Market-Moving Finance News
Market-Moving Finance News
Ticker News Sentiment
Market News Sentiment
Deals
58 min ago
U.S.-Switzerland Trade Deal Lowers Tariffs
- U.S. cut tariffs on Swiss goods from 39% to 15% on Nov. 14, 2025.
- Swiss exports to the U.S. fell 14% in the three months to September 2025.
- Switzerland agreed to quotas for duty-free U.S. imports, limiting free access in exchange for tariff relief.
5POSITIVE
0NEUTRAL
0NEGATIVE
Leadership
2 hours ago
Ron Baron Tesla Sees $2,500 Target, Holds Stakes
- Baron reaffirmed he will not sell his personal Tesla or SpaceX holdings.
- He set a $2,500 Tesla price target and projected fivefold upside over a decade.
- Baron Capital said it will vote in favor of Musk's proposed CEO pay package.
5POSITIVE
0NEUTRAL
0NEGATIVE
Earnings
3 hours ago
StubHub Q3 Earnings: Stock Falls After Guidance Withheld
- Q3 revenue $468 million beat $452 million consensus.
- Reported net loss $1.3 billion reflected a $1.4 billion IPO-related stock-comp charge.
- No Q4 or full-year guidance and shares fell over 23% following the release.
0POSITIVE
2NEUTRAL
6NEGATIVE
Deals
4 hours ago
Lundbeck Bid for Avadel Tops Alkermes Deal
- Lundbeck offered $23 per share with $21 cash plus a non-transferable contingent value right.
- Alkermes had agreed to acquire Avadel at $20 per share under the Oct. 22 transaction agreement.
- Avadel's board was reviewing the approach while Alkermes was consulting advisers and options remained uncertain.
1POSITIVE
5NEUTRAL
0NEGATIVE
Deals
4 hours ago
Merck To Acquire Cidara Therapeutics
- Merck agreed to buy Cidara for $221.50 per share, valuing the deal at about $9.2 billion.
- It adds CD388, a late-stage influenza prevention drug-Fc conjugate, to Merck's respiratory antiviral pipeline.
- Merck expects the acquisition to help offset revenue pressure from Keytruda patent expiry; close expected Q1 2026.
7POSITIVE
1NEUTRAL
0NEGATIVE
Leadership
5 hours ago
Walmart CEO Transition Names John Furner
- Board elected John Furner President and CEO effective Feb. 1, 2026.
- Doug McMillon will retire Jan. 31, 2026 and stay on the Board through the June meeting.
- Company framed the move as internal succession to preserve operational continuity; no new guidance issued.
10POSITIVE
13NEUTRAL
5NEGATIVE
Markets
5 hours ago
AI Stock Sell-Off Sends Global Markets Lower
- A reassessment of AI valuations prompted a Nasdaq-led sell-off, pressuring U.S. indices and risk appetite.
- Nasdaq futures were down 1.5%, S&P 500 futures down 1%, Dow futures down 0.6% as of 08:00 ET.
- China's fixed-asset investment shrank 1.7% Jan-Oct 2025, compounding global growth worries.
1POSITIVE
2NEUTRAL
11NEGATIVE
Leadership
6 hours ago
Novo Nordisk Board Reshuffle Names Sorensen
- On Nov. 14, 2025 shareholders approved Lars Rebien Sorensen as chairman.
- The reshuffle was driven by the Novo Nordisk Foundation and drew minority-shareholder protest.
- Mikael Dolsten withdrew his candidacy; incoming board must nominate two members by March 2026.
1POSITIVE
2NEUTRAL
3NEGATIVE
Leadership
6 hours ago
Opendoor Stock Surges After CEO Buy-In
- CEO Kaz Nejatian bought 125,000 shares for $1,003,750 on Nov. 12, 2025.
- Co-founders Keith Rabois and Eric Wu rejoined the board; Rabois became chairman.
- Q3 2025 guidance set revenue $800-$875 million and forecast negative adjusted EBITDA.
4POSITIVE
1NEUTRAL
2NEGATIVE
Earnings
18 hours ago
Under Armour Stephen Curry Split Lifts Outlook
- Board approved an additional $95 million in restructuring, raising total charges to up to $255 million.
- Fiscal-2026 adjusted operating income outlook rose to $95-110 million from $90-105 million.
- Curry Brand will operate independently and can seek new partners while Under Armour refocuses on its core brand.
