Market Signal Briefing

21h05 ▪
5
min read ▪ by
Luc Jose A.

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What if technology is no longer enough ? Despite its technical lead, Ethereum falters, not on its foundations, but on its narrative. This is the troubling finding of the “Project Mirror”, a study commissioned by the Ethereum Foundation, which reveals a deep unease: without a clear vision or a mobilizing narrative, the network loses momentum, attractiveness, and coherence. Behind the promises of Web3, a perception crisis is settling in.

In brief

A groundbreaking study reveals unease at the heart of the Ethereum ecosystem, where technology alone is no longer sufficient to unite.
Project Mirror highlights a perception crisis fueled by an absent or overly complex narrative.
Five major tensions weaken Ethereum, including unclear leadership, lack of support for creators, and an ambiguous role for layer 1.
The psychology of actors weighs as much as price in Ethereum’s dynamics, according to the study’s researchers.

An ecosystem losing its narrative bearings
The study “Project Mirror”, conducted between March and June, set out to capture the perception of the Ethereum ecosystem at one of its most critical moments, as the crypto just regained the top spot in USDT.

According to the Ethereum Foundation’s own words, the goal was to “understand how different audiences perceive Ethereum, identify challenges and strengths, and feed that back to the ecosystem so we can learn from it.”

Conducted by Valeria Salazar and Jill Gunter, the study relied on 60 qualitative interviews covering the entire community, in a difficult market context, with ETH fluctuating between $1,600 and $2,500 and hitting a three-year low in April.

The conclusions of the report reveal five major tensions weakening the perception of the Ethereum network. These weaknesses do not stem from technology, but from how the ecosystem tells its story, or fails to tell it. Here are the report’s main findings :

An absent or overly complex narrative : the researchers state that “without price dynamics or a simple narrative, Ethereum’s sophisticated vision appears brilliant but unreadable.” ;

An ambiguous role of Ethereum layer 1 : as Layer 2s absorb users and activity, Ethereum’s fundamental role becomes unclear ;

Insufficient institutional communication : the project lacks a clear and coherent message capable of uniting developers and users around a shared vision ;

A challenge in reconciling neutrality and leadership : the desire to remain neutral sometimes prevents the Ethereum Foundation from defining a strong and clear direction ;

Support deemed too weak for ecosystem players : some testimonials highlight a lack of structure, incentives, and guidance for those building on Ethereum.

Taken together, these elements highlight a crisis of narrative and strategic positioning, weakening Ethereum’s ability to attract talent, capital, and new crypto projects, despite an always technically advanced architecture.

When price becomes the dominant narrative
Price dynamics remain the main driver of the perceived narrative in the crypto ecosystem. “In crypto, price makes the narrative, and stagnation is perceived as a form of immobility,” note the researchers. In other words, no matter the technical advances: if the ETH price remains flat, the dominant perception will be of a project losing momentum.

This point is all the more marked as the study was conducted at a time when ETH struggled to regain upward momentum, despite active development on the long-term roadmap.

The researchers do not offer solutions, but open the debate : should the ecosystem leadership be redefined? Can success indicators other than price be designed? How to make a complex vision more accessible without diluting it ?

They emphasize the need to open collective reflection, particularly on how to support developers, unite users, and better embody Ethereum’s vision in a narrative understandable by all.

While ETH reached a new ATH at $4,950, this temporary improvement should not mask the structural vulnerabilities identified by the study. While price dynamics can temporarily silence critics, they do not replace a clear, shared, and embodied vision. This report invites thinking about Ethereum beyond technology and the market, placing at the heart of the project what is sorely missing today: a strong narrative, a unifying communication strategy, and the ability to engage the community in something other than the price curve.

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Luc Jose A.

Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019.
Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

Phantom has unveiled a new U.S. dollar-pegged stablecoin dubbed CASH, with an initial launch on Solana.

Summary

Phantom has launched a new U.S. dollar-backed stablecoin called CASH, with initial rollout on Solana.
CASH, built with Open Issuance platform by Stripe’s Bridge, will power crypto payments on Phantom Cash.
The Phantom Cash platform will allow over 15 million Phantom wallet users to tap into stablecoin payments anywhere ApplePay, GooglePay or Visa is accepted.

CASH is a stablecoin backed 1:1 by the U.S. dollar and built for both crypto and real-world utility, the Phantom team said.

The stablecoin will power Phantom Cash, a new financial app designed to bring crypto payments and use to everyday life, with users able to leverage their crypto balance to pay for everyday items on any platform that accepts Apple Pay, Google Pay, or Visa.

Phantom: more than a wallet
Phantom Cash will allow users to integrate new crypto payments features on Solana (SOL).

CASH will be the default stablecoin for more than 15 million Phantom users, who will access features such as virtual and debit cards, instant bank funding, and peer-to-peer payments.

“Your crypto should do more than sit in a wallet. Phantom Cash turns your crypto into everyday spending power without the extra steps or friction,” the wallet provider wrote.

Ostensibly, CASH brings new money functionality to Phantom, with users able to tap into the U.S. dollar-backed token in addition to features such as trading, holding, swapping, and token transfers.

Users will be able to enable deposits to their virtual accounts, with Stripe powering this through one-time verification functionality.

Stripe and the burgeoning crypto space
Phantom’s launch of CASH and its Phantom Cash platform comes as the crypto market experiences notable traction in stablecoin adoption. Tether and Circle are the industry giants in this space. However, major banks and other financial institutions are taking significant steps toward tapping into the momentum.

The latest bet on this growth is by Stripe, the financial services platform, which just unveiled a new platform through which any business can issue its own stablecoin. Stripe’s Bridge unit announced the launch of “Open Issuance,” which will allow fintechs, traditional banks, and other institutions to easily create and expand access to branded stablecoins.

Phantom is among the first platforms to use Open Issuance to launch CASH. Other platforms looking to leverage the new feature include Hyperliquid, MetaMask, Dakota, and Takenos.

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.

In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.

However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.

Tetra Technologies (TTI - Free Report) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.

Here are three of the most important factors that make the stock of this oil and gas services company a great growth pick right now.

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for Tetra Technologies is 38.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 5.9% this year, crushing the industry average, which calls for EPS growth of -2%.

