Progyny, Inc. (PGNY) Hit a 52 Week High, Can the Run Continue? — Positive

PGNY   Zacks Investment Research — November 18, 2025

Progyny (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.

image for news Progyny, Inc. (PGNY) Hit a 52 Week High, Can the Run Continue?

Deck the Halls Without the Hazards — Neutral

FE   PRNewsWire — November 18, 2025

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!

image for news Deck the Halls Without the Hazards

Advanced 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).

image for news Lisa Su Thinks AI is the “Right Gamble.” Should Investors Shed Their Fear of Heavy AI Spend?

Meta Platforms: Is Today's AI Cycle A Repeat Of The Metaverse Overbuild? — Negative

META   Seeking Alpha — November 18, 2025

Meta 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.

image for news Meta Platforms: Is Today's AI Cycle A Repeat Of The Metaverse Overbuild?

Arista 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.

image for news Arista Networks: The High-Growth Networking Powerhouse At The Heart Of AI Data Centers

Starbucks Stock: Why $65 Isn't Impossible — Negative

SBUX   Forbes — November 18, 2025

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%.

image for news Starbucks Stock: Why $65 Isn't Impossible

QUBT Stock vs. AAPL Stock? — Neutral

AAPL  QUBT   Forbes — November 18, 2025

Quantum Computing Inc. stock (NASDAQ: QUBT) has surged 271% over the last year, but its fundamentals signal extreme risk.

image for news QUBT Stock vs. AAPL Stock?

Recursion 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.

image for news Recursion Pharmaceuticals: What To Make Of This AI-Based Drug Discovery Leader?

PLUG Stock To $1? — Negative

PLUG   Forbes — November 18, 2025

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.

image for news PLUG Stock To $1?

Home Depot misses third-quarter earnings expectations, cuts outlook — Negative

HD   Fast Company — November 18, 2025

Home 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.

image for news Home Depot misses third-quarter earnings expectations, cuts outlook

MRVL's Optics Portfolio: How Relevant is it for the AI Networks? — Positive

MRVL   Zacks Investment Research — November 18, 2025

Marvell Technology's expanding optics portfolio powers faster, lower-latency AI networks as demand surges and revenue growth accelerates.

image for news MRVL's Optics Portfolio: How Relevant is it for the AI Networks?

Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia

image for news Anthropic 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, 2025

Beneficient ( 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.

image for news Beneficient (BENF) Q2 2026 Earnings Call Transcript

Anthropic commits $30 billion to Microsoft Azure compute — Positive

MSFT   Reuters — November 18, 2025

Microsoft , Nvidia and Anthropic have formed an alliance, with Anthropic committing $30 billion to Azure for its Claude AI models, the companies said on Tuesday.

image for news Anthropic commits $30 billion to Microsoft Azure compute

3 Smart Defensive Stocks for an Uneasy Market — Positive

DIA  JNJ  PG   MarketBeat — November 18, 2025

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).

image for news 3 Smart Defensive Stocks for an Uneasy Market

Should You Buy Western Digital Stock After a 114.1% Rally in 3 Months? — Positive

WDC   Zacks Investment Research — November 18, 2025

WDC's 114% surge rides soaring AI-fueled storage demand, record high-capacity shipments and rising margins, stirring debate on further upside.

image for news Should You Buy Western Digital Stock After a 114.1% Rally in 3 Months?

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, 2025

This 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.

image for news Baron Opportunity Fund Q3 2025 Portfolio Update

PITTSBURGH , 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.

image for news DICK'S Sporting Goods' Cookie Jar & A Dream Studios Announces Newest Project, An Unscripted Television Series Titled Play It Forward: Game On

New 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.

image for news Shareholders of James Hardie Industries plc. (JHX): Protect Your Rights Before December 23, 2025 - Contact Levi & Korsinsky

IREN Skyrockets 153.1% in 3 months: Buy, Sell or Hold the Stock? — Positive

IREN   Zacks Investment Research — November 18, 2025

IREN's 153.1% surge sparks debate as its AI pivot, heavy capex and fierce competition test the sustainability of its rapid growth.

image for news IREN Skyrockets 153.1% in 3 months: Buy, Sell or Hold the Stock?