0POSITIVE
1NEUTRAL
6NEGATIVE
Earnings
21 hours ago
Applied Materials Earnings Rise on AI Demand
- Q1 FY2026 revenue was guided to $6.9 billion ± $0.5 billion and non-GAAP EPS to $2.18 ± $0.20.
- Fiscal 2025 revenue reached $28.4 billion, a 4.0% year-over-year increase.
- Non-GAAP free cash flow fell 24.0% to $5.7 billion, highlighting profit-conversion pressure.
8POSITIVE
6NEUTRAL
3NEGATIVE
Products
21 hours ago
Tesla CarPlay Integration Reported
- Tesla was reported to be adding Apple CarPlay, reversing its proprietary infotainment stance.
- The plan reportedly uses standard windowed CarPlay rather than full-dashboard CarPlay Ultra.
- CarPlay would run over owners' iPhone data instead of Premium Connectivity, which could affect subscription economics.
5POSITIVE
0NEUTRAL
0NEGATIVE
Operations
1 day ago
Verizon Layoffs Reshape Cost Plan
- Verizon planned to cut about 15,000 jobs, roughly 15% of its workforce.
- The company will convert 200 company-owned stores into franchised locations.
- New CEO Dan Schulman's cost-focused restructuring aims to cut spending amid slowing growth and fierce competition.
0POSITIVE
0NEUTRAL
11NEGATIVE
Earnings
1 day ago
Firefly Aerospace Q3 Results Boost Outlook
- Q3 revenue rose to $30.8 million, supporting a raised 2025 guide of $150-$158 million.
- Backlog reached approximately $1.3 billion and liquidity included $995 million cash plus a $260 million revolver.
- Negative EBITDA and high R&D left analysts trimming forecasts despite the guidance lift.
6POSITIVE
7NEUTRAL
1NEGATIVE
Earnings
1 day ago
CoreWeave Stock Rebounds on Buy-the-Dip Shift
- Q3 revenue rose 134.0% y/y and backlog jumped 271.0% to $55.6B, signaling outsized GPU demand.
- Planned $9.0B merger collapsed, leaving limited balance-sheet flexibility and funding dependence.
- Investors viewed the pullback as a buy-the-dip opportunity amid large backlog and deals.
7POSITIVE
1NEUTRAL
2NEGATIVE
Earnings
1 day ago
JD.com Q3 2025 Earnings Above Estimates
- Reported Q3 2025 revenue of $42.1 billion, above analyst estimates.
- Net profit fell 55.0% year-over-year as heavy food-delivery spending weighed on margins.
- Management indicated margin pressure would persist amid a price war with Alibaba and Meituan.
5POSITIVE
4NEUTRAL
1NEGATIVE
Earnings
1 day ago
Tencent Q3 2025 Results Show AI Led Growth
- Revenue rose 15.0% year-on-year, lifting margins and driving double-digit net-profit gains.
- Marketing services revenue rose 21.0% as AI-powered targeting raised eCPMs and ad engagement.
- International games revenue surged 43.0% while capex fell 24.0% and share repurchases continued.
7POSITIVE
2NEUTRAL
0NEGATIVE
Earnings
1 day ago
Disney Q4 2025 Earnings Streaming Gains, TV Weakness
- Streaming DTC profit swung to $387M and powered an EPS beat.
- Revenue missed at $21.24B on weaker linear networks and theatrical films.
- Management reaffirmed fiscal-2026 EPS $4.60-$4.80 and said no major acquisitions.
13POSITIVE
11NEUTRAL
14NEGATIVE
Earnings
1 day ago
Nvidia Earnings Spotlight Durability of AI Rally
- Nvidia to report Q3 FY2026 on Nov. 19 before market open; consensus revenue is $54.7 billion.
- Recent pullback trimmed market value by $300 billion to $4.7 trillion, amplifying index impact.
- Hyperscaler demand and Nvidia's AI ecosystem are the key test for durable revenue through eFY2027.
28POSITIVE
9NEUTRAL
9NEGATIVE
Earnings
1 day ago
Nebius Group Stock Gains on Meta and Microsoft Deals
- Signed hyperscaler deals including $17.4 billion Microsoft and $3.0 billion Meta contracts underpin a large revenue runway.
- Q3 2025 revenue rose to $146 million but missed consensus and net loss widened to $100 million.
- Capital spending jumped to $956 million, elevating execution and financing risks as capacity scales.
