The third quarter of 2025 has etched itself into financial history, witnessing the U.S. stock market surge to unprecedented heights. The benchmark S&P 500 (SPX) decisively crossed the 6,500 threshold, ultimately closing above 6,600 points, while the Dow Jones Industrial Average (DJI) powered past 46,000.
US markets closed slightly lower on Tuesday as investors waited for the Fed’s rate decision. Strong retail sales weren’t enough to lift the market, while several standout stock moves, from Steel Dynamics’ profit surprise to a sharp FDA blow for Hims & Hers, dominated the headlines.
Shares of newspaper and digital media company The New York Times (NYSE:NYT)
fell 2.4% in the morning session after President Trump filed a $15 billion defamation lawsuit against the newspaper and four of its journalists.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at The New York Times (NYSE:NYT) and the best and worst performers in the media industry.
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street.
Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how media stocks fared in Q2, starting with fuboTV (NYSE:FUBO).
The Caviar Cruise screen identifies high-quality stocks like NYT, which boasts strong growth, exceptional profitability, zero debt, and superior cash flow conversion.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Cars.com (NYSE:CARS) and the best and worst performers in the online marketplace industry.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
According to The New York Times report, sources said that one group will focus on AI research, another on products, a third on infrastructure, and the fourth on AI hardware.
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
The New York Times delivered a quarter that surpassed Wall Street’s expectations, with management attributing the outperformance to subscription momentum, robust digital advertising, and disciplined cost management. CEO Meredith Kopit Levien pointed to strong engagement across news and lifestyle products, highlighting that over half of subscribers now take the bundle. The company’s growing audience and diversified revenue streams—subscription, advertising, affiliate, and licensing—were central to its positive results. Levien emphasized, “We grew all of our major revenue lines...with real running room ahead.”
Over the past six months, The New York Times has been a great trade, beating the S&P 500 by 10.3%. Its stock price has climbed to $58.72, representing a healthy 15.7% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
