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Zeta index shows economy is in a very healthy place, says Zeta Global CEO David Steinberg
David Steinberg, Zeta Global CEO, joins 'Power Lunch' to discuss the chief executive's thoughts on the economy, the variables for Zeta's economic equation and much more.
Very unusual to have such high concentration in equities, says Apollo Global's Torsten Slok
Torsten Slok, Apollo Global Management chief economist, joins 'Power Lunch' to discuss how to read the current market's concentration, what matters to equities and much more.
Global Demand Grows as Prices Fall: Is AVO Playing the Long Game?
Mission Produce posts record Q3 revenues as avocado demand surges but prices ease, highlighting its global scale and diversification strategy.
Zeta Global: Dirt Cheap, Blowout Q3 Earnings
Zeta Global (ZETA) is rated a Strong Buy, with my DCF model indicating the stock is substantially undervalued and offers 61% upside potential. ZETA's Q3 earnings were stellar, showing 26% YoY revenue growth, robust operating leverage, and impressive gains in cash from operations and adjusted EBITDA. Management's growth initiatives, including the Athena AI agent and Marigold acquisition, support continued aggressive revenue and profitability growth into FY2026.
Zeta Global's AI Engine Is Just Warming Up
Revenue rose 26% year over year to $337 million, or 28% excluding political and LiveIntent revenue, showcasing accelerating AI-driven growth. Direct platform revenue reached 75% of total sales, up from 70% last year, reflecting higher-margin enterprise adoption of ZMP. 2026 guidance targets $1.54 billion in revenue (+21%), $354 million in EBITDA (23% margin), and $209 million in free cash flow.
Global Payments Says New Point-of-Sale Software is Resonating with Merchants
Global Payments' new point-of-sale software, Genius, has been resonating with merchants since the launch of its configurations for restaurants and retail in the second quarter, executives said Tuesday (Nov. 4) during the company's third quarter earnings call.
Global Payments Q3 Earnings Beat on Merchant Solutions Strength
GPN tops Q3 earnings and revenue estimates as Merchant and Issuer Solutions drive growth and margins expand.
Apollo Global Q3 Earnings Beat Estimates, AUM Increase Y/Y
APO's Q3 earnings and revenues top estimates as rising AUM and the Bridge acquisition fuel strong growth despite higher expenses.
From the AI Power Bill to Impact of Global Currency Shifts
Every month, TMX VettaFi publishes hundreds of articles across our ETF-focused websites. Reviewing the pieces that capture our readers' attention provides a clear picture of prevailing advisor and investor sentiment.
Remitly Global Set to Report Q3 Earnings: What's in Store?
RELY aims for strong third-quarter 2025 growth, driven by rising send volumes, digital momentum and new U.S. expansion.
Zeta Global Set to Report Q3 Earnings: What's in the Offing?
ZETA's AI-driven platform and new tools like Zeta Answers and OneZeta are expected to fuel strong third-quarter 2025 growth.
Bristol-Myers Squibb: Increased Global Breyanzi Sales Isn't Only Hematological Product Growth
Bristol-Myers Squibb (BMY) remains a "Strong Buy" rating, driven by robust growth in its hematology and cardiovascular portfolios, especially Breyanzi and Camzyos. Breyanzi and Reblozyl achieved impressive year-over-year revenue growth, each generating over >$1 billion and >$2 billion in annual sales, respectively. The $1.5 billion acquisition of Orbital Therapeutics positions BMY to advance in vivo CAR-T therapies for autoimmune disorders, depleting autoreactive B-cells and resetting the immune system.