6POSITIVE
3NEUTRAL
2NEGATIVE
Operations
1 day ago
Starbucks Strike Threatens Holiday Sales
- An open-ended strike targeted Red Cup Day, raising near-term risk to the chain's holiday promotions and sales.
- Union said walkouts began at 65 stores across 40+ U.S. cities involving more than 1,000 baristas.
- Starbucks said only a small fraction of its 9,000+ U.S. company-operated stores were affected, limiting operational reach.
0POSITIVE
1NEUTRAL
10NEGATIVE
Policy
1 day ago
EU Antitrust Probe Google News Rankings
- European Commission opened a formal antitrust probe into Google's news rankings under the Digital Markets Act.
- Probe examines whether Google's spam policy or algorithms demoted publishers, reducing traffic and advertising revenue.
- Investors face heightened compliance costs and enforcement risk, including fines up to 10% of global annual turnover.
2POSITIVE
2NEUTRAL
11NEGATIVE
Earnings
1 day ago
FanDuel Predicts Launch in December as Flutter Cuts Outlook
- Flutter cut its FY 2025 profit forecast after elevated gambler payouts.
- FanDuel Predicts will let U.S. users trade event contracts in states where sports betting is illegal.
- Q3 adjusted EPS was $1.64 and revenue was $3.79 billion, up 16.8% y/y.
5POSITIVE
4NEUTRAL
3NEGATIVE
Markets
1 day ago
Dow Closes Above 48,000 as Shutdown Hopes Rise
- Dow closed at 48,015.79 on Nov. 12, 2025, its 17th record close.
- Senate passed funding through Jan. 30, 2026, with House approval and presidential signature expected imminently.
- Financials and industrials led gains, signaling rotation out of technology into value and cyclicals.
11POSITIVE
1NEUTRAL
2NEGATIVE
Earnings
1 day ago
Disney Q4 Earnings Preview
- Disney will report Q4 results before markets on Nov. 13 with an 8:30 a.m. ET webcast.
- Street consensus calls for revenue of $22.9 billion and EPS of $1.03-$1.05.
- Q4 will test whether streaming profits and ESPN uptake can offset Experiences headwinds and sustain FY25 $5.85-$5.87 guidance.
6POSITIVE
6NEUTRAL
2NEGATIVE
Earnings
1 day ago
Cisco Earnings Lift Stock Toward 25-Year High
- Fiscal Q1 revenue was $14.9 billion, up 8.0% year-over-year.
- Management raised FY 2025 guidance to $4.08-$4.14 EPS and $60.2-$61.0 billion revenue.
- Product orders included more than $800 million in Q4 AI orders and $2.0 billion for FY 2025.
22POSITIVE
3NEUTRAL
0NEGATIVE
Earnings
1 day ago
Delta Shutdown Impact Clouds Q4 Outlook
- FAA-mandated reductions forced over 2,000 flight cancellations.
- Shutdown will dent Delta's fourth-quarter earnings, though management still expects a strong quarter.
- Recovery hinges on shutdown duration; air travel could return close to normal by the weekend if resolved.
1POSITIVE
3NEUTRAL
3NEGATIVE
Deals
1 day ago
ABN AMRO To Buy NIBC for $1.1 Billion
- ABN AMRO agreed to buy NIBC from Blackstone for $1.1 billion.
- Deal expands Dutch retail and mortgage scale and targets roughly 18.0% ROIC by 2029.
- Closing will cut CET1 by about 70 basis points and prompts a Q4 2025 capital review.
3POSITIVE
2NEUTRAL
0NEGATIVE
Earnings
1 day ago
Palantir Q3 2025 Earnings: Guidance Raised
- Q3 revenue $1.2B and non-GAAP EPS $0.21 beat consensus; management raised Q4 and full-year guidance.
- U.S. commercial revenue surged; net-dollar retention 134.0% and $2.8B TCV support enterprise AI momentum.
- Valuation at ~120x revenue and $455.0B market cap prompted analyst debate on sustainability and re-rating risk.
14POSITIVE
6NEUTRAL
3NEGATIVE
Operations
2 days ago
Waymo Freeway Robotaxi Expands To Major Cities
- Waymo launched freeway-capable robotaxi service in San Francisco, Los Angeles and Phoenix.
- Access initially limited to selected riders and will expand as operational data and safety metrics validate.
- Bay Area fleet will increase to over 1,000 vehicles to support the expanded service.
