Apple Cuts Jobs Across Its Sales Organization — Negative
AAPL Bloomberg Technology — November 25, 2025Apple has eliminated dozens of sales roles in a rare layoff. Bloomberg's Mark Gurman discusses the reason behind the cuts with Caroline Hyde on “Bloomberg Tech.
Canadian bank valuations look stretched, Jefferies warns ahead of Q4 results — Negative
JEF Proactive Investors — November 25, 2025Canadian bank stocks look “fully valued” after a sharp autumn rally, leaving little room for disappointment as lenders prepare to report fourth-quarter results, Jefferies said on Tuesday as it downgraded Royal Bank of Canada (TSX:RY) and Toronto-Dominion Bank (TSX:TD) to ‘Hold.' The brokerage said credit trends should remain broadly stable, with flat Stage 1 and Stage 2 provisions and “likely incremental increases” in Stage 3 impairments, while lending volumes are expected to stay positive but “largely uninspiring.
Amentum Holdings, Inc. (AMTM) Q4 2025 Earnings Call Transcript — Neutral
AMTM Seeking Alpha — November 25, 2025Amentum Holdings, Inc. ( AMTM ) Q4 2025 Earnings Call November 25, 2025 8:30 AM EST Company Participants Nathan Rutledge - Senior Vice President & Head of Investor Relations John Heller - CEO & Director Travis Johnson - Chief Accounting Officer & CFO Stephen Arnette - Chief Operating Officer Conference Call Participants Colin Canfield - Cantor Fitzgerald & Co., Research Division Brian Gesuale - Raymond James & Associates, Inc., Research Division Tobey Sommer - Truist Securities, Inc., Research Division Mariana Perez Mora - BofA Securities, Research Division Andre Madrid - BTIG, LLC, Research Division Kenneth Herbert - RBC Capital Markets, …
CORRECTING and REPLACING Redfin Reports West Palm Beach Tops 10-Year Luxury Home Price Growth as Traditional Giants Like New York Lag Behind — Neutral
RKT Business Wire — November 25, 2025SEATTLE--(BUSINESS WIRE)--Please replace the release with the following corrected version due to multiple revisions. The updated release reads: REDFIN REPORTS WEST PALM BEACH TOPS 10-YEAR LUXURY HOME PRICE GROWTH AS TRADITIONAL GIANTS LIKE NEW YORK LAG BEHIND Luxury home sale prices in West Palm Beach, FL have jumped 187.3% to a median $4.04 million over the past decade—the fastest growth among major U.S. metros. The Sun Belt is home to 8 of the 10 major metros with the fastest growth in luxury.
Suno agreed to acquire concert-discovery platform Songkick from Warner Music Group as part of the deal.
FDA Greenlights Novartis' Gene Replacement Treatment for SMA — Positive
NVS Zacks Investment Research — November 25, 2025Novartis secures FDA approval for Itvisma, a one-time gene therapy designed to boost motor function across a broad SMA patient group.
Warner Music signs deal with AI music startup Suno, settles lawsuit — Positive
WMG TechCrunch — November 25, 2025Warner Music Group (WMG) announced on Tuesday that it has reached a deal with Suno, settling its copyright lawsuit against the AI music startup. WMG said in a press release that the deal with Suno will “open new frontiers in music creation, interaction, and discovery, while both compensating and protecting artists, songwriters, and the wider creative community.
Tantalus Systems Holding Inc. (GRID:CA) Discusses Q3 Results With Record Recurring Revenue and Margin Growth Transcript — Neutral
GRID TGMPF Seeking Alpha — November 25, 2025Tantalus Systems Holding Inc. ( GRID:CA ) Discusses Q3 Results With Record Recurring Revenue and Margin Growth November 25, 2025 10:00 AM EST Company Participants Azim Lalani - Chief Financial Officer Peter Londa - CEO, President & Director Conference Call Participants Deborah Honig - Adelaide Capital Presentation Azim Lalani Chief Financial Officer [Audio Gap] $100,000 or 10%. The increases in revenue were the result of higher sales volumes to our existing customers and the conversion of our new utility customers that are commencing projects with Tantalus.
Prospects For The Brinks Company: Unlikely To Surge Anytime Soon — Positive
BCO Seeking Alpha — November 25, 2025The Brink's Company reached an all-time high of $118.60 in October 2025, driven by rising global demand for security services. BCO's attractive P/E ratio near 14 makes it inexpensive compared to major indices, despite some recent earnings volatility and a high beta of 1.46. BCO continues to expand into cybersecurity and maintains steady dividend growth, leveraging its nearly genericized brand in a growing security market.
Retail Sales Up 0.2% in September, Lower Than Expected — Neutral
IBUY ONLN RTH XRT ETF Trends — November 25, 2025The Census Bureau's Advance Retail Sales Report for September showed consumer spending was lower than expected, with headline sales rising 0.2% versus the expected 0.4% monthly growth. This is down from August's 0.6% growth and marks the fourth consecutive monthly increase in headline sales.
