Nvidia’s third quarter was characterized by strong demand for its AI hardware and software, resulting in better-than-expected financial results and a positive market reaction. Management credited the surge in data center revenue to the rapid adoption of new GPU architectures such as Blackwell and continued momentum across hyperscaler and enterprise clients. CFO Colette Kress emphasized that the company is “still in the early innings” of platform shifts toward accelerated computing and AI, adding that customer demand continues to outpace supply. CEO Jensen Huang highlighted the broadening impact of generative and agentic AI, noting, “We excel at every phase of AI, from pre-training and post-training to inference.”
Lowe’s delivered third-quarter results that met Wall Street’s revenue expectations and exceeded non-GAAP profit forecasts, prompting a positive market reaction. Management attributed the performance to operational discipline, growth in its professional (Pro) customer segment, and expanding digital sales. CEO Marvin Ellison highlighted, “continued operational discipline and strong execution across our perpetual productivity improvement initiatives.” The company also benefited from its Total Home strategy, which drove improvements in home services and store productivity, while recent acquisitions started to contribute to results.
Wix’s third quarter saw higher-than-expected costs alongside strong revenue growth. Management attributed the results to robust user adoption in both the core website business and the newly acquired Base 44 AI-powered app builder. CEO Avishai Abrahami highlighted that “Base 44 is quickly proving to be a leader and the best solution on the market today,” while acknowledging that initial costs from rapid growth and marketing outlays for Base 44 weighed on margins. Cost pressures were driven by increased AI compute expenses and the predominance of monthly, rather than annual, subscriptions in Base 44’s user base, leading to a short-term misalignment between costs and revenue.
Target’s third quarter results aligned with Wall Street’s revenue expectations, but the company continues to face subdued sales trends. Management attributed the ongoing softness primarily to cautious consumer spending and weakness in discretionary categories such as home and apparel. CEO Brian Cornell acknowledged, “Our business has not been performing up to its potential over the last few years,” highlighting Target’s focus on refining merchandising and elevating in-store and digital experiences. Leadership pointed to progress in food and beverage and digital fulfillment, but recognized that broader improvements are still necessary.
Pet-focused retailer Petco (NASDAQ:WOOF) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 3.1% year on year to $1.46 billion. Its GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.
Williams-Sonoma’s third quarter saw positive sales momentum and margin stability, yet the market reacted negatively following the company’s results. Management highlighted that growth was supported by strength in Furniture, back-to-school categories, and improved in-store experiences across all brands. CEO Laura Alber credited the success of new store remodels and enhanced customer service, saying the company “delivered strong results in 2025, with an accelerating positive top-line comp and continued outperformance in our profitability.” Management also pointed to effective tariff mitigation and supply chain efficiencies as key contributors to operating margin stability, despite ongoing macro headwinds.
TJX delivered a quarter that aligned with Wall Street’s main expectations, posting growth in comparable store sales and profitability across its core divisions. Management pointed to higher average basket sizes and increased customer transactions as key contributors, with both apparel and home categories showing notable momentum. CEO Ernie Herrman highlighted the company’s ability to attract value-conscious shoppers across various demographics, stating, “Our value proposition continued to resonate with consumers in the United States, Canada, Europe, and Australia.” Lower freight costs and effective expense management also contributed to margin improvements, offsetting external cost pressures such as tariffs.
Sporting goods retailer Dick’s Sporting Goods (NYSE:DKS) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 36.3% year on year to $4.17 billion. The company’s full-year revenue guidance of $13.98 billion at the midpoint came in 21.9% below analysts’ estimates. Its GAAP profit of $0.86 per share was 66.8% below analysts’ consensus estimates.
Luxury watch company Movado (NYSE:MOV) met Wall Streets revenue expectations in Q3 CY2025, with sales up 1.9% year on year to $186.1 million. Its GAAP profit of $0.42 per share was 26.8% below analysts’ consensus estimates.
Data storage company NetApp (NASDAQ:NTAP) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 2.8% year on year to $1.71 billion. On the other hand, next quarter’s revenue guidance of $1.69 billion was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $2.05 per share was 8.8% above analysts’ consensus estimates.
The company reported revenue of $223.7 million for the three months ended Sept. 30, while analysts expected $227.1 million, according to Fiscal.ai data.
AI market still in early stages of growth, Wedbush analyst predicts tech bull market will continue for 2 more years. Microsoft and Palantir top picks.Wedbush analyst Dan Ives says AI market is not a bubble, predicts 2 more years of tech bull market. Top picks are Microsoft and Palantir.
FBI seeks interviews with 6 Democratic lawmakers after Trump accused them of 'sedition', sparking a clash over political speech and presidential power.