Impressive Asset Utilization RatioGrowth investors often overlook asset utilization ratio, also known as sales-to-total-assets (S/TA) ratio, but it is an important feature of a real growth stock. This metric shows how efficiently a firm is utilizing its assets to generate sales.

Right now, Tetra Technologies has an S/TA ratio of 1.03, which means that the company gets $1.03 in sales for each dollar in assets. Comparing this to the industry average of 0.93, it can be said that the company is more efficient.

While the level of efficiency in generating sales matters a lot, so does the sales growth of a company. And Tetra Technologies looks attractive from a sales growth perspective as well. The company's sales are expected to grow 2.9% this year versus the industry average of 0%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

There have been upward revisions in current-year earnings estimates for Tetra Technologies. The Zacks Consensus Estimate for the current year has surged 3.8% over the past month.

Bottom LineWhile the overall earnings estimate revisions have made Tetra Technologies a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that Tetra Technologies is a potential outperformer and a solid choice for growth investors.

Many retail investors are conditioned to believe that long only is the way to do things. They think that when equity markets retreat, the appropriate courses of action are to raise cash or increase fixed income exposure. Professionals do things differently, including deployment of long/short strategies.

Thanks to ETFs, that concept is more accessible to a broader swath of ordinary investors. Count the newly minted Unlimited HFEQ Equity Long/Short ETF (HFEQ) as one of the ETFs democratizing long/short investing. Courtesy of Bob Elliott’s Unlimited ETFs, HFEQ debuted in July and could be an example of a well-timed rookie ETF.

“As market volatility continues due to inflation, Central Bank policy, and other concerns, investors may be seeking ways to add resiliency to their portfolios. It could therefore be an opportune time to consider the inherently risk-mitigating characteristics of long-short equity strategies,” according to Morgan Stanley.

HFEQ Has Advantages
While investors are obviously familiar with being long on securities, some are aware shorting select stocks can be lucrative. However, it’s a tricky endeavor for many market participants. It can involve margin borrowing or needing to get the timing right with put options. Plus, there’s the specter of unlimited losses when a short bet goes awry.

Long/short strategies like HFEQ eliminate those burdens. Meanwhile, it provides end users with other benefits, including portfolio protection and avenues through which to reduce volatility.

“As the name suggests, long-short equity strategies invest both long and short in publicly traded equities and equity-related instruments. Compared to their long-only counterparts, long-short strategies are designed to have lower sensitivity to equity market movements, as measured by beta, volatility and drawdowns,” added Morgan Stanley.

Plus, a long/short ETF like HFEQ has two avenues through which profits can be accrued: its long and short positions. Meanwhile, long-only funds only appreciate when the underlying securities increase in value.

HFEQ is actively managed — a highly appropriate if not necessary management style when combining long and short positions under a single umbrella. Said another way, there’s nothing wrong with a little bit of hand-holding in the long/short. HFEQ provides that. The new ETF could also provide protection if equity markets suddenly tumble.

“During the bear markets of 2000-2002 and 2007-2008, the down markets of mid-2011 and late-2018, the chaotic beginning of 2020 as the COVID-19 pandemic unfolded, and the 2022 bear market, long-short equity strategies broadly, as measured by the HFRI Equity Hedge (Total) Index, and market-neutral strategies more specifically, as measured by the HFRI Equity Market Neutral Index, achieved their goal of mitigating downside risk relative to the broad markets across a variety of metrics,” concluded Morgan Stanley.

For more news, information, and strategy, visit the Portfolio Strategies Content Hub.

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WASHINGTON, DC - APRIL 30: Co-Founder and CEO for Palantir Technologies Alex Karp speaks onstage during Jacob Helberg at the Hill & Valley Forum 2025 on April 30, 2025 in Washington, DC. (Photo by Jemal Countess/Getty Images for Jacob Helberg)

Getty Images for Jacob Helberg

As we prepare for the fourth quarter of 2025, I find it very useful to look at the strongest stocks in 2025. I sort stocks on a year-to-date percent change basis. This exercise helps me easily spot “leading” stocks and it helps remove emotions from the decision making process. Also, it helps me find leading stocks and wait for proper buy points because many times, leading stocks tend to be in strong uptrends that can last several years. Of course, there’s a chance any and all of these stocks fall. It’s just a good exercise to see what the strongest stocks are in the market at any given time.

Here are the ten strongest mega-cap stocks (so far) in 2025:

1. Palantir (PLTR)
Palantir is the strongest performing mega cap stock in the market (as of this writing 9/30/25) on a year-to-date percent change basis. Palantir is a leading tech/AI stock that is growing rapidly. The company continued converting a large pipeline of government and commercial contracts into sustainable recurring revenue in 2025. Its platform-based approach is unique because it integrates data, analytics, and operational workflows. All that makes it sticky among large customers who increasingly treat Palantir as a mission-critical software partner. Expansion into vertical solutions and success in platform monetization (subscription plus consumption-based fees) contributed to stronger revenue visibility and improving operating leverage. As profitability metrics advanced, market skepticism diminished and the multiple expanded.

2. AppLovin (APP)
AppLovin is another monster stock in 2025. The company developed a mobile app ecosystem to help developers monetize their work. The company is ad-tech and mobile-software player that combines effective user-acquisition tools, a growing independent game publishing arm, and targeted monetization services to grow earnings by triple digits in each of the past 4 quarters. In 2025, the company benefited from robust mobile-ad demand, improvements in measurement and privacy-safe targeting, and a higher-margin mix of platform services. Strategic investments in creative optimization, in-app commerce, and cross-promotion improved ROI for advertisers and developers, boosting revenue per active user and driving solid margin improvements.

3. General Electric (GE)
General Electric’s (yes the giant industrial company) stock has soared this year. GE’s turnaround gained traction recently thanks in part to Trump’s made in America policies. GE is a leader in aviation, renewable-energy equipment, grid technologies, and many other important industries in our economy. The company has been able to focus on higher-value services and long-term service agreements which increased recurring revenue and smoothed cyclicality. Capital redeployment toward high-return businesses, debt reduction, and portfolio simplification enhanced investor confidence. Renewable and electrification tailwinds — particularly in gas turbines and wind-turbine services — supported a favorable outlook for orders and backlog conversion. All this has helped GE become one of the strongest performing mega cap stocks in 2025.

