Apple Cuts Jobs Across Its Sales Organization — Negative

AAPL   Bloomberg Technology — November 25, 2025

Apple 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.

image for news Apple Cuts Jobs Across Its Sales Organization

Canadian bank valuations look stretched, Jefferies warns ahead of Q4 results — Negative

JEF   Proactive Investors — November 25, 2025

Canadian 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.

image for news Canadian bank valuations look stretched, Jefferies warns ahead of Q4 results

Amentum Holdings, Inc. (AMTM) Q4 2025 Earnings Call Transcript — Neutral

AMTM   Seeking Alpha — November 25, 2025

Amentum 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, …

image for news Amentum Holdings, Inc. (AMTM) Q4 2025 Earnings Call Transcript

SEATTLE--(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.

image for news CORRECTING and REPLACING Redfin Reports West Palm Beach Tops 10-Year Luxury Home Price Growth as Traditional Giants Like New York Lag Behind

AI Startup Suno Inks Warner Music Deal, Settling Litigation — Positive

WMG   WSJ — November 25, 2025

Suno agreed to acquire concert-discovery platform Songkick from Warner Music Group as part of the deal.

image for news AI Startup Suno Inks Warner Music Deal, Settling Litigation

FDA Greenlights Novartis' Gene Replacement Treatment for SMA — Positive

NVS   Zacks Investment Research — November 25, 2025

Novartis secures FDA approval for Itvisma, a one-time gene therapy designed to boost motor function across a broad SMA patient group.

image for news FDA Greenlights Novartis' Gene Replacement Treatment for SMA

Warner Music signs deal with AI music startup Suno, settles lawsuit — Positive

WMG   TechCrunch — November 25, 2025

Warner 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.

image for news Warner Music signs deal with AI music startup Suno, settles lawsuit

Tantalus 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.

image for news Tantalus Systems Holding Inc. (GRID:CA) Discusses Q3 Results With Record Recurring Revenue and Margin Growth Transcript

Prospects For The Brinks Company: Unlikely To Surge Anytime Soon — Positive

BCO   Seeking Alpha — November 25, 2025

The 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.

image for news Prospects For The Brinks Company: Unlikely To Surge Anytime Soon

Retail Sales Up 0.2% in September, Lower Than Expected — Neutral

IBUY  ONLN  RTH  XRT   ETF Trends — November 25, 2025

The 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.

image for news Retail Sales Up 0.2% in September, Lower Than Expected

VIDEO: ETF of the Week: XLU — Neutral

SPLG  XLU   ETF Trends — November 25, 2025

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.

image for news VIDEO: ETF of the Week: XLU

NIO Inc. (NIO) Q3 2025 Earnings Call Transcript — Neutral

NIO   Seeking Alpha — November 25, 2025

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 …

image for news NIO Inc. (NIO) Q3 2025 Earnings Call Transcript

Kohl's Corporation (KSS) Q3 2026 Earnings Call Transcript — Neutral

KSS   Seeking Alpha — November 25, 2025

Kohl'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.

image for news Kohl's Corporation (KSS) Q3 2026 Earnings Call Transcript

Analog Devices, Inc. (ADI) Q4 2025 Earnings Call Transcript — Neutral

ADI   Seeking Alpha — November 25, 2025

Analog 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.

image for news Analog Devices, Inc. (ADI) Q4 2025 Earnings Call Transcript

JetBlue ground workers seek union vote, IAM says — Neutral

JBLU   Reuters — November 25, 2025

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.

image for news JetBlue ground workers seek union vote, IAM says

Legend Biotech: Is Carvykti Changing Cancer Treatment Forever? — Positive

LEGN   Seeking Alpha — November 25, 2025

Following 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.

image for news Legend Biotech: Is Carvykti Changing Cancer Treatment Forever?

PALO 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 …

image for news Scilex Holding Company Announces Closing of Exercise of Warrants for $20.3 Million Gross Proceeds

GOOGL vs. NVDA: Is There a New Leader in AI? — Positive

GOOG  GOOGL  NVDA   Zacks Investment Research — November 25, 2025

Just 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.

image for news GOOGL vs. NVDA: Is There a New Leader in AI?

Just 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.

image for news Jensen Huang Says “AI is Going Everywhere, Doing Everything,”—Time to Get Back Into the Oversold AI Stocks?

Broadcom Might Be The Biggest Winner From The 'GPU To TPU' AI Shift — Positive

AVGO   Seeking Alpha — November 25, 2025

Broadcom 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.

image for news Broadcom Might Be The Biggest Winner From The 'GPU To TPU' AI Shift