In this video, Ira Epstein discusses the recent movements in the metal markets, highlighting a modest rise in metals alongside a significant boost in the stock market driven by NVIDIA's strong performance and positive outlook through 2026.
InMed shares jumped 22% in after-hours trading after the company reported encouraging large-animal study results for its Alzheimer's drug candidate INM-901.
For the 466 S&P 500 members that have reported Q3 results, total earnings are up +14.0% from the same period last year on +7.9% higher revenues, with 83.0% beating EPS estimates and 75.3% beating revenue estimates.
Nvidia’s strong earnings ignite a sharp Nasdaq rebound, with major tech names joining the surge. Elliott Wave counts now lean bullish as markets push toward key upside levels.
Former VP Cheney's funeral to be attended by Biden, Bush and Cheney family at Washington National Cathedral on Thursday. Politicians from both parties praise his legacy and impact on American politics.
Japan’s equity market is getting a fresh lease of life under PM Sanae Takaichi’s fiscal-growth agenda: stocks are soaring, asset-managing reforms are underway, and a ‘new golden era’ may be forming—though structural risks remain.
Navitas shares surged in after-hours trading following a $100 million private placement and plans to participate in a major AI and technology conference.
Thomas Farley, the CEO of Bullish, said on Wednesday, November 19, that the passage of the cryptocurrency market structure bill will be "great" for the company and the broader industry.
Amazon has begun sending automatic refunds of up to $51 to eligible Prime customers nationwide following a record $2.5 billion FTC settlement over allegations that it used deceptive sign-up and cancellation practices.
Treasury Secretary Scott Bessent highlighted the unprecedented wave of capital flowing into the United States, resulting from new corporate plans and trade agreements under President Donald Trump, which he said is beyond what was seen under prior administrations.
Applied Materials’ third quarter results were shaped by steady demand for semiconductor manufacturing equipment, despite a year-over-year sales decline. Management pointed to ongoing trade restrictions and a less favorable market mix as factors that tempered growth, especially given reduced access to the Chinese market. CEO Gary Dickerson emphasized that, while the company’s accessible market shrank due to these restrictions, Applied Materials maintained share where it could compete. He attributed continued strength to leadership in process technologies for DRAM and advanced foundry logic, stating, “We have very high share…across multiple technology nodes.”
Disney’s third quarter saw flat year-over-year revenue and a significant market selloff after results missed Wall Street’s sales expectations. Management emphasized that growth in streaming operating income, improved margins, and robust performance in the Experiences segment were key positives. CEO Bob Iger highlighted the global appeal of recent film releases and the turnaround in direct-to-consumer profitability, noting, “Our DTC business was running a $4 billion operating loss just three years ago.” However, a cautious tone emerged around domestic park attendance and the evolving competitive landscape in media.
MarineMax’s third quarter results reflected the challenges facing the recreational boating sector, as cautious consumer behavior and elevated inventory levels weighed on demand. Management pointed to persistent inflation and high interest rates as factors causing many buyers to delay boat purchases. CEO Brett McGill highlighted that the company’s diversified revenue streams, including finance, insurance, service, and marina operations, helped offset margin pressure from the core retail business. He cited the success of cross-selling initiatives, noting, “A 35-meter Yacht sale at the recent Fort Lauderdale International Boat Show resulted from touchpoints across all of these businesses.”
OneWater’s third quarter results were met with a negative market reaction, as revenue growth outpaced Wall Street expectations but profitability metrics fell short. Management attributed the higher sales to a rebound in both new and pre-owned boat demand, especially in markets recovering from weather disruptions last year. Pre-owned activity was particularly strong, supported by improved trade-in dynamics and disciplined inventory management. The company also noted that the exit from certain brands created short-term margin headwinds, but said it provided a cleaner operational focus for the business. CEO Anthony Aisquith emphasized, “Our focus on serving customers drove another year of positive same-store sales growth and continued market share gains.”
Home improvement retailer Lowe’s (NYSE:LOW) met Wall Streets revenue expectations in Q3 CY2025, with sales up 3.2% year on year to $20.81 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $86 billion at the midpoint. Its non-GAAP profit of $3.06 per share was 3.6% above analysts’ consensus estimates.
Kitchenware and home goods retailer Williams-Sonoma (NYSE:WSM) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.6% year on year to $1.88 billion. Its GAAP profit of $1.96 per share was 4.7% above analysts’ consensus estimates.
Website building platform Wix (NASDAQ:WIX) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 13.6% year on year to $505.2 million. The company expects next quarter’s revenue to be around $526 million, close to analysts’ estimates. Its non-GAAP profit of $1.68 per share was 12.6% above analysts’ consensus estimates.
Spectrum Brands’ third quarter performance in 2025 was defined by a sharper-than-expected revenue decline, yet the market responded positively due to robust cost-reduction efforts and a substantial non-GAAP earnings beat. Management attributed the sales softness primarily to supply chain disruptions from paused shipments out of China and ongoing category weakness in Global Pet Care and Home and Personal Care. CEO David Maura emphasized that, despite these challenges, the company successfully offset tariff and inflationary pressures through vendor concessions, internal cost cuts, and targeted pricing actions. As Maura noted, “We have offset substantially all of this [tariff] exposure through a combination of vendor concessions, painful internal cost reductions, supply base reconfiguration and diversification, and lastly, pricing actions.”
Stratasys’ third quarter results met Wall Street’s revenue expectations, but the market reacted negatively as year-over-year sales declined and margin pressures persisted. Management attributed the top-line softness to continued macro-driven caution in capital equipment spending, particularly in industrial and manufacturing sectors. CEO Yoav Zeif emphasized that cost discipline and operational efficiencies were key in generating positive operating cash flow and non-GAAP earnings. He pointed to “strong execution by our team to leverage notably improved lower adjusted operating expenses by 440 basis points year over year,” even as gross margin remained under pressure from higher tariffs and unfavorable product mix.
Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 15.7% year on year to $2.47 billion. The company expects next quarter’s revenue to be around $2.58 billion, close to analysts’ estimates. Its non-GAAP profit of $0.93 per share was 4.4% above analysts’ consensus estimates.
General merchandise retailer Target (NYSE:TGT) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 1.6% year on year to $25.27 billion. Its non-GAAP profit of $1.78 per share was 3.6% above analysts’ consensus estimates.
