Key Takeaways Advanced Energy's Q3 earnings beat estimates, rising 77.6% year over year to $1.74 per share. Revenues grew 23.8% to $463.3 million, led by a 113% jump in Data Center Computing sales. AEIS guided for Q4 revenue near $470 million and expects 2025 growth near 20% overall. Advanced Energy Industries (AEIS) reported third-quarter 2025 non-GAAP earnings of $1.74 per share, beating the Zacks Consensus Estimate by 18.37%. The bottom line jumped 77.6% year over year and 16% sequentially. Revenues of $ ...

大家好，我是佩妮。 最近股市回调，让一个此前就被讨论过，但是被上涨的K线掩盖的问题回到我们的视野，那就是： 当前AI带来的资本市场繁荣泡沫有多大？我们离泡沫的破灭还有多久？ （大家现在已经不会否认泡沫的存在了，而是在争论属于早期还是末期。。） 乐观派 说：" 今天的投资会在长期内产生高额回报，所以规模大点也合理。" 悲观派 说："嗯我承认AI很有用，长期来看会改变世界。但是今 天估值还是太高了。" 最近大家在讨论电影《大空头》原型Michael Burry的行动，他2007年曾经精准押注了次贷危机中房地产抵押贷款的崩盘，获利1亿美金。（主 要是电影火，所以知名度高，他本人没那么活跃啦） 前几天，他在X上语焉不详地发了这段： 另外他的对冲基金Scion Asset更新了2025年Q3的持股，里面 Palantir和英伟达 的空单加起来占了 80% ，持有超过10亿美金。 | OMB APPROVAL | | | --- | --- | | OMB Number: | 3235-0006 | | Estimated average burden | | | hours per response: | 23.8 | ...

ONE Gas (NYSE:OGS) Q3 2025 Earnings Call November 04, 2025 11:00 AM ET Speaker4Good day and welcome to ONE Gas third quarter earnings conference call. Today's conference is being recorded, and at this time I would like to turn the conference over to Erin Dailey. Please go ahead, Ms. Dailey.Speaker3Thank you, Elliot. Good morning, and thank you for joining us on our third quarter 2025 earnings conference call. This call is being webcast live, and a replay will be available later today. After our prepared rem ...

Transportadora de Gas del Sur S.A. (NYSE:TGS) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Company ParticipantsAlejandro Basso - CFOCarlos Almagro - Head of Investor RelationsCarlos AlmagroGood morning. Hello. Good morning, everyone. I'm Carlos Almagro, Head of Investor Relations. I would like to welcome everyone to TGS Third Quarter 2025 earnings video conference. TGS issued its earnings release yesterday. If you didn't receive a copy of the release, please contact us at investors@tgs.com.ar. Before ...

It's almost remarkable to me the extent to which there is still a pricing in that there will be a cut in December. Do you think it'll happen. >> Yeah, I mean I think I think it will happen.But I listen one thing I've learned about markets is you have to interpret what they are saying there is a part of this committee that definitely would like to wait and evaluate the data. I think they can go. I think they should go.I think they can go quicker but u but I respect the fact that inflation is running a little ...

对冲基金Praetorian Capital创始人哈里斯•库珀曼（Harris Kupperman）向《每日经济新闻》记者（以下 简称每经记者）表示，AI投资从回报上看说不通。 整个AI行业需要1万亿美元的收入才能实现收支平衡，而目前行业的月收入仅略超10亿美元。也就是 说，要收回目前计划的支出，需要约83年。 巨头AI支出狂飙，英伟达市值破5万亿美元 英伟达市值从3万亿美元到4万亿美元用了410天，从4万亿美元增至5万亿美元仅用113天。截至周五收 盘，英伟达市值为4.92万亿美元。 自2022年10月的低点以来，美股的大部分涨幅也是由市场对AI的热情推动的：企业的巨额资本支出计 划，支持了投资者的看涨观点。英伟达凭借其GPU，坐拥了巨大的市场优势，市值水涨船高。 在最新的财报季中，Mag7纷纷表示将继续大幅加码投入。 10月29日，英伟达的市值历史性地突破5万亿美元大关，成为全球首家达成此成就的公司。这一数字已 超过日本、英国等主要经济体的GDP。 推升英伟达市值的，是整个AI行业持续加大的支出。 但数据显示，2024年以来"科技七巨头"（Mag7）的"资本支出/经营性净现金流"这一指标大幅增长，这 说明 ...

With respect to investors have short memories because Matter told us in the prior quarter that capital expenditures would be higher in the next fiscal year. They used a different language this time around, which was notably larger in fiscal 26 and 25. But maybe it's what they didn't say.They didn't tell us what top line or bottom line growth directly from investments looks like. What's your read. Well, actually, for less, the investments look more riskier than they are for Microsoft or Amazon.We do have the ...

Lincoln Electric (NasdaqGS:LECO) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsSteven Hedlund - Chairman, President and CEOGabriel Bruno - EVP, CFO and TreasurerAmanda Butler - VP of Investor Relations and CommunicationsConference Call ParticipantsNathan Jones - Managing Director and Industrials Equity AnalystNone - AnalystMircea Dobre - Senior Research Analyst in Machinery and Diversified IndustrialNone - AnalystBryan Blair - Managing Director and Senior AnalystNone - AnalystOperat ...

OGE Energy (NYSE:OGE) Q3 2025 Earnings Call October 29, 2025 09:00 AM ET Company ParticipantsSean Trauschke - Chairman, President, and CEOJason Bailey - VP of Investor RelationsCharles Walworth - CFOConference Call ParticipantsChris Hark - AnalystAditya Gandhi - AnalystJames Constantine - AnalystNicholas Campanella - AnalystBrian Russo - AnalystStephen D’Ambrisi - AnalystOperatorThank you for standing by. Welcome to the third quarter 2025 OGE Energy Corp. earnings conference call. At this time, all particip ...

Key Takeaways RCL's Q3 EPS of $5.75 beat estimates, while revenues rose 5.2% year over year to $5.14B.Shares slipped 8.7% as investors eyed capital spending, weather impacts and moderating yields.RCL lifted its 2025 EPS view to $15.58-$15.63, supported by record bookings and robust demand.Royal Caribbean Cruises Ltd. (RCL) reported mixed third-quarter 2025 results, with adjusted earnings beating the Zacks Consensus Estimate and revenues missing the same. The top and bottom lines increased on a year-over-yea ...