Stock Market & Financial News
Exclusive: Mexico tariff hike to hit $1 billion India car exports despite automaker lobbying
Mexico's decision to raise tariffs as high as 50% will affect $1 billion worth of shipments from major Indian car exporters, including Volkswagen and Hyundai, despite industry lobbying to persuade New Delhi to prevent such a move, according to two sources and a letter from an industry group reviewed by Reuters.
Waymo recalls and fixes over 3,000 vehicles over software issue, NHTSA says
Alphabet unit Waymo recalled 3,067 of its vehicles in the United States over a software issue which was fixed through an update, the National Highway Traffic Safety Administration (NHTSA) said on Thursday.
US phone imports from Samsung hub Vietnam hit lowest level since 2020
U.S. imports of telephones and parts from Vietnam, one of its top suppliers, fell to their lowest levels in more than five years in November, according to official Vietnamese data, as exporters led by Samsung Electronics faced trade uncertainties and slowing consumer demand.
Oracle's AI promises fail to calm investors after bruising sell-off
Oracle Corp (NYSE:ORCL, XETRA:ORC) shareholders were left reeling after a sharp after-hours slump that wiped 11% from the stock, setting up a rough start to Thursday trading. The fall came even as the company posted strong headline numbers, underscoring how sensitive the market has become to any hint that the AI boom might not deliver quick returns.
Planet Labs PBC (PL) Q3 2026 Earnings Call Transcript
Planet Labs PBC ( PL ) Q3 2026 Earnings Call December 10, 2025 5:00 PM EST Company Participants Cleo Palmer-Poroner William Marshall - Co-Founder, CEO & Chairman of the Board Ashley Whitfield Johnson - President & CFO Conference Call Participants Ryan Koontz - Needham & Company, LLC, Research Division Xin Yu - Deutsche Bank AG, Research Division Mike Latimore - Northland Capital Markets, Research Division Colin Canfield - Cantor Fitzgerald & Co., Research Division Jeff Van Rhee - Craig-Hallum Capital Group LLC, Research Division Kristine Liwag - Morgan Stanley, Research Division Trevor Walsh - Citizens JMP Securities, LLC, Research Division Gregory Pendy Christopher Quilty - Quilty Space Inc., Research Division Presentation Operator Thank you for joining us, and welcome to the Planet Labs PBC Third Quarter of Fiscal 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to Cleo Palmer-Poroner, Director of Investor Relations.
Opera: An AI-Accelerated Browser Play With Much More Room To Run
Opera is rated Buy with a $17.6 price target, implying 27% upside and market outperformance. OPRA delivered 30% revenue growth and above-market margins, but recent margin erosion warrants close monitoring. Q3 2025 saw 23% revenue growth and strong advertising momentum, though the bottom line missed estimates and margins contracted.
Schneider Electric Expands Revenue Target, Plans Buyback Program
The company now expects organic revenue growth of between 7% and 10% for 2026 to 2030 and plans a $4.09 billion buyback.
Nano One: After A 24% Drop Is It A Buy?
Nano One advances two revenue streams: in-house LFP cathode production and licensing its patented 'One Pot' lithium processing technology. Plans to expand the Canadian cathode facility from 200 to 1,000+ tonnes could attract defense contracts and validate NNOMF's technology. Nano One recently received lithium samples from Standard Lithium, further advancing the potential Arkansas relationship.
Arbor Realty: Why Insiders Kept Buying (Rating Upgrade)
Arbor Realty Trust is upgraded to buy, driven by persistent insider purchases and Q3 financial updates. Insiders acquired $2.88M in ABR shares with no sales in the past year and bought multiple sizable batches since June at prices close to its current market price. ABR's Q3 earnings showed some unevenness, but its dividend was maintained at $0.30 per share.
Natural Gas and Oil Forecast: Rising OPEC Output and Trendline Breaks Challenge Bullish Outlook
OPEC supply growth and key trendline breaks pressure natural gas and oil prices, raising downside risks as traders assess shifting market momentum.
Anglo Asian lifts copper output after upgrades at Gedabek plant
Anglo Asian Mining Plc (LSE:AAZ, OTC:AGXKF) has begun operating two new large filter presses and a new thickener at its Gedabek flotation plant in Azerbaijan, clearing a processing bottleneck and helping the company deliver its highest monthly copper output on record. The equipment, sourced from Yon Proses & Filtrasyon Teknoloji in Türkiye for $500,000, replaces older filter presses that were struggling to cope with higher-grade ore from the Gilar mine, which started production in May.
Ghana temporarily pauses approval of Atlantic Lithium's Ewoyaa mining lease
Atlantic Lithium Ltd (AIM:ALL, ASX:A11, OTCID:ALLIF) says Ghana's parliament has temporarily put a hold on the approval process for a mining lease for its Ewoyaa project to allow more consultation on the country's mining code and how royalties are applied. The company, which wants to develop Ghana's first lithium mine, said the pause relates to a wider review rather than any project-specific issue.
Ilika begins shipping next-generation solid-state batteries
Ilika PLC (AIM:IKA, OTCQX:ILIKF), the solid-state battery specialist, has started sending out its latest Goliath prototypes, a step the company says puts it firmly on schedule as it works towards commercial production. The new 10Ah cells, which are heading to customers in several industries, including carmakers, carry five times the capacity of the 2Ah versions Ilika released in July 2024.
South Korea's SK On, Ford Motor to end US battery joint venture
South Korean battery maker SK On said on Thursday that it has decided to end its joint venture with Ford Motor for their two joint battery factories in the United States.
Steadfast Group Limited (SFGLF) Shareholder/Analyst Call Transcript
Steadfast Group Limited (SFGLF) Shareholder/Analyst Call Transcript
STMicroelectronics announces 1-billion-euro credit line with the EIB
Chipmaker STMicroelectronics said on Thursday it had established a 1 billion euro ($1.2 billion) credit line with the European Investment Bank (EIB).
