Today: 11 November 2025
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sales growth

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s October Sales Set New Record but Growth Cools to 16.9% YoY as AI Demand Normalizes; Smartphone Orders Reawaken

TAIPEI — November 10, 2025 At a glance October by the numbers: a record high with cooler growth TSMC reported NT$367.47 billion in consolidated revenue for October, a fresh record and an 11% sequential rise. On a yearly basis, sales grew 16.9%, slower than September’s ~40% YoY surge. For January–October, revenue totaled NT$3.13 trillion, up 33.8% from the same period last year. TSMC+2Focus Taiwan – CNA English News+2 While those figures confirm the foundry’s dominant position in advanced nodes, they also mark the slowest YoY growth since February 2024, a datapoint traders have latched onto as evidence that the AI
10 November 2025
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Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast

Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast

Recent News: Earnings Spark Rally Lumentum’s San Jose headquarters. The company’s stock jumped after it announced record quarterly revenue and upbeat guidance, fueled by surging demand from AI data centers. Lumentum made headlines on November 4–5, 2025 with a stellar earnings report that ignited its stock. The firm announced Q1 FY2026 (quarter ended Sep 27, 2025) results featuring record-high sales of $533.8 million – about 58% higher than a year ago simplywall.st and even slightly above Wall Street’s consensus (FactSet had ~$526M) marketscreener.com. This top-line feat, the largest quarterly revenue in Lumentum’s 10-year history optics.org, was driven by unprecedented demand
5 November 2025
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JD.com Stock Primed to Soar? Trade Truce and Strong Sales Spark Investor Buzz

JD.com Stock Primed to Soar? Trade Truce and Strong Sales Spark Investor Buzz

Key Facts: JD.com’s U.S.-listed ADRs closed near $33 on Oct 31 benzinga.com. 2025 has seen robust sales growth – Q4’24 revenue jumped 13.4% YoY to RMB347 billion reuters.com, Q1’25 grew 15.8% to RMB301.1 billion globenewswire.com, and Q2’25 hit RMB356.7 billion (+22.4% YoY) jdcorporateblog.com. Margins and profits improved (net income surged in Q4’24 and Q1’25 reuters.com globenewswire.com). Management has returned cash to shareholders, buying back $1.5 billion of stock in Q1 globenewswire.com. Analysts are generally bullish – the consensus 12‑month target is about $42 (implying ~25–30% upside) benzinga.com – although some caution that aggressive discounting (in instant delivery, food, etc.) is squeezing profits reuters.com reuters.com.
2 November 2025
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Starbucks (SBUX) Brewing Gains? CEO’s Shake-Up & $5B China Deal Fuel Stock Rally

Starbucks Rebound? Q4 Sales Jump for First Time in 2 Years, Sending Stock Soaring

Starbucks’ surprisingly strong Q4 sales and its renewed focus on customers suggest its “Back to Starbucks” strategy is gaining traction abcnews.go.com ts2.tech. Still, higher costs (coffee-bean prices, tariffs on imports) cut into margins reuters.com. The company suspended guidance, with CFO Smith saying new forecasts will come at an investor event in January reuters.com. In the meantime, analysts note that if Starbucks can sustain this momentum – by winning back customers and controlling costs – the stock may have further room to run. As one UBS analyst put it, investors are watching for an inflection in sales trends next year ts2.tech.
29 October 2025
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Garmin Venu 4 Shines Bright: Wellness Coach, Flashlight & Big Upgrades to Rival Apple Watch

Garmin’s Big Q3 Surprise: Record Sales Surge, but Stock Plummets – What’s Next?

Garmin Q3 2025 Earnings Beat Expectations Garmin’s Oct. 29 press release showed record Q3 sales of ≈$1.77 billion prnewswire.com, up 12% from a year ago. CEO Cliff Pemble lauded “another quarter of strong financial results” with double-digit revenue growth in multiple segments uk.investing.com. Adjusted profit was $1.99 per share (versus $1.98 expected) uk.investing.com. On a GAAP basis EPS was $2.08 prnewswire.com, essentially flat YoY. The strong demand came despite a slowing economy, reflecting Garmin’s diverse portfolio (fitness wearables, marine and aviation equipment, etc.). Notably, Garmin reiterated bullish guidance: it now expects about $8.15 EPS for FY2025 on roughly $7.10 billion revenue timesunion.com
29 October 2025
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Apple’s iPhone 17 BOOM: Sales Surge, Stock Soars Near $4T – What Analysts Say

Apple’s iPhone 17 BOOM: Sales Surge, Stock Soars Near $4T – What Analysts Say

Apple Inc. (NASDAQ: AAPL) is riding high on the strength of its new iPhone 17. Counterpoint Research data show the iPhone 17 line (launched in September) outsold the iPhone 16 series by 14% in their first 10 days on the U.S. and Chinese markets reuters.com investing.com. In particular, the entry-level iPhone 17 has been a smash hit – Chinese demand for the basic model nearly doubled versus last year cnnbrasil.com.br investing.com. Counterpoint senior analyst Mengmeng Zhang credits its “excellent cost-benefit” and strong specs (new A19 chip, bigger screen and storage) at the same price as 2024 investing.com. As one consumer note, Apple even
21 October 2025
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XPeng’s Shocking 2025 Surge: Record EV Sales, Stock Soars & Bold Profit Bet

XPeng’s Shocking 2025 Surge: Record EV Sales, Stock Soars & Bold Profit Bet

Stock Price and 2025 Performance XPeng’s stock (NYSE: XPEV) has been one of 2025’s standout performers. Year-to-date, XPEV shares have surged over 100%, significantly outperforming most EV peers simplywall.st. The stock started the year in single-digit territory and rocketed into the $20s by Q3, briefly touching multi-year highs around $27 per share ts2.tech ts2.tech. It currently trades near the mid-$20s range after a slight pullback, still “sharply” up in 2025 ts2.tech. This rally has been fueled by a string of positive catalysts: accelerating sales growth, improving financial metrics, and a compelling technology narrative. Market analysts note that XPeng’s tech-focused storyline
10 October 2025
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Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron Technology’s 2025 AI-Fueled Boom: Record Sales, Surging Stock, and Bold Outlook

Full Overview of Micron Technology (MU) as of September 24, 2025 Company Overview: Memory Leader in a Booming Industry Micron Technology, based in Boise, Idaho, is one of the world’s leading semiconductor memory manufacturers. Founded in 1978, the company specializes in memory chips and storage solutions, offering a broad portfolio of products including DRAM (dynamic random-access memory) for working memory, NAND flash for data storage, and NOR flash for niche non-volatile uses reuters.com. These products are sold under Micron’s own name and its consumer brand Crucial reuters.com. Micron’s innovations enable the demanding memory needs of modern computing – from smartphones
24 September 2025
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