TransUnion ( TRU ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 9:40 AM EST Company Participants Christopher Cartwright - President, CEO & Director Conference Call Participants Andrew Steinerman - JPMorgan Chase & Co, Research Division Presentation Andrew Steinerman JPMorgan Chase & Co, Research Division Andrew Steinerman, your business information services analyst.

image for news TransUnion (TRU) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript

Summit Therapeutics Inc. ( SMMT ) Jefferies London Healthcare Conference 2025 November 18, 2025 10:30 AM EST Company Participants Dave Gancarz - Chief Business & Strategy Officer Manmeet Soni - COO, CFO & Director Conference Call Participants Yuxi Dong - Jefferies LLC, Research Division Clara Dong Presentation Yuxi Dong Jefferies LLC, Research Division All right. Good afternoon.

image for news Summit Therapeutics Inc. (SMMT) Presents at Jefferies London Healthcare Conference 2025 Transcript

Will Gibraltar's $1.3B OmniMax Buyout Reinvent Its Growth Story? — Neutral

ROCK   Zacks Investment Research — November 18, 2025

Gibraltar Industries, Inc. ROCK has entered into an agreement to acquire OmniMax International from funds managed by Strategic Value Partners, LLC and its affiliates for $1.335 billion in cash. ROCK stock dipped 20.3% during yesterday's trading hours and inched up 0.6% in the after-hours.

image for news Will Gibraltar's $1.3B OmniMax Buyout Reinvent Its Growth Story?

Medical Properties Rewards Investors With 12.5% Dividend Hike — Positive

MPW   Zacks Investment Research — November 18, 2025

MPW raises its dividend payout by 12.5%. Its ability to generate decent cash flows and a solid balance sheet position is likely to support the latest hike.

image for news Medical Properties Rewards Investors With 12.5% Dividend Hike

MARA's Hybrid Bitcoin Strategy and What it Signals for the Business — Positive

MARA   Zacks Investment Research — November 18, 2025

Marathon Holdings' hybrid strategy of steady Bitcoin mining revenues and long-term asset accumulation sets it apart in the crypto sector.

image for news MARA's Hybrid Bitcoin Strategy and What it Signals for the Business

What is Driving Trade Desk's Rapid CTV and Retail Media Growth? — Positive

TTD   Zacks Investment Research — November 18, 2025

TTD's Q3 revenue beat and surging CTV and retail media momentum highlight its growing influence across the open Internet.

image for news What is Driving Trade Desk's Rapid CTV and Retail Media Growth?

Top Stock Movers Now: Home Depot, Cloudflare, Nvidia, and More — Negative

HD   Investopedia — November 18, 2025

Major U.S. equities indexes extended their slide Tuesday afternoon, amid worries about an AI bubble. The Dow Jones Industrial Average and Nasdaq were down about 1%, while the S&P 500 fell 0.6%.

image for news Top Stock Movers Now: Home Depot, Cloudflare, Nvidia, and More

Bank of America, in a survey of global fund managers released Tuesday, found the largest perceived risk for markets is that AI stocks are in a bubble, with concerns some companies are over-hyped and disconnected from their real value. An AI bubble was viewed as the top risk by 45% of investors surveyed by Bank of America, and a majority of respondents expressed concerns that companies were overinvesting for the first time since 2005.

image for news Why Are Amazon, Microsoft And Other Tech Stocks Down? AI Bubble Fears Cause Sell-Off

The State Of REITs: November 2025 Edition — Negative

AHR  ARE  BBRE  BDN  CCI  DFAR  DHC  FREL  ICF  ILPT  IRM  IYR  JPRE  MPW  OHI  PK  REZ  RWR  SBRA  SCHH  SOHO  SVC  USRT  VNQ  VTR   Seeking Alpha — November 18, 2025

The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small cap REITs (-5.05%) had the worst performance in October. Micro caps (-2.81%), mid caps (-3.11%) and large caps (-4.45%) were also in negative territory albeit to a smaller degree. Only 21.66% of REIT securities had a positive total return in October.

