Ares Capital (ARCC) just reported Q3 results. I look at what these results mean for ARCC and the broader BDC sector. I also share my updated view on ARCC stock.

Intel (INTC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Upstart's AI-driven underwriting, expanding data, and rising conversion rates position it for accelerated growth as the Fed eases monetary policy. Despite market concerns, large bank earnings confirm consumer lending remains healthy, supporting UPST's revenue growth outlook and upside potential. I remain bullish on UPST stock, as I believe the current guidance is overly prudent and growth is not fully priced in. My price target is $64, implying a 24% upside.

Investors are waiting for Apple to report earnings for its fiscal fourth quarter on Thursday. Analysts are expecting the iPhone maker to report around $102 billion in revenue for the quarter.

Microsoft Azure, including Office 365, Minecraft, X-Box Live, Copilot and many other services, was down for thousands of users on Wednesday due to issues with its domain name system.

American Electric Power Company, Inc. ( AEP ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Darcy Reese - Vice President of Investor Relations William Fehrman - Chairman, President & CEO Trevor Mihalik - Executive VP & CFO Conference Call Participants Ross Fowler - BofA Securities, Research Division Steven Fleishman - Wolfe Research, LLC Jeremy Tonet - JPMorgan Chase & Co, Research Division David Arcaro - Morgan Stanley, Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Carly Davenport - Goldman Sachs Group, Inc., Research Division Nicholas Campanella - Barclays Bank PLC, Research Division Presentation Operator …

Otis Worldwide Corporation ( OTIS ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Robert Quartaro - Vice President of Investor Relations Judith Marks - Chair, President & CEO Cristina Mendez - Executive VP & CFO Conference Call Participants Joseph O'Dea - Wells Fargo Securities, LLC, Research Division Nigel Coe - Wolfe Research, LLC Jeffrey Sprague - Vertical Research Partners, LLC C. Stephen Tusa - JPMorgan Chase & Co, Research Division Amit Mehrotra - UBS Investment Bank, Research Division Christopher Snyder - Morgan Stanley, Research Division Nicole DeBlase - Deutsche Bank AG, Research Division Julian Mitchell …

Navient Corporation ( NAVI ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Jen Earyes - Head of Investor Relations David L. Yowan - President, CEO & Director Joe Fisher - Executive VP, CFO & Principal Accounting Officer Conference Call Participants William Ryan - Seaport Research Partners Mark DeVries - Deutsche Bank AG, Research Division Moshe Orenbuch - TD Cowen, Research Division Richard Shane - JPMorgan Chase & Co, Research Division Sanjay Sakhrani - Keefe, Bruyette, & Woods, Inc., Research Division Mihir Bhatia - BofA Securities, Research Division Ryan Shelley - BofA Securities, Research Division Jeffrey …

Centene Corporation ( CNC ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Jennifer Gilligan - Senior Vice President of Investor Relations Sarah London - CEO & Director Andrew Asher - Chief Financial Officer Conference Call Participants Joshua Raskin - Nephron Research LLC Albert Rice - UBS Investment Bank, Research Division Justin Lake - Wolfe Research, LLC Andrew Mok - Barclays Bank PLC, Research Division Ann Hynes - Mizuho Securities USA LLC, Research Division Kevin Fischbeck - BofA Securities, Research Division George Hill - Deutsche Bank AG, Research Division Erin Wilson Wright - Morgan Stanley, Research …

Interactive Brokers' innovation and revenue expansion attract growth-oriented investors. BGC's favorable valuation makes it an appealing choice for value investors.

Global technology solutions company transforms IT systems to be more modern, secure and efficient BLUE BELL, Pa. , Oct. 29, 2025 /PRNewswire/ -- Unisys (NYSE: UIS) has been named a Leader in Everest Group's 2025 Cloud Services PEAK Matrix® Assessment for Mid-market Enterprises.

Lululemon Athletica Inc (NASDAQ:LULU) is facing potential margin pressure as the company increases its focus on outerwear, according to analysts from Jefferies. The analysts noted that the brand is dedicating significant in-store and online space to the category but cautioned that early signs of discounting could weigh on profitability.

Duolingo (DUOL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Amer Sports, Inc. (AS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Intercorp Financial Services (IFS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Savers Value (SVV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Doximity (DOCS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

For Monarch Casino & Resort, family ownership is still a big plus. MCRI's properties remain among the most glittering gems of the sector. And the company still has a super bright future.

Mercedes-Benz Group AG ( BENZ:CA ) Q3 2025 Earnings Call October 29, 2025 3:00 AM EDT Company Participants Christina Schenck - VP, Head of Investor Relations & Treasury Ola Kallenius - Chairman of the Management Board & CEO Harald Wilhelm - Head of Finance & Controlling and Member of the Management Board Conference Call Participants Jose Asumendi - JPMorgan Chase & Co, Research Division Tim Rokossa - Deutsche Bank AG, Research Division Patrick Hummel - UBS Investment Bank, Research Division Michael Tyndall - HSBC Global Investment Research Philippe Houchois - Jefferies LLC, Research Division Horst Schneider - BofA Securities, Research …

Opera Limited ( OPRA ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Matthew Wolfson - Head of Investor Relations Lin Song - CEO & Director Frode Jacobsen - Chief Financial Officer Conference Call Participants Naved Khan - B. Riley Securities, Inc., Research Division Ronald Josey - Citigroup Inc., Research Division Eric Sheridan - Goldman Sachs Group, Inc., Research Division Mark Argento - Lake Street Capital Markets, LLC, Research Division James Callahan - Piper Sandler & Co., Research Division Lance Vitanza - TD Cowen, Research Division Presentation Operator Good day, everyone, and welcome to the Opera …