Danaos Corporation (DAC) Q3 2025 Earnings Call Transcript — Neutral

DAC   Seeking Alpha — November 18, 2025

Danaos Corporation ( DAC ) Q3 2025 Earnings Call November 18, 2025 9:00 AM EST Company Participants Evangelos Chatzis - VP, CFO, Treasurer & Secretary John Coustas - Chairman, President & CEO Conference Call Participants Omar Nokta - Jefferies LLC, Research Division Climent Molins - Value Investor's Edge Presentation Operator Good day, and welcome to the Danaos Corporation conference call to discuss the financial results for the 3 months ended September 30, 2025. As a reminder, today's call is being recorded.

image for news Danaos Corporation (DAC) Q3 2025 Earnings Call Transcript

Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

image for news China's gold market shows unseasonable strength across the board in October, November sees strong start – WGC's Jia

Energizer's stock suffers record selloff as tariffs prove a drain on profits — Negative

ENR   Market Watch — November 18, 2025

Shares of Energizer Holdings were headed for their worst day ever on Tuesday, after the battery seller said tariffs were eating away at profits, particularly in the current quarter.

image for news Energizer's stock suffers record selloff as tariffs prove a drain on profits

JHX Investors with Losses Encouraged to Contact Hagens Berman SAN FRANCISCO , Nov. 18, 2025 /PRNewswire/ -- A class-action lawsuit has been filed against James Hardie Industries plc (NYSE: JHX), the dominant producer of fiber cement building materials in the U.S., alleging the company committed securities fraud by misleading investors about inventory levels and customer demand in its crucial North American segment. Hagens Berman is investigating the alleged claims and urges investors in James Hardie who suffered significant losses to contact the firm now.

image for news James Hardie Industries (JHX) Lawsuit Alleges Securities Fraud Over Inventory Misstatements -- Hagens Berman

3 Wireless Non-US Stocks Set to Thrive Against Industry Conundrums — Positive

AMX  TIMB  TLSNY   Zacks Investment Research — November 18, 2025

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. AMX, TLSNY and TIMB are well-positioned to make the most of the demand for seamless connectivity solutions.

image for news 3 Wireless Non-US Stocks Set to Thrive Against Industry Conundrums

Energizer Q4 Earnings Miss Estimates, Organic Sales Decline Y/Y — Negative

ENR   Zacks Investment Research — November 18, 2025

ENR delivers higher fourth-quarter sales but weaker earnings as organic demand softens and rising tariff-related costs shape its early fiscal 2026 trajectory.

image for news Energizer Q4 Earnings Miss Estimates, Organic Sales Decline Y/Y

SAN FRANCISCO , Nov. 18, 2025 /PRNewswire/ -- A new securities class action lawsuit against CarMax, Inc. (NYSE: KMX) has expanded the alleged class period to now include investors who purchased or otherwise acquired CarMax securities between June 20, 2025 and November 5, 2025. The period has been lengthened to include the severe market reaction to CarMax's announcement that it fired CEO Bill Nash, news which drove the price of CarMax shares down as much as $9.48 (-23%) on November 6, 2025.

image for news KMX INVESTOR ALERT: CarMax, Inc. (KMX) Class Period in Securities Class Action Expanded Amid CEO Termination-- Hagens Berman

Hedge Funds Are Loading Up on These 3 ETFs — Negative

QQQ  SPY  VYM   24/7 Wall Street — November 18, 2025

Hedge funds are always buying and selling stocks and exchange-traded funds (ETFs), and while it might not always be a great idea to replicate their moves, it doesn't hurt to keep a watch on what they're eyeing.

image for news Hedge Funds Are Loading Up on These 3 ETFs

Dell has successfully transformed from a legacy PC maker into a critical enterprise AI hardware enabler, driving structurally higher growth for the company. Management has nearly doubled its long-term annual revenue growth target to 7-9%, fueled by a massive surge in AI server demand. Despite strong AI-driven prospects, DELL trades at legacy PC maker valuations, presenting over 60% upside if repriced at higher multiples.

image for news Dell Looks Undervalued With Significant Repricing Ahead As Earnings Re-Accelerate

