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Wall St ends lower as bank CEOs warn of possible pullback, fueling tech bubble jitters
The Economic Times· 2025-11-05 10:36
The S&P 500 and the Nasdaq suffered their biggest one-day percentage drop since October 10. Tech shares weighed particularly heavily on the Nasdaq, with six of the "Magnificent Seven" AI-related momentum stocks losing ground on the day. The Philadelphia SE Semiconductor index dipped 4.0%. "A lot of these companies' valuations were pretty stretched and their earnings were good, but not great," Carlson added. "And that's a recipe for profit-taking." The U.S. government shutdown, the result of a congressiona ...
Teradata(TDC) - 2025 Q3 - Earnings Call Transcript
2025-11-05 06:30
Teradata (NYSE:TDC) Q3 2025 Earnings Call November 04, 2025 04:30 PM ET Speaker2Good afternoon. My name is Charlie, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Teradata third quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question-and-answer session. If you'd like to ask a question during this time, simply press star followed by the number one on your telephone keyp ...
Teradata(TDC) - 2025 Q3 - Earnings Call Presentation
2025-11-05 05:30
November 2025 Q3'25 Earnings Results Teradata Investor Relations Forward-looking statements This release contains forward-looking statements within the meaning of Section 21E of the Securities and Exchange Act of 1934. Forward-looking statements generally relate to opinions, beliefs, and projections of expected future financial and operating performance, business trends, liquidity, and market conditions, among other things. These forward-looking statements are based upon current expectations and assumptions ...
Palantir stock: is it okay to ignore its P/E multiple?
Invezz· 2025-11-05 03:06
Palantir Technologies Inc (NASDAQ: PLTR) is tumbling this morning even after the data analytics firm reported another blockbuster quarter and raised its guidance for the full year. Why? Primarily beca... ...
Wall Street Retreats Midday as Tech Giants Lead Market Pullback Amid Earnings Scrutiny
Stock Market News· 2025-11-05 01:08
市场整体表现 - 美国股市在2025年11月4日周二午盘出现回落,主要指数下跌,投资者正在消化企业财报、即将公布的经济数据以及对科技股的谨慎情绪[1] - 标普500指数在早盘交易中下跌约0.7%,午盘时跌幅扩大至约1.3%[2] - 道琼斯工业平均指数早盘下跌约0.4%,午盘进一步下跌0.9%[2] - 纳斯达克综合指数跌幅最大,早盘下跌0.9%,午盘跌幅扩大至1.5%[2] - 市场情绪转变归因于获利了结以及对美联储年底前进一步降息可能性的疑虑[2] 科技行业 - 科技板块面临压力,成为市场下跌的主要驱动力[2] - 数据分析公司Palantir Technologies股价在午盘交易中暴跌8%至10%,尽管其三季度业绩超预期并上调了全年营收指引,下跌原因包括获利了结、高估值以及对2026年缺乏清晰可见度[6] - 英伟达股价下跌1.7%至2.8%[6] - 微软股价下跌0.7%[6] 汽车与消费 discretionary 行业 - 电动汽车巨头特斯拉股价下跌2.7%,因挪威主权财富基金宣布计划投票反对首席执行官埃隆·马斯克价值高达1万亿美元的薪酬方案[7] - 豪华汽车制造商法拉利公布2025年第三季度强劲业绩,净营收同比增长7.4%,稀释后每股收益达2.14欧元,尽管出货量持平[9] - 挪威邮轮公司股价下跌11%,因其公布的财报和业绩指引好坏参半[7] 企业财报与个股表现 - 动物保健公司Zoetis股价暴跌13%,因下调了全年销售预测[8] - IDEXX Laboratories股价大涨14.8%,因其第三季度盈利超出市场预期[8] - 安森美半导体股价上涨0.8%,因其第三季度每股收益超预期[8] - Spirit AeroSystems Holdings股价下跌0.6%,因其第三季度亏损超出预期[9] - Information Services Group股价跃升10.2%,因其第三季度盈利超预期[9] - 投资者本周重点关注AMD、Shopify、Arista Networks、优步、安进、伊顿公司、辉瑞和Spotify等公司的财报[10] 关键经济事件 - 2025年11月4日市场关注美国JOLTS职位空缺数据、国际贸易及工厂订单报告以及澳大利亚联储利率决议[3] - 11月5日美国经济日历包括ISM服务业商业活动指数和ADP就业变化报告,后者因美国政府持续停摆可能延迟官方就业数据发布而成为关键指标[4] - 本周晚些时候英国央行将公布利率决定,市场参与者还将关注11月13日发布的剔除食品和能源的CPI数据以及11月19日发布的FOMC会议纪要[4]
