How we trade needs to be a function of the type of market we're seeing. Updating our perspectives each day--and sometimes within the day--allows us to trade flexibly and knowledgably.
According to a Reuters report citing people familiar with the matter, Airbus is on course to win about 100 jet orders from the United Arab Emirates-based FlyDubai, which has until now bought from Boeing.
The most important market that is yet to show evidence of declining liquidity is the one that is being supported to the greatest extent by passive money flows: the US stock market as represented by the SPX.
I'm not sure the current 'tide' is finished going out, as they say, as we looked for in the mega-caps. However that's not to say the 'tide' doesn't move in 'waves', which means you can get rebounds even if low tide is in the future for those stocks.
Billionaire Peter Thiel has sold his entire stake in Nvidia Corporation (NASDAQ: NVDA) and significantly cut his holdings in Tesla Inc. (NASDAQ: TSLA) apparently amid growing apprehensions of a potential tech bubble.
2026 tax season will be different and it's wise to start adjusting now. Changes include no free Direct File, bigger standard deductions, and new charitable rules.
Entrepreneurs should prioritize building a sizable cash cushion, not flashy valuations or social media clout, says Kevin O'Leary. $5 million liquid is the benchmark for true personal freedom and financial security.
Hedge fund manager Eric Jackson has made an aggressive projection for mortgage finance company, Better Home & Finance Holding Co. (NASDAQ: BETR), predicting a multi-thousand-percent move based on its underlying economics and market opportunity.
A federal jury in California has ruled that Apple Inc. (NASDAQ: AAPL) must pay Masimo Corporation (NASDAQ: MASI) $634 million for infringing a patent related to blood-oxygen reading technology.
ON24’s third quarter results were well received by the market, as the company exceeded Wall Street’s revenue and non-GAAP profit expectations. Management credited the outperformance to rising adoption of its AI-enabled products and a growing share of customers using multiple ON24 offerings. CEO Sharat Sharan highlighted that nearly one in five customers now pay for AI solutions, and the company saw a record high in average annual recurring revenue (ARR) per customer. While ON24 experienced softness in new growth bookings—particularly in the life sciences vertical—deal slippage was partially offset by strong customer win-backs and deeper product utilization across its enterprise base.
PubMatic’s third quarter results were met favorably by the market, as management attributed outperformance to rapid expansion in connected TV (CTV), the adoption of advanced artificial intelligence (AI) solutions, and the ongoing shift toward high-growth, diversified revenue streams. CEO Rajeev Goel highlighted that CTV revenue, excluding political advertising, grew over 50% year over year, driven by premium supply growth, new agency marketplaces, and increased participation from small and mid-market advertisers. The company’s efforts to leverage AI for yield optimization and operational efficiency were credited with supporting both top-line resilience and margin stabilization, despite broader declines in display advertising and pressure from a major demand-side platform (DSP).
monday.com's third quarter saw revenue and non-GAAP profitability surpass Wall Street expectations, but the market reacted negatively—shares dropped sharply following the results. Management attributed quarterly momentum to strong expansion among larger enterprise customers and accelerating adoption of new AI-powered products. However, CEO Roy Mann acknowledged that the transition toward targeting bigger accounts brought longer sales cycles and timing effects, which affected the magnitude of upside versus prior quarters. Co-CEO Eran Zinman highlighted that new product launches—particularly those leveraging AI—were well received by customers, while CFO Eliran Glazer pointed to improved operational efficiency and stable net revenue retention as supporting factors.
American Express Global Business Travel’s third quarter was marked by strong top-line growth but significant margin pressure, with the market reacting negatively to the results. Management attributed the revenue acceleration to the recent acquisition of CWT and ongoing momentum in the core business, citing higher transaction volumes, increased average ticket prices, and robust customer retention. CEO Paul Abbott highlighted the importance of the CWT deal, describing it as an “important milestone for growth and value creation,” while also noting the integration’s immediate impact on both revenue and operating expenses. Despite the revenue gains, adjusted operating margins declined notably year-over-year, as incremental costs from CWT and ongoing investments weighed on profitability.
Quest Resource’s third quarter was defined by meaningful sequential improvements, with management crediting internal operational changes and cost reductions for the company’s progress despite a difficult operating backdrop. CEO Perry Moss described the period as one of “strong sequential improvement in our financial performance,” underpinned by a revamped sales approach and disciplined cost management. The year-over-year revenue decline was primarily attributed to the divestiture of lower-margin mall-related business and continued softness in industrial customer volumes.
