BOE chief sees ‘worrying echoes’ of 2008 — warns slicing, dicing of loans trigger alarm bells. Protect your wealth now
Yahoo Finance· 2025-11-02 20:55
WPA Pool/Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. We adhere to strict standards of editorial integrity to help you make decisions with confidence. Some or all links contained within this article are paid links. Leaders around the world are starting to sound alarm bells about a potential financial crisis in the making. Bank of England governor Andrew Bailey recently said he believes there are “worrying echoes” of the subprime mortgag ...
Fed fallout, missing jobs numbers, and a busy earnings calendar: What to watch this week
Yahoo Finance· 2025-11-02 20:46
After one of the busiest weeks of the year, another jam-packed week awaits investors, with a rush of corporate earnings slated for the first week of November, as just over eight weeks remain in 2025. Stocks finished last week on a high note, with earnings out of Amazon (AMZN) late Thursday lifting tech stocks into the weekend and capping off a more than 2.5% gain for the tech-heavy Nasdaq (^IXIC) last week. The S&P 500 (^GSPC) and Dow (^DJI) both rose a more modest 1%. The Federal Reserve cut interest ra ...
What We Learned From Lumen's Q3 2025 Earnings (NYSE:LUMN)
Seeking Alpha· 2025-11-02 20:43
Lumen Technologies’ ( LUMN ) stock fell almost 9% even though the company beat Q3 expectations . They reported non-GAAP EPS of -$0.20, which was a $0.07 beat, and revenue of $3.09 billion, about $50 million above estimates. The stock slide was drivenI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foun ...
Third Avenue International Real Estate Value Fund Q3 2025 Letter
Seeking Alpha· 2025-11-02 20:43
J Studios/DigitalVision via Getty Images Dear Fellow Shareholders, We are pleased to provide you with the Third Avenue International Real Estate Value Fund’s (the “Fund”) report for the quarter ended September 30, 2025. During the quarter, the Fund generated a return of +3.96% (after fees) compared to the most relevant benchmark, the FTSE EPRA/NAREITEIT Global ex US Index1 (the “Index”), which returned +4.03% (before fees) for the same period. Activity The Fund takes a cautious approach when inv ...
One Of The Best Energy Opportunities I've Seen In My Career - And Nobody Cares
Seeking Alpha· 2025-11-02 20:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .On Tuesday, the S&P 500 was up 0.2%. While this may not sound like something important, it came with the worst market breadth for any positive day sinceLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. H ...
Applied Digital Director Sells $2.6 Million in Stock Amid 400% Rally
The Motley Fool· 2025-11-02 20:27
Chuck Hastings, a director at Applied Digital Corporation (APLD +2.00%), reported selling 75,000 shares of the AI data center firm in multiple open-market transactions on Wednesday and Friday, according to an SEC Form 4 filing.Transaction SummaryMetricValueShares sold75,000Transaction value$2.6 millionPost-transaction shares426,612Post-transaction value (direct ownership)$14.8 millionThe transaction value is based on the SEC Form 4 weighted average purchase price, while the post-transaction value is based ...
