Progyny, Inc. (PGNY) Hit a 52 Week High, Can the Run Continue? — Positive
PGNY Zacks Investment Research — November 18, 2025Progyny (PGNY) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
FirstEnergy shares tips for safe holiday decorating AKRON, Ohio , Nov. 18, 2025 /PRNewswire/ -- The holiday season is here, and decorating your home is a great way to spread cheer and celebrate the magic of the season. If you're planning to light up your home with sparkling lights, festive inflatables and seasonal décor – go for it!
Lisa Su Thinks AI is the “Right Gamble.” Should Investors Shed Their Fear of Heavy AI Spend? — Positive
AMD 24/7 Wall Street — November 18, 2025Advanced Micro Devices (NASDAQ:AMD) top boss Lisa Su is worth investing in, especially for the AI bulls out there who want to bet on the future of a fast-moving AI chip giant that has what it takes to keep up with the likes of the great Nvidia (NASDAQ:NVDA).
Meta Platforms: Is Today's AI Cycle A Repeat Of The Metaverse Overbuild? — Negative
META Seeking Alpha — November 18, 2025Meta Platforms' post-earnings selloff reflects investor concern that its accelerating AI capex cycle could mirror the metaverse bust of 2021-2022. This was exacerbated by the lack of a corresponding uplift in near-term growth guidance, while management acknowledges continued margin compression to support ongoing AI infrastructure deployments and additional technical hires. The following analysis will examine parallels between META's AI investments and its metaverse cycle to assess shared risks and how the company's positioned to mitigate the potential shortfalls.
Arista Networks: The High-Growth Networking Powerhouse At The Heart Of AI Data Centers — Positive
ANET Seeking Alpha — November 18, 2025Arista Networks (ANET) remains a Buy, with a $184 price target by mid-FY2027, suggesting 40% upside and strong AI-driven growth potential. ANET delivered its 21st consecutive double-beat quarter, posting 27% revenue growth and maintaining dominant market share in high-speed data center switching. Despite a premium 46x earnings multiple, ANET's rapid top and bottom-line growth, robust margins, and cash-rich balance sheet justify its valuation.
Starbucks stock (NASDAQ: SBUX) has had difficulty keeping up in 2025. In the last year, the S&P 500 has outpaced it by 14%, while Starbucks has declined by 14%.
Quantum Computing Inc. stock (NASDAQ: QUBT) has surged 271% over the last year, but its fundamentals signal extreme risk.
Recursion Pharmaceuticals: What To Make Of This AI-Based Drug Discovery Leader? — Positive
RXRX Seeking Alpha — November 18, 2025Recursion Pharmaceuticals, Inc. leverages AI to accelerate drug discovery, offering both a licensing platform and an internal drug development pipeline. RXRX faces heavy competition, ongoing operating losses, and significant share dilution, with profitability likely several years away despite strong partnerships and a robust balance sheet. RXRX stock trades at a steep valuation premium, and meaningful revenue from internal drug candidates is not expected until at least 2027.
Plug Power (NASDAQ: PLUG) has become one of the most highly reactive clean-energy stocks in the market. After trading above $4 in early October, the stock experienced a severe 40% drop, plummeting as investors abandoned high-beta renewable companies in response to rising Treasury yields and escalating tariff concerns.
Home Depot misses third-quarter earnings expectations, cuts outlook — Negative
HD Fast Company — November 18, 2025Home Depot‘s third-quarter was mixed with fewer violent storms reaching shore, more anxiety among U.S. consumers, and a housing market that is in a deep funk.
MRVL's Optics Portfolio: How Relevant is it for the AI Networks? — Positive
MRVL Zacks Investment Research — November 18, 2025Marvell Technology's expanding optics portfolio powers faster, lower-latency AI networks as demand surges and revenue growth accelerates.
Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia — Positive
MSFT NVDA CNBC — November 18, 2025Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia
Beneficient (BENF) Q2 2026 Earnings Call Transcript — Neutral
BENF Seeking Alpha — November 18, 2025Beneficient ( BENF ) Q2 2026 Earnings Call November 18, 2025 8:00 AM EST Company Participants Dan Callahan - Director of Communication James Silk - Interim Chief Executive Officer Gregory Ezell - Chief Financial Officer Conference Call Participants Michael Kim - Zacks Small-Cap Research Brendan Michael McCarthy - Sidoti & Company, LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Beneficient Second Quarter Fiscal 2026 Earnings Conference Call.
Anthropic commits $30 billion to Microsoft Azure compute — Positive
MSFT Reuters — November 18, 2025Microsoft , Nvidia and Anthropic have formed an alliance, with Anthropic committing $30 billion to Azure for its Claude AI models, the companies said on Tuesday.
At one point in early November, the Dow Jones Industrial Average (DJIA) briefly topped 48,000 for the first time ever. At different times in 2025, the NASDAQ and S&P 500 have made new all-time highs (ATHs).
Should You Buy Western Digital Stock After a 114.1% Rally in 3 Months? — Positive
WDC Zacks Investment Research — November 18, 2025WDC's 114% surge rides soaring AI-fueled storage demand, record high-capacity shipments and rising margins, stirring debate on further upside.
Baron Opportunity Fund Q3 2025 Portfolio Update — Neutral
AMZN ANET ARGX AVGO CYBR DDOG DUOL IT LLY META MSFT NET NVDA ODD SHOP SNPS SPOT TSLA Seeking Alpha — November 18, 2025This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acquisition by Palo Alto Networks was announced.
DICK'S Sporting Goods' Cookie Jar & A Dream Studios Announces Newest Project, An Unscripted Television Series Titled Play It Forward: Game On — Neutral
DKS PRNewsWire — November 18, 2025PITTSBURGH , Nov. 18, 2025 /PRNewswire/ -- Today, DICK'S Sporting Goods' (NYSE: DKS) in-house content and production studio, Cookie Jar & A Dream Studios, announced its latest project, Play It Forward: Game On . The unscripted six-episode TV series is set to premiere tomorrow, November 19 at 5:30 p.m.
Shareholders of James Hardie Industries plc. (JHX): Protect Your Rights Before December 23, 2025 - Contact Levi & Korsinsky — Neutral
JHX Newsfile Corp — November 18, 2025New York, New York--(Newsfile Corp. - November 18, 2025) - If you suffered a loss on your James Hardie Industries plc. (NYSE: JHX) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/james-hardie-industries-plc-lawsuit-submission-form?prid=177943&wire=5&utm_campaign=21 or contact Joseph E.
IREN Skyrockets 153.1% in 3 months: Buy, Sell or Hold the Stock? — Positive
IREN Zacks Investment Research — November 18, 2025IREN's 153.1% surge sparks debate as its AI pivot, heavy capex and fierce competition test the sustainability of its rapid growth.