Constellation Energy Corporation Declares Dividend — Neutral

CEG   Business Wire — October 29, 2025

BALTIMORE--(BUSINESS WIRE)--The Board of Directors of Constellation Energy Corporation (Nasdaq: CEG) declared a quarterly dividend of $0.3878 per share on Constellation's common stock. The dividend is payable on Dec. 5, 2025, to shareholders of record as of 5 p.m. Eastern time on Nov. 17, 2025. About Constellation Constellation Energy Corporation (Nasdaq: CEG), a Fortune 200 company headquartered in Baltimore, is the nation's largest producer of reliable, emissions-free energy and a leading ene.

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BENSALEM, Pa. , Oct. 29, 2025 /PRNewswire/ -- The Law Offices of Howard G.

image for news KBR, Inc. (KBR) Shareholders Investors Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

Fixed Income Options After Second Fed Rate Cut — Positive

BIV  VCIT  VGIT  VPLS   ETF Trends — October 29, 2025

As widely expected, the U.S. Federal Reserve cut the federal funds rate by 25 basis points for a second time this year. This gives fixed income investors an opportunity to reposition their portfolios with intermediate bonds or reconsider active exposure if they don't have it already.

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Why I Sold Palantir But Still Believe (Rating Downgrade) — Negative

PLTR   Seeking Alpha — October 29, 2025

PLTR has surged 14% since my last coverage, outperforming the market's 5.5% rise amid persistent AI bubble concerns. The Nvidia partnership transforms Palantir into an AI infrastructure powerhouse, integrating its Ontology with CUDA-X, cuOpt, and Blackwell architectures for full-stack operational AI. Q3 guidance projects $1.083–$1.087B revenue and $495M adjusted operating income, reflecting 50% YoY growth.

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Industrial Logistics Properties Trust ( ILPT ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Kevin Barry Yael Duffy - President & COO Marc Krohn - Vice President Tiffany Sy - CFO & Treasurer Conference Call Participants John Massocca - B. Riley Securities, Inc., Research Division Presentation Operator Good morning, and welcome to Industrial Logistics Properties Trust's Third Quarter 2025 Financial Results Conference Call.

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Entergy Corporation (ETR) Q3 2025 Earnings Call Transcript — Neutral

ETR   Seeking Alpha — October 29, 2025

Entergy Corporation ( ETR ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Liz Hunter - Vice President of Investor Relations Andrew Marsh - Chairman of the Board & CEO Kimberly Fontan - Executive VP & CFO Conference Call Participants Constantine Lednev - Wells Fargo Securities, LLC, Research Division Jeremy Tonet - JPMorgan Chase & Co, Research Division David Arcaro - Morgan Stanley, Research Division Agnieszka Storozynski - Seaport Research Partners Sophie Karp - KeyBanc Capital Markets Inc., Research Division Paul Zimbardo - Jefferies LLC, Research Division Anthony Crowdell - Mizuho Securities USA LLC, Research Division …

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Quad/Graphics, Inc. (QUAD) Q3 2025 Earnings Call Transcript — Neutral

QUAD   Seeking Alpha — October 29, 2025

Quad/Graphics, Inc. (QUAD) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Katie Krebsbach - Investor Relations Lead J. Joel Quadracci - Chairman, President & CEO Anthony Staniak - Chief Financial Officer Conference Call Participants Kevin Steinke - Barrington Research Associates, Inc., Research Division Barton Crockett - Rosenblatt Securities Inc., Research Division Presentation Operator Good morning, and welcome to Quad's Third Quarter 2025 Conference Call.

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Microsoft Investors Eye Cloud Strength — Positive

MSFT   Bloomberg Technology — October 29, 2025

Microsoft is set to report earnings off the back of its relationship reset with OpenAI. Investors will be paying close attention to the company's cloud unit, Azure.

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DENVER, Colorado--(BUSINESS WIRE)--Liberty Latin America Ltd. (“Liberty Latin America” or the “Company”) (NASDAQ: LILA and LILAK, OTC Link: LILAB) is working with Starlink Direct to Cell to provide critical connectivity services following the devastating impact of Hurricane Melissa. By collaborating together on technology solutions, customers of FLOW Jamaica now have access to essential services including data, SMS, and text communications via Starlink's satellite network. Aamir Hussain, Chief.

image for news LIBERTY LATIN AMERICA WORKING WITH STARLINK DIRECT TO CELL TO PROVIDE EMERGENCY SERVICE IN AFTERMATH OF HURRICANE MELISSA IN JAMAICA

Pre-Earnings Check-In with Amazon.com Stock — Neutral

AMZN   Schaeffers Research — October 29, 2025

One of the many Big Tech giants reporting earnings this week, Amazon.com Inc (NASDAQ:AMZN) will announce third-quarter results after the close tomorrow, October 30.

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Microsoft Hit With Azure, 365 Outages — Negative

MSFT   WSJ — October 29, 2025

The disruptions started around 12 p.m. ET, and the company said it is investigating what factors are causing the outage.

