In this video, Ira Epstein discusses the current state of the metals market, emphasizing the need to transition from December to February contracts for gold and from December to March for silver and copper.
The UK government's budget announcement will need to show fiscal discipline to satisfy gilt investors, and while our baseline sees enough credibility to nudge the risk premium in gilt yields lower, we are well aware of significant upside risks too.
Wedbush senior analyst Dan Ives has published his "Top 10" tech stocks he believes are best positioned to lead "the AI revolution," outlining why each company stands out as artificial intelligence becomes the global economy's defining growth driver.
A simple-minded interpretation of the Taylor rule suggests a decrease in the policy rate is not warranted, using the output gap, and perhaps not warranted using the unemployment gap.
HSBC analysts have reportedly modelled OpenAI’s data centre rental bill at about $620 billion in 2030, significantly higher than its projected 2030 revenue of $129 billion.
Pelosi criticizes Trump & GOP for driving up Thanksgiving dinner cost while families struggle. Dem lawmakers blame Trump's policies for record high grocery prices. GOP gives credit to Trump's policies for lower Thanksgiving costs.
Nvidia Corp. came in with yet another earnings beat, including in heavily scrutinized data center sales and gross margin. The beat sent shockwaves through cold November markets
The Japanese Yen extends intraday retracement slide from a one-and-a-half-week low, touched against a weaker US Dollar this Wednesday, and refreshes its daily low during the first half of the European session.
A Google DeepMind researcher criticized Wall Street's reaction to Nvidia and AMD's stock dip, saying the market underestimates the booming demand for AI hardware as Google ramps up its TPU efforts and Meta considers using its chips.
CleanSpark Inc. (NASDAQ:CLSK) President and Chief Financial Officer Gary Vecchiarelli said on Tuesday that the company has a flexible approach to its Bitcoin
The USD/INR pair edges up to near 89.35 as the Indian Rupee continues to underperform, with persistent US Dollar’s demand from Indian importers and in the offshore market.
BrightView’s third quarter results for 2025 fell short of Wall Street expectations, with revenue declining year over year and non-GAAP profit below consensus estimates. Management attributed these results to ongoing macroeconomic headwinds and delayed discretionary spending in its land maintenance business. CEO Dale Asplund cited improvements in employee retention and customer satisfaction, stating, “Our unwavering focus on delivering world-class service to our customers continues to yield meaningful momentum in customer retention.” The company also made significant investments in refreshing its fleet and expanding its sales force, which management believes will lay the groundwork for future growth despite near-term challenges.
Kulicke and Soffa’s third quarter was met with a strong positive response from the market, reflecting outperformance versus Wall Street’s expectations. Management pointed to improved order activity, particularly in general semiconductor and memory markets, as utilization rates surpassed 80%. Interim CEO and CFO Lester Wong emphasized that the growth was supported by technology transitions and increased demand for thermocompression and ball bonder systems. Additionally, management credited operational efficiency efforts and expanded customer engagement for supporting profitability during a period of industry recovery.
Personal computing and printing company HP (NYSE:HPQ) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 4.2% year on year to $14.64 billion. Its non-GAAP profit of $0.93 per share was in line with analysts’ consensus estimates.
Cloud security platform Zscaler (NASDAQ:ZS) announced better-than-expected revenue in Q3 CY2025, with sales up 25.5% year on year to $788.1 million. The company expects next quarter’s revenue to be around $798 million, close to analysts’ estimates. Its non-GAAP profit of $0.96 per share was 11.4% above analysts’ consensus estimates.
Universal Technical Institute delivered a positive third quarter, with results surpassing Wall Street’s expectations on both revenue and profit. The company credited ongoing strength in demand for skilled trades and healthcare careers, as well as the successful launch of new programs and operational efficiencies, as primary drivers. CEO Jerome Grant emphasized that the company’s diversified, multi-division model and targeted program launches contributed to the quarter’s solid execution, stating, “These results underscore both the resiliency of demand for skilled trades healthcare careers, and the effectiveness of our multidivisional model.”
Palo Alto Networks’ third quarter saw sales growth above Wall Street’s expectations, but the market responded negatively, reflecting investor caution on the path forward. Management attributed revenue growth to broad adoption of platform solutions, particularly in areas like SASE (secure access service edge), software firewalls, and expanding demand for AI-driven security tools. CEO Nikesh Arora emphasized that customers are consolidating security vendors, opting for the company’s integrated offerings to address an increasingly complex cyber threat landscape. Arora cited several large deals, including a significant U.S. federal contract, as evidence that platformization is gaining traction across industries.
Young adult apparel retailer Abercrombie & Fitch (NYSE:ANF) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 6.8% year on year to $1.29 billion. The company expects next quarter’s revenue to be around $1.66 billion, close to analysts’ estimates. Its GAAP profit of $2.36 per share was 9.4% above analysts’ consensus estimates.
3D design software company Autodesk (NASDAQ:ADSK) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 18% year on year to $1.85 billion. Guidance for next quarter’s revenue was optimistic at $1.91 billion at the midpoint, 2.6% above analysts’ estimates. Its non-GAAP profit of $2.67 per share was 6.9% above analysts’ consensus estimates.
Dycom’s third quarter was marked by strong execution in core fiber-to-the-home programs and significant momentum in data center-related projects, leading to results above Wall Street’s expectations and a positive market reaction. Management pointed to robust activity from both traditional carriers and hyperscale technology providers, with CEO Dan Peyovich highlighting, “Our strong market position is validated by deepening engagement across our customer base.” Growth was also supported by recurring service and maintenance contracts, which have become a durable revenue stream.
Digital operations platform PagerDuty (NYSE:PD) met Wall Streets revenue expectations in Q3 CY2025, with sales up 4.7% year on year to $124.5 million. On the other hand, next quarter’s revenue guidance of $123 million was less impressive, coming in 3.4% below analysts’ estimates. Its non-GAAP profit of $0.33 per share was 35% above analysts’ consensus estimates.
Jack in the Box’s third quarter was defined by significant operational adjustments as management responded to continued pressures on sales and profitability. Despite a year-on-year decline in revenue and margins, the market responded positively to the results, reflecting management’s swift actions to address underperforming value propositions and promotional strategies. CEO Lance Tucker described the quarter as “a story of two halves,” with early softness followed by improved transactions due to new value-focused offers and menu pricing changes. Management acknowledged ongoing competitive intensity and the need for better consistency in operations and guest experience.