Polymarket founder and CEO Shayne Coplan announced on Tuesday, November 25, that the prediction market platform has received approval from the Commodity Futures Trading Commission for intermediated trading in the U.S.
Buyers are back in control again, but we’re testing major resistance overhead. This is where my Pop & Pullback Strategy comes into play, and it’s my roadmap before the Holiday!
Sen. Elizabeth Warren (D-Mass.) criticized President Donald Trump's Department of Justice, accusing it of siding with landlords and price-fixing, and against the renters, following the settlement of a lawsuit with property management platform, RealPage.
Since November 2020, the S&P 500 has delivered a total return of 83.9%. But one standout stock has more than doubled the market - over the past five years, Toll Brothers has surged 194% to $139.68 per share. Its momentum hasn’t stopped as it’s also gained 29.4% in the last six months thanks to its solid quarterly results, beating the S&P by 16.3%.
Latham has had an impressive run over the past six months as its shares have beaten the S&P 500 by 6.4%. The stock now trades at $7.10, marking a 19.5% gain. This performance may have investors wondering how to approach the situation.
Over the past six months, UFP Industries’s stock price fell to $92.99. Shareholders have lost 6.7% of their capital, which is disappointing considering the S&P 500 has climbed by 13.1%. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
Over the past six months, Western Union’s stock price fell to $8.61. Shareholders have lost 9.1% of their capital, which is disappointing considering the S&P 500 has climbed by 13.1%. This may have investors wondering how to approach the situation.
FuelCell Energy has been treading water for the past six months, recording a small return of 4.4% while holding steady at $6.04. The stock also fell short of the S&P 500’s 13.1% gain during that period.
Over the past six months, Church & Dwight’s shares (currently trading at $83.67) have posted a disappointing 14.5% loss, well below the S&P 500’s 13.1% gain. This might have investors contemplating their next move.
Since May 2025, Franklin Resources has been in a holding pattern, posting a small return of 0.7% while floating around $22.36. The stock also fell short of the S&P 500’s 13.1% gain during that period.
What a brutal six months it’s been for ManpowerGroup. The stock has dropped 33.8% and now trades at $28.32, rattling many shareholders. This may have investors wondering how to approach the situation.
Valmont has had an impressive run over the past six months as its shares have beaten the S&P 500 by 14%. The stock now trades at $407.42, marking a 27.1% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
The past six months have been a windfall for Pangaea’s shareholders. The company’s stock price has jumped 55.1%, setting a new 52-week high of $7.20 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Over the last six months, Upland Software’s shares have sunk to $1.86, producing a disappointing 13.8% loss - a stark contrast to the S&P 500’s 13.1% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
Conagra has gotten torched over the last six months - since May 2025, its stock price has dropped 22.5% to $17.75 per share. This may have investors wondering how to approach the situation.
Fastenal has been treading water for the past six months, recording a small loss of 3.5% while holding steady at $40.19. The stock also fell short of the S&P 500’s 13.1% gain during that period.
Impax’s $100 million addition to Itron points toward the growing importance of smart-grid technology, where data, sensors, and analytics now determine how energy moves across cities. Here’s what that interest reflects — and why investors should take notice.
On Tuesday, Cathie Wood-led Ark Invest made significant trades. These trades were executed across multiple Ark ETFs and focused on tech as well as cryptocurrency-related companies.
Excluding food and energy, the month-over-month increase was only 0.1 Percent. Given that services are about two-thirds of the PPI, the Fed is happy with falling services and rising goods vs the other way around.
Market index trading began flat this morning, but was able to cruise to a higher altitude on news consistent with easing the Fed funds rate going forward.
Dell’s AI server orders were at a record $12.3 billion in Q3, and it continues to see increasing momentum, while HP is striving to make headway with its AI efforts.
White House National Economic Council Director Kevin Hassett has emerged as the leading candidate to become the next Federal Reserve Chair, according to a report published Tuesday.
Earnings season is slowly winding down, and throughout the period so far, Wayfair and American Express have been two big winners, with each seeing positive post-earnings reactions alongside announcing guidance upgrades.
Editor’s note: This article was originally published on Monday, Nov. 24. March arabica coffee (KCH26 ) on Monday closed up +7.10 (+1.92%), and January ICE robusta coffee (RMF26 ) closed down -53 (-1.18%). Coffee prices settled mixed on Monday. Arab...
In this video, Ira Epstein discusses recent economic data and its implications for potential interest rate cuts, noting the market's reaction to speculation that Kevin Hassett might be the next Federal Reserve chair.
Alibaba CEO Eddie Wu dismissed fears of an AI bubble as the company beat quarterly revenue and earnings expectations, pointing to surging demand, persistent global GPU shortages and strong underlying growth.
