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Stock Market Today: Market Rises As UM Consumer Sentiment Surprises
Yahoo Finance· 2025-10-10 22:23
This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Friday. This is TheStreet's Stock Market Today for Oct. 10. 2025. You can follow the latest updates on the market here in our daily live blog. Update 10:04 a.m. ET UM Consumer Sentiment Mostly Within Expectations The preliminary University of Michigan Consumer Sentiment report for October just released at 10 a.m. ET, coming in mostly in line ...
ORCL & AMAT Get Price Target Hikes, LEVI Slides on Updated Guidance
Youtube· 2025-10-10 22:01
Levi Strauss 业绩与展望 - 公司第三季度调整后每股收益为34美分 营收超过15亿美元 两项指标均超预期 [2][3] - 公司通过提价应对成本压力 消费者对更高价格并未表现出抵触 [3] - 公司上调全年业绩指引 预计全年销售额增长3% 高于此前预测的1%至2% 预计调整后每股收益为1.27至1.32美元 高于此前预测的1.25至1.30美元 [4] - 公司预计第四季度营收将同比下降约3% 但整体业绩指引仍优于预期 [1][2] - 公司股价当日下跌约10.5% 主要由于市场担忧关税对公司造成影响 公司假设美国对华进口关税维持在30% 对其他地区进口关税维持在20% [1][4][5][6] Oracle 分析师观点与催化剂 - 多家券商上调公司目标价 Ever ISI将目标价从340美元上调至350美元 维持跑赢大市评级 Citigroup将目标价大幅上调至415美元 维持买入评级 [6][7] - 分析师认为近期股价回调是买入机会 预计还有两位数上涨空间 提及公司历史性的第一季度业绩 [7] - 公司即将在拉斯维加斯举办人工智能世界活动 该事件被视为股价的潜在催化剂 [9] - 分析师关注公司OCI业务的增长动力 并预期管理层将就AI项目资本开支需求和长期盈利能力提供更清晰说明 [8] Applied Materials 分析师看好 - B Riley券商大幅上调公司目标价至265美元 此前为200美元 维持买入评级 观点更为乐观 [10] - 股价当日上涨超0.5% 年内涨幅已超过30% [11] - 券商看好半导体资本设备领域 认为存在显著的订单增长潜力 预计未来几个月和季度将有更多订单 这将推动该板块及公司股价进一步上涨 [11][12]
Levi Strauss (LEVI) Q3 2025 Earnings Transcript
Yahoo Finance· 2025-10-10 21:53
Our growth was led by continued strong sales and profitability in our direct-to-consumer channel, up 9%, fueled by strong comp growth as well as solid performance in global wholesale. Our largest market, the US, grew 3%, and our international business was up 9%, led by an acceleration in Asia. And we continue to see robust performance in our core as well as outsized growth in our key focus areas like women's and tops. The results we've delivered this quarter against an increasingly complex backdrop are yet ...
Navigating Friday’s Market: Futures Edge Up Amid Government Shutdown and Key Earnings
Stock Market News· 2025-10-10 21:07
U.S. equity markets are showing a cautious but upward trend in premarket trading this Friday, October 10, 2025, as investors navigate a prolonged government shutdown and anticipate crucial economic data. Futures for major indices are inching higher, suggesting a potential rebound after a mixed performance on Thursday. The market's attention remains sharply focused on upcoming economic releases and a flurry of corporate news that continues to shape investor sentiment.Premarket Activity and Futures MovementsA ...
Nurix Therapeutics Posts Downbeat Q3 Results, Joins Orthopediatrics, Levi Strauss And Other Big Stocks Moving Lower In Friday's Pre-Market Session - Diginex (NASDAQ:DGNX), Inventiva (NASDAQ:IVA)
Benzinga· 2025-10-10 20:02
U.S. stock futures were slightly higher this morning, with the Dow futures gainng around 0.1% on Friday.Shares of Nurix Therapeutics Inc (NASDAQ:NRIX) fell sharply in pre-market trading after the company reported worse-than-expected third-quarter financial results.Nurix Therapeutics posted a quarterly loss of $1.03 per share, compared to market estimates of a loss of 88 cents per share. The company's sales came in at $7.894 million missing expectations of $16.736 million.Nurix Therapeutics shares dipped 5.8 ...
