Closing Bell Closing Bell Overtime: Earnings Bonanza; CEOs of C3.AI, UiPath & Fortune Brands 12/3/25
Dec 3, 2025
Nick Fink, CEO of Fortune Brands Innovation, dives into the intricacies of consumer spending and remodeling demand, shedding light on the health of the housing market. He discusses the company's innovative supply chain strategies aimed at adapting to market conditions. Fink also offers insights into upcoming trends for 2026, addressing how consumer preferences are shifting in home improvement. The conversation is lively and packed with valuable data for anyone interested in the dynamics of the housing industry.
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Enterprise AI Driving Durable Revenue
- Salesforce's AgentForce and Data360 are driving strong ARR growth and customer expansions, signaling durable AI adoption across enterprise sales.
- The company raised guidance based on accelerating agent deployments and expanding customer spend.
UiPath Execution Spurs Stock Rally
- UiPath beat revenue and guided Q4 slightly above estimates, driven by license and subscription strength.
- The stock jumped as the market rewarded execution and healthy license momentum.
C3AI Moving Upmarket And Into Federal
- C3AI is seeing acceleration in federal and blue-chip commercial deals with seven-figure contracts and faster deployments.
- CEO Stephen Ehikian is investing in innovation and go-to-market to convert initial deployments into high-value production use cases.