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Renato Neves, CFA Semiconductors

Intel Corporation Q3 2025 Preview: Can the Comeback Keep Its Momentum?

After an 88% rally this year, investors look for proof that Intel's turnaround is taking shape.

Stocks: INTC NVDA TSM AMD

Oct 22, 2025

Renato Neves, CFA Metals & Mining

Freeport-McMoRan Q3 2025 Preview: Grasberg Setback Tests Copper's Long Game

The mud-rush incident in Indonesia puts management's 2026 outlook and cost guidance under the microscope.

Stocks: FCX

Oct 22, 2025

Faizan Farooque Media - Diversified

Disney Loses Around 7 Million Subscribers After Jimmy Kimmel Suspension: Report

Streaming cancellations surge across Disney+ and Hulu following controversy

Stocks: DIS

Oct 22, 2025

Faizan Farooque Drug Manufacturers

Novo Nordisk Chair and Board Members Step Down After Rift With Controlling Foundation

Leadership dispute centers on board structure and pace of decision-making

Stocks: NVO

Oct 22, 2025

Moz Farooque ACCA Conglomerates

3M Lifts Outlook as Growth and Margins Strengthen

CEO says innovation and execution fueling growth across all units.

Stocks: MMM

Oct 22, 2025

Moz Farooque ACCA Tobacco Products

Philip Morris Drops as Guidance Fails to Impress

CEO says growth story remains solid despite investor disappointment.

Stocks: PM GNLN TPB BTI MO

Oct 22, 2025

Faizan Farooque Vehicles & Parts

Tesla Faces EV Headwinds as Focus Shifts to Optimus Robot Program

Analyst calls record Q3 deliveries an anomaly, downgrades stock on valuation

Stocks: TSLA

Oct 22, 2025

Faizan Farooque Interactive Media

Alphabet Slides as Rumors Swirl of OpenAI Launching New Web Browser

Investors react to speculation of fresh competition for Google Chrome

Stocks: GOOG

Oct 22, 2025

Conglomerates

3M Co (MMM) Q3 2025 Earnings Call Highlights: Strong Growth and Strategic Innovations Propel Performance

3M Co (MMM) reports robust Q3 results with significant organic sales growth, increased earnings per share, and strategic product launches driving future potential.

Stocks: MMM

Oct 21, 2025

Healthcare Plans

Elevance Health Inc (ELV) Q3 2025 Earnings Call Highlights: Strong Revenue Growth Amid Medicaid Challenges

Elevance Health Inc (ELV) reports robust revenue growth and strategic investments in AI, while navigating Medicaid margin pressures and ACA market uncertainties.

Stocks: ELV

Oct 21, 2025

Vehicles & Parts

General Motors Co (GM) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic Adjustments

Despite headwinds, General Motors Co (GM) raises full-year guidance and strengthens market position with strategic investments and cost management.

Stocks: GM

Oct 21, 2025

Medical Diagnostics & Research

Quest Diagnostics Inc (DGX) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Investments Propel Performance

Quest Diagnostics Inc (DGX) reports a 13.1% revenue increase and raises full-year guidance, driven by robust demand and strategic initiatives.

Stocks: DGX

Oct 21, 2025

Aerospace & Defense

RTX Corp (RTX) Q3 2025 Earnings Call Highlights: Strong Growth and Raised Outlook Amid Challenges

RTX Corp (RTX) reports robust sales growth and profit increases, raising its full-year outlook despite facing tax and tariff headwinds.

Stocks: RTX

Oct 21, 2025

Beverages - Non-Alcoholic

Coca-Cola Co (KO) Q3 2025 Earnings Call Highlights: Strong Revenue Growth Amidst Currency Challenges

Coca-Cola Co (KO) reports a 6% organic revenue growth and a 6% increase in EPS, while navigating complex market dynamics and currency headwinds.

Stocks: KO

Oct 21, 2025

Vehicles & Parts

Genuine Parts Co (GPC) Q3 2025 Earnings Call Highlights: Strong Sales Growth Amidst Market Challenges

Genuine Parts Co (GPC) reports a 5% increase in total sales and a 10% rise in adjusted EBITDA, while navigating inflationary pressures and soft European markets.

Stocks: GPC

Oct 21, 2025

Business Services

Equifax Inc (EFX) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Advancements

Equifax Inc (EFX) surpasses revenue expectations, raises full-year guidance, and advances its cloud transformation and VantageScore offerings.

Stocks: EFX

Oct 21, 2025

Capital Markets

Nasdaq Inc (NDAQ) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Innovations Amid Market Challenges

Nasdaq Inc (NDAQ) reports robust financial performance with significant growth in technology solutions, while navigating economic headwinds and regulatory dynamics.

Stocks: NDAQ

Oct 21, 2025

Homebuilding & Construction

PulteGroup Inc (PHM) Q3 2025 Earnings Call Highlights: Navigating Market Challenges with Strategic Resilience

PulteGroup Inc (PHM) reports strong financial performance despite a challenging sales environment, with strategic focus on market dynamics and operational efficiency.

Stocks: PHM

Oct 21, 2025

Medical Diagnostics & Research

Danaher Corp (DHR) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Share Repurchases

Danaher Corp (DHR) reports robust Q3 performance with $6.1 billion in sales, a 10% increase in adjusted EPS, and a $2 billion share repurchase initiative.

Stocks: DHR

Oct 21, 2025

Aerospace & Defense

GE Aerospace (GE) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Raised Guidance

GE Aerospace (GE) reports a 26% increase in revenue and profit, with raised full-year guidance reflecting robust performance and positive outlook.

Stocks: GE

Oct 21, 2025

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