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Showing posts from October, 2025

Reddit AI Deals and User Growth Fuel a Rally

Reddit ( RDDT ) stock surged after the company posted strong quarterly results and upbeat guidance. Reddit’s latest quarterly report impressed Wall Street with better-than-expected revenue and profits, fueled by strong advertising sales, AI licensing deals , and steady user growth. Despite concerns about slowing engagement, the social platform continues to strengthen its position among social media companies that are good to invest in. Key Points Revenue jumped 68% year over year to $585 million, beating expectations. Earnings per share rose to $0.80 , well above the forecast of $0.52. AI licensing and ad revenue drove growth, while daily active users reached 116 million. Reddit Beats Expectations with Strong Third-Quarter Results Shares of Reddit soared more than 10% on Friday after the company delivered a blockbuster earnings report. Revenue for the quarter ending September 30 reached $585 million, surpassing Wall Street’s estimate of $549 million and marking a...

Apple Earnings: iPhone 17 Cycle and Services Power Growth

Apple ( AAPL ) stock cools after record highs, but strong product demand and services revenue suggest steady momentum ahead. Apple’s latest quarterly results show the tech giant regaining momentum after a sluggish start to the year. While shares slipped slightly after hitting a record high, the company delivered strong earnings powered by iPhone 17 sales and double-digit growth in services revenue. Key Points Revenue rose 8% year over year to $102.5 billion, a record for the September quarter. iPhone 17 demand surged , driving double-digit growth expectations for the next quarter. Services revenue climbed 15% , reaching an all-time high of $28.8 billion. iPhone 17 Cycle Drives Apple’s Comeback After lagging behind the broader market earlier this year, Apple’s latest quarter signals a return to growth. Revenue hit $102.5 billion, up 8% from the previous year, while earnings per share rose to $1.85—beating expectations. The iPhone 17 lineup was the key driver, wi...

Chevron and Exxon Mobil Earnings: What Investors Need to Know

Chevron ( CVX ) and Exxon Mobil ( XOM ) beat earnings expectations despite lower crude prices.  Chevron and Exxon Mobil released their third-quarter earnings this week, providing an important snapshot of the global oil market and investor sentiment toward energy stocks. While both companies beat profit forecasts, weaker oil prices weighed on revenue growth. Key Points Chevron’s profit declined year-over-year but beat expectations on both earnings and revenue. Exxon Mobil raised its dividend after posting stronger-than-expected profits despite softer revenue. Oil production surged, supported by acquisitions and project expansions. Chevron’s Earnings Beat: Growth Through Acquisition Chevron reported adjusted earnings of $1.85 per share, topping analyst forecasts of $1.71. Revenue reached $49.73 billion, beating expectations of $47.23 billion. However, profit dropped to $3.54 billion from $4.49 billion last year due to lower crude prices. The key driver of Chevro...

Amazon Stock Soars After Blowout Q3 Earnings Beat

Amazon’s ( AMZN ) third-quarter results reignited investor optimism, sending shares up double digits and setting the stage for a strong year-end rally. Key Points: Adjusted earnings per share reached $1.95 on revenue of $180.2 billion, topping estimates. Amazon Web Services (AWS) revenue jumped 20% year over year to $33 billion. The company raised its 2025 capital expenditure forecast to $125 billion, citing AI and cloud expansion. Amazon’s Earnings Beat Sparks Record Stock Rally In a blockbuster third quarter, Amazon posted adjusted earnings of $1.95 per share on $180.2 billion in revenue—beating Wall Street forecasts and lifting the stock more than 10%. The strong results were driven by broad-based growth across the company’s core businesses, from online retail to cloud computing and digital advertising. Amazon’s performance was particularly impressive in the context of heightened competition and a slower macro backdrop. CEO Andy Jassy highlighted accelerating d...

Starbucks and Chipotle Earnings Show Diverging Consumer Trends

Starbucks ( SBUX ) and Chipotle ( CMG ) deliver contrasting earnings stories. Both Starbucks and Chipotle reported earnings that revealed two very different paths amid shifting consumer spending patterns. Key Points Starbucks posts first same-store sales gain in nearly two years under its “Back to Starbucks” turnaround plan. Chipotle cuts full-year sales guidance for the third time , signaling weakening demand among younger consumers. Both companies face value-conscious customers , but Starbucks’ turnaround progress stands in contrast to Chipotle’s slowdown. Starbucks Turns the Corner with Its Comeback Plan Starbucks reported fiscal fourth-quarter results showing a 1% increase in same-store sales—the first positive growth in seven quarters. Revenue rose 5% year over year to $9.6 billion, surpassing forecasts of $9.3 billion. While adjusted earnings of 52 cents per share missed estimates of 56 cents, management emphasized that profits are being weighed down b...