7POSITIVE
0NEUTRAL
1NEGATIVE
Deals
2 days ago
Toyota U.S. Investment Boosts Battery Production
- Toyota began battery production at TBMNC in Liberty, North Carolina.
- The Liberty plant is a $13.9 billion project with planned 30 gigawatt-hours annual capacity.
- Toyota pledged up to $10 billion more in U.S. investment over five years to boost electrification.
4POSITIVE
1NEUTRAL
0NEGATIVE
Earnings
2 days ago
On Holding Earnings Lift Full-Year Guidance
- On Holding raised FY2025 guidance for the third time, implying 34% year-over-year constant-currency net-sales growth.
- Record Q3 margins: gross margin 65.7%, up 510 basis points including a 200-bp one-off freight benefit.
- Adjusted EBITDA margin rose to 22.6% and net income margin expanded to 15.0%.
12POSITIVE
3NEUTRAL
1NEGATIVE
Deals
2 days ago
Coinbase Reincorporates in Texas
- Coinbase filed a Form 8-K saying it will change its state of incorporation from Delaware to Texas.
- The filing described the move as a change of domicile requiring no federal regulatory approval or shareholder vote.
- Coinbase cited Texas's friendlier legal climate and recent state policy changes as the rationale.
2POSITIVE
3NEUTRAL
0NEGATIVE
Deals
2 days ago
BILL Holdings Sale Talk Lifts Shares
- Following reports of a potential sale and activist pressure, shares rose more than 13%.
- Q1 FY2026 revenue was $395.7 million and adjusted EPS $0.61 beat the $0.51 consensus.
- Management raised FY2026 adjusted EPS to $2.11–$2.25 and revenue guidance to about $1.6 billion.
5POSITIVE
1NEUTRAL
0NEGATIVE
Leadership
2 days ago
Atlanta Fed Retirement Paves Way For New President
- Raphael Bostic will retire at the end of his five-year term in February 2026.
- The Atlanta Fed board will run a search and nominate a successor subject to Fed Board approval.
- Bostic is seen as a centrist; his departure could shift regional Fed voting dynamics.
0POSITIVE
6NEUTRAL
0NEGATIVE
Earnings
2 days ago
Circle Q3 Earnings Beat, Costs Raise Outlook
- Circle beat Q3 EPS expectations, reporting $0.64 versus $0.22 consensus.
- USDC circulation reached $73.7 billion, boosting reserve income and lifting total revenue to $740 million.
- Circle raised FY adjusted operating-expense guidance to $495-$510 million, refocusing investors on margin pressure.
4POSITIVE
8NEUTRAL
5NEGATIVE
Earnings
2 days ago
Foxconn Q3 Profit Rises 17% on AI Server Demand
- Q3 net profit rose 17% to $1.9 billion, about 14% above consensus.
- Cloud and networking, led by AI servers, accounted for 42% of revenue and became the largest segment.
- Management expects significant year-on-year revenue growth in Q4 with sequential AI-server expansion.
6POSITIVE
0NEUTRAL
0NEGATIVE
Markets
2 days ago
Tech Sector Rotation Sends Nasdaq Lower, Dow Gains
- Rotation from technology and AI into healthcare and staples drove index divergence.
- S&P 500 rose to 6,859 points, extending month-to-date gains and reflecting elevated forward P/E.
- AI stock retreat, including Nvidia and CoreWeave pullbacks, amplified technology weakness.
8POSITIVE
9NEUTRAL
7NEGATIVE
Products
3 days ago
SoFi Crypto Debuts at Nationally Chartered Bank
- SoFi launched SoFi Crypto as the first nationally chartered U.S. bank offering retail crypto trading and custody.
- Platform links crypto trades to FDIC-insured deposits while crypto holdings lack FDIC or SIPC insurance.
- The phased rollout targets SoFi's 12.6 million customers by year-end 2025.
4POSITIVE
2NEUTRAL
0NEGATIVE
Leadership
3 days ago
Yann LeCun to Leave Meta
- Following reports, Yann LeCun plans to leave Meta to start an AI-focused startup.
- Meta had not issued an official statement or SEC filing about the reported exit.
- The departure represents a major talent shift for Meta's AI research leadership and recruitment.
1POSITIVE
2NEUTRAL
5NEGATIVE
Deals
3 days ago
BigBear.ai Acquisition Signals AI Defense Push
- Following the filing, BigBear.ai signed a definitive agreement to acquire Ask Sage for $250 million.
