CMB.TECH NV (CMBT) Q3 2025 Earnings Call Transcript — Neutral

CMBT   Seeking Alpha — November 26, 2025

CMB.TECH NV ( CMBT ) Q3 2025 Earnings Call November 26, 2025 8:00 AM EST Company Participants Alexander Saverys - CEO & Member of Management Board Ludovic Saverys - CFO & Member of Management Board Enya Derkinderen - Brand Manager Conference Call Participants Frode Morkedal - Clarksons Platou Securities AS, Research Division Eirik Haavaldsen - Pareto Securities AS, Research Division Kristof Samoy - KBC Securities NV, Research Division Climent Molins - Value Investor's Edge Kristoffer Skeie - Arctic Securities AS, Research Division Axel Styrman - Kepler Cheuvreux, Research Division Quirijn Mulder - ING Groep N.V., Research Division Presentation Alexander Saverys …

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Block Vs Visa: Which Stock Could Rally? — Neutral

V  XYZ   Forbes — November 26, 2025

Block (XYZ) increased by 10% over the past week. You might feel inclined to purchase more, or perhaps you want to decrease your investment.

image for news Block Vs Visa: Which Stock Could Rally?

Palantir vs. SoFi: Which High-Growth Tech Stock is the Better Buy Now? — Positive

PLTR  SOFI   Zacks Investment Research — November 26, 2025

PLTR's surging commercial momentum and rising profitability give it an edge as both tech innovators race for high-growth gains.

image for news Palantir vs. SoFi: Which High-Growth Tech Stock is the Better Buy Now?

Softer-Than-Expected Initial Claims — Neutral

DE   Zacks Investment Research — November 26, 2025

Softer-Than-Expected Initial Claims.

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'Green Wednesday': A high holiday for cannabis before Thanksgiving — Positive

CGC  CNBS  MSOS  TCNNF  TLRY   CNBC Television — November 26, 2025

Cannabis has carved out it's own holiday shopping rush and it's called "Green Wednesday". Behind April 20, the day before Thanksgiving has become the second-biggest day for cannabis sales in the U.S. Brandon Gomez unpacks the new buzzy trend for an age old tradition.

image for news 'Green Wednesday': A high holiday for cannabis before Thanksgiving

The IRA from 2022 allows the CMS to negotiate prices for a number of drugs each year for patients in Medicare. Late Tuesday, the agency announced newly negotiated prices for 15 blockbuster drugs from 2027, including Novo Nordisk's mega bestseller Ozempic which will see a 71% discount to its list price.

image for news Why Medicare price negotiations matter for Novo Nordisk, AstraZeneca, and other European pharma companies

'Nvidia of China' readies IPO — Positive

NVDA   CNBC Television — November 26, 2025

CNBC's Deirdre Bosa joins ‘Money Movers' to discuss Moore Threads, dubbed China's Nvidia, which is set for a blockbuster Shanghai IPO.

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Gold Gains Over 1%; Nutanix Shares Fall After Q1 Results — Neutral

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  NTNX  OUNZ  SGOL  UGL   Benzinga — November 26, 2025

U.S. stocks traded higher midway through trading, with the Dow Jones index gaining more than 350 points on Wednesday.

image for news Gold Gains Over 1%; Nutanix Shares Fall After Q1 Results

BABA Q2 Earnings Miss Estimates, Revenues Increase Y/Y — Negative

BABA   Zacks Investment Research — November 26, 2025

BABA's Q2 fiscal 2026 earnings miss estimates as heavy quick commerce and AI investments crush margins despite strong 15% revenue growth ex-disposals.

image for news BABA Q2 Earnings Miss Estimates, Revenues Increase Y/Y

Meta Platforms' Ad Revenue Growth Picks Up: More Upside Ahead? — Positive

META   Zacks Investment Research — November 26, 2025

META's ad revenues surge 25.6% in fiscal Q3 2025, fueled by AI upgrades and stronger demand, but competition is heating up.

image for news Meta Platforms' Ad Revenue Growth Picks Up: More Upside Ahead?