4. Oracle (ORCL)
Oracle’s stock is an absolute monster stock. The stock vaulted over 40% after its most recent earnings report. That move made Larry Ellison the richest man in the world, surpassing Elon Musk! Oracle’s recent pivot to multi-year cloud based services has been a huge win. The company has emphasized autonomous database capabilities and verticalized cloud stacks and all that led to massive earnings and revenue growth. Subscription and cloud services growth accelerated as enterprise customers migrated mission-critical workloads to Oracle’s Gen2 and industry-focused cloud offerings. All this has helped sales and revenue grow.

MORE FOR YOU

5. Uber (UBER)
Uber has grown far beyond just being a ride-hailing app. Today, it’s a global platform that moves people, food, and goods across dozens of countries—and in 2025, the company really hit its stride. Uber leaned on a multi-pronged growth playbook: the rebound (and expansion) of ride-share demand, profitable scaling of its delivery and logistics businesses, and new ways to monetize the platform through dynamic pricing, subscription offerings, and enterprise partnerships have all helped the stocks rally. At the same time, driver utilization and overall platform efficiency improved, which boosted unit economics. International market recoveries added another layer of growth, while Uber’s heavy investment in routing technology, machine learning, and bundling rides with delivery helped expand margins and strengthen market share against local rivals.

6. RTX (RTX)
RTX, the aerospace and defense giant formerly known as Raytheon Technologies, has been steadily reshaping itself into a more focused industry leader. That transformation paid off in 2025. Global defense budgets remained elevated, aerospace supply chains continued to improve, and commercial aerospace services proved resilient—all of which fueled organic growth. RTX also leaned on its reliable aftermarket and services revenue, while operational efficiencies and selective divestitures helped strengthen margins. With strong free cash flow, the company was able to buy back stock and reduce debt—moves that reassured investors looking for balance sheet discipline during a year of economic uncertainty.

7. Broadcom (AVGO)
Broadcom has built a unique business that combines its world-class semiconductor products with a fast-growing software portfolio. That mix gives the company both steady hardware revenue and recurring, high-margin software income—a rare balance in the tech world. In 2025, Broadcom saw strong demand for networking gear, data center connections, and broadband and AI infrastructure. On the software side, margins have been stable and predictable. Broadcom has also benefited handsomely from the growth in AI.

8. Nvidia (NVDA)
Nvidia continued to dominate and remains a standout leader in the AI, Crypto, Graphics, and gaming space. Strong adoption of generative AI workloads across hyperscalers, enterprises, and cloud providers kept demand for Nvidia’s data-center GPUs extremely high. Nvidia is a great example of a leading stock that has been leading for years. If you look at a monthly chart of Nvidia, you’ll see a very impressive uptrend. There’s a strong chance this uptrend will continue as we head into Q4 2025 and beyond.

9. Goldman Sachs (GS)
Goldman Sachs, one of the world’s most influential investment banks, stood out from its peers in 2025. The firm saw stronger investment banking activity, steady inflows into its asset-management arm, and solid trading revenues. A rebound in mergers, acquisitions, and capital markets deals—especially in key regions—helped boost results. Goldman also secured lucrative advisory work on corporate restructurings and strategic acquisitions. On top of that, tight expense control and smarter use of capital drove higher returns and profitability. Its growing consumer and private-wealth businesses added another layer of stability, helping smooth out earnings in what’s often a cyclical industry.

10. Philip Morris International (PM)

Philip Morris International, best known for its iconic cigarette brands, has been reshaping itself into a broader smoke-free and nicotine-focused company. That transition gained real traction in 2025. The company’s heated tobacco and vaping products continued to win over consumers, driving growth even as traditional cigarette volumes declined. Strong demand for its IQOS platform and other reduced-risk products helped boost both revenue and margins. At the same time, Philip Morris managed costs tightly and generated solid cash flow, which supported dividends and buybacks—key priorities for investors. The result was a more balanced, forward-looking business model that’s less dependent on traditional tobacco sales.

Key themes tying these names together

Leadership in structural growth markets: AI compute, cloud, aerospace/defense, and mobile monetization.Mix shifts to recurring, higher-margin revenues: software, services, aftermarket.Strong cash generation: enabling buybacks, debt reduction, or M&A to increase shareholder returns.Operational improvement and disciplined capital allocation: reduced execution risk and supported multiple expansion.Risks and watch points

Macroeconomic sensitivity: Several names (GE, RTX, GS) remain cyclical and could see earnings pressure if growth slows.Regulation and geopolitics: Defense, semiconductors, tobacco alternatives, and AI infrastructure face regulatory and cross-border risks that can affect revenue and margin outcomes.Competition and execution: Fast-moving spaces (AI, cloud, ad-tech) require continual product execution; missteps could compress expected growth.Conclusion
These are the 10 strongest performing mega cap stocks in 2025. For the most part, these companies are able to grow their earnings, revenue, and have predictable cash flow. While each stock carries company-specific risks, the ten strongest stocks in 2025 reflect the strongest mega cap stocks in 2025. Barring some unforeseen sell off, these stocks can continue to lead as we head into Q4 and beyond.

Disclaimer:

These are not buy ideas & no investment advice is being given.
Everything is for informational and educational purposes only.
Past performance is not indicative of future results.

AnaptysBio, Inc. (NASDAQ:ANAB) announced on Tuesday that it plans to explore separating its business into two independent, publicly traded companies.

Referred to as “Royalty Management Co” and “Biopharma Co,” the two companies’ different business models enable investors to align their investment philosophies and portfolio allocation with each company’s strategic opportunities and financial objectives.

“Anaptys is strategically positioned with multiple attractive, high-potential assets…,” said Daniel Faga, president and chief executive officer of Anaptys.

Royalty Management Co ProfileUpon completion, Royalty Management Co will hold and continue to manage the rights to the potential substantial Jemperli royalties from GSK Plc (NYSE:GSK) and imsidolimab milestones and royalties from Vanda Pharmaceuticals Inc (NASDAQ:VNDA) with a focus on protecting and returning value of the royalties to its shareholders.

GSK recently announced Jemperli sales of $262 million in Q2 2025 and $482 million in the first half of 2025.

GSK has continued to guide approximately $2.7 billion in peak sales for Jemperli in monotherapy indications.

