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Moz Farooque ACCA Interactive Media Meta Cuts 600 Jobs to Streamline Superintelligence Team
New AI chief Alexandr Wang says smaller teams move faster. Oct 23, 2025
Moz Farooque ACCA Retail - Cyclical Alibaba Pushes Deeper Into Consumer AI With Quark
Tech giant leans on new chatbot and wearables to regain momentum Oct 23, 2025
Semiconductors
Intel Corp (INTC) Q3 2025 Earnings: EPS of $0.90 Beats Estimate, Revenue Hits $13.7 Billion Surpassing Expectations
Intel's Q3 2025 Financial Performance Outshines Expectations Amid Strategic Progress Oct 23, 2025
Transportation
Norfolk Southern Corp Reports Q3 2025 Earnings: EPS of $3.16 Misses Estimates, Revenue at $3.1 Billion
Performance Overview and Financial Highlights Oct 23, 2025
Renato Neves, CFA Healthcare Plans UnitedHealth Q3 Preview: First Test After Buffett's Stake
Shares have rebounded since Berkshire's entry, but investors want proof that margins and Optum's performance are stabilizing. Oct 23, 2025
Utilities - Regulated
PG&E Corp (PCG) Q3 2025 Earnings Call Highlights: Strong EPS Growth and Strategic Investments Propel Future Outlook
PG&E Corp (PCG) reports robust earnings and outlines ambitious capital plans amid ongoing wildfire risk challenges. Oct 23, 2025
Industrial Distribution
Pool Corp (POOL) Q3 2025 Earnings Call Highlights: Steady Growth Amid Market Challenges
Pool Corp reports a 1% increase in net sales and a 4% rise in EPS, while navigating market fluctuations and investing in technology for future growth. Oct 23, 2025
Vehicles & Parts
O'Reilly Automotive Inc (ORLY) Q3 2025 Earnings Call Highlights: Strong Growth in Professional Sales and Earnings
O'Reilly Automotive Inc (ORLY) reports a robust 5.6% increase in comparable store sales, driven by a 10% surge in professional sales, alongside a 12% rise in diluted earnings per share. Oct 23, 2025
Insurance
Globe Life Inc (GL) Q3 2025 Earnings Call Highlights: Strong Growth in Net Income and Premium Revenue
Globe Life Inc (GL) reports a robust third quarter with significant increases in net income and premium revenue, while navigating challenges in agent productivity and investment portfolio losses. Oct 23, 2025
Retail - Cyclical
Tractor Supply Co (TSCO) Q3 2025 Earnings Call Highlights: Record Sales and Strategic Growth Amid Challenges
Tractor Supply Co (TSCO) reports a record $3.72 billion in net sales for Q3 2025, with strong digital growth and strategic store expansions, despite facing higher costs and cautious consumer spending. Oct 23, 2025
Oil & Gas
Valero Energy Corp (VLO) Q3 2025 Earnings Call Highlights: Record Profits and Strategic Progress Amid Challenges
Valero Energy Corp (VLO) reports a significant increase in net income and strong shareholder returns, while navigating operational and market challenges. Oct 23, 2025
Faizan Farooque Retail - Cyclical Amazon Loses Second Vice President in Devices Unit This Month
Departures come as company reshapes its hardware division and cuts costs. Oct 23, 2025
Transportation
Southwest Airlines Co (LUV) Q3 2025 Earnings Call Highlights: Record Revenue and Strategic Expansions
Southwest Airlines Co (LUV) reports record third-quarter revenue, strategic growth initiatives, and new market expansions amid macroeconomic uncertainties. Oct 23, 2025
Industrial Products
Dover Corp (DOV) Q3 2025 Earnings Call Highlights: Record Margins and Raised EPS Guidance Amid Mixed Revenue Performance
Dover Corp (DOV) reports strong earnings growth and increased guidance, despite challenges in certain segments. Oct 23, 2025
Asset Management
Blackstone Inc (BX) Q3 2025 Earnings Call Highlights: Record AUM and Robust Earnings Growth
Blackstone Inc (BX) sets a new industry benchmark with $1.24 trillion in assets under management and a significant rise in distributable earnings. Oct 23, 2025
Utilities - Regulated
FirstEnergy Corp (FE) Q3 2025 Earnings Call Highlights: Strong Financial Performance and Strategic Investments Propel Growth
FirstEnergy Corp (FE) reports a 15% increase in year-to-date core earnings and raises 2025 earnings guidance amid significant capital investments and transmission growth. Oct 23, 2025
Transportation
Union Pacific Corp (UNP) Q3 2025 Earnings Call Highlights: Record Productivity and Strategic Merger Plans
Union Pacific Corp (UNP) reports a 12% increase in adjusted EPS and outlines strategic merger plans amid operational improvements and economic challenges. Oct 23, 2025
Conglomerates
Honeywell International Inc (HON) Q3 2025 Earnings Call Highlights: Strong Aerospace and Building Automation Drive Growth
Honeywell International Inc (HON) reports robust Q3 performance with significant organic sales and orders growth, while navigating challenges in Industrial Automation and Energy Solutions. Oct 23, 2025
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