Corning Q3 Earnings Top Estimates on Strength in Optical Communication — Positive

GLW   Zacks Investment Research — October 28, 2025

GLW's Q3 results top estimates as Optical Communications rise 33%, fueled by Gen-AI demand and strong glass sales.

image for news Corning Q3 Earnings Top Estimates on Strength in Optical Communication

Robert Blum, Cytokinetics CEO, joins 'Power Lunch' to discuss the company's value proposition, what the company is working towards and much more.

image for news Cytokinetics CEO: Advancing a next gen opportunity which could expand addressable market

Innovaccer Brings Multimodal AI to the Frontlines of Care with NVIDIA — Neutral

NVDA   Business Wire — October 28, 2025

SAN FRANCISCO--(BUSINESS WIRE)--Innovaccer Inc., a leading healthcare AI company, today announced a collaboration with NVIDIA to accelerate innovation in multimodal AI for healthcare. Through this collaboration, Innovaccer has adopted NVIDIA's full-stack AI platform, including NeMo Guardrails, NeMo Framework, Riva Parakeet NIM, Triton Inference Server, and TensorRT-LLM, to accelerate speech, text, and multimodal intelligence across healthcare workflows. Deployed on GPU-powered AWS and virtual p.

image for news Innovaccer Brings Multimodal AI to the Frontlines of Care with NVIDIA

Joby Aviation: FAA Catalyst All That Matters Next Week — Positive

JOBY   Seeking Alpha — October 28, 2025

Joby Aviation is well-positioned in the eVTOL sector, advancing through FAA certification and preparing for potential commercial operations by late 2025. Recent regulatory catalysts, including the FAA's eIPP program, and strong progress on TIA certification could accelerate JOBY's commercial timeline and boost investor optimism. JOBY has strengthened its balance sheet with nearly $1B in cash, manageable shareholder dilution, and a growing cash runway, supporting ongoing development and regulatory milestones.

image for news Joby Aviation: FAA Catalyst All That Matters Next Week

Cisco offers a NVIDIA Cloud Partner-compliant reference architecture based on new data center switching solutions, providing customers ultimate flexibility as they build critical AI infrastructure. News Summary: With the new Cisco N9100 series switch, Cisco now offers neocloud and sovereign cloud customers a NVIDIA Cloud Partner-compliant reference architecture, delivering a unified operating model with the flexibility of NX-OS or SONiC.

image for news Cisco Delivers AI Innovations across Neocloud, Enterprise and Telecom with NVIDIA

Olin Corporation (OLN) Q3 2025 Earnings Call Transcript — Neutral

OLN   Seeking Alpha — October 28, 2025

Olin Corporation (NYSE:OLN ) Q3 2025 Earnings Call October 28, 2025 9:00 AM EDT Company Participants Steve Keenan - Director of Investor Relations Kenneth Lane - President, CEO & Director Todd Slater - Senior VP & CFO Conference Call Participants Hassan Ahmed - Alembic Global Advisors Joshua Spector - UBS Investment Bank, Research Division Salvator Tiano - BofA Securities, Research Division Frank Mitsch - Fermium Research, LLC Aleksey Yefremov - KeyBanc Capital Markets Inc., Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Patrick Cunningham - Citigroup Inc., Research Division David Begleiter - Deutsche Bank AG, Research …

image for news Olin Corporation (OLN) Q3 2025 Earnings Call Transcript

Nucor Corporation (NUE) Q3 2025 Earnings Call Transcript — Neutral

NUE   Seeking Alpha — October 28, 2025

Nucor Corporation (NYSE:NUE ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Chris Jacobi Leon Topalian - President, CEO & Chairman of the Board Stephen Laxton - CFO, Treasurer & Executive VP John Hollatz - Executive Vice President of Fabricated Construction Products David Sumoski - Chief Operating Officer Noah Hanners - Executive Vice President of Sheet Products Randy Spicer - Executive Vice President of Bar & Rebar Fabrication Products Brad Ford - Executive Vice President of Plate & Structural Products Conference Call Participants Alexander Hacking - Citigroup Inc., Research Division William Peterson - JPMorgan Chase & …

image for news Nucor Corporation (NUE) Q3 2025 Earnings Call Transcript

Why Stocks Are Set to Melt Up Despite Investor Fear — Neutral

AAPL  AMD  ARM  CRWV  META   Zacks Investment Research — October 28, 2025

Despite investor fears, US stocks are primed to melt up into the historically strong fourth quarter. Easing trade fears, a Dovish Fed, and robust earnings are bullish tailwinds for stocks into year-end.

image for news Why Stocks Are Set to Melt Up Despite Investor Fear

Sherwin-Williams Q3 Earnings & Revenues Surpass Estimates — Positive

SHW   Zacks Investment Research — October 28, 2025

SHW tops Q3 earnings and sales forecasts on stronger Paint Stores performance.

image for news Sherwin-Williams Q3 Earnings & Revenues Surpass Estimates

V.F. Corp. Q2 Earnings & Revenues Beat, Reinvent Program on Track — Positive

VFC   Zacks Investment Research — October 28, 2025

VFC tops Q2 sales and earnings estimates as its Reinvent program drives progress toward cost savings and profitability.