In addition to the marketed indications in endometrial cancer and dMMR solid tumors, GSK is conducting multiple registrational and proof-of-concept studies for Jemperli in additional indications for monotherapy and combinations.

Also Read: AnaptysBio’s Arthritis Drug Matches Top Therapies In Phase 2 Trial, Analyst Sees Turning Point

For imsidolimab, under the financial collaboration with Vanda, Royalty Management Co would be eligible to receive up to $35 million for future sales milestones and regulatory approvals, including a $5 million milestone upon U.S. FDA approval, in addition to a 10% royalty on net sales. Vanda anticipates FDA BLA submission for generalized pustular psoriasis (GPP) in the second half of 2025.

Biopharma Co ProfileBiopharma Co will be a clinical-stage biotechnology company focused on developing and potentially commercializing therapeutics for autoimmune and inflammatory diseases, including rosnilimab, ANB033 and ANB101.

Rosnilimab, a pathogenic T cell depleter, has completed a Phase 2b trial in rheumatoid arthritis (RA). It’s also in a Phase 2 trial for ulcerative colitis (UC). Topline data through Week 12 is expected to be available in November or December 2025.

Anaptys is assessing multiple strategic paths forward for rosnilimab, including securing a global partnership. The outcome of this assessment could impact how the economic value of rosnilimab is allocated between Royalty Management Co. and Biopharma Co.

Upon completion, Biopharma Co. will have a new name and sufficient capital to fund operations for at least two years.

Anaptys anticipates the separation of Biopharma Co. will be completed by year-end 2026.

After the separation, Daniel Faga, president and CEO of Anaptys, is anticipated to be the CEO of Biopharma Co.

Price Action: ANAB stock is up 28.95% at $30.01 at the last check on Tuesday.

Read Next:

Spotify Price Hikes And New Deals Could Fuel Big Revenue Gains: JPMorgan
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September 30, 2025 14:00 ET

 | Source:

Dime Community Bancshares, Inc.

HAUPPAUGE, N.Y., Sept. 30, 2025 (GLOBE NEWSWIRE) -- Dime Community Bancshares, Inc. (NASDAQ: DCOM) (the “Company” or “Dime”), the parent company of Dime Community Bank (the “Bank”), announced that Dime sponsored the American Heart Association Heart Walk for 2025 on Long Island. Jeffrey Barber, Executive Vice President, was chosen as the Chairman of this year’s Heart Walk.

ABOUT DIME COMMUNITY BANCSHARES, INC.

Dime Community Bancshares, Inc. is the holding company for Dime Community Bank, a New York State-chartered trust company with over $14 billion in assets and the number one deposit market share among community banks on Greater Long Island (1).

Dime Community Bancshares, Inc.
Investor Relations Contact:
Avinash Reddy
Senior Executive Vice President – Chief Financial Officer
Phone: 718-782-6200; Ext. 5909
Email: [email protected]

 ¹ Aggregate deposit market share for Kings, Queens, Nassau & Suffolk counties for community banks with less than $20 billion in assets.

FORWARD-LOOKING STATEMENTS
Statements contained in this news release that are not historical facts are forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are subject to risks and uncertainties which could cause actual results to differ materially from those currently anticipated.

, /PRNewswire/ -- M. Keith Waddell, president and chief executive officer of global talent solutions and business consulting firm Robert Half Inc. (NYSE: RHI), will participate in a fireside chat at the J.P. Morgan Ultimate Services Investor Conference in New York City on Tuesday, November 18, 2025.

Robert Half's investor presentation for the third quarter 2025 will be available on the company's website at roberthalf.com/investor-center/events-and-presentations on November 14.

About Robert Half

Robert Half is the world's first and largest specialized talent solutions and business consulting firm, connecting highly skilled job seekers with rewarding opportunities at great companies. We offer contract talent and permanent placement solutions in the fields of finance and accounting, technology, marketing and creative, legal, and administrative and customer support, and we also provide executive search services. Robert Half is the parent company of Protiviti, a global consulting firm that delivers internal audit, risk, business and technology consulting solutions. In the last 12 months, Robert Half has been recognized as one of America's Most Innovative Companies by Fortune and, with Protiviti, has been named as a Fortune® Most Admired Company™ and one of the 100 Best Companies to Work For. Explore talent solutions, research and insights at roberthalf.com.

SOURCE Robert Half

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, /PRNewswire/ -- Encompass Health today announced it has been named "America's Most Awarded Leader in Inpatient Rehabilitation" by Newsweek and Statista for the sixth consecutive year. Newsweek and Statista recently released the 2025 America's Best Physical Rehabilitation Centers list, which highlights 320 inpatient physical rehabilitation centers across the country. The list includes a record-breaking 66 Encompass Health hospitals across 27 states — the most hospitals included on the list for one provider.

According to Newsweek, "The facilities recognized on this list exemplify the best patient care practices in inpatient physical rehabilitation and set an example for others."

The ranking is based on four data pillars: quality metrics published by the U.S. Centers for Medicare and Medicaid Services; results from a national online survey conducted by Newsweek among experts in the field; accreditation data provided by the Commission on Accreditation of Rehabilitation Facilities and the Model Systems Knowledge Translation Center; and Google reviews, an indicator of patient satisfaction.

"Encompass Health's consistent presence on this prestigious list, with more hospitals included annually since its inception than any other provider, exemplifies our long-standing commitment to high-quality patient care and excellent outcomes," said Encompass Health President and CEO Mark Tarr. "Our decades of experience, unparalleled clinical expertise and deep commitment to personalized care make us the trusted choice for inpatient rehabilitation. We look forward to continuing to strengthen that trust with our patients, partners and communities."

Encompass Health hospitals provide essential rehabilitation services that help patients recovering from strokes, brain injuries, spinal cord injuries, amputations and complex orthopedic conditions regain functional ability, independence and quality of life. Patients receive a minimum of three hours of intensive physical, occupational and/or speech therapy five days each week, as well as frequent physician visits and 24-hour nursing care. An interdisciplinary team of highly specialized nurses, therapists and physicians create customized treatment plans to meet each patient's unique recovery goals.