AI Earnings Roundup: NVIDIA & Palantir — Positive

NVDA  PLTR   Zacks Investment Research — November 26, 2025

Several companies closely involved in the AI frenzy, Palantir and NVIDIA, posted massive growth, with demand remaining red-hot.

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Safe Bulkers, Inc. (SB) Q3 2025 Earnings Call Transcript — Neutral

SB   Seeking Alpha — November 26, 2025

Safe Bulkers, Inc. ( SB ) Q3 2025 Earnings Call November 26, 2025 10:00 AM EST Company Participants Dr. Loukas Barmparis - President, Secretary & Director Konstantinos Adamopoulos - CFO, Treasurer & Director Presentation Operator Thank you for standing by, ladies and gentlemen. Welcome to Safe Bulkers Conference Call on the Third Quarter 2025 financial results.

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Apple set to overtake Samsung as top smartphone maker this year — Positive

AAPL  SSNLF   Proactive Investors — November 26, 2025

Apple Inc (NASDAQ:AAPL, XETRA:APC) is set to take back the top spot in the global smartphone market for the first time since 2011, driven by strong demand for its iPhone 17 lineup, according to projections from Counterpoint Research. Apple is expected to achieve a 19.4% share of worldwide smartphone shipments in 2025, edging past Samsung, which is forecast to hold an 18.7% share.

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DKS Q3 Earnings Top Estimates, Foot Locker Acquisition Lifts Outlook — Positive

DKS   Zacks Investment Research — November 26, 2025

DICK'S Sporting posts strong Q3 results and lifts its full-year outlook as momentum builds and the Foot Locker deal reshapes its growth path.

image for news DKS Q3 Earnings Top Estimates, Foot Locker Acquisition Lifts Outlook

Soundhound, Parkopedia Partners on a New AI Parking Voice Assist — Positive

SOUN   Zacks Investment Research — November 26, 2025

SoundHound AI, Inc. SOUN has entered into a partnership with Parkopedia to offer a new in-vehicle voice AI parking agent within its in-car voice commerce platform. This expanded collaboration with the global leader of connected car services will allow SoundHound to offer an integrated service to drivers, making their jobs easier in finding parking and making related payments.

image for news Soundhound, Parkopedia Partners on a New AI Parking Voice Assist

Margins Flat, Innovation High: Is PG Trading Growth for Stability? — Positive

PG   Zacks Investment Research — November 26, 2025

Procter & Gamble leans on major product upgrades and flat margins to balance stability with growth amid soft demand and uncertainty.

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BP's Whiting refinery returns to normal operations after October fire — Positive

BP   Reuters — November 26, 2025

BP's 440,000-barrel-per-day oil refinery in Whiting, Indiana, has returned to normal operations following a planned maintenance turnaround in September and a fire in October, two sources said.

image for news BP's Whiting refinery returns to normal operations after October fire

Amazon drone delivery faces FAA probe after Texas incident — Negative

AMZN   Proactive Investors — November 26, 2025

Amazon.com Inc (NASDAQ:AMZN)'s Prime Air drone delivery program hit another hurdle after a delivery drone clipped an internet cable in Waco, Texas, last week, prompting a Federal Aviation Administration (FAA) investigation. The incident occurred on November 18 when an MK30 drone, operating autonomously, failed to detect a thin utility wire.

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Carnival CEO and Holland America Line president on the cruise industry outlook — Neutral

CCL   CNBC Television — November 26, 2025

Carnival CEO Josh Weinstein and Holland America Line President Beth Bodensteiner join CNBC's ‘Money Movers' to discuss their participation in the annual Macy's Thanksgiving Parade, their cruise industry outlook, and more.

image for news Carnival CEO and Holland America Line president on the cruise industry outlook

Abercrombie & Fitch's shares are up 37% thanks to Hollister's success — Positive

ANF   Fast Company — November 26, 2025

Since 2019, Abercrombie & Fitch Co. has undergone a resurrection from discarded early-2000s mall brand to a sought-after brand for millennials and older Gen Zs.

image for news Abercrombie & Fitch's shares are up 37% thanks to Hollister's success