Treasury Secretary Scott Bessent blamed the current state of the economy on Federal Reserve policies and attributed high inflation to high government spending to the COVID-era, which the Trump Administration is cutting.
Sen. Rand Paul (R-KY) is sounding the alarm on the bleak future of the U.S. Social Security program, warning that it could run out of money by 2034, prompting tough decisions.
It's hard for Nasdaq to go thru a sort of 'replacement cycle,' with a few tickers dominating. I say that since the real action is outside mega-cap leaders.
Amkor’s third quarter performance in 2025 was marked by robust demand for advanced semiconductor packaging, with both revenue and profit exceeding Wall Street expectations. However, the market responded negatively to the results, which management attributed to higher manufacturing costs associated with scaling leading-edge technologies and a product mix concentrated in high material content solutions. CEO Giel Rutten noted, “We executed steep production ramps and achieved record revenue in both the communications and computing end markets,” while also highlighting that increased material content and ongoing investments constrained margin improvement.
NXP Semiconductors’ third quarter results were met with a negative market reaction, reflecting cautious sentiment around the company’s year-over-year revenue decline and margin compression. Management attributed the softer performance to ongoing inventory normalization in its key automotive supply chain and continued cautiousness from Tier 1 customers. CEO Rafael Sotomayor emphasized that “aggregate inventory levels of NXP-specific products at our major Tier 1 partners are below NXP's manufacturing cycle time,” highlighting the conservative approach by customers amid an uncertain macroeconomic environment.
Crane’s third quarter results were well received by the market, reflecting solid execution and strong demand in its core segments. Management attributed the company’s performance to ongoing momentum in Aerospace & Electronics, especially from new commercial and defense contracts, as well as continued operational discipline. CEO Max Mitchell highlighted “broad-based strength at Aerospace & Electronics and continued strong execution at Process Flow Technologies.” The company also benefitted from its ability to offset tariff headwinds and deliver margin expansion through a combination of pricing, productivity improvements, and a focus on higher-value product categories.