- The deal adds about $25 million in ARR and expands secure generative AI for defense.
- Following the filing, Q3 2025 revenue fell to $33 million while adjusted EBITDA remained negative.
9POSITIVE
3NEUTRAL
2NEGATIVE
Earnings
3 days ago
AMD Analyst Day Tests AI Chip Strategy
- Analyst Day begins Nov. 11 at 1:00 p.m. ET to detail AI chip and systems roadmaps.
- Management may reaffirm or raise a prior $500.0 billion AI TAM through 2028.
- Q3 revenue was $9.2 billion; data-center revenue was $4.3 billion; non-GAAP gross margin near 54.0%.
35POSITIVE
7NEUTRAL
1NEGATIVE
Policy
3 days ago
ADP Jobs Report: Private Payrolls Lose Ground
- ADP found private payrolls fell an average 11,250 jobs weekly in the four weeks ended Oct. 25.
- Wall Street forecasts suggested October nonfarm payrolls could decline 50,000-60,000 and unemployment rise toward 4.5%.
- The BLS October report was delayed, increasing reliance on private measures like ADP.
0POSITIVE
0NEUTRAL
6NEGATIVE
Earnings
3 days ago
Rigetti Q3 Results: Revenue Miss, EPS Beat
- Revenue missed consensus at $1.9 million.
- Non-GAAP EPS narrowly beat forecasts with a $0.03 loss per share.
- Warrant exercises lifted cash to about $600 million, aiding runway with $5.7M orders and a $5.8M AFRL award.
1POSITIVE
10NEUTRAL
5NEGATIVE
Deals
3 days ago
Nebius Meta AI Deal Meets Mixed Q3 Results
- Nebius announced a $3 billion five-year AI infrastructure deal with Meta.
- Q3 2025 revenue rose 355% year-over-year.
- GAAP net loss widened beyond expectations while adjusted loss narrowed, requiring 10-Q reconciliation.
9POSITIVE
7NEUTRAL
1NEGATIVE
Deals
3 days ago
SoftBank Sells Nvidia Stake Ahead of Earnings
- SoftBank sold its entire Nvidia stake, disposing 32.1 million shares for $5.8 billion.
- Proceeds will fund AI investments, including large Stargate data centers and robotics manufacturing.
- Company said the sale was a capital reallocation, not reduced confidence, ahead of Nov. 19 earnings.
9POSITIVE
3NEUTRAL
18NEGATIVE
Earnings
3 days ago
Rocket Lab Q3 Revenue Hits Record; Neutron Delayed
- Reported record Q3 revenue of $155 million, up 48% year over year.
- Narrowed GAAP net loss to $18 million with a record 37% gross margin.
- Neutron maiden flight rescheduled to Q1 2026 to allow additional testing.
8POSITIVE
1NEUTRAL
0NEGATIVE
Earnings
3 days ago
SoftBank OpenAI Investment Boosts Q2 Profit
- Vision Fund gains lifted Q2 net profit to $16.6 billion.
- ¥3.5 trillion Vision Fund gain included ¥2.16 trillion attributable to OpenAI.
- SoftBank plans a second closing to invest $22.5 billion via SVF2 in December 2025.
9POSITIVE
8NEUTRAL
1NEGATIVE
Earnings
3 days ago
Beyond Meat Q3 2025 Earnings Slide
- Q3 net loss widened to $111M and revenue fell 13.3% to $70M.
- Adjusted EPS was -$0.47, missing Street by $0.04.
- Company delayed its 10-Q while finalizing a material non-cash impairment and law firms opened probes.
0POSITIVE
5NEUTRAL
12NEGATIVE
Policy
3 days ago
Government Shutdown End Boosts Stocks, Led by Tech
- Senate advanced a bipartisan funding package, raising prospects for a government shutdown end.
- Technology-led rally pushed the Nasdaq up 2.3% and the S&P 500 up 1.5%.
- House approval and presidential signature plus delayed economic data could prolong volatility.
30POSITIVE
8NEUTRAL
5NEGATIVE
Earnings
3 days ago
Paramount Skydance Q3 Earnings Miss Estimates
- Q3 revenue was $6.7 billion, below $7.0 billion consensus.
- Adjusted EPS was $0.12 and the company posted a $257 million net loss.
- Management raised merger cost-savings to $3.0 billion and planned about 1,600 job reductions.
