JPMorgan CEO Jamie Dimon praised Nvidia as an "unbelievable" company and called AI a true productivity revolution, but warned investors that some AI stocks may now be overpriced.
Nvidia CEO Jensen Huang warned that China could overtake the U.S. in artificial intelligence development due to cheaper energy and fewer regulations, just days after President Donald Trump reaffirmed a ban on selling Nvidia's most advanced chips to Beijing.
At SIGGRAPH 2024, Nvidia CEO Jensen Huang joked that he might have followed Mark Zuckerberg's college-dropout path if he'd known how long Nvidia's success would take, during a lighthearted discussion with the Meta CEO about innovation, aging, and their decades-long tech journeys.
November 5, 2025 – Shares of Meta Platforms (NASDAQ:META) are trading 1.4% higher today, signaling robust investor confidence in the social media behemoth's strategic direction and upcoming financial performance. The modest yet significant uptick comes amidst a backdrop of growing optimism surrounding Meta's anticipated Q3 2025 earnings outlook, coupled
Coffee chain Dutch Bros (NYSE:BROS) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 25.2% year on year to $423.6 million. Its non-GAAP profit of $0.19 per share was 11.5% above analysts’ consensus estimates.
American firearm manufacturing company Ruger (NYSE:RGR) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.7% year on year to $126.8 million. Its non-GAAP profit of $0.11 per share was 69% below analysts’ consensus estimates.
Mobile app technology company AppLovin (NASDAQ:APP) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 17.3% year on year to $1.41 billion. Its GAAP profit of $2.45 per share was 2.6% above analysts’ consensus estimates.
Payment technology company Marqeta (NASDAQ:MQ) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 27.6% year on year to $163.3 million. On top of that, next quarter’s revenue guidance ($167 million at the midpoint) was surprisingly good and 5.6% above what analysts were expecting. Its GAAP loss of $0.01 per share was in line with analysts’ consensus estimates.
Aerospace and defense company Redwire (NYSE:RDW) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 50.7% year on year to $103.4 million. The company’s full-year revenue guidance of $330 million at the midpoint came in 21.9% below analysts’ estimates. Its GAAP loss of $0.29 per share was 93.3% below analysts’ consensus estimates.
Energy recovery device manufacturer Energy Recovery (NASDAQ:ERII) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 17.1% year on year to $32 million. Its non-GAAP profit of $0.12 per share was 24.1% above analysts’ consensus estimates.
Ride sharing service Lyft (NASDAQ: LYFT) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 10.7% year on year to $1.69 billion. Its GAAP profit of $0.11 per share was 53.6% above analysts’ consensus estimates.
Refrigerant services company Hudson Technologies (NASDAQ:HDSN) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 19.5% year on year to $74.01 million. Its GAAP profit of $0.27 per share was 40.3% above analysts’ consensus estimates.
Healthcare distributor and services company McKesson (NYSE:MCK) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 10.1% year on year to $103.2 billion. Its non-GAAP profit of $9.86 per share was 8.9% above analysts’ consensus estimates.
Business payments company Corpay (NYSE:CPAY) announced better-than-expected revenue in Q3 CY2025, with sales up 13.9% year on year to $1.17 billion. The company’s full-year revenue guidance of $4.52 billion at the midpoint came in 1.3% above analysts’ estimates. Its non-GAAP profit of $5.70 per share was 1% above analysts’ consensus estimates.
Customer experience software company CSG Systems (NASDAQ:CSGS) met Wall Streets revenue expectations in Q3 CY2025, with sales up 2.9% year on year to $303.6 million. Its non-GAAP profit of $1.31 per share was 17.3% above analysts’ consensus estimates.
Biopharma company Jazz Pharmaceuticals (NASDAQ:JAZZ) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 6.7% year on year to $1.13 billion. The company expects the full year’s revenue to be around $4.23 billion, close to analysts’ estimates. Its non-GAAP profit of $8.13 per share was 39% above analysts’ consensus estimates.
Debt recovery company Encore Capital Group (NASDAQ:ECPG) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 25.4% year on year to $460.4 million. Its GAAP profit of $3.17 per share was 60.1% above analysts’ consensus estimates.
Buy-now-pay-later service Sezzle (NASDAQCM:SEZL) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 67% year on year to $116.8 million. Its GAAP profit of $0.75 per share was 15.4% above analysts’ consensus estimates.
As November 2025 unfolds, the financial markets are grappling with a complex and often contradictory narrative emanating from the Federal Reserve. The central bank has recently embarked on a path of monetary easing, delivering two consecutive 25-basis-point rate cuts in September and October, bringing the federal funds rate to a
The October 2025 ADP National Employment Report has injected a fresh wave of complexity into the Federal Reserve's delicate balancing act, revealing a private sector that added 42,000 jobs – a figure significantly surpassing economists' projections. This unexpected surge in employment, the first monthly gain since July, arrives amidst a
