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 (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.
Adidas (ADDYY) is an iconic global sportswear brand specializing in athletic footwear, apparel and equipment. Hexagon (HXGBF) provides advanced sensor and software solutions that help companies measure, analyze, and act on the physical world. Dassault Systèmes (DASTY) is a French software company at the forefront of virtual twin technology, enabling customers to simulate the behavior of real-world products and systems in a digital environment.
Oakmark Global Strategy portfolio's return was 4.70% (net) for the reporting period vs. MSCI World Index that returned 7.27% for the same period. Kering (PPRUF), Alibaba Group (BABA) and Alphabet Cl A (GOOG) were the contributors. Charter Communications Cl A (CHTR), Centene (CNC) and Keurig Dr Pepper (KDP) were the detractors.
Futures for the S&P 500 were up with focus on earnings. About a quarter of companies on the index are due to report this week.
MonotaRO, the Japanese business-to-business (B2B) e-commerce platform, was the largest detractor during the quarter. Pawn shop operator FirstCash was the top contributor during the quarter. Aggregates producer Martin Marietta Materials was a top contributor for the period.
Contrary to popular belief, oil prices aren't determined by any one country, company, or cartel. Instead, they're the product of a global tug-of-war among producers, traders, and policymakers.
Danish pharmaceutical group Novo Nordisk will release its third-quarter earnings on Wednesday. CNBC's Charlotte Reed will travel to Copenhagen to speak with the company's new CEO after a bumpy few months.
Range Nuclear Renaissance ETF (NUKZ) has surged 41% since June, far outperforming the S&P 500 and global equities year-to-date. NUKZ offers focused exposure to the nuclear renaissance theme, with strong momentum, reasonable valuation, and significant global diversification. The ETF carries high risk due to industry concentration and a steep ascent, but technicals and fundamentals suggest longer-term upside potential.
CBOE's Q3 results reflect higher volumes across the derivatives platform, solid Cash and spot markets performance, and strong Data Vantage growth.
Global aging is reshaping healthcare demand. Discover how AbbVie, Amgen, Boston Scientific and Edwards are positioned to gain from this powerful megatrend.
GPN is expected to post modest Q3 gains, as rising service and operating costs may limit profit growth.