Datavault AI 宣布 2025 年 11 月 14 日为登记日,届时将向所有符合资格的 Scilex 和 Datavault AI 股东分发 Dream Bowl 选秀迷因币
Globenewswire· 2025-11-04 23:50
此次独家分发旨在纪念首枚 AI 生成、数据驱动型选秀币,同时覆盖大学橄榄球与电子竞技赛事。相关比赛将于 2026 年 1 月 11 日在德克萨斯州达拉斯的 AT&T 体育场举行费城, Nov. 04, 2025 (GLOBE NEWSWIRE) -- 通过 IBN 发布 -- AI 驱动的数据估值与代币化先驱 Datavault AI Inc. (Nasdaq: DVLT) 今日公布了备受期待的 Dream Bowl 选秀计划。该活动将选拔顶尖受邀者,参与由 Scilex (Nasdaq: SCLX) 呈现的 2026 年 Dream Bowl “Crusaders 对阵 Patriots” 赛事。 这项标志性赛事将于 2026 年 1 月 11 日在德克萨斯州达拉斯的 AT&T 体育场落幕,届时精英运动员将角逐 Dream Bowl 锦标赛冠军。 延续这一热潮,Datavault AI 还将举办职业无人机竞速赛及电子竞技锦标赛,届时不仅将诞生《麦登橄榄球 2026》全球冠军,还将角逐另外两项激动人心的团队电竞冠军。 这场首创的大学碗赛与电竞盛会,将汇聚来自全球的卫冕世界冠军电竞战队,以及《麦登橄榄球 202 ...
AISIX Solutions Inc. Announces Wildfire Risk Intelligence Pilot With an Insurance Company
Newsfile· 2025-11-04 22:14
AISIX Solutions Inc. Announces Wildfire Risk Intelligence Pilot With an Insurance CompanyNovember 04, 2025 9:14 AM EST | Source: AISIX Solutions Inc.Vancouver, British Columbia--(Newsfile Corp. - November 4, 2025) - AISIX Solutions Inc., (TSXV: AISX) (FSE: QT7) ("AISIX" or "the Company"), a wildfire risk assessment and analytics solutions provider, is pleased to announce that it has entered into a Memorandum of Understanding (MOU) with a global provider of specialty insurance, engineering and ...
Palantir boosts revenue forecast after Q3 beat, but stock falls: here's why
Invezz· 2025-11-04 15:52
Palantir Technologies Inc. raised its annual revenue forecast after reporting a stronger-than-expected third quarter, but shares of the data analytics firm fell in extended trading as investors questioned whether the company's rich valuation can be justified. The company said late Monday that revenue climbed 63% from a year earlier to $1. ...
'Big Short' Michael Burry bet against Palantir and Nvidia
Markets Insider· 2025-11-04 14:29
"Big Short" investor Michael Burry backed his market bubble warning with big money. Burry's hedge fund, Scion Asset Management, made massive bearish wagers using put options — contracts that profit when share prices fall — on Nvidia and Palantir Technologies, according to a regulatory filing released Monday for the quarter ending September 30.Scion disclosed a 1 million-share equivalent put on Nvidia valued at about $186.6 million, and a 5 million-share equivalent put on Palantir worth roughly $912 million ...
Fentanyl, ICE and popcorn: Palantir CEO Alex Karp's earnings call commentary
CNBC· 2025-11-04 10:24
Palantir CEO Alex Karp took on a familiar target during the company's earnings call on Monday: His critics."Please turn on the conventional television and see how unhappy those that didn't invest in us are," Karp said, after the data analytics company reported better-than-expected third-quarter results. "Enjoy, get some popcorn, they're crying. We are every day making this company better and we're doing it for this nation, for allied countries."Palantir shares are up 25-fold in the past three years, lifting ...