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 Oppenheimer Holdings Inc. Reports Third Quarter 2025 Earnings
 Prnewswire· 2025-10-31 20:00
Accessibility StatementSkip Navigation NEW YORK, Oct. 31, 2025 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $21.7 million or $2.06 basic earnings per share for the third quarter of 2025, compared with net income of $24.5 million or $2.38 basic earnings per share for the third quarter of 2024. Third quarter 2025 results were significantly impacted by higher pre-tax compensation expenses for liability-based awards totaling $13.5 million or $0.95 b ...
 Nomura H1 Net Income Rises; Net Revenue Up 10.8%
 RTTNews· 2025-10-28 15:47
 Nomura Holdings, Inc. reported 6-month net income attributable to shareholders of 196.6 billion yen, up 17.5% from last year. Net income per share was 64.53 yen, compared to 54.58 yen. Income before income taxes was 296.9 billion yen for the six months ended September 30, 2025.Net revenue was 1.04 trillion yen, up 10.8% from prior year. Non-interest expenses increased by 5.7% from the same period in the prior year to 741.9 billion yen. For more earnings news, earnings calendar, and earnings for stocks, vis ...
 [DowJonesToday]Dow Jones Surges on Trade Optimism and Rate Cut Hopes
 Stock Market News· 2025-10-27 21:08
The Dow Jones Industrial Average (^DJI) was up 472.52 (1.0111%) points today, reaching 47207.12, driven by a confluence of positive market narratives. Investor sentiment was significantly boosted by optimism surrounding a potential US-China trade deal, with reports indicating a "substantial framework" for an agreement ahead of a pivotal meeting between President Trump and President Xi Jinping. This positive development on trade, alongside expectations of a Federal Reserve interest rate cut later this week,  ...
 Morgan Stanley 'Callin' It' On Tesla's Big Gamble Post-Earnings
 Investors· 2025-10-28 19:19
BREAKING: Futures Rise Amid China Trade Deal Hopes With Tesla (TSLA) and CEO Elon Musk continuing to bet on artificial intelligence and fully autonomous driving coming out of the EV giant's Q3 earnings, Morgan Stanley on Monday said they were "callin it" and that Tesla has "solved" autonomy. The stock market's response to Tesla's third-quarter earnings and conference call last week was mostly muted. However, Morgan Stanley analyst… IBD Videos Related news Get market updates, educational videos, webinars, an ...
 S&P 500 Rally’s Next Leg Seen Fueled by Big Buyers on Sidelines
 Yahoo Finance· 2025-10-24 17:30
 Appetite for equities is subsiding among the big-money crowd amid anxiety that a record-smashing rally is becoming too hot. That may be just what this bull market needed.  Most Read from Bloomberg  Models of investor positioning show computer-based and discretionary funds recently cut their stock exposure by the most since early April, when President Donald Trump’s tariff threats sent the S&P 500 Index teetering near a bear market. And hedge funds have pushed a measure of their risk appetite known as net l ...
 Piper Sandler Companies to Announce Third Quarter 2025 Financial Results and Host a Conference Call on October 31, 2025
 Businesswire· 2025-10-22 00:17
MINNEAPOLIS--(BUSINESS WIRE)--Piper Sandler Companies to Announce Third Quarter 2025 Financial Results and Host a Conference Call on October 31, 2025. ...
 Microsoft, Toast And Charles Schwab On CNBC’s ‘Final Trades’ - Microsoft (NASDAQ:MSFT), Goldman Sachs Group (NYSE:GS)
 Benzinga· 2025-10-17 19:38
On CNBC's “Halftime Report Final Trades,” Malcolm Ethridge, managing partner at Capital Area Planning Group, picked Microsoft Corporation (NASDAQ:MSFT), which is scheduled to release quarterly earnings in a couple of weeks.Microsoft will release earnings results for the first quarter, after the closing bell on Wednesday, Oct. 29. Analysts expect the company to report quarterly earnings at $3.66 per share on revenue of $75.36 billion.Don't forget to check out our premarket coverage here.Bill Baruch, founder  ...