10POSITIVE
6NEUTRAL
5NEGATIVE
Leadership
3 days ago
Warren Buffett Retirement Keeps Berkshire Stock
- Buffett confirmed a year-end 2025 CEO retirement in his Nov. 10 Thanksgiving letter.
- He will retain his Berkshire Class A stock and not sell a significant portion until investors are comfortable.
- Buffett pledged to continue writing annual shareholder letters to reassure investors during the transition.
4POSITIVE
12NEUTRAL
2NEGATIVE
Earnings
3 days ago
CoreWeave Earnings Beat Estimates
- CoreWeave reported Q3 results after the close, beating Wall Street revenue estimates.
- Management's handling of power contracts and capacity will shape post-earnings volatility.
- Analysts revised forecasts and traders had positioned for a significant post-earnings move.
13POSITIVE
17NEUTRAL
19NEGATIVE
Earnings
3 days ago
Rivian Stock Surges After Third-Quarter Revenue Report
- Q3 revenue was $1.6 billion, up 78.0% year-over-year.
- The company returned to positive gross margins, posting $24 million gross profit.
- Large-volume call-option buying had followed the report, adding to volatile trading.
9POSITIVE
3NEUTRAL
1NEGATIVE
Earnings
4 days ago
Instacart Q3 Results Show Growth, Cautious Q4
- Q3 revenue was $939M with GTV $9.17B and 83.4M orders, producing $278M adjusted EBITDA.
- Management expanded the share-repurchase program by $1.5B and began a $250M accelerated buyback.
- Management flagged EBT/SNAP funding uncertainty and competition as reasons for cautious Q4 guidance.
9POSITIVE
3NEUTRAL
2NEGATIVE
Policy
4 days ago
Oklo Stock Awaits NRC and DOE Milestones
- Regulatory NRC PDC review and DOE pilot progress will determine if development converts to commercial sales.
- Oklo held $683 million in cash and guided FY25 outflows of $65-$80 million.
- No commercial sales are expected before 2027 and Atomic Alchemy's impact remains unclear.
8POSITIVE
4NEUTRAL
2NEGATIVE
Operations
4 days ago
TSMC October Revenue Rises as AI Demand Tightens
- TSMC reported October revenue of $11.9 billion, a monthly record and 16.9% YoY gain.
- 3nm capacity is fully booked through 2026, with NVIDIA securing about 30% share.
- A $40.0 billion annual capex plan targets 3nm and packaging to expand capacity.
5POSITIVE
2NEUTRAL
2NEGATIVE
Earnings
4 days ago
Tyson Foods Guidance Projects Revenue Growth
- Guidance projects fiscal-2026 revenue growth above consensus and $2.1-$2.3 billion adjusted operating income.
- Q4 adjusted EPS beat while revenue missed after a $355 million legal accrual.
- Record chicken profits and volume gains offset beef losses and position upside in chicken.
5POSITIVE
5NEUTRAL
0NEGATIVE
Deals
4 days ago
TreeHouse Foods Acquisition Sends Shares Higher
- Investindustrial agreed to buy TreeHouse for $22.50 per share plus one nontransferable CVR, valuing it at $2.9 billion.
- The all-cash deal is not subject to a financing condition and has unanimous board support and JANA backing.
- A Halper Sadeh fairness probe and uncertain CVR payout complicate shareholder approval before an expected Q1 2026 close.
3POSITIVE
4NEUTRAL
0NEGATIVE
Leadership
4 days ago
Tesla Cybertruck Leader Departs
- Siddhant Awasthi left Nov. 9, 2025 after more than eight years leading Cybertruck and Model 3.
- Exit adds to senior Tesla turnover amid recalls, production strains and slower Cybertruck sales.
- No SEC Form 8-K or company press release had been published as of Nov. 10, 2025.
2POSITIVE
1NEUTRAL
6NEGATIVE
Earnings
4 days ago
Monday.com Earnings Beat, Outlook Disappoints
- Q3 revenue was $317 million, beating Street estimates.
- Non-GAAP EPS was $1.16, beating estimates by $0.28.
- Q4 revenue guidance midpoint of $329 million sat below consensus, prompting a negative market reaction.
2POSITIVE
5NEUTRAL
5NEGATIVE
Deals
4 days ago
Pfizer To Buy Metsera As Novo Shares Rise
- Pfizer agreed to acquire Metsera for up to $10 billion after a sweetened offer.
