Calix shares soar as earnings, guidance easily top expectations

Belden has reported record revenue and earnings per share (EPS) for the third quarter of 2025, surpassing its guidance. This impressive performance highlights the company's strong market position and effective strategies, which are crucial for investors and stakeholders looking for growth in a competitive landscape.

BMO Capital has reaffirmed its Outperform rating on Starbucks stock, even though the company reported earnings that fell short of expectations. This decision highlights BMO's confidence in Starbucks' long-term growth potential, suggesting that despite short-term challenges, the brand remains a strong investment. Investors may find this perspective reassuring as it indicates that analysts still see value in the company.

Estee Lauder has reported impressive earnings for Q1 2026, surpassing analysts' expectations. This positive performance highlights the company's strong market position and effective strategies, which are crucial for maintaining investor confidence and driving future growth. As the beauty industry continues to evolve, Estee Lauder's ability to adapt and thrive is a promising sign for its stakeholders.

Blue Owl Capital has reported earnings that matched expectations while its revenue exceeded estimates, showcasing the company's strong performance in the financial sector. This is significant as it reflects the firm's ability to navigate market challenges effectively and suggests potential for future growth, which could attract more investors and boost confidence in the company's strategies.

DT Midstream has reported earnings that exceeded expectations by $0.07, along with revenue that surpassed estimates. This positive financial performance highlights the company's strong operational capabilities and market position, which could boost investor confidence and attract more interest in its stock.

Roblox's shares have taken a significant hit despite the company reporting better-than-expected bookings and raising its full-year guidance. This decline in stock price raises concerns among investors about the company's future performance and market position, highlighting the volatility in the gaming industry. Understanding these fluctuations is crucial for stakeholders as they navigate the evolving landscape of digital entertainment.

IDACORP has reported earnings that exceeded expectations, with revenue surpassing estimates. This positive financial performance is significant as it reflects the company's strong operational efficiency and market position, potentially boosting investor confidence and attracting new investments.

Meta's shares took a significant hit, dropping 12% after the announcement of a $16 billion tax charge linked to Trump's megabill. While the company's earnings fell short of Wall Street's expectations, Meta indicated that they would have surpassed projections without this tax burden. This news is crucial as it highlights the financial pressures companies face due to legislative changes, impacting investor confidence and market performance.

President Trump’s tariff strategy has been anything but straightforward—shifting targets, retaliatory moves, and mixed reactions from industries have kept everyone guessing. This update breaks down the current state of tariffs on major trade partners like China, the EU, and others, along with which sectors are feeling the heat (or relief).

The media regulator has expressed disappointment over O2's unexpected price increase, which exceeded what was advertised when customers signed their contracts. This situation raises concerns about transparency in pricing and customer trust, highlighting the importance of clear communication from service providers.

The European Central Bank has decided to keep interest rates unchanged for the third consecutive meeting. This decision reflects the bank's cautious approach to economic conditions in the Eurozone, aiming to balance growth and inflation. It matters because stable interest rates can influence borrowing costs for consumers and businesses, impacting overall economic activity.

Citibank has made a significant move by reducing its base lending rate to 7.00%, effective immediately. This decision is a game-changer for borrowers, especially in challenging economic times when many are seeking relief from high interest rates. By lowering the cost of borrowing, Citibank aims to support individuals and businesses alike, making loans more accessible and affordable. This could stimulate spending and investment, ultimately benefiting the broader economy.

Gold prices are on the rise as inflation risks persist, according to Harbor Capital. With Federal Reserve Chair Jerome Powell highlighting these risks, investors may consider shifting their portfolios by selling bonds and investing in gold. This trend is significant as it reflects a growing confidence in gold as a safe haven during uncertain economic times.

In a lively segment titled 'This or That,' Sonali Basak, the Chief Investment Strategist for iCapital, engages in a rapid-fire game discussing the current state of the market. This playful yet insightful exchange sheds light on the contrasting views of a potential bull market versus a downturn, making it relevant for investors looking to navigate these uncertain times.