Nasdaq 100: Tech Sector Drops as AMD, Micron and Microsoft Pressure US Indices — Negative
AMD MSFT MU FXEmpire — November 18, 2025Tech sector weakness drags US indices lower, with AMD, Microsoft and Micron sliding as traders await delayed economic reports and assess Fed policy risks.
The Invesco S&P 500 Equal Weight Technology ETF (RSPT) has underperformed market cap weighted tech ETFs due to lack of mega cap exposure. RSPT's higher expense ratio and greater volatility, driven by smaller company holdings, diminish its appeal compared to XLK and VGT. Mega cap tech companies like NVDA, AAPL, and MSFT possess scale-driven advantages, supporting a preference for market cap weighted ETFs.
ADP Says Private Sector Job Losses Slowed to 2,500 Per Week — Neutral
ADP PYMNTS — November 18, 2025Private employers eliminated an average of 2,500 jobs a week during the four weeks ended Nov. 1, ADP said in a Tuesday (Nov. 18) press release. On Oct.
Apple designer behind iPhone Air leaves company for AI startup — Negative
AAPL Proactive Investors — November 18, 2025Abidur Chowdhury, the industrial designer behind the iPhone Air and featured prominently in its September 2025 launch, has left Apple Inc (NASDAQ:AAPL, XETRA:APC) to join an AI startup, according to a Bloomberg report citing people familiar with the matter. Per the report, Chowdhury's exit has drawn attention inside Apple, in part because he was seen as one of the most promising figures in the company's industrial design ranks.
Best Value Stock to Buy for Nov. 18th — Positive
ALL DB THFF Zacks Investment Research — November 18, 2025ALL, THFF and DB made it to the Zacks Rank #1 (Strong Buy) value stocks list on November 18, 2025.
Home Depot's Earnings Miss Estimates. Here's What It Says About the Housing Market — Negative
HD Investopedia — November 18, 2025Home Depot (HD) shares slid Tuesday after the home improvement retailer posted weaker-than-expected quarterly earnings and trimmed its full-year profit outlook, citing a sluggish housing market along with a lack of storms.
Cemex US Appoints Will Price as Senior Vice President of Mergers & Acquisitions — Neutral
CX Business Wire — November 18, 2025HOUSTON--(BUSINESS WIRE)--Cemex US (NYSE: CX) is pleased to announce the appointment of Will Price as Senior Vice President of Mergers & Acquisitions. In this role, Price will lead strategic growth initiatives through targeted acquisitions, divestitures and corporate development activities across the U.S. business. With more than a decade of experience in strategy and business development, Price brings a proven track record of executing complex transactions and driving long-term value. Prio.
Why Amazon and Microsoft's stocks could be in trouble due to AI's destructive economics — Negative
AMZN MSFT Market Watch — November 18, 2025While demand for AI computing remains high, the economics are deteriorating for Amazon and Microsoft, which now must spend six times more capital to generate the same value as before, according to one analyst.
AI's great power grab continues in spite of bubble fears — Positive
META AMZN GOOG GOOGL MSFT Proactive Investors — November 18, 2025Anyone who thought the surge in artificial intelligence spending might ease should look away now. UBS notes that America's big four cloud providers have unveiled yet another round of eye-watering investment plans.
3 Momentum Anomaly Stocks to Profit Amid Whimsical Market Sways — Positive
ECG HOOD STX Zacks Investment Research — November 18, 2025STX, HOOD and ECG stand out in a momentum screen, posting big yearly gains even as short-term market swings trigger sharp pullbacks.
Progyny is a leader in fertility benefits, offering employers comprehensive, outcomes-based solutions that improve treatment success and manage costs. Its focused model has driven strong demand and set it apart in a niche that's expanding quickly within the healthcare sector.
Dave (DAVE) stock has decreased by 24.2% in under a month, dropping from $256.05 on 27th Oct, 2025 to $194.10 currently. The fintech firm provides a mobile app for personal finance management, offering services such as budgeting tools, banking, and lending solutions.
