Humana (HUM) reported $32.65 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 11.4%. EPS of $3.24 for the same period compares to $4.16 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $31.98 billion, representing a surprise of +2.09%. The company delivered an EPS surprise of +11.34%, with the consensus EPS estimate being $2.91.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Key Takeaways Cirrus Logic posted Q2 EPS of $2.83, beating estimates and rising from $2.25 a year earlier.Revenues climbed 38% sequentially to $561M, driven by higher smartphone shipments and new products.CRUS is diversifying beyond smartphones with design wins in PCs and growth in emerging end markets.Cirrus Logic Inc. ((CRUS) reported second-quarter fiscal 2026 adjusted earnings per share (EPS) of $2.83, which surpassed the Zacks Consensus Estimate of $2.10. The company reported adjusted EPS of $2.25 in t ...

人工智能行业投资趋势 - 华尔街对人工智能持续乐观，人工智能股票是推动过去几年市场广泛上涨的主要动力[1] - 大型科技公司近期对人工智能进行大规模投资，乐观情绪在今年进一步放大[1] - 在强劲的需求前景推动下，人工智能领域持续表现稳固[2] 大型科技公司AI投资与合作协议 - 亚马逊与OpenAI达成380亿美元协议，允许ChatGPT制造商使用亚马逊云服务平台扩展其AI工作负载[4] - 微软与数据中心公司IREN Limited达成97亿美元协议，使微软能够使用Nvidia GB300 GPU[4] - 英伟达宣布将为美国能源部门制造人工智能超级计算机，并对芬兰公司诺基亚进行10亿美元投资[5] 科技巨头AI投资财务表现 - 微软第一财季每股收益4.13美元，超过市场预期的3.65美元，营收776.7亿美元，超出预期3.62%[6] - 微软Azure收入同比增长40%，资本支出达349亿美元，大部分用于开发AI驱动数据中心基础设施[7] - 字母公司第三季度每股收益2.87美元，超过市场预期的2.26美元，营收874.7亿美元，超出预期2.95%[8] - 字母公司将强劲业绩归功于AI驱动的云业务，并将2025年资本支出预期上调至910-930亿美元范围[9] - Meta第三季度每股收益7.25美元，超过市场预期的6.61美元，营收512.4亿美元，超出预期3.63%[10] - Meta广告收入达500.8亿美元，受AI驱动同比增长25.6%[10] 推荐AI相关股票分析 - 美光科技受益于AI对内存和存储技术的强劲需求，预计今年盈利增长率为95.7%[11][14] - 美光科技当前年度盈利的市场共识预期在过去60天内改善24.4%[14] - ASML控股投资13亿欧元于法国公司Mistral AI，以将AI更深入嵌入其光刻系统[11][15] - ASML控股预计今年盈利增长率为39.7%，当前年度盈利的共识预期在过去60天内改善3.6%[16] 公司业务与战略重点 - 美光科技通过美光、Crucial和Ballistix等全球品牌制造和销售高性能内存和存储技术[13] - ASML控股是半导体行业先进技术系统制造的全球领导者[15] - Meta在2025年对其AI业务进行强劲投资，以重塑其AI运营[12]

A downtrend has been apparent in Telefonica (TEF) lately with too much selling pressure. The stock has declined 15.1% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. Th ...

Norwegian Cruise Line (NCLH) has been beaten down lately with too much selling pressure. While the stock has lost 21.4% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and cha ...

Nvidia stock was staging a modest comeback early Wednesday, as the chipmaker sought to recover from Tuesday's 4% decline amid mounting concerns over artificial intelligence valuations and renewed unce... ...

Yacktman Asset Management reported a sale of 135,400 shares of Ingredion (INGR 0.32%) in its November 4, 2025, SEC filing, an estimated $17.45 million trade.What happenedAccording to a filing with the Securities and Exchange Commission dated November 4, 2025, Yacktman Asset Management reduced its stake in Ingredion by 135,400 shares over the third quarter. The estimated transaction value is $17.45 million, based on the average closing price during the period. The fund reported holding 1,442,086 shares, wort ...

Insurance technology firm Exzeo Group's shares opened flat in their New York Stock Exchange debut on Wednesday, valuing the company at nearly $1.91 billion. ...

Accessibility StatementSkip Navigation HENDERSON, Nev., Nov. 5, 2025 /PRNewswire/ -- Research Solutions, Inc. (NASDAQ: RSSS), the leading AI-powered research workflow platform, will hold a conference call to discuss its financial results for the first quarter fiscal 2026 ended September 30, 2025, on Thursday, November 13, 2025, at 5:00 p.m. ET. A press release containing the company's financial results will be issued following the market close. Management will host the conference call, followed by a quest ...

Morgan Stanley really putting some weight on the market yesterday and today is a new day. All right. So let's have a great conversation.And I bring in with me right here in the flesh. Look at us. We're finally together in the same place Kevin Green is with me joining me.And we have a lot to cover, Kevin, but it's great to see you live here at the Schwab Impact Conference and we kick it off. How are you doing this morning. It's doing pretty good.Look, the market has recovered. If you looked at overnight trad ...