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Fastenal Company Announces Conference Call to Review 2025 Third Quarter Earnings
Businesswire· 2025-09-26 20:05
Sep 26, 2025 4:05 PM Eastern Daylight Time Fastenal Company Announces Conference Call to Review 2025 Third Quarter Earnings Share WINONA, Minn.--(BUSINESS WIRE)--Fastenal Company (Nasdaq:FAST) ('Fastenal,' 'we,' 'our,' or 'us') announced the date and time for its conference call to review 2025 third quarter results, as well as current operations. The conference call will be broadcast live over the Internet on Monday, October 13, 2025 at 9:00 a.m. central time. To access the call, please visit the following ...
Wall Street Roundup: Micron, Alibaba, Nvidia, AI Theme Maturing
Seeking Alpha· 2025-09-26 18:15
AI行业动态 - AI主题已从新兴概念发展为成熟市场驱动力 推动整体股市表现[3][4] - 英伟达与OpenAI达成投资协议 将投入100亿美元 首期10亿美元对OpenAI估值达5000亿美元[5] - 英伟达利用570亿美元现金储备进行战略布局 包括向英特尔投资50亿美元 旨在从芯片供应商转型为综合AI枢纽[7] - 甲骨文采取类似策略 通过投资行业公司扩大AI领域影响力[7] - 英特尔近期频繁达成合作协议 试图通过合作伙伴关系实现业务转型[14][15] 半导体与科技公司表现 - 美光科技季度营收同比增长46% 其中DRAM内存芯片业务增长69% 但股价在财报后下跌[9] - 美光股价年内上涨86% 财报前创52周新高 市场对估值可持续性持观望态度[10] - 阿里巴巴发布新AI模型并宣布加大AI投入 股价应声上涨8% 创年内新高 年内涨幅约100%[11] - 市场对AI承诺与执行存在分化反应 合约公告推动股价大涨 而财报表现则引发谨慎情绪[12] 先买后付行业 - Klarna股价较40美元发行价下跌8% 交易价略高于39美元 可能首次跌破发行价[17][18] - Affirm股价周内下跌16% 无重大新闻但持续走低[16] - PayPal出售70亿美元先买后付应收账款给Blue Owl Capital 降低业务风险暴露[19][22] - 先买后付行业面临经济敏感性考验 违约率上升可能对这类公司产生重大影响[20] 零售业动态 - 星巴克宣布关闭部分门店并进行总部裁员 公司称旨在回归咖啡店本质模式[24][28][29] - 零售业存在"手风琴式"扩张模式 利用廉价商业地产进行周期性开闭店[25][26] - 星巴克双门店策略基于交通动线设计 提升顾客便利性[27] 宏观经济数据 - PCE通胀数据符合预期 保持高位但未超市场担忧水平[33] - 美联储已实施降息 但对通胀影响需要时间显现[34] - 就业数据将成为下周市场关注焦点 可能显示劳动力市场稳定迹象[35] - GDP数据获得积极修正 初请失业金人数表现尚可[35]
Why Costco stock slipped post-Q4: 3 reasons, plus 5 to buy the dip
Invezz· 2025-09-26 16:27
Investors are choosing caution on Costco Wholesale Corp (NASDAQ: COST) this morning even though the membership-only big-box retailer came in ahead of Street estimates for its fiscal Q4. Including toda... ...
Solus' Dan Greenhaus: Government shutdown 'doesn't matter at all' for markets
Youtube· 2025-09-26 16:18
Let's continue that conversation this morning with Dan Greenhouse, chief strategist, managing director at Solless Alternative Asset Management, who joins us here at Post9. Happy Friday, DG. Good to see you.So, this uh this week, has it been like a a healthy breather going into a ramp in the year end or is the rally as broad as you would have liked. >> No, the rally is not as broad as I would have liked. It's there's a lot of lowquality and uh bitcoin related names that that have led the way, but but also ho ...
Walmart vs. Target: Which Retail Stock Holds the Edge Now?
ZACKS· 2025-09-26 16:16
Key Takeaways Walmart projects fiscal 2026 net sales growth of 3.75-4.75% and operating income up 3.5-5.5%.Target expects a low-single-digit sales decline in fiscal 2025 amid a tough consumer landscape.WMT trades near a 36.69 forward P/E above its median, while TGT's 11 P/E sits below its one-year median.Walmart Inc. (WMT) and Target Corporation (TGT) remain two of the most influential players in the U.S. retail space, each with strong footprints and evolving digital strategies. Both companies recently repo ...
Stock Market Today: Indexes Break Losing Streaks. Why The Surge In Electronic Arts Shares?
Investors· 2025-09-26 20:42
Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos Get market updates, educational videos, webinars, and stock analysis. BREAKING: Inflation Data Cements Rate Cut Expectations The Dow Jones Industrial Average and the other major stock indexes rose Friday as Wall Street reacted to the Federal Reserve's favored inflation gauge, the core PCE price index. Meanwhile, Apple (AAPL) and Costco Wholesale (COS ...
Stocks buck September effect, plus how August's inflation data could impact rate cuts
Youtube· 2025-09-26 15:13
I'm Ale Canal in for Brian Sazzy and you're taking a live shot of the opening bells on Wall Street this Friday morning. Pearson ringing the bell at the NY celebrating the 25th anniversary of its listing and Global Citizen getting things popping over at the NASDAQ. this as traders digest PCE data, the final full trading week of the month and the third quarter, plus a new tariffs on everything from pharmaceuticals to furniture.Now, Opening Bid is all about serving up the investing analysis you need to to know ...
Aug PCE inflation data matches estimates, how Trump's new tariffs could impact markets and business
Youtube· 2025-09-26 14:43
Welcome to Yahoo Finance flagship show, The Morning Brief. I'm Julie Heyman. Let's get the three things you need to know today.President Trump following through on his threats to slap tariffs on heavy trucks, furniture, and pharmaceuticals. For homegoods, two different tariff rates will go into effect next week. A 50% rate on items like kitchen cabinets, and a lower 30% rate on upholstered furniture.The news weighing on furniture companies this morning. But there's a big loophole for the drug makers. As lon ...
INTC Continues Rally, MSFT "Top Pick" in Software, COST Beats
Youtube· 2025-09-26 14:00
Diane King Hall, host of Morning Movers, here taking a look at some big names to watch, many of which are in tech. Good morning, Diane. You're starting off with Intel here this morning.>> Happy Friday to you. Yes, indeed. All right, Intel catching another bid today.Uh the latest is, you know, this partnership push that essentially Intel's been doing. We've got some Wall Street Journal reporting on this one. Intel really has been working to stage this comeback after years of falling behind rivals like Taiwan ...
Costco: Great Business, Still A Hold On Valuation (NASDAQ:COST)
Seeking Alpha· 2025-09-26 13:07
When I last looked at Costco Wholesale Corporation (NASDAQ: COST ) in June, I called it a Hold at about $999 a share. My main concern was the high price, not the company itself. Since then, the stock has slipped to around $943, down about 5.6 percent, even asWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the r ...