image for news The State Of REITs: November 2025 Edition

Vanguard Brings 3 New Active Equity ETFs to the Market — Positive

VGMS  VGVT  VSDB   ETF Trends — November 18, 2025

Vanguard continues its push into the active ETF market with the introduction of three news funds focused on equities. These are the Vanguard Wellington U.S. Value Active ETF (VUSV), Vanguard Wellington U.S. Growth Active ETF (VUSG), and Vanguard Wellington Dividend Growth Active ETF (VDIG).

image for news Vanguard Brings 3 New Active Equity ETFs to the Market

New York, New York--(Newsfile Corp. - November 18, 2025) - 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.

image for news MOH DEADLINE ALERT: ROSEN, LEADING INVESTOR COUNSEL, Encourages Molina Healthcare, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - MOH

Nvidia earnings loom: Can the chip giant keep the AI momentum going? — Positive

NVDA   Proactive Investors — November 18, 2025

As the AI sector braces for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s quarterly results on Wednesday, market eyes are fixated on the chipmaker that has become the backbone of the artificial intelligence revolution. Analysts expect a blockbuster quarter, with revenues forecast to hit $55.19 billion, a 57% increase year-over-year, and net income projected at $30.85 billion, up 55% from a year ago.

image for news Nvidia earnings loom: Can the chip giant keep the AI momentum going?

Dycom to Report Q3 Earnings: Here's What Investors Must Know — Positive

DY   Zacks Investment Research — November 18, 2025

Dycom Industries, Inc. DY is scheduled to report its third-quarter fiscal 2026 results on Nov. 19, before the opening bell. In the last reported quarter, the company's earnings topped the Zacks Consensus Estimate by 16.4% but increased 35.4% from a year ago.

image for news Dycom to Report Q3 Earnings: Here's What Investors Must Know

How Crucial is Managing Underwriting Expenses to PGR's Profits? — Positive

PGR   Zacks Investment Research — November 18, 2025

Progressive's profitability hinges on tightly managing underwriting expenses that shape its growth, pricing power and long-term value trajectory.

image for news How Crucial is Managing Underwriting Expenses to PGR's Profits?

The Big 3: TGT, TJX, LOW — Positive

TGT  TJX   Schwab Network — November 18, 2025

Kevin Green tackles the Big 3 solo by turning to three retail giant reporting earnings this week. He explains why Target (TGT) can be a big mover to the upside or downside, the breakout potential in TJX Companies (TJX), and the bullish technical set-up Lowe's (LOW) presents into earnings.

image for news The Big 3: TGT, TJX, LOW

Key Reasons to Add Highwoods Stock to Your Portfolio Right Now — Positive

HIW   Zacks Investment Research — November 18, 2025

HIW's push into high-growth Sun Belt markets, fresh Charlotte acquisition and steady leasing momentum highlight its expansion story.

image for news Key Reasons to Add Highwoods Stock to Your Portfolio Right Now

Trilogy Metals Surges 243.1% YTD: Should Investors Ride the Rally? — Positive

TMQ   Zacks Investment Research — November 18, 2025

TMQ jumps 243.1% YTD as it advances work at the Ambler district, yet cash outflows and permitting hurdles still shadow its path forward.

image for news Trilogy Metals Surges 243.1% YTD: Should Investors Ride the Rally?

Meta Chief Revenue Officer Leaves to Form Own Startup — Neutral

META   WSJ — November 18, 2025

John Hegeman has worked on the Facebook app and monetization efforts since joining the social-media company in 2007.

image for news Meta Chief Revenue Officer Leaves to Form Own Startup

H World: Bullish On Q3 Outperformance, Favorable Prospects (Rating Upgrade) — Positive

HTHT   Seeking Alpha — November 18, 2025

My rating for H World is lifted from a "Hold" to a "Buy" based on my assessment of its performance and outlook. It registered a 7% EBITDA beat in 3Q25, thanks to robust leisure travel demand in China and a more optimized asset mix tilted toward capital-light properties. The company is well positioned to return to positive RevPAR growth in 4Q25 and exceed its full-year new hotel opening guidance.

image for news H World: Bullish On Q3 Outperformance, Favorable Prospects (Rating Upgrade)

European Union regulators on Tuesday designated 19 technology companies, including Amazon Web Services , Google Cloud and Microsoft , as critical third-party computing providers for the bloc's finance industry.

image for news Amazon, Google named by EU among 'critical' tech providers for finance industry