Stock Market & Financial News
Buy Acadia Pharmaceuticals For Daybue/Nuplazid Stability And Pipeline Optionality
Acadia Pharmaceuticals Inc. is rated Buy for its steady NUPLAZID/DAYBUE franchises and pipeline-driven upside potential. NUPLAZID's patent protection now extends to 2030, supporting >10% Y/Y revenue growth and providing a stable revenue base. DAYBUE missed launch expectations but remains a durable rare-disease asset; ex-U.S. growth is likely to be modest.
SentinelOne (S) Q3 Earnings and Revenues Surpass Estimates
SentinelOne (S) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to break-even earnings per share a year ago.
The Cooper Companies (COO) Q4 Earnings and Revenues Surpass Estimates
The Cooper Companies (COO) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $1.04 per share a year ago.
Sportsman's Warehouse (SPWH) Q3 Earnings and Revenues Miss Estimates
Sportsman's Warehouse (SPWH) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.04 per share a year ago.
Ulta Beauty (ULTA) Q3 Earnings and Revenues Beat Estimates
Ulta Beauty (ULTA) came out with quarterly earnings of $5.14 per share, beating the Zacks Consensus Estimate of $4.56 per share. This compares to earnings of $5.14 per share a year ago.
Hewlett Packard Enterprise (HPE) Q4 Earnings Top Estimates
Hewlett Packard Enterprise (HPE) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.58 per share a year ago.
Axsome Therapeutics, Inc. (AXSM) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Axsome Therapeutics, Inc. (AXSM) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Vodacom Group Limited (VDMCY) M&A Call Transcript
Vodacom Group Limited (VDMCY) M&A Call Transcript
Datavault AI Surges On Q3 Growth And Licensing Momentum
Datavault AI reported 3Q25 revenue of $2.9M, up 148% YoY, and raised FY25 revenue guidance to at least $30M. DVLT's growth is driven by scaling its Acoustic Science and Data Science divisions, leveraging high-margin licensing and recurring royalties. Major deals, including a $10M Scilex agreement and a Wellgistics partnership, underpin confidence in hitting $30M FY25 and $200M FY26 revenue targets.
DocuSign (DOCU) Q3 Earnings and Revenues Beat Estimates
DocuSign (DOCU) came out with quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.9 per share a year ago.
SoFi's stock drops on $1.5 billion share sale announcement
SoFi announced the public offering of $1.5 billion in stock. The share sale comes after the fintech company's market cap almost doubled so far in 2025.
Amazon: Do Not Underestimate The Catch-Up Trade (Rating Upgrade)
Amazon is upgraded to a "Strong Buy," driven by accelerating AWS growth and e-commerce margin expansion. Generative AI and automation are expected to boost efficiency and profitability across both AWS and core retail operations. Valuation appears conservative at 30x forward earnings, with fair value estimated around $330 per share.
VMBS: NAV Probability Shift
Vanguard Mortgage-Backed Securities ETF offers liquid, high-quality exposure to US agency MBS with minimal credit risk. I recommend a qualified Buy, anticipating NAV appreciation if the Fed pursues a gradual rate-cut cycle into 2026. VMBS's intermediate duration, 3.87% yield, and ultra-low 0.03% expense ratio make it a compelling, cost-efficient choice versus peers.
David Ellison makes his case to the White House as Netflix bid for WBD edges out Paramount Skydance
Ellison's meetings in Washington capped a frenzied day of dealmaking and political gamesmanship.
Bristol-Myers Squibb Company (BMY) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Bristol-Myers Squibb Company (BMY) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Pure Storage, Inc. (PSTG) Presents at UBS Global Technology and AI Conference 2025 Transcript
Pure Storage, Inc. ( PSTG ) UBS Global Technology and AI Conference 2025 December 4, 2025 10:55 AM EST Company Participants Robert Lee - VP & CTO Conference Call Participants David Vogt - UBS Investment Bank, Research Division Presentation David Vogt UBS Investment Bank, Research Division Great. Good morning, everyone, and thank you again for joining the UBS Tech Conference.
Costco adds Biden Commerce Sec. Gina Raimondo to board on heels of Trump tariff lawsuit
Costco will add Gina Raimondo to its board of directors. Raimondo previously served as Commerce secretary in the administration of President Joe Biden.
