Confidence in the global monetary system is under threat: rising debt loads, shaky central banks, and financial stress are fueling fears that a system shock may be closer than many expect.
Capricor’s peer-reviewed publication in Biomedicines reinforced the scientific foundation of its Duchenne therapy Deramiocel, highlighting its anti-fibrotic mechanism and consistent potency.
FX markets lack clear direction as the Fed’s hesitation on a December rate cut heightens data sensitivity. Expect low volatility until new data, with strong USD reactions to labour indicators like tomorrow’s ADP.
Renowned economist Nouriel Roubini said in an op-ed published Monday that Argentina is on the path to “economic success” under President Javier Milei, who secured a
In a scathing critique of President Donald Trump's trade and tariff policies, Nobel Prize-winning economist Paul Krugman has said that these recent moves mark a significant retreat in his trade war with China.
Andreessen Horowitz has reportedly paused its five-year-old Talent x Opportunity (TxO) fund supporting underrepresented founders, as major corporations scale back diversity and inclusion initiatives amid rising political pressure.
Femasys secured FDA approval to proceed with the final phase of its pivotal FemBloc trial, a key step toward U.S. market approval for its non-surgical permanent birth control device.
Real estate giant Weyerhaeuser has notably underperformed the broader market over the past year, yet analysts remain moderately optimistic about the stock’s prospects.
Centene has significantly underperformed the broader market and the healthcare services space over the past year, and analysts remain cautious about the stock’s prospects.
While the pharma giant Eli Lilly has lagged behind the broader market over the past year, it has outpaced the health care space, and analysts remain strongly bullish on the stock’s prospects.
Resorts and leisure giant Las Vegas Sands has notably outperformed the broader market in 2025, and analysts remain strongly bullish on the stock’s prospects.
Given the positivity of the Q3 cycle so far, is it reasonable to expect the AI player to keep the momentum rolling? Let’s take a closer look at expectations.
The Trump administration informed a Rhode Island federal judge on Monday that it would draw on contingency funds to pay 50% of SNAP benefits for November, as the ongoing government shutdown continues to disrupt federal services.
AI platform Palantir Technologies Inc. (NASDAQ: PLTR) posted strong third-quarter results, with the company's CEO, Alex Karp, lauding its performance across several key metrics.
SoFi’s third quarter results were met with a positive market reaction, as the company delivered revenue, adjusted earnings, and EBITDA that were above Wall Street expectations. Management attributed this performance to accelerating member acquisition, with CEO Anthony Noto highlighting that SoFi added a record 905,000 new members. The company’s one-stop-shop strategy, centered on broadening its financial services and technology platform offerings, drove both product adoption and engagement, with cross-buy rates reaching their highest level since 2022. Noto pointed to the deliberate diversification away from capital-intensive lending toward fee-based, capital-light revenue streams, which powered margin improvements and overall profitability.
Incyte’s third quarter saw revenue and profit surpass Wall Street’s expectations, yet the market responded negatively. Management identified robust demand for key drugs Jakafi and Opzelura, alongside the launch traction of Niktimvo, as major contributors to the quarter’s strong operational performance. CEO William Meury emphasized the company’s ongoing cost discipline and strategic investment in core R&D programs. He noted, “Our job right now is to keep [the fundamentals] that way and to identify effective ways to optimize the promotional strategies and investment for these products to drive future growth.”
Regeneron’s third quarter results were well received by the market, reflecting strong execution in its commercial portfolio and key products. Management attributed the positive momentum to double-digit sales growth for Dupixent, Libtayo, and EYLEA HD, despite flat overall sales. CEO Leonard Schleifer highlighted that Dupixent’s broadening indications and robust uptake across geographies remained a primary growth driver, while EYLEA HD benefited from increased physician demand, partially offset by lower net pricing. Libtayo’s continued expansion in non-melanoma skin cancers and new indications also contributed to the quarter’s performance.
Tenet Healthcare’s third quarter results were met with a negative market reaction, despite the company delivering revenue and non-GAAP profit above Wall Street’s expectations. Management highlighted strong performance in both ambulatory surgical centers and hospitals, citing increased same-store growth, high patient acuity, and effective cost controls as key contributors. CEO Saum Sutaria specifically pointed to robust M&A activity and the addition of new facilities, as well as continued improvements in cash collections and operational efficiency. However, investors appeared cautious, reflecting ongoing concerns around operating margins and sector-specific headwinds.
PayPal’s third quarter results were well received by the market, reflecting the company’s progress on its strategic transformation. Management attributed the uptick in performance to accelerated revenue growth from core businesses such as branded payment experiences, Venmo, and enterprise payments. CEO Alex Chriss highlighted that deliberate actions to focus on profitable growth, deepen customer engagement, and expand omnichannel initiatives have begun to deliver results. The quarter also saw notable momentum in Buy Now, Pay Later (BNPL) and a return to growth in PayPal’s enterprise payments segment. Management pointed to increased transaction activity and broader product adoption as evidence that recent investments are yielding positive outcomes.
NeoGenomics’ third quarter results were met with a negative market reaction, as shares declined following the announcement. Management attributed the quarter’s performance to robust growth in clinical test volumes and continued expansion in next-generation sequencing (NGS) revenues, which outpaced general industry trends. CEO Anthony Zook highlighted the successful integration of the Pathline acquisition and cited the company’s ability to deliver faster turnaround times and a broader test menu as factors boosting customer adoption, stating, “We again saw a sequential improvement in AUP, a record quarter for test volumes and NGS revenue growth of 24%.”
