WDC's sharper focus post-SanDisk spinoff, AI-driven HDD demand and margin gains position it ahead of NTAP in the booming data storage race.

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.

The Timken Company earns a buy rating due to its transformation into a diversified, higher-margin industrial business with reduced cyclical risk. TKR's pivot from automotive OEMs to the Industrial Motion segment and aftermarket sales has stabilized earnings and improved profitability. The Industrial Motion segment, driven by automation and on-shoring trends, offers significant growth potential and cross-selling opportunities for TKR.

Agentic commerce, stablecoins and steady consumer spending were among the highlights of Mastercard's third-quarter earnings report on Thursday (Oct. 30). CEO Michael Miebach said on the call that “we continue to see healthy consumer and business spending in the quarter with the macroeconomic environment still generally supportive.

Agnico Eagle Mines Ltd (TSX:AEM) shares moved higher after it reported strong third quarter financial results, with earnings per share (EPS) surpassing Wall Street expectations amid strong gold production and elevated gold prices. The company posted net income of $1.055 billion, or $2.10 per share, exceeding the EPS estimate of $1.76.

Lincoln Electric Holdings, Inc. ( LECO ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Amanda Butler - Vice President of Investor Relations & Communications Steven Hedlund - President, CEO & Chairman Gabriel Bruno - Executive VP, CFO & Treasurer Conference Call Participants Oliver Z Jiang - Morgan Stanley, Research Division Bryan Blair - Oppenheimer & Co. Inc., Research Division Saree Boroditsky - Jefferies LLC, Research Division Nathan Jones - Stifel, Nicolaus & Company, Incorporated, Research Division Mircea Dobre - Robert W. Baird & Co. Incorporated, Research Division Christian Zyla - KeyBanc Capital Markets Inc., Research …

KBR, Inc. ( KBR ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Jamie DuBray - Vice President of Investor Relations Stuart Bradie - CEO, President & Chairman Mark Sopp - Executive VP & CFO Conference Call Participants Andrew Kaplowitz - Citigroup Inc., Research Division Augie Smith - D.A. Davidson & Co., Research Division Michael Dudas - Vertical Research Partners, LLC Tobey Sommer - Truist Securities, Inc., Research Division Mariana Perez Mora - BofA Securities, Research Division Presentation Operator Good morning.

AMERISAFE, Inc. ( AMSF ) Q3 2025 Earnings Call October 30, 2025 10:30 AM EDT Company Participants Kathryn Shirley - Executive VP, Chief Administrative Officer & Secretary G. Frost - President, CEO & Director Anastasios Omiridis - Executive VP & CFO Conference Call Participants Matthew Carletti - Citizens JMP Securities, LLC, Research Division Mark Hughes - Truist Securities, Inc., Research Division Robert Farnam - Janney Montgomery Scott LLC, Research Division Presentation Operator Good day, and welcome to the AMERISAFE Third Quarter 2025 Earnings Call.

PWR delivers strong third-quarter results with double-digit growth, record backlog and a raised 2025 outlook driven by Electric segment momentum.

BWA posts third-quarter earnings above estimates on strong Turbos & Thermal performance, raising its 2025 outlook.

Yum! Brands heads into Q3 FY25 earnings with expectations for steady growth, trading around $140, and reflecting modest near-term growth. Key watch points include Taco Bell and Pizza Hut momentum, KFC international expansion, digital efficiency gains from 'Byte by Yum!', and margin resilience. YUM's valuation is in line with peers, with upside potential hinging on digital execution or international outperformance, but risks include margin pressure and global headwinds.

CNBC's “Squawk on the Street” team discusses Alphabet and Meta's third-quarter earnings results with Eric Sheridan of Goldman Sachs.

Core Scientific Inc on Thursday terminated its merger agreement with CoreWeave after Core Scientific shareholders voted against the proposal. In July, CoreWeave struck an agreement to acquire Core Scientific in an all-stock deal valued at $9 billion.

Big Tech's back on a spending binge — only this time, it's not about COVID-19 pandemic-fueled growth or cloud land grabs. Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google are spending like it's 2021 again, with data centers, GPUs and AI infrastructure replacing metaverse dreams and remote-work hardware as the new capital obsession.

Although the revenue and EPS for Ameriprise (AMP) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

While the top- and bottom-line numbers for Schneider National (SNDR) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The headline numbers for Huntington Ingalls (HII) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Although the revenue and EPS for Cheniere Energy (LNG) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The headline numbers for Sirius XM (SIRI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Meta Platforms (META) sold off more than 10% after earnings with investors and analysts alike sharing concerns for the company's increased CapEx spending. Marley Kayden takes traders through the list of price target cuts from analysts to highlight the heart of their concerns.