About Encompass Health
Encompass Health (NYSE: EHC) is the largest owner and operator of inpatient rehabilitation hospitals in the United States. With a national footprint that includes 170 hospitals in 39 states and Puerto Rico, the Company provides high-quality, compassionate rehabilitative care for patients recovering from a major injury or illness, using advanced technology and innovative treatments to maximize recovery. Encompass Health is ranked as one of Fortune's World's Most Admired Companies™ and Forbes' Most Trusted Companies in America. For more information, visit encompasshealth.com, or follow us on our newsroom, X, Instagram and Facebook.

From Fortune. © 2025 Fortune Media IP Limited. All rights reserved. Fortune® is a registered trademark and Fortune World's Most Admired Companies™ is trademark of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Encompass Health. From Forbes © 2024 Forbes Media LLC. All rights reserved. Used under license.

Media contact:
Polly Manuel | 205-970-5912
[email protected]

SOURCE Encompass Health Corp.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of PAYX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

CPS Technologies Corp. (CPSH - Free Report) has reached a milestone with the award of a Phase II Small Business Technology Transfer contract valued at $1.15 million from the U.S. Army Combat Capabilities Development Command. The contract, spanning two years, will support the company’s ongoing development of a controlled fragmentation tungsten warhead, initially targeting a 40mm variant.

Building on Phase I SuccessThis Phase II award represents a successful continuation of work completed under a prior Phase I program. Dr. Mark Occhionero, serving as the principal investigator, will lead the project using CPSH’s proprietary injection molding process for tungsten components. This approach offers a cost-effective and precise alternative to traditional machining methods, enhancing the potential for more efficient and accurate warhead designs.

CPS will partner with the New Mexico Institute of Mining and Technology’s Energetic Materials Research and Testing Center, known for its artillery research and testing expertise. Their collaboration will accelerate research efforts and strengthen the project’s technical foundation.

Notably, this award marks CPSH’s fifth new federally funded project in 2025 and the third successful Phase I-to-Phase II transition since June 2024. These achievements highlight the company’s growing recognition as a trusted partner for U.S. defense initiatives.

Strategic Implications for Long-Term GrowthThe contract is not just about near-term revenues; it underscores the long-term value of CPSH’s proprietary manufacturing capabilities. By applying its injection molding expertise to defense applications, the company is diversifying its revenue streams beyond its established presence in electric vehicles, Navy ships, 5G infrastructure, aerospace and ballistic armor products.

Repeated success in securing government-backed contracts also positions CPSH for sustained growth and strengthens its competitive edge. Each new award validates the company’s technological advantages while opening doors for collaborations with defense and research institutions.

Record Q2 Financial ResultsComplementing this contract win, CPSH recently announced record revenues of $8.1 million in the second quarter of 2025, a 61% surge from the same quarter last year. The quarter also produced a net income of $100,000, an impressive turnaround from a $900,000 net loss in the second quarter of 2024.

Management expressed confidence that 2025 would be the company’s best revenue year on record, citing continued strong demand across customer categories and efficiency improvements flowing through operations. With a 4-6-month visibility window on orders, the company sees clear momentum building for the second half of the year, supported by market demand and government-backed projects like the latest Army contract.

Looking AheadCPS Technologies’ dual track of securing high-value defense contracts and delivering record-setting financial performance signals a transformative year ahead. The company’s ability to innovate in advanced materials while expanding its role in critical national defense projects enhances its credibility and long-term growth trajectory.

If management’s confidence is any indication, 2025 may mark a turning point in CPSH’s journey from a niche material supplier to a strategically significant defense and technology partner.

Application is a preparatory stage supporting Nubank's long-term vision of expanding its customer-centric, tech-driven digital banking platform beyond Latin America

SÃO PAULO--(BUSINESS WIRE)--Nubank (NYSE:NU), one of the world's largest digital financial services platforms, announced today that it has applied for a national bank charter with the Office of the Comptroller of the Currency (OCC) of the United States. This undertaking is aligned with the company’s intention to explore future international opportunities by evolving its regional platform into a global model. Pursuing a U.S. national bank charter positions Nubank to unlock new possibilities within the U.S. financial landscape.

"Today, our core focus remains on delivering growth in our existing markets, where we continue to see substantial opportunities for expansion. At the same time, applying for a U.S. national charter helps us better serve our existing customers based in the country and, in the future, connect with those who share similar financial needs and could benefit from our products and services,” said David Vélez, founder and CEO of Nu Holdings.

A national bank charter from the OCC will support Nubank's ability to innovate responsibly and scale efficiently in the U.S. market, eventually offering deposit accounts, credit card, lending and digital asset custody, reflecting the compliance-first mindset of its operations in Brazil, Mexico and Colombia. In Mexico, its subsidiary Nu Mexico received authorization to become a bank from the Comisión Nacional Bancaria y de Valores (CNBV) in April 2025, and awaits its final operational approval.

“Nubank's purpose continues to be to positively impact people's lives by offering best-in-class digital financial services. While there's work ahead, we believe that by working closely with regulators, we will soon be in a position to expand our offering to the broader U.S. market,“ added Cristina Junqueira, co-founder, Chief Growth Officer of Nu Holdings, and CEO of the emerging United States business, which will be a fully owned subsidiary of Nu Holdings. Cristina has relocated full time to the United States in a commitment to this endeavor.

The Board of Directors of the United States business will be composed by Roberto Campos Neto, former President of the Central Bank of Brazil, who will serve as Chairman of the Board; Cristina Junqueira; Youssef Lahrech, former Nu President and COO and current Nu Audit and Risk Committee observer; Brian Brooks, former Acting Comptroller of the Currency and current Chairman and CEO of Meridian Capital Group; and Kelley Morrell, former Blackstone Senior Managing Director, Chief Strategy Officer of CIT Group, and U.S. Treasury Department executive, and current Founder and Managing Partner of Highline Capital Management.

Nubank's Journey

Founded in 2013 and headquartered in São Paulo, Nubank has rapidly grown to become one of the world’s largest digital financial services platforms, serving nearly 123 million customers across Brazil, Mexico and Colombia. Nubank demonstrates strong financial results powered by an efficient and scalable business model that combines low cost to serve with growing returns. The company stands as one of the fastest-growing and profitable financial services companies globally, maintaining an activity rate above 83% and, in Q2 ’25, presented a record revenue of $3.7 billion, a 40% growth year-over-year, at a holding level.

