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The company is pushing assertively into markets across the Atlantic Ocean.

Stocks were drifting higher on light volumes, in quiet pre-holiday trading.

While the bulk of Pennington's assets are dedicated to broad market ETFs, Lineage just became its largest stock holding.

Personal computing and printing company HP (NYSE:HPQ) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 4.2% year on year to $14.64 billion. Its non-GAAP profit of $0.93 per share was in line with analysts’ consensus estimates.

Pet-focused retailer Petco (NASDAQ:WOOF) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 3.1% year on year to $1.46 billion. Its GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.

Clothing and accessories retailer Urban Outfitters (NASDAQ:URBN) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 12.3% year on year to $1.53 billion. Its GAAP profit of $1.28 per share was 8.5% above analysts’ consensus estimates.

Computer hardware and IT solutions company Dell (NYSE:DELL) met Wall Streets revenue expectations in Q3 CY2025, with sales up 10.8% year on year to $27.01 billion. The company expects next quarter’s revenue to be around $31.5 billion, coming in 14.6% above analysts’ estimates. Its non-GAAP profit of $2.59 per share was 4.5% above analysts’ consensus estimates.

Alphabet’s AI position is strengthening as its TPU strategy and LLM performance begin to diverge meaningfully from competitors.

Will his replacement carry on the Oracle of Omaha's legacy?

The company benefited from a significant upside surprise.

Data storage company NetApp (NASDAQ:NTAP) announced better-than-expected revenue in Q3 CY2025, with sales up 2.8% year on year to $1.71 billion. On the other hand, next quarter’s revenue guidance of $1.69 billion was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $2.05 per share was 8.8% above analysts’ consensus estimates.

Here’s a quick look at the biggest stories shaping the evening.

Cloud security platform Zscaler (NASDAQ:ZS) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 25.5% year on year to $788.1 million. The company expects next quarter’s revenue to be around $798 million, close to analysts’ estimates. Its non-GAAP profit of $0.96 per share was 11.4% above analysts’ consensus estimates.

Contingent on the SPX holding above last Friday’s low at 6521, with a serious warning for the Bulls below 6630 (Monday’s low), we can allow for the index to rally to 7120+.

3D design software company Autodesk (NASDAQ:ADSK) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 18% year on year to $1.85 billion. Guidance for next quarter’s revenue was optimistic at $1.91 billion at the midpoint, 2.6% above analysts’ estimates. Its non-GAAP profit of $2.67 per share was 6.9% above analysts’ consensus estimates.

Zscaler stock slid late Tuesday despite posting fiscal first-quarter results and a sales forecast ahead of Wall Street expectations.

The future of AI leadership comes down to three things: chips, power and cybersecurity.

Enterprise software company Workday (NASDAQ:WDAY) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 12.6% year on year to $2.43 billion. Its non-GAAP profit of $2.32 per share was 6.7% above analysts’ consensus estimates.