ITT Inc. (ITT) Q3 2025 Earnings Call Transcript — Neutral

ITT   Seeking Alpha — October 29, 2025

ITT Inc. ( ITT ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Mark Macaluso - Vice President of Investor Relations & Global Communications Luca Savi - CEO, President & Director Emmanuel Caprais - Senior VP & CFO Conference Call Participants Michael Halloran - Robert W. Baird & Co. Incorporated, Research Division Jeffrey Hammond - KeyBanc Capital Markets Inc., Research Division Vladimir Bystricky - Citigroup Inc., Research Division Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Matt Summerville - D.A.

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United Therapeutics Corporation (UTHR) Q3 2025 Earnings Call Transcript — Neutral

UTHR   Seeking Alpha — October 29, 2025

United Therapeutics Corporation ( UTHR ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Harrison Silvers - Manager of Investor Relations Martine Rothblatt - Founder, Chairman & CEO Michael Benkowitz - President & COO Leigh Peterson - Executive Vice President of Product Development & Xenotransplantation Patrick Poisson - Executive VP of Technical Operations Conference Call Participants Lisa Walter - RBC Capital Markets, Research Division Andreas Argyrides - Oppenheimer & Co. Inc., Research Division Joseph Thome - TD Cowen, Research Division Olivia Brayer - Cantor Fitzgerald & Co., Research Division Jiale Song - Jefferies LLC, Research Division …

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Hayward Holdings, Inc. (HAYW) Q3 2025 Earnings Call Transcript — Neutral

HAYW   Seeking Alpha — October 29, 2025

Hayward Holdings, Inc. ( HAYW ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Kevin Maczka - Vice President of Investor Relations Kevin Holleran - President, CEO & Director Eifion Jones - Senior VP & CFO Conference Call Participants Ryan Merkel - William Blair & Company L.L.C., Research Division Saree Boroditsky - Jefferies LLC, Research Division W.

image for news Hayward Holdings, Inc. (HAYW) Q3 2025 Earnings Call Transcript

Etsy, Inc. (ETSY) Q3 2025 Earnings Call Transcript — Neutral

ETSY   Seeking Alpha — October 29, 2025

Etsy, Inc. ( ETSY ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Debra A. Wasser Joshua Silverman - CEO & Director Kruti Goyal - President & Chief Growth Officer Charles Baker - Chief Financial Officer Conference Call Participants Maria Ripps - Canaccord Genuity Corp., Research Division Steven Forbes - Guggenheim Securities, LLC, Research Division Anna Andreeva - Piper Sandler & Co., Research Division Bryan Smilek - JPMorgan Chase & Co, Research Division Eric Sheridan - Goldman Sachs Group, Inc., Research Division Youssef Squali - Truist Securities, Inc., Research Division Nikhil Devnani - Sanford C.

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Fiserv, Inc. (FI) Q3 2025 Earnings Call Transcript — Neutral

FI   Seeking Alpha — October 29, 2025

Fiserv, Inc. ( FI ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Julie Chariell - Senior Vice President of Investor Relations Michael Lyons - CEO, President & Director Paul Todd Conference Call Participants Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Darrin Peller - Wolfe Research, LLC Jason Kupferberg - Wells Fargo Securities, LLC, Research Division David Koning - Robert W. Baird & Co. Incorporated, Research Division Harshita Rawat - Sanford C.

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Shares of These Companies Soared Following Robust Results — Positive

AXP  W   Zacks Investment Research — October 29, 2025

The Q3 cycle continues to be one of positivity, with growth remaining strong and an above-average number of companies beating expectations. These companies saw big positivity following their better-than-expected results.

image for news Shares of These Companies Soared Following Robust Results

The automaker is also cutting 550 jobs at its battery plant in Ohio.

image for news General Motors Lays Off Thousands of Electric-Vehicle Workers in U.S. Plants

GM Is Laying Off 1,700 Workers, Report Says. Blame EVs. — Negative

GM   Barrons — October 29, 2025

GM didn't immediately respond to a request for comment.

image for news GM Is Laying Off 1,700 Workers, Report Says. Blame EVs.

Chijet Announces Effective Date of Share Consolidation — Neutral

CJET   GlobeNewsWire — October 29, 2025

New York, Oct. 29, 2025 (GLOBE NEWSWIRE) -- CHIJET MOTOR COMPANY, INC. (NASDAQ: CJET) (“Chijet” or the “Company”) today announced that it will effect a one hundred (100)-for-one (1) share consolidation of its issued and unissued ordinary shares, par value US$0.3 per share on November 3, 2025.

image for news Chijet Announces Effective Date of Share Consolidation

Nvidia Just Changed the Artificial Intelligence (AI) Market Once Again — Negative

NVDA   The Motley Fool — October 29, 2025

In today's video, I discuss recent updates affecting Nvidia (NVDA +2.78%) and the overall AI market. To learn more, check out the short video, consider subscribing, and click the special offer link below.