PVH Corp appoints Patricia Gabriel as supply chain chief
Yahoo Finance· 2025-10-10 19:01
人事任命 - PVH集团任命Patricia Gabriel为新任首席供应链官[1][3] - Patricia Gabriel将接替David Savman的职位 David Savman将转任Calvin Klein全球品牌总裁[1] 新任高管背景 - Patricia Gabriel拥有超过25年的供应链、制造和物流管理经验[2] - 其职业生涯曾服务于Mondelez International和AB InBev等全球消费品公司[2] - 具备领导横跨欧洲、北美、拉丁美洲和亚洲团队的全球端到端供应链经验[2] 公司战略与期望 - PVH集团CEO Stefan Larsson认为新任高管将以消费者为中心的运营卓越性推动增长[3] - 公司正执行多年计划旨在将Calvin Klein和Tommy Hilfiger打造成全球最理想的生活方式品牌[3] - 高管的专业知识将通过需求和数据驱动解决方案释放价值以加速PVH+计划进展[3] 高管职责与观点 - 作为首席供应链官兼全球运营主管将监督全球运营承担从产品到消费者的端到端责任[3] - Patricia Gabriel认为Calvin Klein和Tommy Hilfiger是两个标志性且全球备受喜爱的品牌[4] - 其指出运营卓越和供应链优化将成为推动增长和创新的真正竞争优势[4]
5 Things To Know: October 10, 2025
Youtube· 2025-10-10 19:00
Five things to know ahead of uh the opening bell. China opening a probe into Qualcomm for allegedly violating antitrust laws according to the country's market regulator. The investigation centers on Qualcomm's purchase in June of a vehicle technology company called Auto Talks.Levi Strauss u reporting results that were above estimates. Profits are growing more than expected despite some higher costs from the tariffs uh thanks to some targeted price increases and a shift away from wholesalers. The shares thou ...
Wall Street Breakfast Podcast: CPI Still In Sight
Seeking Alpha· 2025-10-10 18:55
Makhbubakhon Ismatova/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - report. (02:22) This is an abridged transcript. We begin with an update on the shutdown specifically as it relates to next week ...
Wall Street Breakfast Podcast: Inflation Report Still In Sight
Seeking Alpha· 2025-10-10 18:55
政府数据发布 - 美国劳工统计局召回员工以准备发布9月通胀数据 尽管政府停摆仍在继续 [2][3] - 9月消费者价格指数原定于10月15日发布 但可能推迟至10月28-29日美联储货币政策会议前发布 [3][4] - 9月非农就业报告和失业率报告原定于10月3日发布 已被推迟 [6] 青少年消费趋势调查 - Piper Sandler第50次半年度青少年调查显示 Nike为青少年首选服装和鞋类品牌 Hollister和Adidas分别位列第二 [9] - 在美容品类中 e.l.f. Cosmetics占据主导地位 Sephora是首选美容购物目的地 [10] - 青少年消费每年达数十亿美元 并通过影响家庭购买决策和新兴市场趋势来推动经济 [11] 社交媒体与科技 - Instagram负责人表示公司正在探索开发独立的电视应用 以深入视频领域并与YouTube竞争 [12] - 公司认为Instagram上现有的垂直视频内容可以适配电视格式 [14] - 应用数字公司股价盘前上涨25% 因第一季度营收同比飙升84% [15] 娱乐与体育 - 电子艺界游戏Battlefield 6在全球同步发布 背景设定为2027年地缘政治冲突 [16] - NBA季前赛将在澳门威尼斯人竞技场举行 预计将提振由拉斯维加斯金沙集团多数控股的金沙中国有限公司的业绩 [16]
Wall Street drops to its worst day since April after Trump's threats of tariffs shatter its calm
Yahoo Finance· 2025-10-10 13:24
NEW YORK (AP) — A monthslong calm on Wall Street shattered Friday, and U.S. stocks tumbled after President Donald Trump threatened to crank tariffs much higher on China. The S&P 500 sank 2.7% in its worst day since April. The Dow Jones Industrial Average dropped 878 points, or 1.9%, and the Nasdaq composite fell 3.6%. Stocks had been heading for a slight gain in the morning, until Trump took to his social media platform and said he’s considering “a massive increase of tariffs” on Chinese imports. He’s up ...