Born with a mission to empower people by reinventing financial services and fighting complexity, the company launched a no-fee credit card, with the aim of tackling the most challenging financial vertical – lending – first. This 100% cloud-native platform proved to be a key differentiator, powering industry-leading data processing for product design, credit and risk models, and customer personalization. The savings account, launched in 2017, unlocked further growth by enabling a suite of products: personal loans, SME solutions, investments, and crypto. Today, the portfolio includes marketplace, insurance, and mobile plans, among others. This combination of products and services and a customer-centric approach differentiates Nubank from most digital banks by driving principality – today, the company is the main banking relationship for most of its active customers.

Nubank’s impact has been recognized by multiple awards, including Time 100 Most Influential Companies, Fast Company’s Most Innovative Companies, Latin Finance’s Digital Bank of the Year and Forbes World’s Best Banks. Nubank has been publicly traded on the New York Stock Exchange since 2021 under the ticker symbol NU.

Nubank worked closely with their advisors, Klaros Group, and counsel, Davis Polk & Wardwell LLP, in preparing the application.

About Nu

Nu is one of the largest digital financial services platforms in the world, serving over 122 million customers across Brazil, Mexico, and Colombia. The company has been leading an industry transformation by leveraging data and proprietary technology to develop innovative products and services. Guided by its mission to fight complexity and empower people, Nu caters to customers’ complete financial journey, promoting financial access and advancement with responsible lending and transparency. The company is powered by an efficient and scalable business model that combines low cost to serve with growing returns. Nu’s impact has been recognized in multiple awards, including Time 100 Most Influential Companies, Fast Company’s Most Innovative Companies, and Forbes World’s Best Banks.

LOS ANGELES, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Limitless X Holdings, Inc. (OTCQX: LIMX) today announced the launch of its fully upgraded, next-generation e-commerce and wellness content platform, LimitlessX.com, along with the official release of its advanced functional Gummies Collection. The company is doubling down on Q4 with an expanded product lineup, digital infrastructure, and a cross-platform strategy to deliver meaningful revenue growth, enhanced margins, and improved customer lifetime value (LTV).

“Our upgraded platform not only positions Limitless X as a product company, but as a digital wellness destination,” said Jas Mathur, Founder & CEO. “We’re building a system that converts visitors into loyal customers and maximizes revenue per user across the funnel.”

A PLATFORM BUILT FOR PERFORMANCE AND PROFITABILITY

The new LimitlessX.com represents more than a website – it’s a growth engine. Engineered for scale, personalization and performance, it includes:

A mobile-optimized storefront with AI-powered product recommendationsIntegrated content education for customer trust and conversionSmart cross-sell/upsell mechanics to increase AOV and reorder frequencyAuto-subscription flows and loyalty tracking to boost retention and LTVBackend infrastructure designed to support multi-SKU scale and real-time analytics OFFICIAL LAUNCH: LIMITLESS FUNCTIONAL GUMMIES

Coinciding with the website launch, the company unveiled its new Limitless Gummies Collection, addressing top performance needs through premium, science-driven formulas:

NZT-48 NAD+ Gummies – Boosts cognitive energy, memory, and cellular repair via NMN and NAD+ precursors.HYDR8 Creatine + Hydration Gummies – Combines creatine monohydrate and electrolytes for strength, hydration, and post-workout recovery.SuperShrooms Smart Focus Gummies – Features Lion’s Mane, Cordyceps, and Reishi to enhance mental clarity, focus, and adaptive performance.SuperFoods SuperGreens Blend Gummies – A daily detox and digestive support formula with spirulina, chlorella, and prebiotic fiber.SuperSlim GLP-1 Boosting Gummies – Supports appetite regulation and glucose balance with berberine, chromium, and ACV. All products are vegan, non-GMO, made in the USA, and reflect the Limitless standard of clean-label innovation. Additional celebrity signature series gummies and limited-edition drops are already in production for Q4 and early 2026.

Q4 GROWTH STRATEGY: AGGRESSIVE MULTI-CHANNEL EXECUTION

Limitless X is entering Q4 with a full-stack revenue acceleration plan that leverages:

Platform Expansion

Re-launched LimitlessX.com with full subscription, upsell, and analytics integrationsPrepping a Limitless Health+ app for on-the-go content, coaching, and bundlesExpanding fulfillment for faster D2C shipping and subscription continuity Social Commerce Rollout

TikTok Shop + TikTok Live activation with high-converting influencer partnershipsFull catalog onboarding to Meta Shops (Facebook & Instagram)YouTube Shopping & Shorts monetization with fitness creators Marketplace Penetration

Integration with Amazon Seller Central and Walmart MarketplaceOnboarding onto new marketplace partners in the Q4 pipelinePursuing global expansion with distribution strategies focused on the UAE and India Paid & Performance Media

Cross-platform performance marketing (Meta, Google, TikTok, YouTube, Snapchat)Focus on reducing CPA, improving ROAS, and increasing customer acquisition velocityEnhanced segmentation for email/SMS remarketing and reactivation flows PROJECTED Q4 SALES MOMENTUM

Limitless X anticipates a significant increase in Q4 sales driven by:

Higher SKU velocity from the new Gummies line and upcoming product dropsImproved AOV and conversion rates via platform enhancementsUpselling through bundles, signature kits, and timed promotionsInfluencer-driven awareness campaigns across lifestyle, wellness, and fitness categoriesStrategic retention tactics, including early-access offers, loyalty incentives, and gamified referral systems With lower CPAs, a rising repeat customer rate, and a wider assortment of SKUs to monetize, the company is on track to generate positive EBITDA while positioning for long-term compounding LTV.

FORWARD-LOOKING STATEMENTS

This release contains forward-looking statements, including expectations for sales growth, margin expansion, profitability, and platform rollout. These statements involve known and unknown risks and uncertainties that may cause actual results to differ materially from projections. Limitless X disclaims any intent or obligation to update forward-looking statements except as required by law.

ABOUT LIMITLESS X HOLDINGS, INC.