image for news V.F. Corp. Q2 Earnings & Revenues Beat, Reinvent Program on Track

Technical Tuesday: SPX Record Highs, AVGO Rally & PEP Fizzles — Positive

AVGO   Schwab Network — October 28, 2025

@CharlesSchwab's Kevin Horner takes a closer look into the SPX tapping record highs, urging investors to "moderate" the trend higher after the index bounced off the 50-day SMA. As for stocks Kevin's watching, he points out Broadcom (AVGO) testing another breakout and PepsiCo's (PEP) potential to reach key resistance after recent trading activity fizzled.

image for news Technical Tuesday: SPX Record Highs, AVGO Rally & PEP Fizzles

Dream Finders Homes: This Homebuilder Deserves A Bullish Outlook — Positive

DFH   Seeking Alpha — October 28, 2025

Dream Finders Homes remains an attractive opportunity in a distressed housing market, supported by strong revenue growth and strategic acquisitions. DFH is expanding in high-growth states, leveraging both organic growth and acquisitions, but faces near-term headwinds with declining profits and backlog. Shares are undervalued on both absolute and relative bases, making DFH appealing compared to peers despite industry challenges and falling home prices.

image for news Dream Finders Homes: This Homebuilder Deserves A Bullish Outlook

Watsco Stock Has Cooled Off; Now It's Time For Me To Buy More — Positive

WSO   Seeking Alpha — October 28, 2025

Watsco is a steady compounder, benefiting from secular HVAC trends, a durable moat, and a proven buy-and-build strategy; I reiterate a Buy rating. WSO's long-term growth is driven by expanding margins, rising free cash flow per share, and increasing demand for HVAC equipment due to climate trends and replacement cycles. Despite near-term headwinds from tariffs, supply chain issues, and softer demand, WSO's valuation is attractive at current levels, historically marking strong long-term entry points.

image for news Watsco Stock Has Cooled Off; Now It's Time For Me To Buy More

RISR: Will Be Negatively Impacted By Lower Rates — Neutral

RISR   Seeking Alpha — October 28, 2025

FolioBeyond Alternative Income and Interest Rate Hedge ETF offers unique negative duration exposure via AAA MBS IO strips, targeting rate-sensitive investors. RISR's price declines as rates fall, but its negative duration makes it an effective hedge for portfolios with positive duration fixed income holdings like IEI or IEF. Despite lower rates ahead, RISR remains a 'Hold' due to its hedging utility and high yield, not as a standalone investment in a falling rate environment.

image for news RISR: Will Be Negatively Impacted By Lower Rates

NEW YORK, Oct. 28, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of KBR, Inc. (NYSE: KBR) between May 6, 2025 and June 19, 2025, both dates inclusive (the “Class Period”), of the important November 18, 2025 lead plaintiff deadline in the securities class action first filed by the Firm.

image for news ROSEN, TRUSTED INVESTOR COUNSEL, Encourages KBR, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – KBR

One-Night-Only Event Marks Carpenter's Return To The Stage, Streaming LIVE Worldwide on Halloween Night LOS ANGELES , Oct. 28, 2025 /PRNewswire/ -- Cineverse (Nasdaq: CNVS), a next-generation entertainment studio, has announced today that this Halloween, legendary filmmaker and composer John Carpenter will perform live in Los Angeles, with the full performance broadcast worldwide via livestream on Friday, October 31, 2025 at 11PM EST/8PM PDT. His films helped define modern horror.

image for news Horror Master and Iconic Composer JOHN CARPENTER In Partnership with Veeps.com and Cineverse's Bloody Disgusting To Perform Global Livestream Halloween Concert from Los Angeles on October 31, 2025

Don't Fear the Dip: Rare Earth Stocks May Rebound Fast — Neutral

CRML  MP  USAR   MarketBeat — October 28, 2025

A sea of red has washed over the U.S. rare earth mining sector. Fear has gripped the market as shares of key domestic producers dropped on heavy volume, with MP Materials NYSE: MP falling 7.36%, USA Rare Earth NASDAQ: USAR dropping 8.36%, and Critical Metals Corp. NASDAQ: CRML plunging 13.71% since Friday, Oct. 24, 2025.

image for news Don't Fear the Dip: Rare Earth Stocks May Rebound Fast

Is the Options Market Predicting a Spike in CHH Stock? — Neutral

CHH   Zacks Investment Research — October 28, 2025

Investors need to pay close attention to Choice Hotels International stock based on the movements in the options market lately.

image for news Is the Options Market Predicting a Spike in CHH Stock?

Sysco Q1 Earnings Surpass Estimates, Sales Increase 3.2% Y/Y — Positive

SYY   Zacks Investment Research — October 28, 2025

SYY starts fiscal 2026 strong as Q1 earnings beat estimates, sales rise 3.2% and gross margins expand despite higher costs.

image for news Sysco Q1 Earnings Surpass Estimates, Sales Increase 3.2% Y/Y

BVN to Report Q3 Earnings: What's in Store for the Stock? — Positive

BVN   Zacks Investment Research — October 28, 2025

Buenaventura Mining's Q3 results are due Oct. 30, with earnings expected to jump 41% on higher metal prices and solid silver sales.

image for news BVN to Report Q3 Earnings: What's in Store for the Stock?