Activate Consulting's highly anticipated "2026 Technology & Media Outlook," released on November 5, 2025, paints a vibrant picture of explosive growth across global internet, media, and B2B technology sectors. The report forecasts an astounding $1.3 trillion in incremental revenue by 2029, signaling a transformative era driven by evolving consumer behaviors and the pervasive influence of [...]
The U.S. private sector added jobs for the first time in three months in October, although the pace of expansion remains well below the momentum experienced earlier this year.
Apple (NASDAQ: AAPL) is reportedly on the verge of a groundbreaking strategic shift, planning to integrate a customized version of Google's (NASDAQ: GOOGL) powerful Gemini artificial intelligence model into its venerable Siri voice assistant. This highly anticipated move, rumored to coincide with the iOS 26.4 update around March 2026, signals a pivotal moment for AI [...]
The global stock market in November 2025 presents a fascinating dichotomy, a landscape where robust year-to-date gains clash with mounting concerns over stretched valuations and a palpable shift in investor sentiment. While major indices have enjoyed a remarkably strong year, propelled by an insatiable appetite for artificial intelligence (AI) innovation
Apple is embarking on a profound transformation of its entire ecosystem with the ambitious rollout of "Apple Intelligence." Far beyond a mere feature update, this initiative represents a strategic pivot, deeply integrating generative artificial intelligence across its iPhones, iPads, and Macs. Unveiled with significant fanfare at WWDC 2024 and 2025, and progressively rolling out through [...]
The financial markets, still reeling from a tumultuous period marked by significant downturns, are now grappling with an uneasy attempt at consolidation. As of November 5, 2025, investors are witnessing a landscape fundamentally altered by a series of sharp slides, most notably the tariff-induced crash of April 2025 and a
SPXL and TQQQ both offer daily 3x leveraged exposure, but SPXL focuses on the S&P 500 while TQQQ targets the tech-heavy Nasdaq-100, leading to deeper drawdowns for TQQQ.
Shares of content discovery platform Taboola (NASDAQ:TBLA) jumped 5.5% in the morning session after the company reported strong third-quarter financial results that surpassed expectations and provided an optimistic forecast for the upcoming quarter. Revenue for the quarter reached $496.8 million, growing 14.7% year on year and comfortably beating analysts' forecasts. The company also swung to a profit, with GAAP earnings of $0.02 per share, which was ahead of Wall Street's expectations and a notable improvement from the loss of $0.02 per share recorded in the prior year's quarter. Looking ahead, Taboola's revenue guidance for the fourth quarter was also surprisingly strong, coming in 3.3% above consensus estimates. Overall, it was a solid quarter for the company, highlighted by broad-based beats and a strong outlook.
Shares of dating app company Match (NASDAQ:MTCH)
jumped 5.5% in the morning session after it reported third-quarter earnings and stronger-than-expected profitability forecast for the upcoming quarter, showing progress on its turnaround strategy. The dating app parent announced third-quarter revenue of $914.3 million, up 2.1% year-over-year and in line with Wall Street's expectations. Also, investors were encouraged by the company's fourth-quarter adjusted EBITDA guidance, which surpassed analysts' projections, signaling potential for improved profitability ahead. The company noted that the adoption of “Sparks”—a product feature and proxy for meaningful conversations—increased among Gen Z users, suggesting that core user experiences are resonating despite lower overall active users.
Shares of manufacturing equipment and systems provider Advanced Energy (NASDAQ:AEIS) jumped 12.8% in the morning session after the company reported third-quarter results that surpassed analyst expectations and provided an upbeat revenue forecast for the next quarter. Revenue for the quarter grew 23.8% year on year to $463.3 million, while non-GAAP earnings came in at $1.74 per share, both comfortably beating consensus estimates. The company's operating margin also saw a significant improvement, rising to 10.6% from -3% in the same quarter last year.
Looking ahead, Advanced Energy gave a fourth-quarter revenue forecast with a midpoint of $470 million, which was well above what analysts were expecting. However, the company's earnings guidance of $1.00 per share for the same period was below consensus estimates. Despite the mixed outlook, investors appeared to focus on the strong top-line performance and robust revenue guidance, which suggest healthy demand for the company's products.
