Susquehanna has increased its price targets on an array of semiconductor stocks ahead of third-quarter financial results, with most companies expected to report in line or slightly above estimates due to a sustained upcycle.

Recent media wins include Omnicom Media Group’s PHD, named OpenAI’s first-ever global media agency of record, and OMD, appointed as the global media AOR for Merlin Entertainments, operator of theme parks and attractions such as Legoland and Madame Tussauds. On the creative front, wins included American Express and Porsche accounts.

Time Deposit Maturities -- Management disclosed "about $10 billion" in time deposits rolling over in Q4 2025, according to Dominic Ng and "a little over $8 billion" rolling over in Q1 2026, positioning for benefit from expected Fed rate cuts.

Netflix missed Q3 earnings expectations with revenue of $11.51 billion and EPS of $5.87, dragged down by a Brazilian tax dispute.

Boston Scientific’s third-quarter revenue topped $5 billion, up 20.3% year over year. Growth eased slightly from the second quarter, when sales rose more than 22%. Urology led the gains, up 28% year over year. Cardiology—the company’s largest business—climbed 24% to $2.64 billion, while med-surg rose 16% to $1.72 billion.

QuantumScape (Nasdaq:QS) enters tonight’s earnings as a pre-revenue platform transitioning from lab to a scalable ready product. Management tightened CapEx, expanded the Volkswagen PowerCo collaboration with up to $131 million of milestone inflows,

The company's adjusted earnings before taxes and other items reached $178.6 million, up 124% quarter-over-quarter, with volume rising 23% to $561.9 billion.

Lockheed Martin has updated its full-year forecast following an 8.7% rise in Q3 sales for 2025 (FY25), which reached $18.6bn.

For 3 months ended September 30, Third Avenue Value Fund returned 11.85%, as compared to the MSCI World Index, which returned 7.36%, and the MSCI World Value Index, which returned 5.98%.