Key Takeaways Micron benefits from AI-driven demand for HBM and DRAM, fueling major revenue and earnings gains. Workday's expanding cloud portfolio and AI integration drive strong growth and customer momentum. Exact Sciences, Evercore and Coeur Mining post sharp earnings estimate hikes and solid revenue outlooks.Wall Street concluded an impressive third-quarter 2025 as U.S. stocks maintained their northward journey over the past two years and nine months. The Nasdaq Composite, the S&P 500 and the Dow Jones ...

Good Thursday morning from Yao Finance's New York City headquarters studios. I'm Yao Finance executive editor Brian Saz. You're watching Alliance uh Laundry Systems ringing the bell at the New York Stock Exchange.Ford Industries getting trading underway at the NASDAQ. It is government shutdown day nine and moving right on to earnings because hey, it looks like the government will still be shut down for the rest of the day and probably tomorrow. On the topic of earnings, we're seeing two well-received report ...

Key Takeaways U.S. markets extended gains in 2025, hitting new highs amid rate-cut hopes and AI-driven optimism. Five momentum picks for October, namely ADI, CCL, WDC, DOCU and WDAY with solid earnings outlooks.Each stock shows improving earnings estimates and growth potential across AI, travel and data center space.U.S. stock markets have continued their northward journey in 2025 following an impressive rally over the previous two years. In August, all three major stock indexes — the Dow, the S&P 500 and t ...

U.S. stocks closed mixed on Monday, with the Nasdaq climbing 0.7% to 22,941.67 and the S&P 500 gaining 0.36% to 6,740.28. Meanwhile, the Dow Jones Industrial Average slipped 0.14% to 46,694.97.These are the top stocks that gained the attention of retail traders and investors through the day:Advanced Micro Devices, Inc. (NASDAQ:AMD)AMD shares soared by 23.71%, closing at $203.71. The stock reached an intraday high of $226.71 and a low of $203.01, with a 52-week range of $76.48 to $226.71. In the after-hours ...

Economic Outlook - Economists expect September payrolls to rise by just 39,000, with the unemployment rate remaining steady at 3.9% and average hourly earnings increasing by 0.3% [4] - Job growth has significantly slowed, averaging only 29,000 in the three months through August, while the unemployment rate has risen to 4.3% in August, the highest in nearly four years [5] - The weak jobs market was a key reason for the Fed's recent rate cut, but inflation remains a concern with the core PCE price index at an annual rate of 2.9%, above the 2% target [5] Federal Reserve and Political Dynamics - The odds of two Fed rate cuts this year have decreased to 65% from about 80% as longer-term Treasury yields rose, reflecting Powell's reluctance to ease rates further [6] - President Trump has indicated intentions to remove Fed Governor Lisa Cook, raising concerns about central bank independence, as no president has previously removed a Fed governor [7] - A brief filed with the Supreme Court argues against Cook's removal and supports Fed independence, signed by notable former Fed Chairs and Treasury Secretaries [8] Government Shutdown Implications - A potential government shutdown could impact the release of economic data, with a shutdown expected to begin if Congress fails to reach an agreement [9] - Trump has agreed to meet with congressional leaders to discuss funding, with the odds of a shutdown fluctuating between 64% and 83% in prediction markets [10] Corporate Earnings Reports - Nike (NKE) is set to report earnings on Tuesday, with expectations of EPS at $0.27 on revenue of $10.99 billion, focusing on China sales and inventory management [11] - Other companies reporting include Carnival (CCL), Jefferies Financial (JEF), Paychex (PAYX), and Lamb Weston (LW) [11] Mergers and Acquisitions - Electronic Arts (EA) stock surged nearly 15% after reports of a group of investors, including Silver Lake and Saudi Arabia's sovereign wealth fund, looking to take the company private, potentially valuing EA at $50 billion [12][13] - The largest leveraged buyout in history could be in play, surpassing previous top deals [13] Corporate Spin-offs - Versant Media Group has filed for a Nasdaq listing as it spins off from Comcast (CMCSA), holding assets from various cable networks and digital platforms [14] - The new entity will maintain a dual-class stock structure, with Class A shares controlling two-thirds of voting power [15] Analyst Coverage Changes - Wedbush has dropped coverage of GameStop (GME), leaving the stock without a Wall Street rating, with a previous target price of $13.50, nearly 50% below current levels [16][17] - GameStop's stock performance has been challenging for traditional analysis, focusing on cash reserves and crypto investments rather than fundamentals [18]

