McDonald's, Tyson and other companies have gotten more anxious about the fallout from SNAP delays — Negative
MCD Market Watch — November 11, 2025One analyst says payment delays across states are likely, even after the government's reopening.
Market uncertainty is on the rise, and volatility can't be too far away. Many investors look to their bond portfolio for ballast in those times, adding income.
Orthofix Medical Inc. (OFIX) Presents at UBS Global Healthcare Conference 2025 Transcript — Neutral
OFIX Seeking Alpha — November 11, 2025Orthofix Medical Inc. ( OFIX ) UBS Global Healthcare Conference 2025 November 11, 2025 1:15 PM EST Company Participants Massimo Calafiore - President, CEO & Director Julie Dewey - Chief Investor Relations & Communications Officer Conference Call Participants Danielle Antalffy - UBS Investment Bank, Research Division Presentation Danielle Antalffy UBS Investment Bank, Research Division All right. Good afternoon, everyone.
Venture Global: One Bad Arbitration Result Is Not The End Of The World — Neutral
VG Seeking Alpha — November 11, 2025Venture Global is rated Strong Buy, with ~67% upside to fair value, despite arbitration-related market overreaction. Arbitration risks are now well-defined; worst-case liabilities are manageable and not an existential threat to VG's long-term prospects. VG's modular construction strategy and strong operational progress at Plaquemines and CP2 support continued production growth and customer signings.
Advanced Micro Devices, Inc. delivered a strong quarter, beating revenue and EPS estimates, yet the stock declined amid broader market weakness. AMD's $600 price target remains ultra bullish, supported by momentum from the OpenAI deal and robust growth in Client and Gaming segments. AI GPU sales are ramping up, with OpenAI potentially doubling AMD's data center revenue, and EPS targets for 2027 now approaching $10.
LeCun's Exit Deals a Blow to Meta's AI Ambitions Amid Cost Pressures — Negative
META PYMNTS — November 11, 2025Meta Chief AI Scientist Yann LeCun is preparing to leave the company to launch a new venture focused on foundational artificial intelligence architectures, the Financial Times reported Tuesday (Nov. 11). Meta's Turbulence Sets the Stage LeCun's decision comes as Meta faces turbulence in its AI operations.
UnitedHealth Group Incorporated (UNH) Presents at UBS Global Healthcare Conference 2025 Transcript — Neutral
UNH Seeking Alpha — November 11, 2025UnitedHealth Group Incorporated ( UNH ) UBS Global Healthcare Conference 2025 November 10, 2025 8:45 AM EST Company Participants Julie Murphy Wayne DeVeydt - Chief Financial Officer Conference Call Participants Albert Rice - UBS Investment Bank, Research Division Presentation Albert Rice UBS Investment Bank, Research Division All right. I think we're ready to get going.
Paramount Skydance Reports Earnings, Announces Job Cuts — Neutral
PSKY Bloomberg Technology — November 11, 2025Laura Martin, senior entertainment analyst at Needham, discusses Paramount Skydance's earnings, announced changes, and plans to buy rival Warner Bros. Discovery.
ROSEN, A TOP RANKED LAW FIRM, Encourages Quanex Building Products Corporation Investors to Secure Counsel Before Important November 18 Deadline in Securities Class Action - NX — Neutral
NX Newsfile Corp — November 11, 2025New York, New York--(Newsfile Corp. - November 11, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Quanex Building Products Corporation (NYSE: NX) between December 12, 2024 and September 5, 2025, both dates inclusive (the "Class Period"), of the important November 18, 2025 lead plaintiff deadline. SO WHAT: If you purchased Quanex securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
MP Materials Corp. (MP) Presents at Baird 55th Annual Global Industrial Conference Transcript — Neutral
MP Seeking Alpha — November 11, 2025MP Materials Corp. ( MP ) Baird 55th Annual Global Industrial Conference November 11, 2025 11:50 AM EST Company Participants Martin Sheehan - Senior Vice President of Investor Relations Conference Call Participants Ben Kallo - Robert W. Baird & Co. Incorporated, Research Division Davis Sunderland - Robert W.
Consolidated Water Co. Ltd. (CWCO) Q3 2025 Earnings Call Transcript — Neutral
CWCO Seeking Alpha — November 11, 2025Consolidated Water Co. Ltd. ( CWCO ) Q3 2025 Earnings Call November 11, 2025 11:00 AM EST Company Participants Frederick McTaggart - CEO, President & Director David Sasnett - Executive VP & CFO Conference Call Participants Gerard Sweeney - ROTH Capital Partners, LLC, Research Division Presentation Operator Good morning.