LRN Investors Have Opportunity to Lead Stride, Inc. Securities Fraud Lawsuit with the Schall Law Firm — Neutral
LRN GlobeNewsWire — November 18, 2025LOS ANGELES, Nov. 18, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Stride, Inc. (“Stride” or “the Company”) (NYSE: LRN) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between October 22, 2024 and October 28, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before January 12, 2026.
lululemon Unveils Athlete Kit for Milano Cortina 2026 Olympic and Paralympic Winter Games in Partnership with the Canadian Olympic Committee and Canadian Paralympic Committee — Neutral
LULU Business Wire — November 18, 2025VANCOUVER, British Columbia--(BUSINESS WIRE)--Today, lululemon (NASDAQ:LULU), in partnership with the Canadian Olympic Committee (COC) and Canadian Paralympic Committee (CPC), revealed its new athlete kit for Team Canada ahead of the Milano Cortina 2026 Olympic and Paralympic Winter Games. This marks lululemon's third Games as Official Outfitter of Team Canada in a multi-year partnership with the COC and CPC. “In collaboration with Canada's top athletes, we've applied insights and learnings fro.
Gainey McKenna & Egleston Announces a Class Action Lawsuit Has Been Filed Against Skye Bioscience, Inc. (SKYE) — Neutral
SKYE GlobeNewsWire — November 18, 2025NEW YORK, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Southern District of California on behalf of all persons or entities who purchased or otherwise acquired Skye Bioscience, Inc. (“Syke” or the “Company”) (NASDAQ: SKYE) securities between November 4, 2024 and October 3, 2025, inclusive (the “Class Period”).
Amer Sports Inc (NYSE:AS) stock is surging today, up 7.6% at $33.09 at last glance, after the Wilson and Arcteryx parent posted better-than-expected third-quarter earnings and revenue and lifted its full-year forecast.
SkyWest Is Undervalued And Positioned For A Powerful Rebound — Positive
SKYW Seeking Alpha — November 18, 2025SkyWest (SKYW) is undervalued after a recent pullback, trading at just 9x 2025 earnings despite strong fundamentals and growth prospects. SKYW benefits from steady, contract-based revenue with major airlines, a modernizing fleet, and improving pilot availability, supporting reliable profits. Risks include regulatory scrutiny, high debt, and reliance on a few large customers, but SKYW's cash position and flexible fleet offer downside protection.
The technology sector is broadly overvalued by 26% versus 11-year averages, with hardware and semiconductors most overpriced and software/IT services closer to their historical baseline. First Trust NASDAQ-100-Technology Sector Index ETF offers tech exposure with lower company risk, broader sector definition, and better value than XLK. Nonetheless, QTEC has underperformed the sector benchmark since inception, especially over the last year.
Walmart Earnings Preview: Tariff Impact Fading, Still Looking For Margin Gains Ahead — Positive
WMT Seeking Alpha — November 18, 2025If the sell-side consensus estimate is met for Walmart's (WMT) fiscal Q3 '26, Walmart will print its first trailing-twelve-month revenue in excess of $700 billion. The stock never looks cheap on a PE valuation, which is very similar to how most consumer staple stocks trade. Walmart comps have averaged 5.4% the last 10 quarters, although the recent quarters have been in the 4.5% range.
The Campbell's Company (CPB) Shareholder/Analyst Call Prepared Remarks Transcript — Neutral
CPB Seeking Alpha — November 18, 2025The Campbell's Company ( CPB ) Shareholder/Analyst Call November 18, 2025 9:00 AM EST Company Participants Keith McLoughlin Mick Beekhuizen - CEO, President & Director Charles Brawley - Executive VP, General Counsel & Corporate Secretary Presentation Operator Hello, and welcome to the Annual Meeting of Shareholders of The Campbell's Company. Please note that today's meeting is being recorded.