4 Struggling Stocks With “Harmless” Pullbacks — Negative

APP  CROX  CRSP  PLTR   Schaeffers Research — November 18, 2025

Subscribers to Chart of the Week received this commentary on Sunday, November 16.

image for news 4 Struggling Stocks With “Harmless” Pullbacks

The latest circular AI deal stars Anthropic, Nvidia, and Microsoft — Positive

MSFT  NVDA   Business Insider — November 18, 2025

Anthropic is spending $30 billion on Microsoft Azure compute powered by Nvidia chips to help scale its Claude AI model. In return, Anthropic will receive up to $5 billion from Microsoft and $10 billion from Nvidia.

image for news The latest circular AI deal stars Anthropic, Nvidia, and Microsoft

SAN DIEGO--(BUSINESS WIRE)--The suit alleges defendants issued false statements re: Freeport-McMoRan business and prospects resulting in its stock trading at inflated prices.

image for news FCX INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Freeport McMoRan Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

ZURICH , Nov. 18, 2025 /PRNewswire/ -- Amcor (NYSE: AMCR, ASX: AMC), a global leader in developing and producing responsible packaging solutions, announced today the launch of the Amcor Lift-Off Winter 2025/26 Challenge. The initiative invites start-ups worldwide to collaborate on breakthrough solutions for more sustainable packaging, reflecting Amcor's commitment to open innovation and advancing circularity.

image for news Amcor Lift-Off to accelerate more sustainable packaging innovation with Winter 2025/26 Challenge

Another week, another megadeal involving Big Tech players jockeying to power the artificial-intelligence wave.

image for news The newest AI megadeal involves Microsoft, Nvidia, Anthropic — and $45 billion

INSP Investors with Losses Encouraged to Contact the Firm SAN FRANCISCO , Nov. 18, 2025 /PRNewswire/ -- Inspire Medical Systems, Inc. (NYSE: INSP) is now grappling with a proposed class-action lawsuit alleging the company misled investors about the commercial readiness and demand for its critical "next generation" sleep apnea device, the Inspire V. The litigation zeroes in on the disparity between the company's confident assurances and the subsequent disastrous rollout that led to a dramatic stock crash.

image for news Inspire Medical Systems, Inc. (INSP) Faces Investor Suit Over Disastrous Inspire V Launch-- Hagens Berman

West Fraser (WFG) is a leading, diversified wood products company trading at a 50-65% discount to replacement value. The firm is being traded for a low single-digit multiple to its earnings on a normalized basis. Fraser's balance sheet and insider ownership, along with its strong diversified assets across segments and regions, provide downside protection.

image for news West Fraser: Quality Assets And A Strong Balance Sheet At Cycle-Low Valuation Offer Upside

Google launches Gemini 3, embeds AI model into search immediately — Positive

GOOG  GOOGL   Reuters — November 18, 2025

Alphabet's Google on Tuesday launched the latest version of its artificial intelligence model Gemini, emphasizing that the new capabilities will be immediately available in several profit-generating products like its search engine.

image for news Google launches Gemini 3, embeds AI model into search immediately

Anthropic said it plans to purchase at least $30 billion of Microsoft Azure's computing capacity to scale and train its Claude model. In addition Nvidia said it would invest up to $10 billion in Anthropic, while Microsoft pledged up to $5 billion.

image for news Nvidia, Microsoft and Anthropic Commit to Roughly $45 Billion in AI Partnership

Microsoft launches tracker to manage autonomous AI in the workplace — Positive

MSFT   Reuters — November 18, 2025

In Microsoft's view, humans are not the only ones to manage in a workplace. Artificial intelligence needs a manager, too.

image for news Microsoft launches tracker to manage autonomous AI in the workplace

Is DraftKings Still on Track for Sustainable Profitability in 2026? — Positive

DKNG   Zacks Investment Research — November 18, 2025

DKNG signals its profit path stays intact as third-quarter volatility eases and product expansion, partnerships and handle growth bolster its 2026 outlook.

image for news Is DraftKings Still on Track for Sustainable Profitability in 2026?