Group 1: Market Overview - The Dow Jones Industrial Average is filled with industry-leading companies, many of which pay dividends, but dividend-paying companies are currently out of favor as mega-cap growth stocks drive market gains [1][2] - The S&P 500 has increased by 73% since the start of 2023, making the appeal of dividend yields less attractive [1] Group 2: Honeywell International - Honeywell is planning to split into three stand-alone publicly traded companies, with the materials business expected to spin off later this year or early next year [4] - The company trades at under 20 times forward earnings and has a dividend yield of 2.2%, making it an attractive buy for long-term investors [6] - Honeywell's performance has been decent, but its corporate structure has hindered its ability to capitalize on industry growth trends [6] Group 3: Nike - Nike has faced challenges due to consumer spending pullbacks and competition from newer brands in the athleisure market [8][9] - The company has made leadership changes to improve its performance, and its dividend yield has increased to 2.3%, providing an incentive for investors to hold [10] - Nike's shift to direct-to-consumer sales faced pushback from wholesale partners, indicating the need for a balanced approach in its business strategy [9] Group 4: Salesforce - Salesforce has seen a 26.5% decline year-to-date, raising concerns about its ability to monetize artificial intelligence and compete in the SaaS market [11][12] - The company has introduced AI tools under its Agentforce lineup, but its forward P/E ratio of 21.7 suggests it may be undervalued compared to its previous premium [12] - Salesforce initiated its first-ever dividend in early 2024, with a modest 4% increase, but its yield remains low at 0.7% [13] Group 5: Investment Opportunities - Honeywell, Nike, and Salesforce present opportunities for contrarian investors seeking value in a premium-priced market [14] - Honeywell is considered the best buy due to its decent performance and potential post-breakup growth [15] - Nike is viewed as a solid investment for those who believe in the brand's resilience, while Salesforce is a riskier bet for investors confident in its competitive position against AI [15]

Dayforce Inc. (DAY), headquartered in Minneapolis, Minnesota, functions as a human capital management (HCM) software company, offering cloud-based solutions that integrate various HR functions. With a market cap of $11 billion, the company provides a platform for talent and workforce management, human resources, benefits, and payroll services that help manage the entire employee lifecycle, from recruiting and onboarding to payroll processing. Companies worth $10 billion or more are generally described as ...

Company Overview - PTC Inc. is a Boston-based company that develops technology solutions, including software and services, for discrete manufacturers to design, operate, and maintain complex products, with a market cap of $24.6 billion [1][2] Market Position - PTC is classified as a large-cap stock, highlighting its size and influence in the software application industry, with strong market position and technological expertise driven by its PLM and CAD solutions [2] Stock Performance - PTC's stock has experienced a 7.2% decline from its 52-week high of $219.69, reached on July 31, but has gained 21.8% over the past three months, outperforming the S&P 500 Index's 10.3% gains [3] - Year-to-date, PTC shares have risen 10.9% and 16.1% over the past 52 weeks, although this is below the S&P 500's YTD gains of 12.2% and 17.1% over the last year [4] Recent Financial Results - In Q3, PTC reported an adjusted EPS of $1.64, surpassing Wall Street expectations of $1.22, and revenue of $643.9 million, exceeding forecasts of $582.4 million [5] - The company anticipates full-year adjusted EPS between $6.63 and $7.03, with revenue expected to range from $2.57 billion to $2.63 billion [5] Competitive Landscape - ANSYS, Inc. has shown resilience with an 11% YTD increase, but has lagged behind PTC with 13.3% returns over the past 52 weeks [6] - Wall Street analysts maintain a bullish outlook on PTC, with a consensus "Strong Buy" rating and a mean price target of $226.61, indicating a potential upside of 11.1% from current levels [6]

Core Viewpoint - Investors often prefer stocks with a low price-to-earnings (P/E) ratio, believing that lower P/E indicates higher stock value due to growth potential [1] Group 1: P/E Ratio Insights - Stocks with a rising P/E ratio can also yield strong returns, indicating that as earnings rise, stock prices should follow suit [2][3] - A rising P/E ratio suggests investor confidence in a company's fundamentals and expected positive performance [4] - Stocks can experience P/E ratio increases of over 100% from their breakout point, presenting significant investment opportunities if identified early [5] Group 2: Stock Screening Criteria - The screening process for stocks with increasing P/E includes criteria such as current year EPS growth estimates being equal to or greater than the previous year's actual growth [7] - Price changes over different timeframes must show consistent increases, with the four-week price change exceeding the twelve-week change, and the twelve-week change exceeding the twenty-four-week change [8] - Additional criteria include a Zacks Rank of 1 or 2, and an average 20-day trading volume of at least 50,000 to ensure liquidity [9] Group 3: Selected Stocks - The screening narrowed down to four stocks: - Nike (Zacks Rank 2) with an average four-quarter earnings surprise of 41.99% [10] - AGCO (Zacks Rank 1) with an average four-quarter earnings surprise of 316.76% [10] - Docusign (Zacks Rank 1) with an average four-quarter earnings surprise of 6.92% [10] - InterDigital (Zacks Rank 1) with an average four-quarter earnings surprise of 54.27% [11]

Datadog, Inc. (DDOG), headquartered in New York, operates an observability and security platform for cloud applications. Valued at $47.6 billion by market cap, the company offers a cloud-based monitoring and analytics platform that integrates and automates infrastructure monitoring, application performance monitoring, and log management for real-time observability of customers. Companies worth $10 billion or more are generally described as “large-cap stocks,” and DDOG perfectly fits that description, with ...