Alkermes Strikes $2.1 Billion Avadel Deal, Gains Access To Narcolepsy Drug Lumryz — Positive
ALKS AVDL Benzinga — October 22, 2025On Wednesday, Alkermes plc (NASDAQ:ALKS) agreed to acquire Avadel Pharmaceuticals plc (NASDAQ:AVDL) for up to $20 per share in cash, which values Avadel at approximately $2.1 billion.
Anthropic in Talks to Use Google AI Chips — Positive
GOOG GOOGL Bloomberg Technology — October 22, 2025Anthropic is in discussions with Google about a deal for cloud computing services valued in the high tens of billions of dollars, that would see the AI startup use Google's tensor processing units, according to people familiar with the matter. Bloomberg Intelligence analyst Anurag Rana joins Ed Ludlow on “Bloomberg Tech.
Halliburton Targets Higher Returns With Leaner Spending: Analysts — Positive
HAL Benzinga — October 22, 2025Halliburton Company (NYSE:HAL) reported third-quarter results that came in above expectations, reflecting stronger execution and improved cost efficiency.
Online travel earnings to show growing geographical divergence, analysts say — Neutral
ABNB Proactive Investors — October 22, 2025Upcoming third quarter earnings reports from major online travel companies Airbnb Inc (NASDAQ:ABNB, ETR:6Z1), Booking Holdings Inc (NASDAQ:BKNG, ETR:PCE1), and Expedia Group Inc (NASDAQ:EXPE, ETR:E3X1) will underscore a growing divergence in performance between the US and international markets, according to Wedbush analysts. In a note to clients, the firm wrote that the overall backdrop for the sector has been mixed, with investors turning more cautious on global travel demand amid modest data and softer commentary compared with estimates.
Strong Dollar + Buybacks = Big Upside for United Airlines Stock — Positive
UAL MarketBeat — October 22, 2025The stock's recent surge isn't just a short-term technical move; it is being fueled by improving fundamentals and strong forward guidance. Favorable macro trends are also helping, but low oil prices alone aren't keeping airlines like United profitable.
Carvana slides as short seller Chanos raises concerns but Jefferies projects earnings beat — Negative
CVNA JEF Proactive Investors — October 22, 2025Carvana Co. (NYSE:CVNA) shares fell sharply on Wednesday after prominent short seller Jim Chanos said he saw “lots of red flags” in the company's business model and financial disclosures. His comments, made during an investor presentation, reignited concerns about Carvana's exposure to the subprime auto lending market and the sustainability of its recent growth.
Teledyne Technologies Incorporated (TDY) Q3 2025 Earnings Call Transcript — Neutral
TDY Seeking Alpha — October 22, 2025Teledyne Technologies Incorporated (NYSE:TDY ) Q3 2025 Earnings Call October 22, 2025 11:00 AM EDT Company Participants Jason VanWees - Vice Chairman Robert Mehrabian - Executive Chairman George Bobb - President & Chief Executive Officer Stephen Blackwood - CFO & Executive VP Conference Call Participants Andrew Buscaglia - BNP Paribas Exane, Research Division Greg Konrad - Jefferies LLC, Research Division James Ricchiuti - Needham & Company, LLC, Research Division Jordan Lyonnais - BofA Securities, Research Division Damian Karas - UBS Investment Bank, Research Division Kristine Liwag - Morgan Stanley, Research Division Guy Drummond Hardwick - Barclays Bank PLC, Research Division …
PLD remains a top holding among REITs, but the value proposition for new investors is less compelling. PLD's stock has experienced volatility, still trading below its 5-year high after interest rate hikes impacted REIT valuations. Since my previous "strong buy" rating, PLD has gained ~19%, driven by robust Q2 and Q3 2025 results.
Mattel reports lower Q3 earnings, sees strong holiday season ahead — Neutral
MAT Proactive Investors — October 22, 2025Shares of Mattel, Inc (NASDAQ:MAT) were down nearly 2.6% on Wednesday afternoon after the toy company reported a decline in third-quarter earnings. US retailer ordering patterns weighed on sales, Mattel said, though the toymaker said consumer demand remains strong and it expects a robust holiday season.
