A basket of stocks in the application software space has lost value, as investors fear this category could be disrupted by the rise of AI agents. Even though, I think some of these concerns are warranted for other names, Zoom is not one of them. Despite recent AI product releases, Zoom remains a real-time video conferencing platform. With more agents taking on trivial tasks within enterprises, more time will be allocated to holding meetings.

U.S. President Donald Trump said on Wednesday he will speak to Chinese President Xi Jinping about Nvidia's state-of-the-art Blackwell artificial intelligence chip at their expected meeting on Thursday.

Qfin Holdings stands out as a leading Chinese fintech, boasting strong financials and a robust current ratio despite macroeconomic headwinds. QFIN trades at a deep value, with a forward P/E of 3.7 and sector-beating earnings growth, making it an attractive contrarian pick. Shareholder returns are rising, with a 5.4% dividend yield and an active share repurchase program, supported by ample cash reserves.

Hong Kong, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Skyline Builders Group Holding Limited (NASDAQ: SKBL) (the “Company”), a civil engineering services provider in Hong Kong, today announced that it has entered into a definitive securities purchase agreement dated October 28, 2025 with certain accredited investors in a brokered private placement on a best-efforts basis for the sale and issuance (the “Offering”) of 17,370,909 Class A ordinary shares, par value $0.00001 per share (each, a “Class A Ordinary Share”) (and/or prefunded warrants to purchase Class A Ordinary Shares (the “Prefunded Warrants”) in lieu of Class A Ordinary Shares), together with Class …

WHEATON, Ill., Oct. 29, 2025 (GLOBE NEWSWIRE) -- What makes Wheaton, IL, such a desirable place to live beyond its well-known downtown district?

UnitedHealth Group has outperformed the S&P 500 since my previous Buy and Strong Buy ratings, delivering 33% and 41% total returns. Following Q3 FY2025 earnings review, UNH remains the most expensive among peers ELV, CNC, and MOH based on valuation multiples. Despite strong long-term fundamentals, current risks include elevated medical costs, potential for lower earnings, and risk of multiple compression.

Amazon's cloud-computing arm plans to invest an additional $5 billion in South Korea over the next six years to build new artificial-intelligence data centers in the country.

The company's fiscal fourth-quarter results will likely reflect how softer economic conditions have prompted customers to pull back.

Intel Corporation is upgraded to Strong Buy with a $49.81 price target, driven by a strategic partnership with Nvidia and a clear roadmap for operational improvements. A $5B investment and collaboration with Nvidia positions INTC to regain x86 CPU market leadership and benefit from AI infrastructure growth. Management remains focused on deleveraging efforts and operational improvements to enhance INTC's financial flexibility and long-term prospects.

Microsoft made its first investment of $1 billion in OpenAI back in 2019. The company went on to invest over $13 billion in the ChatGPT maker.

Astera Labs is a critical AI infrastructure enabler, providing essential connectivity chips for data centers powering next-generation AI workloads. ALAB's multi-product suite — Aries, Taurus, Scorpio, and Leo — positions it for explosive growth as AI data center spending and hyperscaler capex surge. Recent design wins, ecosystem partnerships, and new product ramps in H2 2025 are set to drive a major revenue and earnings inflection.

BELO HORIZONTE, Oct. 28, 2025 (GLOBE NEWSWIRE) -- COGNA EDUCAÇÃO S.A. (B3: COGN3), a company organized under the laws of the Federative Republic of Brazil (“Cogna”), today announced that it has further extended the expiration date of its previously announced all cash tender offer (the “Offer”) pursuant to an offer to purchase dated September 17, 2025 and subsequently amended on September 24, 2025 and October 16, 2025 (as further amended, modified or supplemented from time to time, the “Offer to Purchase”) any and all of the outstanding Class A common shares, par value U.S.$0.00005 per share (the “Class A common …

Tenet Healthcare Corporation (NYSE:THC ) Q3 2025 Earnings Call October 28, 2025 10:30 AM EDT Company Participants William McDowell - Vice President of Investor Relations Saumya Sutaria - Chairman & CEO Sun Park - Executive VP & CFO Conference Call Participants Kevin Fischbeck - BofA Securities, Research Division Scott Fidel - Goldman Sachs Group, Inc., Research Division Craig Hettenbach - Morgan Stanley, Research Division Jason Cassorla - Guggenheim Securities, LLC, Research Division Ann Hynes - Mizuho Securities USA LLC, Research Division Benjamin Rossi - JPMorgan Chase & Co, Research Division Ryan Langston - TD Cowen, Research Division Justin Lake - …

Trump said he may discuss Nvidia's Blackwell AI chips with Chinese President Xi Jinping. The remarks follow China's ban on importing Nvidia chips, leaving the company with no market share there.

Logitech International S.A. (NASDAQ:LOGI ) Q2 2026 Earnings Call October 28, 2025 4:30 PM EDT Company Participants Nate Melihercik - Head of Global Investor Relations Johanna Faber - CEO & Director Matteo Anversa - Chief Financial Officer Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Erik Woodring - Morgan Stanley, Research Division Alek Valero - Loop Capital Markets LLC, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Didier Scemama - BofA Securities, Research Division Michael Foeth - Vontobel Holding AG Martin Jungfleisch - BNP Paribas Exane, Research Division Presentation Nate Melihercik Head of Global Investor …

Mondelez International, Inc. (NASDAQ:MDLZ ) Q3 2025 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Dirk Van de Put - Chairman & CEO Luca Zaramella - Executive VP & CFO Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Peter Galbo - BofA Securities, Research Division David Palmer - Evercore ISI Institutional Equities, Research Division Megan Christine Alexander - Morgan Stanley, Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Christopher Carey - Wells Fargo Securities, LLC, Research Division Presentation Operator Good afternoon, and welcome to the Mondelez International 2025 Third Quarter Earnings question-and-answer …

CNBC's MacKenzie Sigalos joins 'Closing Bell Overtime' with Robinhood results.

Enforcing tough measures against one of the world's top oil producers risks triggering a supply shock.

Gold and silver have dropped below key levels as a stronger dollar and uncertain U.S.-China trade talks weigh on sentiment, but weak economic data and structural risks keep the long-term outlook bullish.

Arcutis Biotherapeutics delivered strong Q3 results, driven by Zoryve foam's rapid adoption and a shift toward more patent-protected revenue. ARQT achieved earlier-than-expected profitability, established 2026 sales guidance of $455–$470M, and continues expanding Zoryve's label for broader indications. My DCF remodel values ARQT near $25/share, with a reasonable trading range of $15–$39, reflecting ambitious growth and margin assumptions.