In its relentless drive to bring everyday items to customers faster, Amazon has shifted expectations from two-day delivery to same-day and even within an hour. Now, with robots, artificial intelligence and even eyewear, it is working to pare seconds off each delivery.

Disney (DIS) is upgraded to a Buy, reflecting strong free cash flow growth, improving DTC profitability, and robust performance in sports and theme parks. DIS expects continued subscriber gains and double-digit EPS growth, and I see a pivotal year ahead, supported by expanded margins, deals and operational improvements. Macro tailwinds like potential for more US rate cuts and resilient consumer demand could further boost DIS, though risks remain from economic uncertainty in the near-term.

WM gears up to report Q3 results, with revenues projected to rise 15.7%, led by gains across core business segments.

Meta is reportedly cutting about 600 roles in its artificial intelligence unit to make the unit more agile. The cuts will not affect Meta's newly formed TBD Lab unit and will instead target its FAIR AI research, product-related AI and AI infrastructure units, Axios reported Wednesday (Oct.

SANTA MONICA, Calif. , Oct. 22, 2025 /PRNewswire/ -- TrueCar, Inc. (NASDAQ: TRUE), the easiest, most efficient and transparent online destination for buying and selling new and used vehicles, today announced the continuation of its DrivenToDrive initiative, now in its eighth year.

Amazon.com is building an e-commerce fulfillment business where humans are more efficient and less necessary, thanks to artificial intelligence and robots.

Sociedad Química y Minera de Chile (SQM) is rated a Buy, leveraging its leading lithium position and diversified chemical portfolio to support its production growth. SQM's financial health is strong, with ample liquidity and manageable debt, despite recent declines due to low lithium prices and high CAPEX. Risks include heavy dependence on Chilean and Chinese markets, volatile lithium prices, and uncertain global politics, but long-term lithium demand remains robust.

Pegasystems soared over 10% after reporting strong Q3 results, which featured a sharp acceleration in revenue to 17% y/y growth. The stock continues to trade at a substantially lower forward revenue multiple than other mid/high teens growth software companies, especially as expectations are pitched to rise. AI deals and agentic AI features are helping the company to build up its long-term backlog, which is growing faster than revenue.

Investors have become accustomed to hearing about Palantir Technologies Inc. NASDAQ: PLTR striking new deals. However, its new partnership with Snowflake Inc. NYSE: SNOW is not ordinary.

GE Aerospace keeps proving why it's my favorite aerospace stock, delivering strong growth, flawless execution, and market-leading innovation. Its record results, booming demand, and powerful cash flow confirm the company's transformation under world-class leadership. While valuation is steep, I see limited downside and lasting strength, so I'm staying bullish and ready to add GE stock on weakness.

ATLANTA , Oct. 22, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) announced today a quarterly dividend of $1.35 per share on its common stock. The dividend is payable Nov. 20, 2025, to shareholders of record on Nov. 7, 2025.

C is set to exceed $84B in 2025 revenues as CEO Jane Fraser's transformation plan fuels growth, efficiency and strategic expansion.

GS records a 42.5% surge in Q3 2025 IB fees, fueled by robust M&A activity and rising advisory revenues.

The layoffs come only months after Meta CEO Mark Zuckerberg pursued a multi-billion dollar effort to scale up the social media company's AI efforts, which he announced in June would be handled by a “Superintelligence Lab.” That same month, Meta announced a $14.3 billion investment in Scale AI, the company co-founded by Wang, and recruited him to run its AI division.

Mega-Techs hit a pivotal earnings window: AI capex, cloud and ad guidance could drive rotation—while Newmont offers a gold hedge if tech stumbles.

Agree Realty Corporation (NYSE:ADC ) Q3 2025 Earnings Call October 22, 2025 9:00 AM EDT Company Participants Reuben Treatman - Senior Director of Corporate Finance Joey Agree - President, CEO & Director Peter Coughenour - CFO, Secretary & Investor Relations Professional Conference Call Participants Nicholas Joseph - Citigroup Inc., Research Division Michael Goldsmith - UBS Investment Bank, Research Division Jana Galan - BofA Securities, Research Division James Kammert - Evercore ISI Institutional Equities, Research Division Linda Yu Tsai - Jefferies LLC, Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division William John Kilichowski - Wells Fargo Securities, LLC, Research …

Vertiv Holdings Co (NYSE:VRT) delivered a standout quarter that beat Wall Street expectations, fueled by surging data center demand and surging orders.

The state of New Jersey sued Amazon.com on Wednesday, accusing the company of unlawfully refusing workplace accommodations to warehouse employees who have disabilities or were pregnant and firing some who asked for them.

Commercial Metals (CMC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Polaris Inc (PII) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.