Telecommunications giant Verizon (NYSE:VZ) fell short of the markets revenue expectations in Q3 CY2025 as sales only rose 1.5% year on year to $33.82 billion. Its non-GAAP profit of $1.21 per share was 1.5% above analysts’ consensus estimates.
The global financial markets are currently witnessing an extraordinary surge, largely propelled by the relentless ascent of the technology sector. As of October 2025, investor optimism surrounding Artificial Intelligence (AI) innovation has reached a fever pitch, driving major indices to unprecedented highs and reshaping the economic landscape. This "AI trade"
Global payments technology company Visa (NYSE:V) announced better-than-expected revenue in Q3 CY2025, with sales up 11.5% year on year to $10.72 billion. Its non-GAAP profit of $2.98 per share was in line with analysts’ consensus estimates.
The global stock market is currently experiencing a period of sustained positive momentum and a broad-based rally, pushing major U.S. indices to unprecedented all-time highs. As of late October 2025, the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite have all recorded significant gains, with the S&
Shares of children’s apparel manufacturer Carter’s (NYSE:CRI)
fell 3.9% in the afternoon session after the company reported weak third-quarter results and announced significant restructuring plans, including store closures and job cuts, in response to rising costs and tariffs. The children's apparel maker's third-quarter profit fell significantly to $11.6 million. On a per-share basis, earnings dropped to $0.32 from $1.62 in the same period a year ago. While revenue of about $758 million was comparable to the prior year, it missed expectations. Management pointed to elevated product costs, partly from higher tariffs, which hurt profitability. In response, Carter's announced plans to close 150 stores and cut 300 corporate jobs. Due to the uncertainty surrounding tariffs, the company also suspended its fiscal 2025 guidance.
Shares of data streaming platform provider Confluent (NASDAQ:CFLT) jumped 7.5% in the afternoon session after the company reported decent third-quarter 2025 results, beating current-quarter revenue and profit estimates. The data streaming platform provider announced revenue of $298.5 million, growing 19.3% year-over-year and exceeding analyst expectations. Adjusted earnings per share came in at $0.13, also beating consensus estimates. However, the company's outlook was less impressive. Confluent's revenue guidance for the upcoming fourth quarter was $296 million, falling short of Wall Street's projections of $305 million. Despite the weak sales forecast, the market appeared to focus on the current quarter's outperformance and investors are overlooking the revenue guidance miss.'.
Shares of medical device company Penumbra (NYSE:PEN)
fell 5.5% in the afternoon session after the company announced results from its landmark STORM-PE randomized controlled trial. The study found that using Penumbra's computer-assisted vacuum thrombectomy (CAVT) system with anticoagulation was superior to using anticoagulation alone for treating patients with acute intermediate high-risk pulmonary embolism (PE), a type of blood clot in the lungs. Specifically, the trial showed a better reduction in right heart strain for patients treated with Penumbra's device. The results were called "resoundingly positive" and demonstrated a more than 50% improvement in treatment effect within two days, without an increase in major adverse events.
As of October 2025, Nvidia (NASDAQ: NVDA) stands on the precipice of a historic $5 trillion market valuation, a testament to its unparalleled dominance in the artificial intelligence (AI) and high-performance computing (HPC) sectors. This monumental achievement, which has seen its market capitalization soar past $4.5 trillion and, at
New York, NY – October 28, 2025 – The financial markets are buzzing with unprecedented optimism as the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite have all surged to new all-time highs in late October 2025. This synchronized rally across the major indices signals a robust investor confidence, fueled
Washington D.C., October 28, 2025 – In a monumental stride towards securing America's dominance in the artificial intelligence era, Nvidia (NASDAQ: NVDA) has announced a landmark partnership with the U.S. Department of Energy (DOE) to construct seven cutting-edge AI supercomputers. This initiative, unveiled by CEO Jensen Huang during his keynote at GTC Washington, D.C., represents [...]
October 28, 2025 – The global semiconductor industry has navigated a period of remarkable contrasts from late 2024 through mid-2025, painting a picture of both explosive growth and challenging headwinds. While the insatiable demand for Artificial Intelligence (AI) chips has propelled market leaders to unprecedented heights, companies heavily reliant on traditional markets like mobile and [...]
The European Union's ambitious semiconductor strategy, driven by the EU Chips Act, is gaining significant momentum, aiming to double the continent's global market share in chips to 20% by 2030. A cornerstone of this strategic push is the substantial €1.1 billion investment by GlobalFoundries (NASDAQ: GFS) to expand its manufacturing capabilities in Dresden, Germany. This [...]
The ambition to revitalize domestic semiconductor manufacturing in the United States faces an arduous journey, particularly for new entrants like Substrate. While government initiatives aim to re-shore chip production, the path to establishing state-of-the-art fabrication facilities (fabs) is fraught with a formidable array of financial, operational, and human capital obstacles. These immediate and significant challenges [...]
The relentless march of Artificial Intelligence (AI) is inextricably linked to the groundbreaking advancements in semiconductor technology. Far from being mere components, advanced chips—Graphics Processing Units (GPUs), Application-Specific Integrated Circuits (ASICs), and Tensor Processing Units (TPUs)—are the indispensable engine powering today's AI breakthroughs and accelerated computing. This symbiotic relationship has ignited an "AI Supercycle," where [...]
Substrate, a San Francisco-based company, is poised to revolutionize semiconductor manufacturing with its innovative X-ray lithography system, a groundbreaking technology that leverages particle accelerators to produce chips with unprecedented precision and efficiency. Moving beyond conventional laser-based methods, this novel approach utilizes powerful X-ray light to etch intricate patterns onto silicon wafers, directly challenging the dominance [...]
The United States and China are locked in an escalating semiconductor showdown, a geopolitical struggle that by late 2025 has profoundly reshaped global technology and supply chains. This intense competition, often dubbed an "AI Cold War," frames advanced semiconductors as the foundational assets for national security, economic dominance, and the future of artificial intelligence. The [...]
