2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future.
Theater company AMC Entertainment (NYSE:AMC) announced better-than-expected revenue in Q3 CY2025, but sales fell by 3.6% year on year to $1.3 billion. Its non-GAAP loss of $0.21 per share was in line with analysts’ consensus estimates.
Cosmetics company e.l.f. Beauty (NYSE:ELF) fell short of the markets revenue expectations in Q3 CY2025, but sales rose 14.2% year on year to $343.9 million. The company’s full-year revenue guidance of $1.56 billion at the midpoint came in 5.5% below analysts’ estimates. Its non-GAAP profit of $0.68 per share was 19.9% above analysts’ consensus estimates.
Diversified manufacturing and supply chain services provider Park-Ohio (NASDAQ:PKOH) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 4.5% year on year to $398.6 million. The company’s full-year revenue guidance of $1.61 billion at the midpoint came in 1.1% below analysts’ estimates. Its non-GAAP profit of $0.65 per share was 21.7% below analysts’ consensus estimates.
Beauty products company Coty (NYSE:COTY) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 5.6% year on year to $1.58 billion. Its non-GAAP profit of $0.12 per share was 19.4% below analysts’ consensus estimates.
Online used car auction platform ACV Auctions (NASDAQ:ACVA) met Wall Streets revenue expectations in Q3 CY2025, with sales up 16.5% year on year to $199.6 million. On the other hand, next quarter’s revenue guidance of $182 million was less impressive, coming in 4.9% below analysts’ estimates. Its GAAP loss of $0.14 per share was significantly below analysts’ consensus estimates.
Casual restaurant chain Noodles & Company (NASDAQ:NDLS) reported Q3 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $122.1 million. The company’s full-year revenue guidance of $493.5 million at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP loss of $0.10 per share was in line with analysts’ consensus estimates.
Online dating app Bumble (NASDAQ:BMBL) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 10% year on year to $246.2 million. On the other hand, next quarter’s revenue guidance of $220 million was less impressive, coming in 5.6% below analysts’ estimates. Its GAAP profit of $0.33 per share was in line with analysts’ consensus estimates.
Financial technology company NCR Atleos (NYSE:NATL) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 4% year on year to $1.12 billion. Its GAAP profit of $0.34 per share was 51.4% below analysts’ consensus estimates.
Language-learning app Duolingo (NASDAQ:DUOL) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 41.1% year on year to $271.7 million. The company expects next quarter’s revenue to be around $275 million, close to analysts’ estimates. Its GAAP profit of $5.95 per share was significantly above analysts’ consensus estimates.
Financial services company Robinhood (NASDAQ:HOOD) announced better-than-expected revenue in Q3 CY2025, with sales up 100% year on year to $1.27 billion. Its GAAP profit of $0.61 per share was 12.1% above analysts’ consensus estimates.
As November 2025 unfolds, the financial markets are grappling with a complex and often contradictory narrative emanating from the Federal Reserve. The central bank has recently embarked on a path of monetary easing, delivering two consecutive 25-basis-point rate cuts in September and October, bringing the federal funds rate to a
The United States economy finds itself at a critical juncture, grappling with a monumental surge in overall debt levels that has expanded by an astonishing $4.4 trillion in household debt alone since late 2019, reaching a record $18.59 trillion by September 2025. This unprecedented accumulation, spanning government, household,
The October 2025 ADP National Employment Report has injected a fresh wave of complexity into the Federal Reserve's delicate balancing act, revealing a private sector that added 42,000 jobs – a figure significantly surpassing economists' projections. This unexpected surge in employment, the first monthly gain since July, arrives amidst a
Federal Reserve Governor Stephen Miran sent ripples through financial markets on Monday, November 3, 2025, with strong comments advocating for further interest rate cuts. His assertion that current monetary policy remains "too restrictive" has intensified speculation surrounding the Federal Open Market Committee's (FOMC) upcoming December meeting, suggesting a more aggressive
Business development company Sixth Street Specialty Lending (NYSE:TSLX) reported revenue ahead of Wall Streets expectations in Q3 CY2025, but sales fell by 8.1% year on year to $160.1 million. Its GAAP profit of $0.47 per share was 8.4% below analysts’ consensus estimates.
IREN shares are trading higher Wednesday after the company recently signed a $9.7 billion AI cloud services agreement with Microsoft to deploy NVIDIA GB300 GPUs across its 750 MW Texas campus.
The global stock market in November 2025 presents a fascinating dichotomy, a landscape where robust year-to-date gains clash with mounting concerns over stretched valuations and a palpable shift in investor sentiment. While major indices have enjoyed a remarkably strong year, propelled by an insatiable appetite for artificial intelligence (AI) innovation
The financial markets, still reeling from a tumultuous period marked by significant downturns, are now grappling with an uneasy attempt at consolidation. As of November 5, 2025, investors are witnessing a landscape fundamentally altered by a series of sharp slides, most notably the tariff-induced crash of April 2025 and a
SPXL and TQQQ both offer daily 3x leveraged exposure, but SPXL focuses on the S&P 500 while TQQQ targets the tech-heavy Nasdaq-100, leading to deeper drawdowns for TQQQ.
Shares of cybersecurity cloud platform provider Qualys (NASDAQ:QLYS) jumped 18.1% in the morning session after the company reported third-quarter 2025 financial results that surpassed Wall Street's expectations for revenue and profit. Qualys announced revenue of $169.9 million, up 10.4% from the same period last year, beating forecasts. The company’s adjusted earnings per share came in at $1.86, which was 19.2% above analysts' consensus estimates. Adding to the positive news, guidance for the next quarter’s revenue was optimistic at $173 million at the midpoint, also ahead of estimates. Furthermore, management raised its full-year adjusted EPS guidance, signaling confidence in its continued performance. The company also demonstrated improved profitability, with its operating margin expanding significantly year over year.
Shares of building operations company Johnson Controls (NYSE:JCI) jumped 7.4% in the morning session after the company reported third-quarter results that beat analyst expectations and provided an encouraging earnings forecast for fiscal year 2026. The building solutions provider posted third-quarter adjusted earnings of $1.26 per share on revenue of $6.44 billion, with both figures topping estimates. While the results were positive, the company's guidance for the upcoming fourth quarter was weaker than expected, projecting revenue of $5.59 billion, which fell short of analyst forecasts. However, investors focused on the longer-term outlook. Johnson Controls initiated its fiscal 2026 guidance with projected adjusted earnings of approximately $4.55 per share, which was above Wall Street's predictions. This strong full-year forecast appeared to outweigh near-term revenue concerns, signaling confidence in future profitability.