 5 Growth Stocks to Strengthen Your Portfolio in Q4 After a Fabulous Q3
 ZACKS· 2025-10-10 21:06
 美股市场三季度表现 - 华尔街2025年第三季度表现强劲,美股在过去两年九个月内持续上涨 [1] - 纳斯达克综合指数、标普500指数和道琼斯工业平均指数分别上涨11.2%、7.8%和5.2% [1] - 上涨动力源于对美联储进一步降息的预期、强劲的二季度财报以及对人工智能的乐观情绪 [2]   推荐成长股概览 - 推荐五只第四季度成长股:美光科技、Workday、Exact Sciences、Evercore和Coeur Mining [2] - 成长股投资者主要关注具有积极盈利或收入增长潜力的股票 [3] - 这五只股票在2025年剩余时间具备强劲的收入和盈利增长潜力,且过去30天内盈利预测均获上调 [3]   美光科技 - 美光科技因对其高带宽内存解决方案的强劲需求,成为AI基础设施热潮的领导者 [6] - AI服务器采用率增长正在重塑DRAM市场,这些系统比传统服务器需要显著更多内存 [7] - 公司受益于AI驱动的HBM和DRAM需求,当前财年预期收入和盈利增长率分别为42.4%和超过100% [8][10] - 通过将焦点从波动性较大的消费电子市场转向汽车和企业IT等弹性垂直领域,实现了更稳定的收入基础 [9]   Workday - Workday多元化的产品组合持续吸引稳定客户流,其基于云的商业模式和扩展中的产品组合是主要增长动力 [11] - 公司在国际市场获得增长动力,并拥有强劲的资产负债表和充足流动性以投资于组合扩张和战略收购 [11] - 当前财年预期收入和盈利增长率分别为12.6%和21.1% [13]   Exact Sciences - Exact Sciences持续受益于其Cologuard产品在供应商、医疗系统和支付方中的强劲采用率 [14] - 公司推出了Oncodetect,推进了微小残留病检测领域,并获得了Medicare报销 [15] - 当前财年预期收入和盈利增长率分别为14.4%和超过100% [16]   Evercore - Evercore持续努力扩大其咨询客户群和多元化收入来源,预计将支持未来收入增长 [17] - 并购活动反弹和强劲的项目管道可能推动其投资银行业务收入 [17] - 当前财年预期收入和盈利增长率分别为17.4%和34.4% [18]   Coeur Mining - Coeur Mining是主要的白银和黄金生产商,在美洲拥有贵金属矿山 [19] - 公司当前财年预期收入和盈利增长率分别为88.3%和超过100% [20]
 Carnival, Progress Software And 3 Stocks To Watch Heading Into Monday - Jefferies Financial Gr (NYSE:JEF), Carnival (NYSE:CCL)
 Benzinga· 2025-09-29 15:57
 嘉年华公司 (Carnival Corp) 业绩预期 - 华尔街预计公司季度每股收益为1.32美元,营收为81亿美元 [2]   Progress Software Corp 业绩预期 - 分析师预计公司最新季度每股收益为1.30美元,营收为2.4011亿美元 [2]   JFB Construction Holdings 融资动态 - 公司宣布一笔4400万美元的私募配售,其股价在盘后交易中大幅上涨95.5%至13.39美元 [2]   Vail Resorts Inc 业绩预期 - 公司预计公布季度每股亏损4.75美元,营收为2.7391亿美元 [2]   Jefferies Financial Group Inc 业绩预期 - 分析师预计公司季度每股收益为80美分,营收为19.2亿美元,其股价在盘后交易中微跌至66.70美元 [2]
 Wall Street Brunch: Jobs, Shutdown And A Fed Cartoon
 Seeking Alpha· 2025-09-29 02:22
 劳动力市场与美联储政策 - 经济学家预计9月非农就业人数仅增加3.9万人,失业率维持在3.9%,平均时薪环比增长0.3% [4] - 富国银行指出,近三个月非农就业月均增长仅2.9万人,失业率在8月升至近四年高点4.3%,劳动力市场持续疲软 [5] - 疲弱的就业市场是美联储上次会议决定降息25个基点的关键原因,但8月核心PCE物价指数年率维持在2.9%,远高于2%的目标 [5] - 随着长期国债收益率上升,市场对美联储今年降息两次的预期概率从一周前的约80%降至65% [6]   政治风险与政策不确定性 - 美联储主席鲍威尔对大幅降息的犹豫使其不受白宫欢迎,特朗普总统转发了一则关于其解雇鲍威尔的漫画,引发市场关注 [6] - 特朗普总统正试图以抵押贷款欺诈指控罢免美联储理事丽莎·库克,此举引发市场参与者和经济学家对央行独立性的担忧 [7] - 前美联储主席伯南克、格林斯潘、耶伦及前财长盖特纳、保尔森等人联合向最高法院提交法庭之友简报,反对罢免库克并支持美联储独立性 [8] - 若国会两党未能就政府拨款达成一致,政府将于周三凌晨停摆,本周经济数据发布可能陷入停滞 [9]   企业财报与个股动态 - 耐克将于周二公布财报,预计每股收益为0.27美元,营收为109.9亿美元,分析师关注其中国销售、库存管理及美国关税政策对利润率的影响 [11] - 本周公布财报的标普500成分股包括嘉年华、杰富瑞金融、沛齐、兰巴韦斯顿、阿库里品牌、康尼格拉品牌和卡尔缅因 [11] - 艺电股价上周五大涨近15%,因《华尔街日报》报道一投资者团体拟以高达500亿美元的价格将其私有化,这可能是史上最大杠杆收购 [12] - 据报道,参与收购的投资者包括私募股权公司银湖和沙特主权财富基金,史上前五大杠杆收购交易金额在280亿至450亿美元之间 [13]   公司分拆与资本市场活动 - Versant传媒集团已提交注册声明,计划分拆自康卡斯特并在纳斯达克上市,股票代码为"VSNT" [14] - 分拆后,Versant将持有包括MSNBC、CNBC、USA Network等有线电视网络及GolfNow、Fandango等数字平台的资产和负债 [14] - 分拆后公司将维持双重股权结构,A类股股东将控制三分之二的总投票权,B类股股东保留不可稀释的三分之一投票权及对重大交易的特殊批准权 [15]   股息与华尔街研究动态 - 本周进入除息日的公司包括周一的GE Aerospace,周二的American Tower和Nucor,以及周五的Cisco Systems [15][16] - 韦德布什证券公司终止对游戏驿站的覆盖,该零售商因此不再有华尔街评级,分析师给出的目标价13.50美元较当前水平低近50% [16][17] - 尽管华尔街放弃评级,但Seeking Alpha分析师整体给予游戏驿站买入评级,量化评级则为持有 [18]