Eli Lilly and Merck Deliver Strong Earnings Amid Political and Market Uncertainty

Eli Lilly ( LLY ) and Merck ( MRK ) both reported earnings that surpassed Wall Street expectations. Both reports signal continued strength in the pharmaceutical sector despite looming policy risks and market volatility. Key Points Eli Lilly reported a 54% revenue jump, driven by strong obesity and diabetes drug sales. Merck  beat profit estimates, supported by its blockbuster cancer drug Keytruda . Both companies raised full-year guidance, showing confidence despite U.S. drug pricing pressures. LLY Reports a “Beat and Raise” Quarter Eli Lilly’s latest earnings report showcased one of the strongest performances in the sector. The company posted adjusted earnings of $7.02 per share, topping analyst forecasts of $5.89. Revenue surged 54% year-over-year to $17.6 billion, far ahead of expectations. The growth was powered by Lilly’s incretin-based therapies — Mounjaro , a diabetes treatment that generated $6.5 billion, and Zepbound , its obesity drug that delive...

Alphabet Surges as AI and Cloud Drive Record Earnings

Alphabet ( GOOG ) delivered its strongest quarter in years, surpassing $100 billion in quarterly revenue for the first time, powered by AI-fueled growth in search, cloud, and advertising. Alphabet’s third-quarter results impressed investors with record-breaking revenue and strong momentum across its business lines. The company’s performance highlights its transition into an AI-first technology powerhouse. Key Points Q3 earnings per share of $2.87 beat estimates of $2.26. Revenue climbed 16% to $102.3 billion, surpassing the $100 billion mark for the first time. Google Cloud revenue surged 34%, with profit margins improving to 24%. Alphabet’s Record Quarter Highlights AI Momentum Alphabet’s earnings shattered expectations as profit rose nearly 35% year over year. The company’s $102.3 billion in revenue marked its strongest growth rate since early 2022. Shares jumped more than 5% in early trading, climbing above $289, as investors celebrated the company’s return to ...

META Stock Falls as AI Spending Surges Despite Revenue Growth

Meta’s ( META ) latest earnings show strong sales but rising costs and record AI investments are weighing on investor sentiment. Meta Platforms reported mixed third-quarter results, beating revenue expectations but missing on earnings due to a large one-time tax charge. The company’s expanding artificial intelligence investments are reshaping its balance sheet and investor outlook. Key Points Earnings-per-share came in at $1.05, well below expectations, due to a $15.9 billion non-cash tax charge. Revenue jumped 26% to $51.2 billion, the strongest growth since 2021. Meta raised its 2025 capital spending forecast to $71 billion and expects even faster growth in 2026. Meta Posts Strong Revenue but Profit Misses the Mark Meta’s third-quarter results reflected powerful momentum in its advertising business, with ad revenue climbing more than 25% year over year. Improved AI-driven ad targeting and higher engagement across Facebook, Instagram, and Threads helped boost sal...

Microsoft Stock Dips After Strong Earnings Beat

Despite posting record quarterly results and continued cloud dominance, shares of Microsoft ( MSFT ) slipped as investors weighed soaring AI-related spending and in-line guidance. Microsoft delivered a blockbuster first fiscal quarter, beating Wall Street estimates across revenue and earnings. Yet, the stock edged lower as markets digested massive capital expenditures and cautious guidance for the next quarter. Key Points Microsoft reported adjusted earnings of $4.13 per share, topping estimates of $3.67. Azure revenue surged 40% year over year, exceeding analyst expectations. Capital expenditures hit $34.9 billion, signaling major investment in AI capacity. Microsoft Delivers Record Results but Faces Investor Caution Microsoft’s quarterly revenue reached $77.7 billion, ahead of analyst projections of $75.4 billion. Adjusted earnings per share came in at $4.13, well above expectations. The company’s cloud segment remained the key growth driver, with Azure sales ju...