Flagstar Bank, National Association (NYSE:FLG ) Q3 2025 Earnings Call October 24, 2025 8:00 AM EDT Company Participants Salvatore DiMartino - First Senior VP & Director of Investor Relations Joseph Otting - President, CEO & Executive Chairman Lee Smith - Senior Executive VP & CFO Conference Call Participants Manan Gosalia - Morgan Stanley, Research Division David Rochester - Cantor Fitzgerald & Co., Research Division Ebrahim Poonawala - BofA Securities, Research Division Jared David Shaw - Barclays Bank PLC, Research Division Mark Fitzgibbon - Piper Sandler & Co., Research Division Bernard Von Gizycki - Deutsche Bank AG, Research Division David Chiaverini …

The Global X DAX Germany ETF is overweight in cyclical sectors such as industrials, financials, materials, and consumer discretionary. After several years of lackluster growth, German GDP should finally rebound in 2026, boosting earnings at cyclical firms. Coupled with a high 0.70x retention ratio, this should allow for solid dividend growth as long as downside risks do not materialize.

Hopes of a U.S.-China trade truce are lifting sentiment for healthcare ETFs like XLV, IYH, and VHT, which could gain from easing tariffs and lower costs.

TSLA's mixed Q3 results and plans for Cybercab production in 2026 put ETFs like XLY, VCR, QQQU, and BCOR in the spotlight.

Prime Minister Mark Carney said Canada is prepared to resume trade talks "when the Americans are ready." US President Donald Trump shut down the talks Thursday after a televised ad, sponsored by the government of Ontario, showed former US President Ronald Reagan slamming tariffs as an outdated idea.

AMD shares have more than doubled this year, and the company is now on track to join the $400 billion market-cap club at Friday's close

The problems and concerns supporting higher gold prices aren't going away.

STX's Mozaic 3+ platform drives record margins and surging demand from global cloud providers, solidifying its high-capacity storage edge.

As Trump and Xi are expected to meet at the APEC Summit, optimism grows for Asia-Pacific Emerging ETFs poised to gain from a U.S.-China trade thaw.

Pharma/biotech giants Pfizer PFE and Bristol Myers BMY boast a dominant position in the lucrative oncology space.

KB Home (KBH) reported earnings 30 days ago. What's next for the stock?

Thor Industries (THO) reported earnings 30 days ago. What's next for the stock?

Stitch Fix (SFIX) reported earnings 30 days ago. What's next for the stock?

The great Nvidia (NASDAQ:NVDA) has had a rather lukewarm year, rising just north of 31% while comfortably topping the Nasdaq 100, which is up close to 20%.

PASADENA, Calif.--(BUSINESS WIRE)--Xencor, Inc. (NASDAQ:XNCR), a clinical-stage biopharmaceutical company developing engineered antibodies for the treatment of cancer and autoimmune diseases, today announced initial results from the ongoing Phase 1 dose-escalation study of XmAb819, a ENPP3 x CD3 T-cell engaging bispecific antibody, in patients with advanced clear cell renal cell carcinoma (ccRCC). The results were presented in a poster at the AACR-NCI-EORTC Conference on Molecular Targets and C.

WALTHAM, Mass. and BOULDER, Colo., Oct. 24, 2025 (GLOBE NEWSWIRE) -- Cogent Biosciences, Inc. (Nasdaq: COGT), a biotechnology company focused on developing precision therapies for genetically defined diseases, today announced updated preclinical data from the company's potent and selective pan KRAS(ON) inhibitor in a poster presentation at the 2025 AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics taking place in Boston, MA, October 22-26, 2025.

PTK7 is the third most highly expressed tumor marker among clinically validated and emerging ADC targets, present in ~70% of tumors PTK7 expression is stable across histologic subtype, disease stage and metastatic status in high-potential indications, including lung, ovarian and endometrial cancers Findings support potential of PTK7 as a pan-tumor target, reinforcing Whitehawk's development of PTK7-directed ADC HWK-007 MORRISTOWN, N.J. , Oct. 24, 2025 /PRNewswire/ -- Whitehawk Therapeutics, Inc. (Nasdaq: WHWK), an oncology therapeutics company applying advanced technologies to established tumor biology to efficiently deliver improved antibody drug conjugate (ADC) cancer treatments, today presented data from a real-world analysis of …

Virtus Investment Partners, Inc. (NYSE:VRTS ) Q3 2025 Earnings Call October 24, 2025 10:00 AM EDT Company Participants Sean Rourke - Vice President of Investor Relations George Aylward - President, CEO & Director Michael Angerthal - Executive VP, CFO, Principal Accounting Officer & Treasurer Conference Call Participants Benjamin Budish - Barclays Bank PLC, Research Division Crispin Love - Piper Sandler & Co., Research Division William Katz - TD Cowen, Research Division Michael Cyprys - Morgan Stanley, Research Division Presentation Operator Good morning. My name is Didi, and I will be your conference operator today.

General Dynamics Corporation (NYSE:GD ) Q3 2025 Earnings Call October 24, 2025 9:00 AM EDT Company Participants Nicole Shelton - Vice President of Investor Relations Phebe Novakovic - Chairperson & CEO Danny Deep - Executive Vice President of Global Operations Kimberly Kuryea - Senior VP & CFO Conference Call Participants Myles Walton - Wolfe Research, LLC Robert Stallard - Vertical Research Partners, LLC Kenneth Herbert - RBC Capital Markets, Research Division Ronald Epstein - BofA Securities, Research Division Kristine Liwag - Morgan Stanley, Research Division Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Seth Seifman - JPMorgan …

Gentex Corporation (NASDAQ:GNTX ) Q3 2025 Earnings Call October 24, 2025 9:30 AM EDT Company Participants Josh O'Berski - Director of Investor Relations Steven Downing - President, CEO & Director Kevin Nash - VP of Finance, CFO, Treasurer & Chief Accounting Officer Neil Boehm - COO & CTO Conference Call Participants Luke Junk - Robert W. Baird & Co. Incorporated, Research Division Joseph Spak - UBS Investment Bank, Research Division Josh Nichols - B.