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Will ServiceTitan Inc. (TTAN) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-11-08 02:11
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? ServiceTitan Inc. (TTAN) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.This company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 66.67%.For the last reported quarter, ServiceTitan Inc. came ...
Tech stocks have been leading the market lower. Here's what may lie ahead.
MarketWatch· 2025-11-08 02:10
Also: A bond-market indicator for AI, advice on travel during the government shutdown and a potentially lucrative tax tip for homeowners. ...
Century Aluminum projects Q4 adjusted EBITDA of $170M-$180M while advancing Mt. Holly expansion (NASDAQ:CENX)
Seeking Alpha· 2025-11-08 02:07
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KKR executives see nothing alarming in credit default rise
Reuters· 2025-11-08 02:07
KKR executives signaled optimism for investment returns and dealmaking on Friday and sought to allay concerns about slower private equity fundraising, deal volume and credit defaults saying there was ... ...
PKW: Don't Fear The AI Bubble, Diversify With The Buyback Achievers ETF
Seeking Alpha· 2025-11-08 02:07
Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure:I/we ...
KKR Q3 Earnings Top Estimates as AUM Rises Y/Y, Stock Gains
ZACKS· 2025-11-08 02:06
Key Takeaways KKR posted Q3 adjusted EPS of $1.41, surpassing estimates and rising from $1.38 a year earlier.Total AUM climbed 16% y/y to $723B, boosting fee-related and operating earnings. Higher management and transaction fees lifted revenues 3.4%, though expenses increased. KKR & Co. Inc.’s (KKR) third-quarter 2025 adjusted net income per share of $1.41 topped the Zacks Consensus Estimate of $1.29. The bottom line increased from $1.38 in the prior-year quarter.KKR shares rallied nearly 2.2% in the pre-ma ...
Musks weighs Intel partnership to fulfill chip needs
Youtube· 2025-11-08 02:05
Shares of Intel trading higher today after Tesla chief Elon Musk said last night he was considering a potential partnership with the chip manufacturer. Also saying he plans to build a gigantic chip fab. The great dear derbosa is back and has more in today's tech check.Welcome back D. >> I didn't miss anything. Did I Carl.Just a few things. Let's talk Intel. So for this company it has been nearly five years and hundreds of billions of dollars since the company relaunched its foundry business.So the pressure ...
Why it could be harder to find a job if you get laid off, DraftKings CEO on sports betting, earnings
Youtube· 2025-11-08 02:04
市场表现 - 美股主要指数承压,道琼斯工业平均指数下跌约130点(约0.25%),标普500指数下跌约0.67%,纳斯达克指数下跌约1.2% [2][3] - 抛售压力在本周持续,尤其对大型科技股影响显著,纳斯达克综合指数本周累计下跌4% [3][4] - 能源板块连续第二日上涨,必需消费品板块亦表现良好,而科技和通信服务板块则表现落后 [7] 大型科技股动态 - 英伟达股价下跌3%,公司CEO表示目前未向中国发货任何芯片(特别是Blackwell芯片),同时有报道称美国政府可能阻止其向中国发货包括降规芯片在内的所有产品 [5] - 博通股价下跌2%,谷歌股价下跌约2.25%,特斯拉股价下跌3.5%,尽管股东批准了埃隆·马斯克潜在的十年期万亿美元薪酬方案 [6][7] - 大型科技股估值受到质疑,出现上涨动能暂停的迹象,但多数市场人士反驳存在估值泡沫的观点 [4][5] 经济数据与劳动力市场 - 10月美国企业宣布裁员15万人,ADP数据显示私营部门 payrolls 上月增加4.2万人,而 Challenger Gray and Christmas 数据显示大公司裁员数量增加超过一倍 [1][10] - 密歇根大学消费者信心指数为50.3%,低于预期的53%,为2022年6月以来最低水平,当前经济状况指数亦跌至52.3%的纪录低点 [8][9] - 劳动力市场活力下降,企业招聘大幅放缓,但尚未出现大规模裁员迹象,失业人员再就业难度增加 [14][15][16] 政府停摆影响 - 联邦航空管理局下令将空中交通容量削减4%,今日全美已有超过800架航班被取消,若停摆持续,下周容量削减将升至10% [30][31][32] - 政府停摆导致劳工统计局未发布就业报告,经济数据缺失增加市场不确定性,有估计称停摆可能导致上季度GDP增长预期减半 [9][25][26] - 罗德岛联邦法官命令特朗普政府全额支付SNAP福利(食品券),但司法部立即提起上诉,约八分之一的美国人依赖此项福利 [34][35] 公司财报与业务更新 - DraftKings第三季度业绩未达预期,并下调全年营收指引,但股价随后转涨,公司将业绩不佳归因于体育赛事结果不利,并宣布将推出体育预测产品及与ESPN、NBC Universal达成重要合作 [40][42][43][44] - Expedia股价上涨超16%,因季度业绩强劲且假日季度展望乐观,多家机构上调其目标价 [67] - 潘娱乐获机构上调评级至买入,公司计划终止与ESPN的美国体育博彩合同,转而专注于其iCasino主导的业务 [64] - Sweetgreen第三季度业绩未达预期并下调全年展望,股价下跌近9%,多家机构下调其目标价,高盛将其评级从中性下调至卖出 [66] 行业与产品动态 - Take-Two互动软件再次推迟《侠盗猎车手6》发布至2026年11月,但分析师认为延期至假日购物季有利 [69] - 温迪汉堡第三季度销售额和利润下降,但业绩好于担忧,公司上月启动新战略计划以重振品牌 [70][71] - MP Materials第三季度营收超预期,亏损小于预期,并预计第四季度实现盈利,稀土股今年因美中贸易紧张局势经历大幅波动 [72][73] 人工智能行业 - 仅约22-30%的AI专业人才为女性,近半数AI系统存在性别偏见,新组织“女性领导AI”成立以提升多元化和公众教育 [74][76][77][84] - AI被视为通用目的技术,预计将影响七分之一的工作岗位,但通过教育和技能提升可创造新角色并扩大经济机会 [76][87][88]
Disney, YouTube TV remain in talks to restore ABC and ESPN
Reuters· 2025-11-08 02:04
公司与平台合作动态 - 娱乐巨头迪士尼公司表示正在与谷歌旗下的YouTube TV就恢复ABC和ESPN频道播出进行持续谈判 [1] - 迪士尼旗下的ABC和ESPN频道已在YouTube TV付费电视服务中停播 [1]
Lanxess AG (LNXSY) Earnings Report Analysis
Financial Modeling Prep· 2025-11-08 02:03
业绩表现 - 每股收益为-0.01美元,低于市场预期的0.002美元 [1][5] - 实际营收约为15.4亿美元,低于市场预期的16.4亿美元 [2][5] - 所有业务部门表现均未达预期,公司已将业绩指引下调至区间低端 [2][5] 市场反应与估值 - 财报发布后公司股价显著下跌14% [2][5] - 公司市盈率约为-8.88,处于负收益状态 [3] - 市销率约为0.24,企业价值与销售额比率约为0.19 [3] 财务健康状况 - 息税折旧及摊销前利润率保持稳定,展现韧性 [3] - 流动比率约为2.41,流动资产是流动负债的两倍以上,流动性状况强劲 [4] - 企业价值与营运现金流比率约为2.59 [4] - 收益率为约-11.26%,与负收益情况一致 [4] 经营挑战 - 业绩不佳归因于中国倾销、美国贸易政策、需求疲软以及Envalior出售事宜的不确定性 [2]