Oracle Stock Plunges 40%: Why This Could Be The Best Buying Opportunity Yet — Positive
ORCL Seeking Alpha — November 21, 2025Oracle Corporation remains a buy despite a 40% drawdown, with ORCL shares now offering a favorable risk/reward profile. ORCL's rapid cloud and AI growth, strong customer base, and ambitious long-term revenue and EPS targets support the bullish thesis. Key risks include a high debt-to-equity ratio, negative free cash flow, and execution uncertainty on AI capex and data center rollouts.
Viking Holdings Q3: Smooth Sailing With Fleet Growth, But Fairly Valued — Positive
VIK Seeking Alpha — November 21, 2025Viking Holdings Ltd. reported very good Q3 financials. The brand's itineraries continue to attract customers, underlined by continued bookings growth. Fleet growth continues to boost VIK's earnings outlook for upcoming years. Improvements in operational metrics enabled VIK to achieve high earnings growth, making capital returns very good.
Bitcoin Miners Land Big Tech Deals in AI Infrastructure Push — Positive
WGMI ETF Trends — November 21, 2025Bitcoin miners are landing contracts with some of the world's largest technology companies. This happens as they pivot from cryptocurrency mining to artificial intelligence infrastructure, according to recent research from CoinShares.
PayPal (PYPL) stock has lagged in recent years amid softer growth and rising competition, but its large user base, strong brand, and solid margins keep it on investors' radar. With the market revisiting undervalued fintech names, the question is whether PayPal is finally poised for a rebound.
Walmart's stock has markedly surpassed its competitors over the past year, but how does it compare with significant retail rivals such as Amazon and Costco? A closer examination shows robust profitability and consistent revenue growth, but its premium valuation and lagging growth compared to e-commerce giants like Amazon may limit future potential.
Bidders for Warner Bros Discovery face barrage of political and regulatory risks — Negative
WBD CMCSA NFLX PSKY Reuters — November 21, 2025Paramount Skydance , Comcast and Netflix are bidding to buy Warner Bros Discovery , Reuters reported on Thursday, but each company's bid faces its own political and regulatory risks.
Meta Platforms' Hidden AI Flywheel Is About to Crush the Competition — Neutral
META 24/7 Wall Street — November 21, 2025Many investors still view Meta Platforms (NASDAQ:META) as primarily a social media company running Facebook and Instagram.
Direxion Ignites New ETFs To Fuel Bold Bets On Coinbase, Robinhood, Intel, Oracle — Positive
CONX HODU LINT ORCS ORCU Benzinga — November 21, 2025Direxion is sharpening its focus on the fast-moving, high-conviction corner of the market with the launch of five new single-stock daily leveraged and inverse ETFs packaged for traders who thrive on speed, volatility, and laser-focused thematic bets.
Nebius Stock: With Great Volatility Comes Great Opportunity (Rating Upgrade) — Positive
NBIS Seeking Alpha — November 21, 2025Nebius Group N.V. shares have fallen 35% from recent highs. NBIS stock has been caught up in a broader AI selloff. While volatility lies ahead, I think NBIS is a long-term winner.
Cloudflare Just Broke the Internet, But It's Still a Red-Hot Buy — Negative
NET MarketBeat — November 21, 2025Tech giant Cloudflare Inc. NYSE: NET found itself at the center of chaos on Tuesday, Nov. 18, when a global outage knocked many of the world's biggest companies and most used websites offline. OpenAI's ChatGPT, Shopify, and other major platforms were hit, reminding investors just how central certain enterprises' networks have become to the functioning of the modern internet.
UiPath Stock is Consolidating This Year: What Should You Do? — Positive
PATH Zacks Investment Research — November 21, 2025PATH's flat trading masks rising traction in agentic automation, strategic alliances and improving customer-driven metrics.
Palantir's UK Alliance Expansion Strengthens Its Strategic Moat — Positive
PLTR Zacks Investment Research — November 21, 2025PLTR's expanded UK alliance with PwC boosts its AI platform's role in national-scale transformation and strengthens its competitive edge.
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages MoonLake Immunotherapeutics Investors to Secure Counsel Before Important Deadline in Securities Class Action - MLTX — Neutral
MLTX Newsfile Corp — November 21, 2025New York, New York--(Newsfile Corp. - November 21, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of MoonLake Immunotherapeutics (NASDAQ: MLTX) between March 10, 2024 and September 29, 2025, both dates inclusive (the "Class Period"), of the important December 15, 2025 lead plaintiff deadline. SO WHAT: If you purchased MoonLake common stock 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.
First Solar Inaugurates New $1.1 Billion AI-Enabled Louisiana Manufacturing Facility — Neutral
FSLR Business Wire — November 21, 2025TEMPE, Ariz.--(BUSINESS WIRE)-- #AmericanSolar--First Solar, Inc. (Nasdaq: FSLR) (the “Company” or “First Solar”) today inaugurated its new fully vertically integrated manufacturing facility in Iberia Parish, Louisiana. The $1.1 billion facility, which spans approximately 2.4 million square feet and is about 11 times the size of the New Orleans Superdome, currently employs over 700 people and is expected to have 826 employees by the end of the year. Once fully ramped, the Iberia Parish facility is expected to a.
Copa Holdings Remains A 'Strong Buy' Despite Q3 Sell-Off — Positive
CPA Seeking Alpha — November 21, 2025Copa Holdings remains a 'Strong Buy,' with shares undervalued despite the recent post-earnings decline and outperforming the S&P 500 year-to-date. Q3 2025 results showed revenue and margin growth, though unit revenues and yields softened due to increased capacity and pricing pressures. CPA's guidance projects robust capacity growth and disciplined costs, but market concerns focus on yield pressure and potential margin constraints.
Auna S.A. ( AUNA ) Q3 2025 Earnings Call November 21, 2025 8:00 AM EST Company Participants Ana Maria Mora Jesús Zamora Leon - President, CEO & Executive Chairman of the Board Gisele Ferrero - CFO & Executive VP Conference Call Participants Mauricio Cepeda - Morgan Stanley, Research Division Presentation Operator Good morning, and welcome to Auna's Third Quarter 2025 Earnings Conference Call. My name is Eric and I'll be the operator for today's call.
Will Applied Digital's Second Campus Unlock the Next Leg of Growth? — Positive
APLD Zacks Investment Research — November 21, 2025APLD's new Polaris Forge 2 campus targets gigawatt-scale AI infrastructure as rising demand meets development constraints.
Glass Lewis recommends Teck Resources to vote in favor of deal with Anglo American — Positive
AAUKF NGLOY TECK Reuters — November 21, 2025Independent proxy advisory firm Glass Lewis on Friday recommended Teck Resources shareholders to vote in favor of a deal to combine with Anglo American.
Nvidia just delivered another knockout quarter and the stock went down anyway. I don't think that's about Nvidia at all, it's about a market that's suddenly more scared of AI debt than impressed by AI headlines.
With all the worries over macroeconomic uncertainty this year, it's difficult to imagine very many expected cyclical stocks to perform exceptionally well. However, it seems that cyclicals are finally having their moment in the sun.