Align Technology, Inc. (ALGN) Presents at UBS Global Healthcare Conference 2025 Transcript — Neutral
ALGN Seeking Alpha — November 11, 2025Align Technology, Inc. ( ALGN ) UBS Global Healthcare Conference 2025 November 11, 2025 11:45 AM EST Company Participants John Morici - CFO & Executive VP of Global Finance Conference Call Participants Kevin Caliendo - UBS Investment Bank, Research Division Presentation Kevin Caliendo UBS Investment Bank, Research Division Good afternoon, everybody. I'm Kevin Caliendo, Healthcare IT distribution, Dental Analyst for UBS.
PDS Biotechnology Announces up to $11.1 Million Registered Direct Offering — Neutral
PDSB GlobeNewsWire — November 11, 2025PRINCETON, N.J., Nov. 11, 2025 (GLOBE NEWSWIRE) -- PDS Biotechnology Corporation (Nasdaq: PDSB) (“PDS Biotech” or the “Company”), a late-stage immunotherapy company focused on transforming how the immune system targets and kills cancers, today announced that it has entered into a securities purchase agreement for the purchase and sale of 5,800,000 shares of common stock (or pre-funded warrants in lieu thereof) at a purchase price of $0.91 per share and accompanying warrants to purchase up to an aggregate of 5,800,000 shares of its common stock in a registered direct offering (the “Offering”).
VAALCO Energy reported its lowest production due to the Gabon shut-in and the FPSO repairs. EGY borrowed $60 million to cover upfront expenses. Production increases in Egypt occurred because of efficiency gains.
Visa and Mastercard reach proposed settlement with US merchants, ending decades-long fee dispute — Positive
MA V Proactive Investors — November 11, 2025Visa Inc (NYSE:V, ETR:3V64) and Mastercard Inc (NYSE:MA) have reached a proposed settlement with US merchants aimed at resolving more than two decades of litigation over credit card interchange fees and merchant rules, a deal that could reshape how retailers manage payment costs and how consumers are charged at checkout. The agreement would reduce the average effective interchange fee merchants pay on US credit card transactions by roughly 10 basis points, or 0.1 percentage point, for five years.
A market shift happening in the way people are clothes shopping: The RealReal CEO Rati Sahi Levesque — Neutral
REAL CNBC Television — November 11, 2025Rati Sahi Levesque, The Real Real president and CEO, joins 'Power Lunch' to discuss the luxury resale market, the impact of the brick and mortar stores and much more.
MOH DEADLINE ALERT: ROSEN, A TOP RANKED GLOBAL LAW FIRM, Encourages Molina Healthcare, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – MOH — Neutral
MOH GlobeNewsWire — November 11, 2025NEW YORK, Nov. 11, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Molina Healthcare, Inc. (NYSE: MOH) between February 5, 2025 and July 23, 2025, both dates inclusive (the “Class Period”), of the important December 2, 2025 lead plaintiff deadline. SO WHAT: If you purchased Molina securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
Why cutting drug prices is pushing Eli Lilly's stock toward an all-time high — Positive
LLY Market Watch — November 11, 2025Even by dramatically lowering the prices of some of its medications, the drug giant is still outpacing its rivals and nearing a trillion-dollar valuation.
TLX Investors Have Opportunity to Lead Telix Pharmaceuticals Ltd. Securities Fraud Lawsuit Filed by The Rosen Law Firm — Neutral
TLX PRNewsWire — November 11, 2025NEW YORK , Nov. 11, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Telix Pharmaceuticals Ltd. (NASDAQ: TLX) between February 21, 2025 and August 28, 2025, both dates inclusive (the "Class Period").
Microsoft: I've Doubled Down During This AI Shakeout — Positive
MSFT Seeking Alpha — November 11, 2025Microsoft (MSFT) investors experienced a sharp selloff despite posting strong fundamentals and robust AI-driven growth prospects. MSFT's disciplined AI CapEx, deep OpenAI partnership, and diversified enterprise suite position it as a leader in this race to determine AI supremacy. Despite increased CapEx, MSFT maintains resilient cash flow margins and is expected to keep FCF margins relatively high through FY2028, mitigating fears.