RenaissanceRe’s third quarter was characterized by a sharp decline in sales but a substantial outperformance on both revenue and non-GAAP earnings relative to Wall Street expectations, which prompted a significant positive market reaction. Management attributed the results to disciplined underwriting, a continued focus on property catastrophe (CAT) risk selection, and robust growth in fee and investment income. CEO Kevin O’Donnell emphasized that the company’s ability to “preserve underwriting margin” and generate stable, recurring returns from capital partner fees and investment activities helped mitigate the impact of lower top-line growth. O’Donnell highlighted that “our strong earnings engine... will continue to generate enduring value for our shareholders in the fourth quarter and beyond.”
Flowserve’s third quarter results drew a positive response from the market, reflecting progress in margin expansion and continued growth in key business areas. Management pointed to robust aftermarket bookings and notable advances in the power and nuclear segments as major contributors. CEO Robert Rowe credited the “Flowserve Business System” and the company’s 80/20 complexity reduction program for driving higher adjusted gross margins despite ongoing project timing challenges in the energy sector. The quarter also saw increased cash generation, which enabled additional share repurchases and a strengthened balance sheet.
Enphase’s third quarter featured revenue growth that surpassed Wall Street estimates, but the market reacted negatively due to concerns about the sustainability of this momentum. Management attributed the quarter’s top-line performance to strong U.S. demand, normalization of microinverter channel inventory, and a record quarter for battery shipments. CEO Badrinarayanan Kothandaraman highlighted the impact of safe harbor revenue pull-forward and noted, “We reported quarterly revenue of $410.4 million, our highest revenue level in 2 years.” However, management expressed caution regarding elevated battery channel inventory and ongoing international headwinds, particularly in Europe.
Bloom Energy’s third quarter results were marked by a notable acceleration in demand for its on-site power solutions, particularly from sectors driven by artificial intelligence (AI) infrastructure buildouts. Management credited the company’s robust commercial momentum to expanding customer adoption in both the AI ecosystem and traditional industrial markets. CEO K.R. Sridhar emphasized that Bloom’s modular fuel cell technology, which has seen consistent year-over-year cost reductions and performance improvements, is now competitive in new geographic and vertical markets. Notably, Sridhar cited recent wins with major telecom and semiconductor companies as evidence of Bloom’s growing reputation as a reliable power provider.
Mondelez’s third quarter results were met with a negative market reaction, largely due to persistent volume declines and margin pressure despite meeting Wall Street’s revenue expectations. Management pointed to declining sales volumes, especially in North America and Europe, as a key challenge, with CEO Dirk Van de Put highlighting factors such as intensified consumer price sensitivity and a shift toward value channels. The company also faced higher input costs, particularly for cocoa, and competitive pricing dynamics in Europe, which contributed to a notable decrease in operating margin.
Artisan Partners’ third quarter results reflected resilience in a competitive asset management landscape, as the company’s non-GAAP profit outpaced analyst forecasts despite a modest revenue shortfall. Management credited strong investment performance across multi-asset strategies and ongoing platform diversification for supporting sales momentum. CEO Jason Gottlieb highlighted the firm’s “steady expansion of capabilities across equities, credit and alternatives,” with over 70% of assets under management outperforming benchmarks over three years. Notably, positive net inflows in several emerging market and credit strategies helped offset outflows from select equity products, while initiatives to modernize client offerings and expand the distribution team began to yield early results.
Camping World’s third quarter was marked by sales growth and adjusted earnings that surpassed Wall Street’s expectations, yet the market responded negatively due to concerns over industry headwinds and cautious commentary from management. CEO Marcus Lemonis attributed the quarter’s gains to record unit volumes, particularly in used RVs, and ongoing improvements in cost structure. However, Lemonis acknowledged persistent challenges on the new RV side, citing consumer resistance to rising prices and macroeconomic uncertainty. He described the company’s approach as “intentionally conservative,” emphasizing a focus on affordability and inventory discipline as the business enters a period of uneven demand.
Sensata Technologies delivered third quarter results that exceeded Wall Street’s revenue and non-GAAP profit expectations, prompting a notably positive market response. Management attributed performance improvements to ongoing operational excellence initiatives and a focus on margin resilience, despite broader end market challenges. CEO Stephan Von Schuckmann emphasized that “incremental progress in each of these quarterly updates” has culminated in a milestone quarter, with particular gains in free cash flow conversion and strategic capital deployment. The company’s ability to outgrow its core automotive and heavy vehicle markets, as well as organic expansion in industrial and aerospace segments, were key contributors to the quarter’s results.
A. O. Smith’s third quarter results saw a negative market reaction, reflecting investor concern over persistent challenges in China and muted organic growth. Management attributed the quarter’s performance to strong commercial water heater and boiler volumes in North America, which benefited from pricing actions and production efficiency initiatives. CEO Stephen Shafer noted, “Our market-leading high-efficiency condensing gas and heat pump products continue to have a compelling payback story in commercial applications.” On the other hand, ongoing economic challenges and reduced government stimulus in China contributed to a 12% decline in sales there, adding pressure to segment results.
UnitedHealth’s third quarter results were shaped by ongoing margin pressure and the company’s efforts to address underperformance in key segments. Management attributed the quarter’s operational challenges primarily to the lingering effects of medical cost trends, especially in Medicare Advantage and Medicaid, as well as ongoing investments to restructure underperforming businesses. CEO Stephen Hemsley acknowledged, “We’re getting at the core of the underperformance issues with fresh perspectives, intent on positioning our organization as a positive and innovative leader helping to advance next era of health care.” The company continues to focus on operational improvements and repricing initiatives to restore profitability.
