Spotify executives said the company's premium pricing reflects its growing value beyond music, as strong Q3 results show it's "not just a music service anymore."
MARA Holdings Inc. (NASDAQ:MARA) CEO Fred Thiel addressed concerns on Tuesday about the perceived undervaluation of the company’s stock in the Bitcoin (CRYPTO: BTC) mining sector.
Sanders accuses Trump of illegally withholding $5.5 billion in SNAP funds, defying Congress and the courts amid a nationwide hunger crisis. White House faces backlash and Democrats blast Trump's actions, while Republicans defend the administration's stance.
ServiceNow’s third quarter results were well received by the market, with management attributing the positive outcome to accelerating adoption of its AI-powered workflow solutions and broad-based demand across key verticals. CEO William McDermott emphasized the company’s platform strength in integrating AI for business transformation, noting that the Now Assist suite and AI Control Tower both exceeded internal plans. President and CFO Gina Mastantuono highlighted that sectors like transportation, retail, and U.S. federal government led growth, while renewal rates remained high. McDermott pointed to high-profile customer wins and the rapid shift away from legacy systems as central to ServiceNow’s success.
KLA Corporation’s third quarter was driven by robust demand in semiconductor process control, with advanced packaging and AI-related infrastructure emerging as primary contributors. Management emphasized strong execution in expanding their service portfolio and capturing share in advanced packaging, particularly as chip designs become more complex. CEO Richard Wallace pointed to “momentum in advanced packaging” and “increased complexity, shorter product cycles, and higher-value wafers” as factors accelerating customer adoption. The company’s process control solutions continued gaining relevance among leading-edge logic and memory customers, further supported by a notable rise in services revenue.
Silgan Holdings' third quarter results were marked by a sharp market sell-off despite delivering revenue above Wall Street expectations and non-GAAP profit in line with consensus. Management attributed the quarter’s performance to strong growth in dispensing products, particularly in high-value fragrance and pet food packaging, and the successful integration of the Weener acquisition. However, CEO Adam Greenlee highlighted emerging consumer trends, describing a “bifurcation” in demand between resilient high-end product categories and more cautious purchasing behavior among value-focused consumers. The company also faced customer-specific challenges, including the impact of a large bankruptcy and subdued demand in personal care and home care segments.
Moelis & Company’s third quarter saw revenue growth, but sales fell short of Wall Street expectations. Management attributed the strong year-over-year revenue increase to robust activity in large strategic and sponsor-driven mergers and acquisitions (M&A), as well as continued momentum in its capital markets advisory business. CEO Navid Mahmoodzadegan pointed to landmark transactions across utilities, technology, and sports sectors, stating the firm’s average M&A fee rose due to a higher mix of large transactions. The company also noted a significant increase in managing director hires to strengthen expertise in growth areas.
MGIC Investment’s third quarter was marked by stable premium volumes and continued focus on disciplined risk management, despite revenue coming in slightly below Wall Street expectations. Management highlighted the company’s ability to maintain profitability through prudent underwriting and robust capital strategies. CEO Tim Mattke pointed out that MGIC reached an industry milestone by surpassing $300 billion in insurance in-force, attributing this to the company’s market leadership and strong stakeholder confidence. The positive market reaction reflects investor appreciation for MGIC’s operational consistency and strong capital return to shareholders.
Skyward Specialty Insurance’s third quarter results stood out for robust top-line expansion and profitability, with revenue and non-GAAP earnings both surpassing Wall Street expectations. Management attributed this performance to outsized growth in the Agriculture unit—particularly in U.S. dairy and livestock—and continued strength in Accident & Health, Captives, Surety, and specialty programs. CEO Andrew Robinson emphasized, “Our results highlight the strength, durability and execution excellence of our Rule Our Niche strategy,” pointing to the company’s diversified portfolio as a shield against challenging property and casualty markets. Growth was balanced with underwriting discipline, especially in more competitive or inflation-exposed segments.
ESAB’s Q3 results for 2025 came in above Wall Street’s revenue and profit expectations, but the market reacted negatively, likely due to margin pressures and investor concerns around cost headwinds. Management pointed to a return to positive organic growth, especially in the Americas and EMEA/APAC regions, as well as the early completion of the EWM acquisition. CEO Shyam Kambeyanda emphasized operational execution, highlighting new product momentum and the integration of EWM’s advanced welding technologies as key contributors to the quarter. However, ongoing tariff impacts and increased investments in sales initiatives weighed on operating margins.
Tenable’s third quarter was marked by strong engagement with its exposure management platform, Tenable One, and a positive market reaction to the results. Management credited the quarter’s performance to expanding adoption of Tenable One, which accounted for a significant portion of new business, as well as strength in new enterprise customer additions. CEO Stephen Vintz highlighted that 437 new enterprise platform customers were added, and approximately 40% of new business came from exposure solutions. Management also pointed to sustained investment in research and development, particularly around AI-driven security, as key to maintaining product differentiation.
Chipmaker Advanced Micro Devices Inc.'s (NASDAQ: AMD) CEO, Lisa Su, highlighted the significance of the company's multi-billion-dollar, multi-year partnership with OpenAI, saying that it could help the company's AI business gain traction.
Cathie Wood backed Tesla's upcoming AI5 chip after Brian Roemmele called it a "big deal," as Elon Musk confirmed 2027 mass production and teased future AI6 and AI7 chips.
BNPL services like Affirm, Klarna, Afterpay, and PayPal Pay Later are popular but can hurt mortgage approval. Lenders scrutinize bank statements and debt-to-income ratio, and new credit models include BNPL data. Loan officers warn of multiple plans inflating DTI.
It’s been a rougher trading week thus far, after notching all-time closing highs and leading to mixed results on Monday. Today’s session was more assertive — to the down side.
Hillary Clinton criticizes Trump for withholding SNAP benefits during shutdown, accusing him of defying court order and being indifferent to public suffering. Democrats blast Trump for creating hunger crisis and breaking the law.
Futurum CEO Daniel Newman said investors were hoping for stronger AI and datacenter growth from AMD, causing shares to fall despite the company beating Wall Street expectations in its third-quarter earnings.
Capital markets commentator The Kobeissi Letter declared Tuesday that Bitcoin (CRYPTO: BTC) has entered a bear market, marking a 20% decline from its recent record high.
U.S. Treasury Secretary Scott Bessent praised his former colleague, Tesla Inc. (NASDAQ: TSLA) CEO Elon Musk, while weighing in on his controversial $1 trillion compensation package.
Kitchen product manufacturer Middleby (NYSE:MIDD)
will be announcing earnings results this Thursday before the bell. Here’s what investors should know.
Insurance and annuity provider Brighthouse Financial (NASDAQ:BHF) will be reporting earnings this Thursday after market hours. Here’s what you need to know.