- The deal will materially strengthen Pfizer's obesity drug portfolio and market position.
- FTC HSR warnings and Pfizer litigation pose material risks to closing and timing.
8POSITIVE
1NEUTRAL
2NEGATIVE
Policy
4 days ago
Visa Mastercard Settlement Reduces Merchant Fees
- The settlement reduces average interchange fees by about 0.1 percentage point for several years.
- It revises the honor all cards rule, letting merchants reject whole card categories at checkout.
- The agreement remains subject to U.S. District Court approval and faces risk from the Credit Card Competition Act.
5POSITIVE
4NEUTRAL
0NEGATIVE
Deals
4 days ago
Rumble Acquires Northern Data in All-Stock Deal
- Adds roughly 22,000 Nvidia GPUs, including about 20,000 H100s and 2,000 H200s, boosting AI and cloud capacity.
- All-stock exchange values Northern Data at about $767 million and gives its shareholders a 30.4% stake in Rumble.
- Deal expected to close in Q2 2026 and Northern Data will delist after completion.
6POSITIVE
2NEUTRAL
1NEGATIVE
Leadership
4 days ago
Dave Lewis Diageo CEO Named
- Board appointed Sir Dave Lewis as CEO effective Jan. 1, 2026.
- Lewis chosen for brand-building and marketing expertise to steady the drinks group.
- He inherits weaker sales and an ongoing $500 million cost-cutting program.
4POSITIVE
3NEUTRAL
1NEGATIVE
Policy
6 days ago
University of Michigan Consumer Sentiment Near Record Low
- Preliminary University of Michigan Sentiment index registered 50.3, lowest since 2022 and near the 50.0 record.
- The ongoing federal government shutdown was cited as the primary driver of the confidence decline.
- Expectations index fell sharply, signaling rising downside risk to near-term consumer spending.
4POSITIVE
2NEUTRAL
10NEGATIVE
Earnings
6 days ago
Opendoor Earnings Miss Amid Heavy Dilution
- Q3 revenue fell 33.6% year over year to $915 million, widening margin pressure.
- Company issued over 180 million shares, raising nearly $200 million and declaring warrant dividend.
- Management pivots to a software and AI model while targeting adjusted net income breakeven by end 2026.
6POSITIVE
3NEUTRAL
1NEGATIVE
Earnings
6 days ago
SoundHound AI Q3 Earnings: Growth and Guidance Raise
- Q3 revenue was $42M, up 68% year-over-year.
- Company raised 2025 revenue guidance to $165M–$180M and targets adjusted-EBITDA profitability by year-end.
- GAAP net loss was $109.3M, including a $66M non-cash mark-to-market charge.
6POSITIVE
2NEUTRAL
0NEGATIVE
Earnings
6 days ago
DraftKings Predictions to Expand Reach, Trim 2025 Outlook
- DraftKings Predictions will launch before year-end pending state licensure in states without legal online sports betting.
- Q3 revenue was $1.1 billion and net loss was $257 million, per the filing.
- Company narrowed fiscal 2025 revenue guidance as it increased investment in prediction markets and distribution deals.
6POSITIVE
1NEUTRAL
2NEGATIVE
Deals
7 days ago
Archer Aviation Stock Slides After Airport Purchase
- Signed definitive agreement to acquire Hawthorne Airport for $126 million.
- Raised $650 million in new equity, lifting liquidity above $2.0 billion.
- Reported Q3 net loss per share of $0.20 and wider adjusted EBITDA loss of $116 million.
4POSITIVE
1NEUTRAL
9NEGATIVE
Earnings
7 days ago
IAG Q3 Results Show Transatlantic Weakness
- IAG Q3 revealed transatlantic weakness that pressured unit revenue and triggered a sharp market selloff.
- North Atlantic unit revenue fell 7.1% and overall passenger unit revenue declined 2.4% year-on-year.
- Management kept full-year guidance and scheduled a shareholder-returns update for Feb. 2026.
2POSITIVE
0NEUTRAL
4NEGATIVE
Markets
7 days ago
NVDA Selloff Pulls Wall Street Lower
- NVDA selloff erased about $400.0-$500.0 billion and pressured major U.S. indices.
- NVDA fell 3.0% to $182.09, extending its weekly decline to 9.4%.
- Dow was down 421 points at 12:34 ET; Nasdaq fell 1.8% and posted its worst week since March.
11POSITIVE
3NEUTRAL
23NEGATIVE