Mexican fast-food chain Chipotle (NYSE:CMG) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 6.4% year on year to $2.88 billion. Its non-GAAP profit of $0.29 per share was 5.3% above analysts’ consensus estimates.
Analog chip manufacturer Texas Instruments (NASDAQ:TXN) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 11.1% year on year to $4.07 billion. The company expects next quarter’s revenue to be around $4.35 billion, close to analysts’ estimates. Its GAAP profit of $1.28 per share was 20.2% above analysts’ consensus estimates.
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 24.4% year on year to $4.72 billion. The company expects next quarter’s revenue to be around $5 billion, close to analysts’ estimates. Its non-GAAP profit of $1.04 per share was 3.8% above analysts’ consensus estimates.
One of the most intriguing concepts recently discussed by Chris Begg is the idea of Value Investing 3.0. But what is Value Investing 1.0? And what about Value Investing 2.0?
Secretary of State Rubio is dismantling a key climate diplomacy office, a move that is throwing U.S. international environmental efforts into disarray just months ahead of critical global talks.
In this brief market report, we will take a look at the various asset classes, sectors, equity categories, ETFs, and stocks that moved the market higher, as well as the market segments that defied the trend by moving lower.
In a recent poll, a significant number of voters said that President Trump's second term has been "chaotic" and "scary." The poll also indicates a considerable disapproval rate for Trump's handling of major issues.
With investor skepticism weighing on sentiment, contrasted by the opportunities in Waymo and Google Cloud, the disconnect between perception and performance has created a rare window of opportunity for long-term investors in Alphabet.