Oracle shares drop 12% in Europe after forecasts miss Wall St targets
Shares in Oracle opened almost 12% lower in Frankfurt, tracking U.S. afterhour losses after the company forecast sales and profit that missed analyst estimates.
BP Is Worth Far More Than The Market Believes
BP (BP) is reiterated as a Buy, driven by a strong turnaround potential, robust fundamentals, and a compelling yield for patient shareholders. BP's renewed focus on oil and gas, asset sales, and scaling back green investments are central to its strategic repositioning and debt reduction. BP delivered solid Q3 results, maintaining solid shareholder returns, though buybacks may have to be adjusted to remain sustainable.
3M: Operational Excellence And Turnaround Momentum Drive A Buy Rating
MMM is executing a turnaround, leveraging restructuring and operational improvements to drive margin expansion and organic growth. MMM delivered strong Q3 earnings, raised full-year EPS guidance to nearly $8.00, and continues to outperform sector peers in profitability. Despite sluggish top-line growth and legal headwinds, MMM's superior margins, robust cash flow, and stable financial base support a bullish outlook.
Insight: Inside Stellantis CEO's 'emergency room' rush to recapture market share
New Stellantis CEO Antonio Filosa is prioritising vehicle sales growth over profits including resorting to lower-margin fleet sales and investing in affordable models to recapture market share in North America and Europe and get the world's No. 4 automaker back on track, four sources familiar with the matter told Reuters.
Tsakos Energy Navigation: It's Still Smoothly Navigating Volatile Market Tides
Tsakos Energy Navigation Limited has a solid top line performance driven by its prudent fleet management and operational efficiency. Its spot market exposure reduction and robust liquidity ensures it can sustain and stabilize its operations. It has a reasonable valuation, which warrants some upside potential based on the DCF TP of $25-28.
Alphabet: 'Code Red' Is Why I Am Going All-In At The Top
Alphabet delivered record Q3-25 results, surpassing $100B in quarterly net revenue and posting 35% YoY earnings growth, driven by AI and cloud momentum. GOOG raised 2025 capex guidance to $91–93B, reflecting confidence in accelerating AI adoption and cloud demand, particularly via Gemini 3 and GCP. Google Cloud Platform outpaced AWS and Azure with 34% YoY revenue growth and a $155B backlog, positioning GOOG for continued market share gains.
TDK Corporation: ROE Expansion Would Warrant A Higher Valuation (Upgrade)
I am bullish on TDK Corporation now, as an improved ROE should translate into a more demanding P/B multiple. TTDKY aims for a 15% ROE, driven by portfolio reorganization and a pivot to high-growth, high-margin AI-related businesses. AI-related sales only comprise 10% of TDK's company-wide revenue; the smart glasses and data center battery operations have huge potential.
Redwire's 2025: Challenges, Opportunities, And A Bullish Outlook For 2026
Redwire Corporation (RDW) is positioned for significant upside in 2026, driven by rising demand for autonomous defense and space technologies. Despite a 55% YTD share decline and underwhelming Q3 earnings, RDW's strong backlog, Blue UAS-listed drones, and new Michigan facility signal robust future demand. Edge Autonomy acquisition now contributes roughly 48% of Q3 revenue, with Stalker and Penguin UAS platforms central to RDW's defense growth thesis.
Main Street Capital: A Best In Class BDC For Reliable Income And Long-Term NAV Growth
Main Street Capital (MAIN) is a best-in-class BDC, leveraging an internally managed model for superior cost efficiency, consistent NAV growth, and resilient dividends. MAIN's multi-pronged strategy (income, NAV accretion, and equity gains) drives reliable monthly dividends and supplemental payouts, with 13 consecutive quarters of record NAV per share. Balance sheet strength is evident: conservative 0.62x leverage, $1.56bn liquidity, and 17% ROE, supporting continued portfolio growth and income stability even in volatile markets.
Sanofi's Bleeding-Disorder Treatments Get Approval in China
Two bleeding disorder treatments for both chronic and acute conditions, Qfitlia and Cablivi, have been approved in China.
SPGP: Compelling Value, Growth, And Diversification, But Average Results
The Invesco S&P 500 GARP ETF offers a diversified 75-stock portfolio blending value and growth characteristics from the S&P 500 universe. SPGP features balanced sector exposure, superior earnings and sales growth rates, and lower valuation multiples compared to SPY. Despite matching SPY's long-term returns, SPGP has higher volatility, a lower Sharpe ratio, and recent underperformance versus both SPY and key competitor GARP.
Zealand Pharma to accelerate drug development for obesity, metabolic disease
Danish biotech Zealand Pharma said on Thursday it will accelerate development and expand its research as it seeks to differentiate its experimental obesity drug candidates in an increasingly competitive race to treat metabolic health issues.
Buy The Dip In ORCL Stock?
Oracle (ORCL) stock has recently declined following the release of Q2 fiscal 2026 results. While the company exceeded expectations for earnings, it fell short on revenue goals, and investors were additionally unsettled by management's decision to raise its capital expenditure guidance to $50 billion for the current fiscal year 2026 – a significant increase from $21 billion in fiscal 2025.
Workday: Now A Value Stock Worth Owning (Upgrade)
Workday is upgraded to a 'Buy,' trading at a compelling valuation after a 10% YTD decline despite consistent operational performance. WDAY's recurring revenue base (~90%) and robust ~80% pro forma gross margins underpin its resilience and profitability, with no evidence of AI-driven seat pullbacks. The company maintains a Rule of 40 score of 42, with FY26 revenue guidance raised to $9.54 billion and pro forma operating margins near 29%.