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NEW YORK , Oct. 29, 2025 /PRNewswire/ -- Standard Motor Products, Inc. (NYSE: SMP), a leading automotive parts manufacturer and distributor, is scheduled to report its earnings for the three and nine months ended September 30, 2025, before the market opens on October 31, 2025. Conference Call Standard Motor Products, Inc. will hold a conference call at 11:00 AM, Eastern Time, on Friday, October 31, 2025.

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General Motors laid off roughly 1,750 workers and temporarily cut another 3,750. The cuts were centered at Factory Zero in Detroit, but also affected facilities in Ohio and Tennessee.

image for news GM lays off about 1,750 employees amid 'slower near-term EV adoption' and 'evolving regulatory environment'

Measuring the Impact of Nvidia's Flurry of Deals — Positive

NVDA   Bloomberg Technology — October 29, 2025

Nvidia says it will bring in $500 billion from AI infrastructure in the US over the next four years. Vlad Galabov, senior research director at Omdia, says that represents a $100 billion opportunity over what Omdia had been forecasting.

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Equity Residential (EQR) Q3 2025 Earnings Call Transcript — Neutral

EQR   Seeking Alpha — October 29, 2025

Equity Residential ( EQR ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Marty McKenna - First Vice President of Investor & Public Relations Mark Parrell - President, CEO & Trustee Michael Manelis - Executive VP & COO Bret McLeod - Executive VP & CFO Robert Garechana - Executive VP & Chief Investment Officer Conference Call Participants Nicholas Joseph - Citigroup Inc., Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Jana Galan - BofA Securities, Research Division Brad Heffern - RBC Capital Markets, Research …

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Ferrovial SE (FER) Q3 2025 Earnings Call Transcript — Neutral

FER   Seeking Alpha — October 29, 2025

Ferrovial SE ( FER ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Silvia Ruiz - Investor Relations Director Ernesto Lopez Mozo - Chief Financial Officer Conference Call Participants Ruairi Cullinane - RBC Capital Markets, Research Division Elodie Rall - JPMorgan Chase & Co, Research Division Cristian Nedelcu - UBS Investment Bank, Research Division Ami Galla - Citigroup Inc., Research Division Dario Maglione - BNP Paribas Exane, Research Division José Arroyas - Banco Santander, S.A., Research Division Marcin Wojtal - BofA Securities, Research Division Alvaro Lenze Julia - Alantra Equities Sociedad de Valores, S.A.

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ONEOK, Inc. (OKE) Q3 2025 Earnings Call Transcript — Neutral

OKE   Seeking Alpha — October 29, 2025

ONEOK, Inc. ( OKE ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Megan Patterson Pierce Norton - President, CEO & Director Walter Hulse - CFO, Treasurer and Executive VP of Investor Relations & Corporate Development Sheridan Swords - Executive VP & Chief Commercial Officer Conference Call Participants Vrathan Reddy - JPMorgan Chase & Co, Research Division Michael Blum - Wells Fargo Securities, LLC, Research Division Spiro Dounis - Citigroup Inc. Exchange Research Theresa Chen - Barclays Bank PLC, Research Division Jean Ann Salisbury - BofA Securities, Research Division Manav Gupta - UBS Investment Bank, Research …

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ProPetro Holding Corp. (PUMP) Q3 2025 Earnings Call Transcript — Neutral

PUMP   Seeking Alpha — October 29, 2025

ProPetro Holding Corp. ( PUMP ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Matt Augustine - Director of Corporate Development & Investor Relations Sam Sledge - CEO & Director Caleb Weatherl - Chief Financial Officer Conference Call Participants Derek Podhaizer - Piper Sandler & Co., Research Division Edward Kim - Barclays Bank PLC, Research Division Scott Gruber - Citigroup Inc., Research Division Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division John Daniel - Daniel Energy Partners, LLC Jeffrey LeBlanc - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Presentation Operator " Matt …

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The Bank of N.T. Butterfield & Son Limited ( NTB ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Noah Fields - Head of Investor Relations Michael Collins - Chairman & CEO Jody Feldman - Managing Director of Bermuda Michael Schrum - President, Group CFO & Executive Director Conference Call Participants David Feaster - Raymond James & Associates, Inc., Research Division Timothy Switzer - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Good morning.

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GE HealthCare Technologies Inc. (GEHC) Q3 2025 Earnings Call Transcript — Neutral

GEHC   Seeking Alpha — October 29, 2025

GE HealthCare Technologies Inc. ( GEHC ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Carolynne Borders - Chief Investor Relations Officer Peter Arduini - President, CEO & Director James Saccaro - VP & CFO Conference Call Participants Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Travis Steed - BofA Securities, Research Division Joanne Wuensch - Citigroup Inc., Research Division David Roman - Goldman Sachs Group, Inc., Research Division Patrick Wood - Morgan Stanley, Research Division Vijay Kumar - Evercore ISI Institutional Equities, Research Division Matthew Miksic - Barclays Bank PLC, Research Division Robert Marcus …

image for news GE HealthCare Technologies Inc. (GEHC) Q3 2025 Earnings Call Transcript