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Boeing Q3 revenue tops estimates, earnings hit by 777X delay — Neutral

BA   Proactive Investors — October 29, 2025

Boeing Co (NYSE:BA, ETR:BCO) reported mixed financial results for the third quarter, with revenue topping expectations on higher commercial airplane deliveries. Revenue was $23.3 billion, up 30% from the year-ago quarter, and ahead of the Wall Street consensus estimates of $22.3 billion.

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Fastenal: An Overlooked Industrial Gem to Unlock Decades of Steady Income — Positive

FAST   24/7 Wall Street — October 29, 2025

image for news Fastenal: An Overlooked Industrial Gem to Unlock Decades of Steady Income

TSLY: Selling Covered Calls Against Tesla Could Pay Off Now (Upgrade) — Neutral

TSLA   Seeking Alpha — October 29, 2025

YieldMax TSLA Option Income Strategy ETF has been a controversial investment and remains so, with a distribution rate of 101%. TSLY has matched the S&P 500 on a total return basis over the past two years, despite increased volatility. The ETF's performance is closely tied to Tesla earnings, as TSLY maintains a long position in Tesla stock.

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Eyes On Q3: The AI Catalyst That Could Wake Up Markets On MARA Holdings — Positive

MARA   Seeking Alpha — October 29, 2025

MARA Holdings has lagged peers YTD, while IREN quintupled on its AI pivot. I see it as an asymmetric bet, wrongly seen by the market as a Bitcoin treasury play. At a 1.20x mNAV premium versus MicroStrategy's 1.34x, MARA's ~53,000 BTC holdings worth $5.9B justify a higher multiple given its mining inflows and AI potential. MARA's mining business alone merits a ~$5B valuation, projecting 64,000 BTC mined through 2048 worth ~$7.4B at current prices or up to ~$48B+ in a bullish Bitcoin case.

image for news Eyes On Q3: The AI Catalyst That Could Wake Up Markets On MARA Holdings

CVS Posts Loss on Write-Down, Boosts Guidance — Neutral

CVS   WSJ — October 29, 2025

CVS Health raised its guidance for the rest of the year, boosted by improved performance at its Aetna insurance unit.

image for news CVS Posts Loss on Write-Down, Boosts Guidance

Verisk Analytics (VRSK) Beats Q3 Earnings Estimates — Positive

VRSK   Zacks Investment Research — October 29, 2025

Verisk Analytics (VRSK) came out with quarterly earnings of $1.72 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.67 per share a year ago.

image for news Verisk Analytics (VRSK) Beats Q3 Earnings Estimates

Virtu Financial (VIRT) Tops Q3 Earnings and Revenue Estimates — Positive

VIRT   Zacks Investment Research — October 29, 2025

Virtu Financial (VIRT) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.82 per share a year ago.

image for news Virtu Financial (VIRT) Tops Q3 Earnings and Revenue Estimates

AMLP: Growth Expectation Amidst Oil Market Recovery — Positive

AMLP   Seeking Alpha — October 29, 2025

Alerian MLP ETF is rated a 'Buy' due to positive oil market recovery expectations and robust energy infrastructure demand. AMLP offers exposure to high-quality U.S. energy MLPs, benefiting from stable cash flows and long-term pipeline contracts. The ETF boasts an attractive 8.3% yield, simplified tax reporting, and strong historical returns, despite a recent short-term decline.

image for news AMLP: Growth Expectation Amidst Oil Market Recovery

NEW YORK--(BUSINESS WIRE)--NBCUniversal today announced that iHeartMedia will once again serve as its exclusive audio partner for the upcoming Milan Cortina 2026 Olympic Winter Games from February 6 to February 22. As part of the agreement, iHeartRadio will provide 24/7 play-by-play audio channels of NBCUniversal's linear coverage of the Games; premiere a new Winter Games season of the original iHeartPodcast “Two Guys, Five Rings” hosted by Bowen Yang and Matt Rogers; produce Olympic-specific e.

image for news NBCUniversal Extends Exclusive Audio Partnership with iHeartMedia for Milan Cortina 2026 Olympic Winter Games

After reaching 100 financial service customers, Trust Stamp pushes to expand the use of its privacy-enhancing technologies into the WealthTech Sector After reaching 100 financial service customers, Trust Stamp pushes to expand the use of its privacy-enhancing technologies into the WealthTech Sector

image for news Trust Stamp Joins Founders Arena to Accelerate Its Financial Services Growth