Quest Diagnostics: Strong Q3, Steady (Not Spectacular) Growth Ahead — Positive
DGX Seeking Alpha — October 22, 2025Quest Diagnostics Incorporated announced its Q3 earnings yesterday - revenues year-to-date are $8.23bn, and net income $845m. DGX is finally demonstrating a strong post-pandemic recovery, with Q3 revenues up 13% and ambitious growth initiatives in advanced diagnostics and strategic partnerships. DGX's diverse client base, operational improvements, and recent acquisitions position it for steady, double-digit top and bottom-line growth over the next several years.
Gold, Silver Mining Stocks Suffer With Safe-Haven Pullback — Negative
AG NEM Schaeffers Research — October 22, 2025Gold has been rising months now, with investors loading up on the safe-haven asset amid mounting economic risks even as equities nabbed record highs left and right.
Can SRS and GMS Cement Home Depot's Hold on the Pro Market? — Positive
HD Zacks Investment Research — October 22, 2025HD's strategic acquisitions of SRS and GMS strengthen contractor relationships, expanding specialty offerings and building a full-service Pro ecosystem.
Wabtec Q3 Earnings & Revenues Beat Estimates, 2025 EPS View Tweaked — Positive
WAB Zacks Investment Research — October 22, 2025WAB posts strong Q3 results with earnings and revenues topping estimates, backed by Freight and Transit growth and a raised and tightened 2025 EPS outlook.
Workday CEO: We're going to peacefully coexist with AI — Positive
WDAY Bloomberg Markets and Finance — October 22, 2025"I think we're going to peacefully exist. In fact, I think AI will allow us to reskill, upskill and revive skills that were missing in the enterprise today, and it will drive that step function change in human productivity," says Workday CEO Carl Eschenbach https://bloom.bg/4oa4UJQ
SMX Tightens Its Core as the World Moves Toward Its Proof-Based Economy (NASDAQ: SMX) — Neutral
SMX Accesswire — October 22, 2025NEW YORK, NY / ACCESS Newswire / October 22, 2025 / Every investor knows the reflex. You see the words reverse split, and your instincts flinch.
Kimball Electronics, Inc. Announces Date For Reporting First Quarter Fiscal Year 2026 Financial Results — Neutral
KE Business Wire — October 22, 2025JASPER, Ind.--(BUSINESS WIRE)--Kimball Electronics, Inc. (Nasdaq: KE) today announced that it will report first quarter fiscal year 2026 financial results on Wednesday, November 5, 2025, after the closing of the market. The company will host a conference call and live webcast to review the results on Thursday, November 6, 2025, at 10:00 a.m. Eastern Time. The telephone number to access the conference call is 888-396-8049 / +1 416-764-8646. A live webcast of the conference call can be accessed a.
Erie Indemnity to host third quarter 2025 pre-recorded conference call and webcast — Neutral
ERIE PRNewsWire — October 22, 2025ERIE, Pa. , Oct. 22, 2025 /PRNewswire/ -- Erie Indemnity Company (NASDAQ: ERIE) will host a pre-recorded audio webcast with the financial community providing financial results for the third quarter on Friday, October 31 st, at 10 a.m. Eastern Time.
ALAB Rides on Accelerating AI Infrastructure Demand: What's Ahead? — Positive
ALAB Zacks Investment Research — October 22, 2025Astera Labs expands its AI connectivity portfolio, targeting hyperscaler demand and a $5B market by 2030 amid rising competition.
ETF Prime: Calamos' Matt Kaufman Unpacks Autocallable Strategies — Neutral
CAIE PVAL ETF Trends — October 22, 2025On this week's episode of ETF Prime, Nate Geraci hosted a detailed discussion featuring Matt Kaufman, the global head of ETFs for Calamos Investments about the Calamos Autocallable Income ETF (CAIE), the first auto callable ETF on the market, which launched in June.
Bitcoin may be the belle of the ball of the cryptomarket. But it's important to understand what each cryptocurrency can bring to the table.