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$HIMS reported 49% revenue growth in Q3, reaching $890.4 million, but shrinking margins and another earnings miss are raising concerns.

“The company lost 14 cents a share against an expected gain of six cents, its third big miss in a row,” said @ethanfeller430, stock strategist at Zacks Investment Research.

Feller noted that gross margins fell to 57% from 74% a year earlier as the company shifted toward lower-margin branded weight-loss drugs.

While demand remains strong, Feller cautioned that the stock could remain under pressure until profitability improves or its valuation adjusts.

Reporting by @caileygleeson via @FierceHealth.

https://t.co/PWFOXFqPCB

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Treasury yields climbed Tuesday following a hotter-than-expected inflation report.

The 10-year Treasury yield rose nearly 12 basis points to 4.983% as investors weighed the possibility of additional Federal Reserve tightening.

Higher yields can increase borrowing costs for businesses and consumers while putting pressure on stock valuations, particularly in growth-oriented sectors.

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• Bull of the Day: $HNGE

The digital healthcare company reported 52% revenue growth in Q3, more than doubled adjusted EPS, and raised its 2026 guidance.

HNGE holds a Zacks Rank #1 (Strong Buy).

• Bear of the Day: $TRIP

AI-driven search disruptions and declining traffic continue to pressure the travel platform. Q3 revenue fell 11%, while adjusted EPS missed estimates by 29%.

TRIP carries a Zacks Rank #5 (Strong Sell).

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What should the Fed prioritize next?

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What should the Fed prioritize next?

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U.S. consumer inflation cooled in October, with headline CPI rising 0.4% month over month, down from September's 0.6% increase.

• Headline CPI: +0.4% MoM
• Shelter costs: +0.3%
• Food prices: +0.5%
• Energy prices: +0.7%

The latest inflation figures arrive after a stronger-than-expected October jobs report, giving investors more data to assess ahead of the Fed's December 9 interest rate decision.

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How do you read the latest jobs report?

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What do you see as the bigger risk to the AI investment boom?

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Technology earnings remain in focus this week as investors assess demand for AI infrastructure and enterprise technology spending.

$CSCO and $AMAT are among the companies scheduled to report.

Their results and guidance could provide additional insight into corporate technology budgets, semiconductor demand, and the outlook for AI-related investment.

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Historical market trends offer perspective following last week's selloff.

Since 1950:

• The S&P 500 has risen between midterm Election Day and year-end 68% of the time.
• The index has gained an average of more than 15% in the 12 months following midterms.
• The S&P 500 has finished Q4 higher 79% of the time, averaging a 4.1% gain.

While historical performance doesn't guarantee future results, seasonal trends remain worth watching as investors assess the market's next move.

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How do you read the latest jobs report?

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U.S. employers added 165,000 jobs in October, well above expectations for 62,000.

• Nonfarm payrolls: +165,000
• Unemployment rate: 4.1%, down from 4.2%
• Average hourly earnings: +0.4% month over month
• Annual wage growth: +3.1%

The stronger-than-expected report highlights labor market resilience as investors look ahead to this week's inflation data and the Federal Reserve's next interest rate decision.

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What do you see as the bigger risk to the AI investment boom?

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Concerns about potential new data-center regulations are adding pressure to AI-related stocks.

Investors are weighing whether additional permitting requirements could slow infrastructure expansion and delay returns on billions of dollars in AI investments.

The uncertainty contributed to Thursday's broad market selloff, with the Nasdaq falling 5.52%.

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U.S. private employers added 86,000 jobs in October, beating expectations of 70,000, according to ADP.

September's figure was revised to 86,000 from 90,000.

The latest report showed continued hiring, although job growth varied across industries.

• Service-providing sectors: +82,000 jobs
• Goods-producing sectors: +4,000 jobs

The data offers another look at labor market conditions heading into year-end.

[Andrew Rocco @andrewrocco1]

By turning down Trian’s bid and enacting a defensive poison pill, Wendy’s leadership is sending a strong message of confidence in its standalone turnaround plan. $WEN
https://t.co/k3wEl1LY2e

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Food delivery is becoming a more mature industry, and investors are looking beyond order growth to profitability and customer retention.

“Ordering in is far more routine than it was before COVID, and the leaders are building on that with grocery and retail delivery, subscription programs and high-margin advertising,” said @ethanfeller430, stock strategist at Zacks Investment Research.

Feller highlights $DASH for its scale and advertising revenue, $UBER for its autonomous delivery potential, and HelloFresh as an example of the challenges facing meal kit subscriptions.

Reporting by @coryanne_hicks via @usnews.

https://t.co/xZmKAx4LXE

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Qualcomm $QCOM reported mixed quarterly results while announcing a new multi-year partnership with SpaceX to support Starlink Mobile.

Earnings highlights:

• EPS surprise: +0.46%
• Revenue surprise: +2.92%
• EPS growth: -27.7% YoY
• Revenue growth: -7.36% YoY

Qualcomm will supply its Dragonwing Cellular Infrastructure platforms to support Starlink Mobile's 5G network, with deployment expected to begin in 2027.

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Could robotaxis become a major growth driver for Uber?

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Uber $UBER reported mixed quarterly results, with revenue growing 9.65% year over year.

• Revenue surprise: +0.20%
• Adjusted EPS: $0.88, up 35% YoY
• Delivery bookings growth: +23%

GAAP earnings were affected by a $476 million pre-tax loss from revaluing equity investments.

Management also highlighted autonomous vehicles as an emerging business opportunity.