Shares of restaurant technology platform Toast (NYSE:TOST) jumped 6% in the morning session after the company posted strong third-quarter results, beating revenue and profit expectations and raising its full-year profit forecast.
Shares of AI lending platform Upstart (NASDAQ:UPST) fell 13.2% in the morning session after the company reported mixed third-quarter results and provided a weaker-than-expected revenue forecast for the fourth quarter. While the artificial intelligence (AI) lending platform's earnings per share of $0.52 beat the forecast of $0.42, its third-quarter revenue of $277.1 million fell just short of the $280.6 million expected. The primary concern for investors, however, was the company's forward-looking guidance. Management projected fourth-quarter revenue to be around $288 million, which was significantly below the Wall Street consensus estimate of $306.6 million. This downbeat outlook suggested that the company's growth could slow more than anticipated, leading to a negative reaction from the market despite the quarterly profit beat.
Shares of online fashion retailer Revolve (NASDAQ:RVLV)
jumped 17% in the morning session after the company posted third-quarter financial results that significantly beat profit expectations, driven by stronger margins. While revenue grew 4.4% year-over-year to $295.6 million, it narrowly missed Wall Street's estimates. However, investors focused on the bottom line, where earnings per share (EPS) of $0.29 more than doubled the consensus estimate of $0.12. The outperformance was fueled by a significant improvement in gross margin, which expanded by 3.5 percentage points to 54.6%. Additionally, the company's adjusted EBITDA of $25.35 million surpassed expectations by over 77%. Overall, the market cheered the impressive profitability, overlooking the slight revenue miss.
Shares of self defense company AXON (NASDAQ:AXON)
fell 18.5% in the morning session after the company reported third-quarter results that missed profit expectations and provided weak EBITDA guidance for the upcoming quarter. While revenue for the quarter grew 30.6% year-on-year to $710.6 million, beating Wall Street's estimates, investors focused on the negatives. The company's adjusted earnings per share of $1.17 came in 24.1% below the consensus estimate of $1.54. Furthermore, Axon's EBITDA guidance for the fourth quarter was below analyst expectations. The company also saw its operating margin contract, falling to -0.3% from 4.4% in the same quarter last year, indicating rising expenses were outpacing revenue growth. Despite the earnings miss, the company's revenue guidance for the next quarter was slightly ahead of forecasts.
Shares of cloud communications provider 8x8 (NASDAQ:EGHT) jumped 20.5% in the morning session after the company reported third-quarter 2025 results that surpassed analyst expectations. The cloud communications provider announced revenue of $184.1 million and adjusted earnings of $0.09 per share, beating Wall Street's estimates of $178.5 million and $0.07 per share, respectively. The 1.7% year-over-year revenue growth represented a positive turn for the company, which had seen its sales decline over the past two years. Furthermore, 8x8 slightly raised its revenue guidance for the full year, signaling confidence in its near-term outlook. The positive investor reaction was also fueled by the company significantly outperforming Wall Street's estimates for billings and EBITDA (earnings before interest, taxes, depreciation, and amortization).
Shares of cybersecurity cloud platform provider Qualys (NASDAQ:QLYS) jumped 18.1% in the morning session after the company reported third-quarter 2025 financial results that surpassed Wall Street's expectations for revenue and profit. Qualys announced revenue of $169.9 million, up 10.4% from the same period last year, beating forecasts. The company’s adjusted earnings per share came in at $1.86, which was 19.2% above analysts' consensus estimates. Adding to the positive news, guidance for the next quarter’s revenue was optimistic at $173 million at the midpoint, also ahead of estimates. Furthermore, management raised its full-year adjusted EPS guidance, signaling confidence in its continued performance. The company also demonstrated improved profitability, with its operating margin expanding significantly year over year.