S&P 500 Q3 2025 Earnings Surge: Magnificent 7 Lead Market Rally
Forbes· 2025-11-02 20:24
美股第三季度财报季整体表现 - 标普500指数第三季度混合盈利同比增长率达到107% 高于季度末时预期的79% [3] - 截至目前已公布财报的公司中有83%的盈利超出市场共识预期 [3] - 2025年和2026年的预期盈利增长率分别上调至112%和140% [3] - 销售收入增长率为79% 远高于预期 [8] 七巨头(Magnificent 7)财报表现 - 七巨头(微软、Meta、亚马逊、苹果、英伟达、 Alphabet和特斯拉)是标普500指数盈利增长和市场表现的关键驱动力 [4][5] - 尽管特斯拉和Meta的业绩令人失望 但集团整体表现强劲 其中Alphabet、微软和亚马逊的业绩支持了人工智能需求推动强劲增长的观点 [5] - Meta Platforms第三季度营收同比增长26% 广告业务持续表现优异 但因其宣布明年计划在AI领域投资超过1000亿美元以及非现金税费支出 导致其 headline earnings 令人失望 [6] - 英伟达作为七巨头中最后一家公布财报的公司 计划于11月19日发布业绩 [6] 各行业板块财报亮点 - 信息技术、非必需消费品和医疗保健行业的公司带来积极的盈利惊喜 是上周标普500盈利增长率上升的最主要贡献者 [7] - 信息技术、通信服务和医疗保健三个行业本季度有望实现两位数的同比销售增长 [8] - 在科技板块内 微软和苹果是最重要的积极驱动因素 在非必需消费品板块 亚马逊是最关键的积极惊喜 在医疗保健板块 礼来、默克和吉利德科学是最显著的积极惊喜 [7] - 由于Meta的盈利未达预期 通信服务板块是最大的拖累项 [7] 本周财报与经济事件展望 - 本周是财报季第二繁忙的一周 将有135家标普500公司计划公布财报 包括Palantir、辉瑞、Yum Brands、艾默生电气、麦当劳、Humana和高通等知名公司 [2] - 沃伦·巴菲特的伯克希尔·哈撒韦公司在周六公布了超预期的盈利 [2] - 由于政府停摆 美国经济数据发布将相对稀疏 市场将更关注周三的ADP私人就业数据变化和周四的Challenger裁员公告报告 以评估劳动力市场疲软程度 [8] - 美联储在上周三会议上下调利率25个基点 美联储主席鲍威尔对市场预期的12月再次降息进行了比预期更强烈的反驳 目前12月降息几率略低于三分之二 [10]
MOH LEGAL NOTICE: Molina Healthcare, Inc. Investor Deadline Approaching, Investors Notified to Contact BFA Law by December 2
Markets.Businessinsider.Com· 2025-11-02 20:18
诉讼事件概述 - 领先证券律师事务所Bleichmar Fonti & Auld LLP宣布,已对Molina Healthcare公司及其部分高级执行官提起集体诉讼,指控其可能违反联邦证券法 [1] - 投资者需在2025年12月2日前向法院申请担任本案首席原告,诉讼基于《1934年证券交易法》第10(b)和20(a)条提出,案件正在美国加州中区地方法院审理 [2] 诉讼指控核心 - 公司在相关期间向投资者声称其"盈利增长前景""进入2025年表现稳健",并"持续监控使用模式"以"减轻医疗成本通胀的负面影响" [3] - 指控称,事实上公司面临所有三条业务线使用率上升带来的医疗成本压力,且无法缓解这些压力 [3] 业绩披露与市场反应 - 2025年7月7日,公司披露2025年第二季度调整后每股收益约为5.50美元,低于先前预期,并将全年调整后每股收益预期中点下调10.2%至21.50美元至22.50美元的区间 [4] - 2025年7月23日,公司进一步将2025年全年调整后每股收益预期下调至不低于19.00美元,原因包括行为健康、药房及住院和门诊服务的使用率增加 [4] - 受此消息影响,公司股价从2025年7月23日的每股190.25美元下跌32.03美元(跌幅16.8%),至2025年7月24日的每股158.22美元 [4] 公司业务背景 - Molina Healthcare是一家健康保险公司,通过Medicaid和Medicare项目为低收入个人提供管理式医疗服务 [3]
LRN LEGAL NOTICE: Stride, Inc. Investigated for Securities Fraud after 50% Stock Drop, Investors with Losses Notified to Contact BFA Law
Markets.Businessinsider.Com· 2025-11-02 20:18
调查背景 - 律师事务所Bleichmar Fonti & Auld LLP宣布对教育科技公司Stride Inc (NYSE: LRN) 涉嫌违反联邦证券法的情况展开调查 [1] - 调查涉及该公司在相关时期内关于业务表现的陈述 [2] 公司陈述与实际表现 - 公司在相关时期内声称其产品和服务面临“创纪录的需求”,客户和潜在客户“以创纪录的数量选择我们”,并持续投资于其职业平台和项目 [2] - 实际情况是,公司当时正处于一次极不受欢迎的平台变更过程中,这导致了公认的不良客户体验,并使学生流失 [3] - 公司于2025年10月28日披露,其学习和技术平台的升级执行不力,导致增长率未达预期 [4] 平台变更的财务与运营影响 - 平台升级造成的不良客户体验导致了“更高的退学率”、“更低的转化率”,并使学生流失 [4] - 公司估计此影响导致入学人数减少约10,000至15,000名 [4] - 因此,公司对其前景的展望相较于前几年显得“平淡” [4] 市场反应 - 此消息导致公司股价在2025年10月29日从10月28日的收盘价每股153.53美元下跌83.48美元,至每股70.05美元 [5] - 股价跌幅超过54% [5]
Columbia Sportswear Had A Flat Quarter, But Underlying Trends Are Not That Good (NASDAQ:COLM)
Seeking Alpha· 2025-11-02 20:14
Columbia Sportswear Company ( COLM ) reported 3Q25 results , showing better-than-expected results on the top line, mainly coming from earlier wholesale shipments, and worse on the bottom line, from impairments, but overall similar trends to what we hadLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings p ...