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Utilities Select Sector SPDR Fund (XLU) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.
NIO Inc. ( NIO ) Q3 2025 Earnings Call November 25, 2025 7:00 AM EST Company Participants Rui Chen - Head of Investor Relations Bin Li - Co-Founder, Chairman & CEO Stanley Qu - Chief Financial Officer Conference Call Participants Tim Hsiao - Morgan Stanley, Research Division Paul Gong - UBS Investment Bank, Research Division Y.C. Lai - JPMorgan Chase & Co, Research Division Bin Wang - Deutsche Bank AG, Research Division Ming Chung - Citigroup Inc., Research Division Ming-Hsun Lee - BofA Securities, Research Division Jing Chang - China International Capital Corporation Limited, Research Division Yuqian Ding - HSBC …
Kohl's Corporation (KSS) Q3 2026 Earnings Call Transcript — Neutral
KSS Seeking Alpha — November 25, 2025Kohl's Corporation ( KSS ) Q3 2026 Earnings Call November 25, 2025 9:00 AM EST Company Participants Trevor Novotny John Schlifske Michael Bender - Interim CEO & Director Jill Timm - Chief Financial Officer Conference Call Participants Charles Grom - Gordon Haskett Research Advisors Paul Lejuez - Citigroup Inc. Exchange Research Mark Altschwager - Robert W. Baird & Co. Incorporated, Research Division Robert Drbul - BTIG, LLC, Research Division Oliver Chen - TD Cowen, Research Division Dana Telsey - Telsey Advisory Group LLC Presentation Operator Good morning, and welcome to the Kohl's Corporation Third Quarter 2025 Earnings Conference Call.
Analog Devices, Inc. (ADI) Q4 2025 Earnings Call Transcript — Neutral
ADI Seeking Alpha — November 25, 2025Analog Devices, Inc. ( ADI ) Q4 2025 Earnings Call November 25, 2025 10:00 AM EST Company Participants Jeff Ambrosi - Head of Investor Relations & Senior Director Vincent Roche - CEO & Chair of the Board of Directors Richard Puccio - Executive VP & CFO Conference Call Participants Vivek Arya - BofA Securities, Research Division Joseph Moore - Morgan Stanley, Research Division Stacy Rasgon - Sanford C. Bernstein & Co., LLC.
The International Association of Machinists and Aerospace Workers (IAM) said on Tuesday it will file for union representation election covering about 3,000 JetBlue ground workers.
Legend Biotech: Is Carvykti Changing Cancer Treatment Forever? — Positive
LEGN Seeking Alpha — November 25, 2025Following Legend Biotech's solid financial results for Q3, its average PT rose to $74.90, which implies an upside of about 171.2% from its current stock price. Thanks to increased demand for its "gem" called Carvykti, adjusted net loss decreased by 55.2% to $18.8 million in Q3. A key reason for its growing sales is its superior efficacy compared to Elrexfio, Abecma, and Tecvayli.
Scilex Holding Company Announces Closing of Exercise of Warrants for $20.3 Million Gross Proceeds — Neutral
SCLX GlobeNewsWire — November 25, 2025PALO ALTO, Calif., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Scilex Holding Company (“Scilex” or the “Company”) (Nasdaq: SCLX), an innovative revenue-generating company focused on acquiring, developing and commercializing non-opioid pain management products for the treatment of acute and chronic pain and neurodegenerative and cardiometabolic disease, announced today the closing of its previously announced exercise of certain existing warrants to purchase an aggregate of (i) 428,572 shares of common stock (the “Common Stock”) having an exercise of $38.50 per share and issued in April 2024 (the “April 2024 Warrants”) and (ii) 475,824 shares of Common Stock having an exercise price of …
GOOGL vs. NVDA: Is There a New Leader in AI? — Positive
GOOG GOOGL NVDA Zacks Investment Research — November 25, 2025Just a few months ago, analysts and investors were openly questioning Alphabet's ( GOOGL ) future, arguing that large language models would cannibalize search and erode its core business. Today, the narrative has flipped.
Jensen Huang Says “AI is Going Everywhere, Doing Everything,”—Time to Get Back Into the Oversold AI Stocks? — Neutral
ORCL 24/7 Wall Street — November 25, 2025Just when you thought tech was about to rollover into a vicious bear market or the so-called “AI bubble” would burst in a way that would bring back memories of the dot-com bust at the turn of the millennium, markets turned sharply higher, with AI stocks leading the rebound.
Broadcom Might Be The Biggest Winner From The 'GPU To TPU' AI Shift — Positive
AVGO Seeking Alpha — November 25, 2025Broadcom Inc. is benefiting from bullish AI sentiment, especially as a key supplier for Google and OpenAI in the AI chip race. AVGO's Q3 results showed strong revenue and profit growth, with robust guidance and a growing AI pipeline supporting long-term earnings potential. Despite positive fundamentals and AI tailwinds, I maintain a hold rating due to premium valuation and mixed technical signals near fair value.