Stock Market News 2025-10-29
954 news published.
Pharma, approvals and clinical updates
AbbVie (ABBV) reported positive Phase 3 topline results for upadacitinib (RINVOQ®) in vitiligo — a franchise extender that could lift medium‑term dermatology growth assumptions if filings proceed.
Tectonic Therapeutic (TECX) announced positive Phase 1b Part B data for TX45 in Group 2 pulmonary hypertension with HFrEF, an early cardiopulmonary signal that can accelerate partnering interest.
Guardant Health (GH) raised 2025 revenue guidance alongside Q3 results, underscoring liquid‑biopsy commercial traction and recurring revenue momentum.
Big tech results and platform moves
Meta (META) released third-quarter 2025 results. Investors are parsing ad trends, AI monetization cadence and capital intensity for AI infrastructure.
MercadoLibre (MELI) posted Q3 results, reporting $7.4 billion in net revenue and marking the 27th consecutive quarter of >30% year‑over‑year growth — a strong read on Latin‑American e‑commerce and fintech expansion that bears on payment volumes and credit-loss expectations.
Chipotle (CMG) announced third-quarter 2025 results, an important consumer test for pricing power and digital CRM-driven frequency.
Data center, cloud and infrastructure
Equinix (EQIX) reported strong Q3 results, highlighting resilient colocation demand as AI workloads drive capacity and cross‑connect monetization.
CoreSite (AMT), Confluent (CFLT) and Supermicro (SMCI) remain in focus as the market assesses how colocation, streaming backbones and server OEMs capture GPU‑driven secular demand.
Cybersecurity, AI and enterprise software
Tenable (TENB) posted Q3 results, offering a timely check on subscription expansion as defenders productize AI capabilities.
OpenText (OTEX), Commvault (CVLT) and Rapid7 (RPD) continue rolling out AI‑centric security and data governance features that could drive retention and upsell.
Payments, tokenization and digital security
CPI Card Group (PMTS) partnered with Karta to deliver enhanced digital security for prepaid cards, a practical step as issuers push tokenization and fraud reduction for wallets.
Wix (WIX)’s PayPal partnership and small‑bank tokenization initiatives highlight longer‑term payments mix shifts for SMB platforms.
Energy, EVs and industrial partnerships
Blink Charging (BLNK) struck a deal to install EV chargers at Miami World Tower, showing how real‑estate and EV infrastructure converge on convenience‑led installs.
NESR (NESR)’s multi‑billion dollar Saudi Aramco contract remains a major backlog catalyst for oilfield services and Middle East expansion.
Murphy USA (MUSA) disclosed a CEO transition while reaffirming capital allocation — a governance move investors will watch for execution continuity.
Cleveland‑Cliffs (CLF) announced a proposed 75 million share offering, a notable capital‑markets action that could affect leverage and near‑term share supply.
Industrial, materials and mining results
Agnico Eagle (AEM) reported Q3 results with record adjusted net income and strengthened liquidity after debt repayments — a positive signal for gold miners as cash generation and balance‑sheet repair shape capital allocation.
Valaris (VAL) reported Q3 results, another data point in offshore services demand, and Transocean (RIG) released its Q3 report, keeping the drilling cycle and day‑rate trajectories under review.
Algoma Steel (ASTL) and Aris Mining (ARMN) posted quarterly results, offering regional snapshots on steel and specialty mining operations that feed supply‑side narratives for materials markets.
Real estate, REITs and housing signals
Invitation Homes (INVH), AvalonBay (AVB), Essex (ESS) and UDR (UDR) reported Q3 results with guidance updates — collectively important for rental fundamentals and property‑level operating trends.
Extra Space Storage (EXR) and Sun Communities (SUI) also reported quarterlies, giving a cross‑section view of demand in self‑storage and manufactured‑housing assets.
Corporate results, earnings beats and governance
Starbucks (SBUX) reported Q4 and full‑year fiscal 2025 results, with comp trends and margin drivers that feed consumer‑spending narratives.
Carvana (CVNA) posted record Q3 results, a potential turnaround sign if inventory and finance spreads remain stable.
Regal Rexnord (RRX) reported strong Q3 results and initiated a CEO succession process, an operational inflection worth tracking.
MGM Resorts (MGM) released Q3 financial and operating results, a bellwether for consumer leisure spend and regional gaming trends.
Pilgrim’s Pride (PPC) reported $4.8B in net sales and strong operating income, reflecting protein demand and margin dynamics in food processing.
Financials, banks and credit markets
First Interstate BancSystem (FIBK) reported third-quarter earnings, another regional bank read for net interest income and credit trends.
Orange County Bancorp (OBT) announced record Q3 results, highlighting regional depositor strength.
Provident Financial Services (PFS) reported Q3 earnings, adding another datapoint on credit quality and margin pressure across community banks.
Redwood Trust (RWT) reported record production volumes, advancing its transition to a core operating model in mortgage credit markets.
AXIS Capital (AXS) posted strong underwriting results, with sizable net and operating income per share — notable in re/insurance earnings season.
Selected quick hits and market watchlist
- Meta (META) Q3 — watch ad trends and AI monetization.
- Chipotle (CMG) Q3 — pricing power and digital frequency.
- Equinix (EQIX) Q3 — data‑center demand and AI capacity growth.
- AvalonBay (AVB) and Invitation Homes (INVH) — rental fundamentals and guidance updates.
- Cleveland‑Cliffs (CLF) share offering — monitor dilution and capital use.
- American Water (AWK) announced a planned merger with Essential Utilities, expected to close in Q1 2027.
- Keep an eye on AI and infrastructure productization across Confluent, CoreSite (AMT), OpenText and Supermicro for subscription and hardware upside.
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