Danaos Corporation (DAC) Q3 2025 Earnings Call Transcript — Neutral
DAC Seeking Alpha — November 18, 2025Danaos 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.
China's gold market shows unseasonable strength across the board in October, November sees strong start – WGC's Jia — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — November 18, 2025Ernest 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.
Energizer's stock suffers record selloff as tariffs prove a drain on profits — Negative
ENR Market Watch — November 18, 2025Shares 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.
James Hardie Industries (JHX) Lawsuit Alleges Securities Fraud Over Inventory Misstatements -- Hagens Berman — Neutral
JHX PRNewsWire — November 18, 2025JHX 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.
3 Wireless Non-US Stocks Set to Thrive Against Industry Conundrums — Positive
AMX TIMB TLSNY Zacks Investment Research — November 18, 2025The 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.
Energizer Q4 Earnings Miss Estimates, Organic Sales Decline Y/Y — Negative
ENR Zacks Investment Research — November 18, 2025ENR delivers higher fourth-quarter sales but weaker earnings as organic demand softens and rising tariff-related costs shape its early fiscal 2026 trajectory.
KMX INVESTOR ALERT: CarMax, Inc. (KMX) Class Period in Securities Class Action Expanded Amid CEO Termination-- Hagens Berman — Neutral
KMX PRNewsWire — November 18, 2025SAN 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.
Hedge Funds Are Loading Up on These 3 ETFs — Negative
QQQ SPY VYM 24/7 Wall Street — November 18, 2025Hedge 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.
Dell Looks Undervalued With Significant Repricing Ahead As Earnings Re-Accelerate — Positive
DELL Seeking Alpha — November 18, 2025Dell 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.
4 Struggling Stocks With “Harmless” Pullbacks — Negative
APP CROX CRSP PLTR Schaeffers Research — November 18, 2025Subscribers to Chart of the Week received this commentary on Sunday, November 16.
The latest circular AI deal stars Anthropic, Nvidia, and Microsoft — Positive
MSFT NVDA Business Insider — November 18, 2025Anthropic 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.
FCX INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Freeport McMoRan Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
FCX Business Wire — November 18, 2025SAN DIEGO--(BUSINESS WIRE)--The suit alleges defendants issued false statements re: Freeport-McMoRan business and prospects resulting in its stock trading at inflated prices.
Amcor Lift-Off to accelerate more sustainable packaging innovation with Winter 2025/26 Challenge — Neutral
AMCR PRNewsWire — November 18, 2025ZURICH , 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.
The newest AI megadeal involves Microsoft, Nvidia, Anthropic — and $45 billion — Positive
MSFT NVDA Market Watch — November 18, 2025Another week, another megadeal involving Big Tech players jockeying to power the artificial-intelligence wave.
Inspire Medical Systems, Inc. (INSP) Faces Investor Suit Over Disastrous Inspire V Launch-- Hagens Berman — Neutral
INSP PRNewsWire — November 18, 2025INSP 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.
West Fraser: Quality Assets And A Strong Balance Sheet At Cycle-Low Valuation Offer Upside — Positive
WFG Seeking Alpha — November 18, 2025West 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.
Google launches Gemini 3, embeds AI model into search immediately — Positive
GOOG GOOGL Reuters — November 18, 2025Alphabet'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.
Nvidia, Microsoft and Anthropic Commit to Roughly $45 Billion in AI Partnership — Positive
MSFT NVDA WSJ — November 18, 2025Anthropic 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.
Microsoft launches tracker to manage autonomous AI in the workplace — Positive
MSFT Reuters — November 18, 2025In Microsoft's view, humans are not the only ones to manage in a workplace. Artificial intelligence needs a manager, too.
Is DraftKings Still on Track for Sustainable Profitability in 2026? — Positive
DKNG Zacks Investment Research — November 18, 2025DKNG signals its profit path stays intact as third-quarter volatility eases and product expansion, partnerships and handle growth bolster its 2026 outlook.