Limitless X Holdings, Inc. (OTCQX: LIMX) is creating a High-Growth, Value-Driven Ecosystem built to Look Good, Feel Great, and Achieve Peak Performance across Health, Wellness, Entertainment, Community, and Brand Development. Through its Wholly Owned Subsidiary, the company operates a rapidly expanding Direct-to-Consumer eCommerce Platform delivering Innovative Products and Services that drive transformation. Leveraging entry into Film, Television, and High-Performance Real Estate, Limitless X is developing Wellness-Centered Communities and Premium Lifestyle Destinations. With a strengthening Global Distribution Network, cutting-edge Digital Marketing, and powerful Strategic Partnerships, the company is positioned for aggressive International Expansion, Exceptional Customer Engagement, and Sustained Shareholder Value Creation, making Limitless X a Compelling Growth Story at the intersection of Wellness, Media, and Lifestyle Innovation.

Investor Relations:
[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/58e38be7-bd40-4c45-a3b9-fb53701cd0f8

Paychex, Inc. (NASDAQ:PAYX) Q1 2026 Earnings Call September 30, 2025 9:30 AM EDT

Company Participants

Robert Schrader - Senior VP & CFO
John Gibson - President, CEO & Director

Conference Call Participants

Jared Levine - TD Cowen, Research Division
Mark Marcon - Robert W. Baird & Co. Incorporated, Research Division
Samad Samana - Jefferies LLC, Research Division
Tien-Tsin Huang - JPMorgan Chase & Co, Research Division
Andrew Nicholas - William Blair & Company L.L.C., Research Division
Michael Infante - Morgan Stanley, Research Division
Daniel Jester - BMO Capital Markets Equity Research
David Paige Papadogonas - RBC Capital Markets, Research Division
Scott Wurtzel - Wolfe Research, LLC

Presentation

Operator

Good morning, and welcome to Paychex First Quarter Fiscal 2026 Earnings Call. Participating on the call today are John Gibson and Bob Schrader. [Operator Instructions]

As a reminder, this conference is being recorded, and your participation implies consent to our recording of this call. I would now like to turn the call over to Mr. Bob Schrader, Paychex Chief Financial Officer. Please go ahead, sir.

Robert Schrader
Senior VP & CFO

Thank you for joining us to discuss Paychex First Quarter Fiscal 2026 results. This morning, we released our financial results for the quarter ended August 31, 2025. You can access our earnings release and presentation on our Investor Relations website. We plan to file our Form 10-Q with the SEC within the next couple of days. This conference call is being webcast live and will be available for replay on our Investor Relations portal.

Today's call includes forward-looking statements that refer to future events and involve some risk. We encourage you to review our filings with the SEC for additional information on factors that could cause actual results to differ from our current expectations. We will also reference non-GAAP financial measures. A description of these items along with a reconciliation of

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A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For EME, shares are up 1.35% over the past week while the Zacks Building Products - Heavy Construction industry is up 0.68% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 3.33% compares favorably with the industry's 7.17% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Shares of Emcor Group have increased 16.24% over the past quarter, and have gained 48.8% in the last year. On the other hand, the S&P 500 has only moved 8.31% and 17.5%, respectively.

Investors should also take note of EME's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now EME is averaging 997,511 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with EME.

Over the past two months, 2 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost EME's consensus estimate, increasing from $23.59 to $25.11 in the past 60 days. Looking at the next fiscal year, 2 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineGiven these factors, it shouldn't be surprising that EME is a #1 (Strong Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Emcor Group on your short list.

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Nomura Holdings (NMR - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Nomura Holdings currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for NMR that show why this financial services company shows promise as a solid momentum pick.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For NMR, shares are up 1.07% over the past week while the Zacks Financial - Investment Bank industry is flat over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 3.62% compares favorably with the industry's 3.31% performance as well.

While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Over the past quarter, shares of Nomura Holdings have risen 18.63%, and are up 42.72% in the last year. In comparison, the S&P 500 has only moved 8.31% and 17.5%, respectively.

Investors should also take note of NMR's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now NMR is averaging 428,619 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with NMR.

Over the past two months, 1 earnings estimate moved higher compared to none lower for the full year. This revision helped boost NMR's consensus estimate, increasing from $0.76 to $0.77 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that NMR is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Nomura Holdings on your short list.

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MessageGears’ data activation and customer engagement solution unlocks AI-powered personalization for joint customers

ATLANTA--(BUSINESS WIRE)--MessageGears, the leading data activation and engagement platform for enterprise brands, today announced that it has been recognized as “One to Watch” in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World launched by Snowflake, the AI Data Cloud company. MessageGears was identified in the report’s Activation & Delivery for Owned Channels category for its strengths in audience segmentation, cross-channel message creation and delivery, and real-time data access.

"Together with Snowflake’s powerful products, we’re creating the foundation for next-generation experiences that deliver real-time personalization at scale without sacrificing data control.” -Eugene Yukin, VP Product, MessageGears

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Snowflake assessed the use of marketing technologies by more than 11,100 customers to determine how AI, privacy, and data gravity are continuing to accelerate the evolution of martech and adtech across 13 categories. The fourth annual edition of Snowflake’s Modern Marketing Data Stack identifies the technologies, solutions, and platforms adopted by Snowflake customers to meet their evolving needs.

“Being named a company to watch by Snowflake is a testament to the work we’ve been doing hand-in-hand with our customers to shape the future of enterprise marketing,” said Eugene Yukin, VP of Product at MessageGears. “We’ve been hard at work embedding AI models and intelligent agents throughout our platform to help marketers execute campaigns faster, gain sharper conversion insights, and orchestrate journeys with greater flexibility across channels. Together with Snowflake’s powerful products, we’re creating the foundation for next-generation experiences that deliver real-time personalization at scale without sacrificing data control.”

MessageGears natively integrates with Snowflake, enabling enterprise brands to activate real-time customer data directly from their cloud data warehouse – without expensive duplication or risky data movement. Through Snowflake Cortex AI, brands can also bring large language models (LLMs), machine learning, and natural language processing directly into their segmentation logic, personalization strategies, and message orchestration. Marketers using MessageGears can instantly generate AI-powered content, scoring models, and customer insights directly within their existing workflows – all while leveraging compliance, security, and scalability capabilities via Snowflake’s AI Data Cloud.

