Better-than-expected results from big banks lift S&P 500 EPS growth for Q3 2025 to 8.5%. CEOs appear confident as the earnings season kicks off, according to our latest LERI reading. Potential earnings surprises this week: Chubb Limited,

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.

Amphenol (NYSE:APH) shares surged nearly 8% in premarket trading on Wednesday after the electronics testing manufacturer reported third-quarter results and guidance that were better-than-expected. For the period ending Sept.

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.

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.

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

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

In the third quarter of 2025, Deep Sail Capital Partners (the "Fund") returned 5.8% net of fees while averaging 80% net long exposure. Read more here.