Top Apple Execs to Leave, Adding to Recent Departures
Lisa Jackson, who led sustainability initiatives at Apple, will retire in January., and Kate Adams, the company's general counsel, will retire late next year.
Apple appoints Meta's Newstead as general counsel amid executive changes
Apple on Thursday announced that Meta Platforms' chief legal officer, Jennifer Newstead, will join the company as its general counsel and senior vice president.
AI Bubble? Non-Tech Stocks Worth a Look
AI stocks too rich for your taste? These two classic companies certainly deserve attention thanks to robust quarterly results.
Paramount Insists WBD-Netflix Deal Would Be DOA As It Presses Its Case
Paramount is plenty peeved about the way Warner Bros Discovery is conducting a possible sale and it wants everyone to know it won't go quietly if either Netflix or Comcast are the winning bidder.
Mastercard: Premium Payments Business, But Returns Likely To Mirror The Market
Mastercard continues to deliver strong double-digit top- and bottom-line growth, posting its 20th consecutive double-beat quarter with rising margins. Despite strong fundamentals, the stock trades at a significant valuation premium (33x forward P/E), limiting near-term upside and supporting a consolidation outlook. GDV and revenue growth remain solid, especially in value-added services, but US growth has slowed, raising questions about whether current performance justifies further multiple expansion.
Clover Health Investments, Corp. (CLOV) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Clover Health Investments, Corp. (CLOV) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Apple's executive shakeup continues with departures of general counsel and policy head
Apple's executive shake-up continues. Days after announcing AI chief John Giannandrea's departure, and the loss of design exec Alan Dye to Meta, the iPhone maker shared the news of two more exec retirements.
Is the Options Market Predicting a Spike in F&G Annuities & Life Stock?
Investors need to pay close attention to F&G Annuities & Life stock based on the movements in the options market lately.
EQB Inc. (EQB:CA) Q4 2025 Earnings Call Transcript
EQB Inc. ( EQB:CA ) Q4 2025 Earnings Call December 4, 2025 10:30 AM EST Company Participants Lemar Persaud - VP & Head of Investor Relations Chadwick Westlake - CEO, President & Director Anilisa Sainani - Senior VP & CFO Marlene Lenarduzzi - Senior VP, Chief Risk Officer & Director Darren Lorimer - Senior VP & Group Head of Commercial Banking Conference Call Participants John Aiken - Jefferies LLC, Research Division Gabriel Dechaine - National Bank Financial, Inc., Research Division Mehmed Rizvanovic - Scotiabank Global Banking and Markets, Research Division Darko Mihelic - RBC Capital Markets, Research Division Etienne Ricard - BMO Capital Markets Equity Research Graham Ryding Doug Young - Desjardins Securities Inc., Research Division Stephen Boland - Raymond James Ltd., Research Division Presentation Operator Good morning, and welcome to EQB's Earnings Call for the Fourth Quarter of 2025.
Compass Therapeutics, Inc. (CMPX) Presents at Evercore 8th Annual Healthcare Conference Transcript
Compass Therapeutics, Inc. (CMPX) Presents at Evercore 8th Annual Healthcare Conference Transcript
AI Bubble Or Supercycle? AMD CEO Says Quiet Part Out Loud
Advanced Micro Devices, Inc. is structurally positioned to capture double-digit share of a $1 trillion data center TAM by 2030. AMD's deliberate pivot to high-performance computing and AI, anchored by chiplet-first architecture and rack-scale systems, is driving accelerated data center growth. GPUs remain the dominant accelerator, with ASICs as a complement, supporting AMD's opportunity in general-purpose, high-performance markets.
Dynex Capital: Positioned For Wide Spreads And Low Prepays
Agency MBS spreads remain historically wide, offering unusually high risk-adjusted yields despite low prepayment risk. The embedded option premium in RMBS spreads provides a persistent, systematic risk premium for DX. A likely bull steepener, falling front-end rates with a stable long end, supports carry and reduces funding pressure.
Rio Tinto Group (RIO) Analyst/Investor Day Transcript
Rio Tinto Group (RIO) Analyst/Investor Day Transcript
