of $9.25 billion, exceeding analyst expectations of $8.74 billion [3] - Adjusted earnings per share were $1.20, surpassing estimates of $1.16, driven by growth in the AI data center business [3] - AMD shares fell 3.70% to close at $250.05, with after-hours trading showing a further decline of 4.7% to $238.20 [2] Super Micro Computer, Inc. (SMCI) - Super Micro Computer reported earnings of 35 cents per share, missing the expected 40 cents, leading to a stock decline [4] - Quarterly revenue was $5.01 billion, below analyst estimates of $5.99 billion and down from $5.93 billion a year earlier [4] - The stock dropped 6.40% to $47.50, with after-hours trading showing a decline of 9.5% to $42.99 [3] Upstart Holdings, Inc. (UPST) - Upstart reported earnings of 52 cents per share, beating the estimate of 42 cents, but revenue fell short of expectations [6] - The company projected fourth-quarter revenue of $288 million, below the $303.61 million analyst estimate, and cut its fiscal 2025 revenue outlook to $1.03 billion from $1.05 billion [6] - Shares slid 2.73% to $46.24, plummeting 15.3% to $39.15 in extended trading [5] Pinterest Inc. (PINS) - Pinterest reported third-quarter revenue of $1.05 billion, aligning with analyst estimates, but adjusted earnings of 38 cents per share missed the expected 42 cents [8] - The company forecasted fourth-quarter revenue between $1.31 billion and $1.34 billion, slightly below estimates of $1.34 billion [8] - Shares decreased by 2.39% to $32.91, dropping sharply by 20.09% to $26.30 in after-hours trading [7] Rivian Automotive (RIVN) - Rivian reported third-quarter revenue of $1.56 billion, up 78% year-over-year and above the $1.50 billion estimate [11] - Automotive revenue rose 47% to $1.14 billion, while software and services revenue surged 324% to $416 million [11] - The stock fell 5.23% to $12.50, but gained 3.2% to $12.90 in extended trading [10]

US stocks tumbled on Tuesday as doubts about high-running AI valuations preyed on investors sifting through the latest flurry of quarterly earnings, who received a fresh warning from top CEOs. The tech-heavy Nasdaq Composite (^IXIC) led losses, sliding over 2%. The benchmark S&P 500 (^GSPC) lost about 1.2%. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, dipped by about 0.5%. Cryptocurrencies tumbled, as bitcoin (BTC-USD) briefly fell below $100,000 to its lowest level since Ju ...

Core Insights - O'Reilly Automotive's decision to implement a 15-for-1 forward stock split has made its shares more accessible to retail investors, dropping from nearly $1,400 to around $90 [1][2] - The company is benefiting from a favorable macro trend, with the average age of vehicles on U.S. roads reaching an all-time high of 12.8 years, indicating that consumers are keeping their vehicles longer [7] - O'Reilly's hub-and-spoke distribution model, with 31 regional distribution centers and over 6,000 retail locations, enhances its ability to meet customer demand efficiently [9] - The company's share repurchase program has been significant, with over $26.9 billion spent to retire 60% of its outstanding shares since 2011, which is expected to boost earnings per share over time [10][11] Company Performance - O'Reilly Automotive's stock has increased approximately 58,000% since becoming publicly traded over 32 years ago, suggesting strong long-term growth potential [11] - The company is positioned well in the auto parts sector, as higher auto loan rates have led consumers to maintain their vehicles longer, increasing demand for parts and services [8] Market Trends - Stock splits, particularly forward splits, tend to attract retail investors, as they make shares more affordable and are often associated with companies that are outperforming their peers [3][5] - The current bull market has been influenced by technological innovations and stock splits, with notable examples like Netflix experiencing significant price increases following their split announcements [6]

It's a deeply reported story through the bravery of a widow who is convinced that it was his work schedule that in many ways contributed to his death at the age of 34. Peter. That's right.So Wang was one of the key managers as Show Me, the company best known for its smartphones, decided that they were going to push into electric vehicles. The founder late June said this was going to be one of his last strategic plays for the company. He had really earned a fantastic reputation for himself in the smartphone ...