"MessageGears’ growth with Snowflake has led to its recognition as a key technology to watch in the data activation and customer engagement space, delivering solutions that address the ever-evolving needs of marketers,” said Denise Persson, Chief Marketing Officer at Snowflake. “We look forward to continuing to work with MessageGears as they expand their capabilities on the Snowflake AI Data Cloud.”

OpenTable, a global leader in restaurant technology, partnered with MessageGears and Snowflake to overhaul its data activation strategy and eliminate costly delays tied to legacy marketing infrastructure. By directly connecting MessageGears’ platform to their Snowflake environment, OpenTable’s team removed the need for nightly data syncs and manual duplication, unlocking real-time access to live customer data.

This new architecture allowed OpenTable to:1

Automate 20% of all marketing campaigns

Improve time-to-market for campaigns by 80%

Achieve up to a 70% conversion rate from targeted, personalized campaigns

Cut marketing technology spend by 50%

“We’re able to create more targeted campaigns layered with customizable metadata much faster,” said John Tsou, VP of Marketing at OpenTable. “We’re also able to run comprehensive reports, which allows us to segment better. In one of our tests, we were able to increase our conversion rates by 70%, which is huge. And my favorite is our zero dependency on daily data syncs across two platforms.”

Learn more about the 2026 Modern Marketing Data Stack here.

About MessageGears

MessageGears is the data activation and engagement platform built to help enterprises leverage their entire dataset for seamless communication across multiple channels, including email, SMS, mobile, and hundreds of third-party destinations. Our mission is to facilitate efficient and secure data access without the need for moving, copying, or syncing. Founded with the goal of giving enterprise brands total command of their enterprise data, MessageGears’ composable approach eliminates latency, mitigates security risks, and reduces costs associated with traditional ESPs, CDPs, and marketing clouds. Leading brands like Indeed, Chewy, and Sherwin-Williams trust MessageGears to manage and activate their customer data across diverse tech stacks. Discover how we drive ROI at messagegears.com.

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UBS analysts are ‘Overweight’ the healthcare equipment sector, with a Number One ranking on their total scorecard. 

In a note to clients on Tuesday, the analysts wrote that healthcare equipment has had the highest growth rate historically, excluding technology, at a 9% compound annual growth rate (CAGR) and the sector’s earnings per share are now trading 10% below trend.   

They also believe the sector appears “safer” than Big Pharma, due to factors such as less tariff risk.  

The analysts favor Abbott Laboratories (NYSE:ABT) and Boston Scientific Corp (NYSE:BSX, ETR:BSX) in US, noting that Boston Scientific offers the best value.  

They also like the benchmark pharma space, pointing to “unusually” supportive factors such as earnings momentum that has been much better than performance as well as the sector’s historic outperformance in a rising credit spread environment.  

Generative AI could also help reduce the cost of production and increase the speed of developing new products, the analysts noted.  

UBS has ‘Buy’ ratings on Johnson & Johnson (NYSE:JNJ) and Abbott Laboratories. 

HYOGO, Japan--(BUSINESS WIRE)--JCR Pharmaceuticals Co., Ltd. (TSE 4552; “JCR”), a global specialty biopharmaceutical company dedicated to developing therapies for rare and genetic diseases, announced today that it will present non-clinical data from its novel JUST-AAV gene therapy platform technology in an oral session at the European Society of Gene and Cell Therapy (ESGCT) 32nd Annual Congress, being held October 7-10, 2025, in Seville, Spain.

JUST-AAV encompasses a range of vector types optimized for various target tissues, including liver-sparing, muscle-targeting, and brain-targeting variants. Its target specificity is enhanced via a new muscle-targeting binder that shows cross-species affinity and improved muscle transduction when incorporated into an adeno-associated virus (AAV) capsid, compared to AAV9. JUST-AAV thus holds significant promise for advancing the field of AAV-based gene therapy.

The oral presentation details are listed below, and the full program can be found on the ESGCT congress website at www.esgctcongress.com.

Title: Generation of a novel capsid engineering platform enhances CNS and muscle tropism of AAV vectors while reducing tropism to the liver

Oral Presentation Number: OR009

Date: October 7, 2025, 5:00-7:30pm CEST

Presenter: Shunsuke Iizuka, Ph.D., JCR Pharmaceuticals

About the European Society of Gene and Cell Therapy (ESGCT)

Established in 1992, the European Society of Gene and Cell Therapy (ESGCT) seeks to support scientists and clinicians working in the fields of gene and cell therapy and to promote awareness and understanding of gene and cell therapy and the vast amount of related research in Europe. The 32nd Annual Congress of the ESGCT is being held in Seville, Spain from October 7-10, 2025. For more information, please visit www.esgct.eu.

About the JUST-AAV Platform Technology

JUST-AAV is a proprietary platform technology that utilizes modified adeno-associated virus (AAV) vectors. The technology entails insertion of miniaturized antibodies against receptors on selected tissues, organs or the blood-brain barrier onto the capsid surface, enhancing targeted delivery to those tissues and organs. Further capsid modifications minimize off-target effects and improve safety. The name is derived from “JCR” “Ultimate destination of organ” “Safeguarding against off-target delivery” and “Transformative technology” reflecting its potential for broad application across various diseases.

About JCR Pharmaceuticals Co., Ltd.

JCR Pharmaceuticals Co., Ltd. (TSE 4552) is a global specialty pharmaceutical company that develops treatments that go beyond rare diseases to solve the world’s most complex healthcare challenges. We continue to build upon our 50-year legacy in Japan while expanding our global footprint into the U.S., Europe, and Latin America. We improve patients’ lives by applying our scientific expertise and unique technologies to research, develop, and deliver next-generation therapies. Our approved products in Japan include therapies for the treatment of growth disorder, MPS II (Hunter syndrome), Fabry disease, acute graft-versus host disease, and renal anemia. Our investigational products in development worldwide are aimed at treating rare diseases including MPS I (Hurler, Hurler-Scheie and Scheie syndrome), MPS II, MPS IIIA and B (Sanfilippo syndrome type A and B), and more. Our core values – Putting people first, Forging our own path, Always advancing, and Committed to excellence – mean that the work we do benefits all our stakeholders, including partners, patients and employees. We strive to expand the possibilities for patients while accelerating medical advancement at a global level. For more information, please visit JCR’s global website: https://jcrpharm.com/.

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