Shares of building operations company Johnson Controls (NYSE:JCI) jumped 7.4% in the morning session after the company reported third-quarter results that beat analyst expectations and provided an encouraging earnings forecast for fiscal year 2026. The building solutions provider posted third-quarter adjusted earnings of $1.26 per share on revenue of $6.44 billion, with both figures topping estimates. While the results were positive, the company's guidance for the upcoming fourth quarter was weaker than expected, projecting revenue of $5.59 billion, which fell short of analyst forecasts. However, investors focused on the longer-term outlook. Johnson Controls initiated its fiscal 2026 guidance with projected adjusted earnings of approximately $4.55 per share, which was above Wall Street's predictions. This strong full-year forecast appeared to outweigh near-term revenue concerns, signaling confidence in future profitability.
Shares of health insurance company Humana (NYSE:HUM)
fell 8.4% in the morning session after the company's third-quarter earnings report revealed a significant miss on profit estimates, fueling concerns about declining profitability. While the company reported revenue of $32.65 billion, beating analysts' expectations, its GAAP earnings per share (EPS) of $1.62 came in 43.4% below the consensus estimate of $2.86. The pressure on profitability was evident as Humana's operating margin fell to 1.2%, down from 2.5% in the same quarter last year. Adding to investor worries, the company's customer base also fell slightly short of Wall Street’s forecasts. Overall, despite Humana reaffirming its full-year revenue guidance, the sharp earnings miss and shrinking margins led to a negative market reaction.
Shares of clinical research company Fortrea Holdings (NASDAQ:FTRE)
jumped 25.3% in the morning session after the company reported third-quarter financial results that showed stronger-than-expected revenue and an improved outlook for the full year. For the third quarter, Fortrea announced revenues of $701.3 million, which surpassed analyst estimates. However, its adjusted earnings of $0.12 per share fell short of projections. Despite the mixed bottom-line results, investors appeared to focus on the company's future prospects. Fortrea raised its revenue guidance for the full year to a midpoint of $2.73 billion, up from its previous forecast of $2.65 billion. This improved outlook, along with the strong quarterly sales, signaled confidence in the company's growth, outweighing the earnings miss.
As Artificial Intelligence continues its rapid ascent, integrating itself into nearly every facet of daily life, a growing chasm is emerging between its perceived capabilities and its actual operational realities. This gap is leading to widespread public misunderstanding, often culminating in individuals feeling genuinely "fooled" or deceived by AI systems. From hyper-realistic deepfakes to chatbots [...]
The financial markets as of November 5, 2025, present a compelling dichotomy with the technology and pharmaceutical sectors charting distinct yet largely positive courses. While technology continues its robust ascent, fueled by the insatiable demand for Artificial Intelligence (AI) and its underlying infrastructure, the pharmaceutical sector demonstrates a resilient recovery,
ROCHESTER, MN – November 5, 2025 – In a landmark development set to redefine healthcare diagnostics, Mayo Clinic researchers have unveiled an innovative artificial intelligence (AI) algorithm capable of detecting obstructive sleep apnea (OSA) with remarkable accuracy using standard electrocardiogram (ECG) results. Announced on November 4, 2025, with findings published in JACC: Advances, this breakthrough [...]
Microsoft (NASDAQ: MSFT) is embarking on an unprecedented infrastructure expansion, committing over $110 billion to build and upgrade AI-optimized data centers globally through 2028. This colossal investment, the largest in the company's history, signals a pivotal moment in the race for AI dominance, aiming to solidify Microsoft's position as the foundational infrastructure provider for the [...]
The financial markets are currently navigating a complex and often contradictory economic landscape, heavily influenced by a suite of critical indicators such as jobs data and the Purchasing Managers' Index (PMI). From late 2024 through November 2025, these barometers of economic health have signaled a period of deliberate rebalancing, characterized
The global financial markets are currently gripped by a palpable sense of unease, as significant stock swings and heightened volatility define the investment landscape of late 2025. This turbulent period is primarily driven by a complex interplay of geopolitical tensions, evolving interest rate expectations, and lingering concerns over inflated valuations
Palm Beach County Schools is rapidly emerging as a national frontrunner in the thoughtful integration of artificial intelligence into its vast educational ecosystem. With a strategic and phased approach, the district is not merely experimenting with AI tools but is actively developing a comprehensive framework to embed these technologies across all middle and high schools, [...]
