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Global geopolitical risks continue to place an onus on nations to bolster spending to enhance their defensive capabilities. In turn, this continues to feed into strength for the aerospace and defense (A&D) sector, which creates plenty of opportunities for traders.

With extreme ultraviolet (EUV) demand starting to come into the artificial intelligence (AI) deal cycle, investors can stop worrying about whether this will be a short-term spike in the tech trade. Shares of ASML Holding NASDAQ: ASML are rallying just over 2% following its latest quarterly earnings report, signaling growing confidence in the technology sector's long-term upside.

Chinese autonomous driving tech company, Pony AI (PONY), is bringing its self-driving electric vans to Europe. Meanwhile, Stellantis (STLA) continues to struggle when it comes to accelerating its position in the auto space.

Melissa Armo sees markets pulling back more in the coming weeks. She makes the case that tariff volatility is far from over.

Sam Margolis, Wells Fargo oil and gas analyst, joins 'Power Lunch' to discuss Margolis' thoughts on oil stocks, what's driving retail gasoline prices and much more.

State Street Corporation (NYSE:STT ) Q3 2025 Earnings Call October 17, 2025 11:00 AM EDT Company Participants Elizabeth Lynn - Executive VP & Global Head of Investor Relations Ronald O'Hanley - CEO & Chairman John Woods - Executive VP & CFO Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Glenn Schorr - Evercore ISI Institutional Equities, Research Division Michael Mayo - Wells Fargo Securities, LLC, Research Division Kenneth Usdin - Bernstein Autonomous LLP James Mitchell - Seaport Research Partners Ebrahim Poonawala - BofA Securities, Research Division David Smith - Truist Securities, Inc., Research Division Vivek Juneja - JPMorgan Chase & Co, Research Division Brennan Hawken - BMO Capital Markets Equity Research Presentation Operator Good morning, and welcome to State Street Corporation's Third Quarter 2025 Earnings Conference Call and Webcast. Today's call will be hosted by Elizabeth Lynn, Head of Investor Relations at State Street.

Liberty Energy Inc. (NYSE:LBRT ) Q3 2025 Earnings Call October 17, 2025 10:30 AM EDT Company Participants Anjali Voria - Director of Investor Relations Ron Gusek - President, CEO & Director Michael Stock - CFO & Treasurer Conference Call Participants Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Marc Bianchi - TD Cowen, Research Division Scott Gruber - Citigroup Inc., Research Division Ati Modak - Goldman Sachs Group, Inc., Research Division Saurabh Pant - BofA Securities, Research Division Thomas Patrick Curran - Seaport Research Partners Jeffrey LeBlanc - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Derek Podhaizer - Piper Sandler & Co., Research Division Keith MacKey - RBC Capital Markets, Research Division Edward Kim - Barclays Bank PLC, Research Division Daniel Kutz - Morgan Stanley, Research Division Presentation Operator Welcome to the Liberty Energy Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.

Webster Financial Corporation (NYSE:WBS ) Q3 2025 Earnings Call October 17, 2025 9:00 AM EDT Company Participants Emlen Harmon - Senior MD & Director of Investor Relations John Ciulla - Chairman & CEO Luis Massiani - President & COO William Holland - CFO & Executive VP Conference Call Participants Jared David Shaw - Barclays Bank PLC, Research Division Mark Fitzgibbon - Piper Sandler & Co., Research Division Andrew Steven Leischner - Keefe, Bruyette, & Woods, Inc., Research Division Matthew Breese - Stephens Inc., Research Division Casey Haire Anthony Elian - JPMorgan Chase & Co, Research Division Bernard Von Gizycki - Deutsche Bank AG, Research Division David Smith - Truist Securities, Inc., Research Division Daniel Tamayo - Raymond James & Associates, Inc., Research Division Sun Young Lee - TD Cowen, Research Division Jon Arfstrom - RBC Capital Markets, Research Division Laura Havener Hunsicker - Seaport Research Partners Presentation Operator Good morning. Welcome to the Third Quarter 2025 Webster Financial Corp. Earnings Call.

On Thursday, Oracle said it expects $20 billion in artificial intelligence revenue in the 2030 fiscal year, up from up from $3 billion in fiscal 2026. But after a huge run in the stock, Wall Street showed signs of skepticism on Friday, with investors pushing the shares down 7%.

WINTER PARK, Fla.--(BUSINESS WIRE)--Humata Health today announced plans to make its AI-powered prior authorization technology available with Microsoft Dragon Copilot. By delivering enhanced capabilities within this ambient-powered AI clinical assistant, Humata Health will enable clinicians to automate and streamline crucial prior authorization tasks, ultimately reducing provider burden and accelerating patient access to appropriate care. Humata Health will be able to offer its technology within.