Federated Hermes, Inc. (NYSE:FHI ) M&A Call October 24, 2025 9:00 AM EDT Company Participants Raymond Hanley - Senior Vice President John Donahue - President, CEO & Chairman Esko Korhonen Thomas Donahue - VP, Treasurer, CFO & Director Saker Nusseibeh - CEO & Executive Board Director Conference Call Participants Y. Cho - JPMorgan Chase & Co, Research Division Patrick Davitt - Autonomous Research US LP Kenneth Lee - RBC Capital Markets, Research Division William Katz - TD Cowen, Research Division John Dunn - Evercore ISI Institutional Equities, Research Division Presentation Operator Greetings.

Booz Allen Hamilton Holding Corporation (NYSE:BAH ) Q2 2026 Earnings Call October 24, 2025 8:00 AM EDT Company Participants Dustin Darensbourg - Director & Head of Investor Relations Horacio Rozanski - Chair, CEO & President Matthew Calderone - Executive VP & CFO Kristine Anderson - Executive VP & COO Conference Call Participants Louie Dipalma - William Blair & Company L.L.C., Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Colin Canfield - Cantor Fitzgerald & Co., Research Division Mariana Perez Mora - BofA Securities, Research Division Gavin Parsons - UBS Investment Bank, Research Division Tobey Sommer - Truist Securities, Inc., …

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.

Tariffs, electric vehicles, and low expectations—yes, low expectations—have all worked in pusing Ford's shares up 36%. Tesla has only a 9% return.

Fast M5 chips, fast Formula 1 cars and fast-selling iPhones aren't the only reason Apple is having a great month.

Iridium's Q3 2025 performance was backed by strong service and engineering gains, but shares slid after it paused buybacks and trimmed 2025 guidance.

AI is betting big on agentic AI with a platform and OEM model aimed at scaling enterprise and defense adoption fast.

HCA Healthcare, Inc. delivered strong Q3 results, beating earnings and revenue expectations, and raised full-year guidance. Despite HCA's outperformance and robust technicals, shares are now near fair value, prompting a downgrade from buy to hold. Upside is limited by valuation, with risks including labor costs, Medicaid changes, and industry competition, though fundamentals remain solid.

Austin Lyons analyzes one of the five Mag 7 companies reporting earnings next week: Alphabet (GOOGL). He believes the company needs to prove generative A.I.

Amazon on Wednesday unveiled a wave of AI-powered technology including a new robotic system that's capable of performing multiple tasks at once in the company's warehouses and augmented reality glasses for delivery drivers that it says can assist with their day-to-day tasks. CNBC's MacKenzie Sigalos explains.

Jana partnered with Travis Kelce and others in an investment in Six Flags Entertainment. The group hopes to improve the regional amusement park operator's business.

PPC faces margin and export pressures ahead of Q3 earnings, but resilient U.S. demand and brand gains may help offset weakness abroad.

KHC faces softer volumes and inflation headwinds ahead of its Q3 report, with revenues and earnings projected to decline.

Colliers International (CIGI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Honeywell (NASDAQ: HON) stock has surged 6.8% over the last trading day and is now priced at $220.67. The recent gains are driven by a stronger than expected set of Q3 results, with adjusted earnings rising 9% to $2.82 per share.

An investigation by EU regulators has found TikTok and Meta in breach of the Union's rules concerning illegal or harmful online content.

The EU accused Meta and TikTok on Friday of breaking the bloc's digital content rules, putting the companies at risk of hefty fines.

General Motors laid off more than 200 salaried employees on Friday, as the automaker continues to cut costs. The job cuts were primarily Computer-Aided Design, or CAD, engineers who worked at the company's global tech campus in metro Detroit, according to GM.

ITW posts 6% earnings rise and beats estimates with $2.81 per share, while modest sales growth and improved margins highlight Q3 strength.

Credo's soaring sales and innovation edge meet Astera Labs' fast-rising momentum in the AI data center connectivity race.