BofA says AI is boosting bankers' productivity, revenue — Positive

BAC   Reuters — November 17, 2025

Bank of America plans to spend billions of dollars on technologies such as artificial intelligence to boost bankers' productivity and bring in more revenue, its chief technology and information officer said on Monday.

image for news BofA says AI is boosting bankers' productivity, revenue

Regeneron Pharmaceuticals, Inc. ( REGN ) Jefferies London Healthcare Conference 2025 November 17, 2025 10:30 AM EST Company Participants Ryan Crowe - Senior Vice President of Investor Relations & Strategic Analysis Christopher Fenimore - Executive VP of Finance & CFO Conference Call Participants Akash Tewari - Jefferies LLC, Research Division Presentation Akash Tewari Jefferies LLC, Research Division Thanks so much, everyone. It's funny.

image for news Regeneron Pharmaceuticals, Inc. (REGN) Presents at Jefferies London Healthcare Conference 2025 Transcript

Eledon Pharmaceuticals, Inc. ( ELDN ) Guggenheim Securities 2nd Annual Healthcare Innovation Conference November 12, 2025 10:30 AM EST Company Participants Steven Perrin - President, Chief Scientific Officer & Non Independent Director Conference Call Participants Vamil Divan - Guggenheim Securities, LLC, Research Division Presentation Vamil Divan Guggenheim Securities, LLC, Research Division All right. Thanks, everyone, for joining us here on the Second Annual Guggenheim Healthcare Innovation Conference.

image for news Eledon Pharmaceuticals, Inc. (ELDN) Presents at Guggenheim Securities 2nd Annual Healthcare Innovation Conference Transcript

CoreWeave: AI Bubble Pops - Reiterate Strong Buy — Neutral

CRWV   Seeking Alpha — November 17, 2025

The market-wide AI-related correction has already triggered CRWV's cheaper valuation, with the expanding multi-year backlog sustaining its high-growth thesis. The recent project delays and the intensified capex cadence are likely to contribute to the neocloud's robust FY2026 top-line performance, despite the tougher YoY comparison. As a result of the 2Y+ time lag between the capex and revenue recognition, it is unsurprising that CRWD's balance sheet continues to deteriorate.

image for news CoreWeave: AI Bubble Pops - Reiterate Strong Buy

Disney: Questions Raised About Long-Term Recovery Of Its Stock — Positive

DIS   Seeking Alpha — November 17, 2025

Disney stock is now range-bound between $80 and $120, reflecting a new valuation reality for the legacy media giant. DIS faces challenges regaining its previous highs, especially with industry consolidation like potential media mergers complicating the competitive landscape. A major catalyst, such as splitting the parks/live business from media, could unlock higher valuation, but near-term breakthroughs are unlikely.

image for news Disney: Questions Raised About Long-Term Recovery Of Its Stock

Nuvalent, Inc. (NASDAQ: NUVL) on Monday reported topline results from its ALKOVE-1 Phase 1/2 trial.

image for news Nuvalent Reports 31% Response Rate In Patients With Advanced Form Of Lung Cancer

Italy considers one-time 52% tax cut on private gold holdings — Neutral

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL   Kitco — November 17, 2025

Italy is considering a one-off levy for households to declare gold that is being held off the books – a move that could raise over 2 billion euros, or $2.3 billion, according to an amendment to the 2026 budget seen by Reuters.

image for news Italy considers one-time 52% tax cut on private gold holdings

Ford and Amazon just redefined the used-car marketplace — Positive

AMZN  F   Fast Company — November 17, 2025

Beep, beep: Amazon is making a bigger move into the market for used vehicles. The retail giant and Ford Motor Company announced a partnership today which will mean car buyers in three major cities can shop for, finance, and purchase a certified preowned Ford vehicle on Amazon Autos.

image for news Ford and Amazon just redefined the used-car marketplace

Popular (BPOP) Upgraded to Strong Buy: Here's Why — Positive

BPOP   Zacks Investment Research — November 17, 2025

Popular (BPOP) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

image for news Popular (BPOP) Upgraded to Strong Buy: Here's Why

Are You Looking for a Top Momentum Pick? Why Welltower (WELL) is a Great Choice — Positive

WELL   Zacks Investment Research — November 17, 2025

Does Welltower (WELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

image for news Are You Looking for a Top Momentum Pick? Why Welltower (WELL) is a Great Choice

Gain Therapeutics (GANX) Upgraded to Buy: Here's What You Should Know — Positive

GANX   Zacks Investment Research — November 17, 2025

Gain Therapeutics (GANX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

image for news Gain Therapeutics (GANX) Upgraded to Buy: Here's What You Should Know

Evertec (EVTC) Upgraded to Buy: Here's What You Should Know — Positive

EVTC   Zacks Investment Research — November 17, 2025

Evertec (EVTC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

image for news Evertec (EVTC) Upgraded to Buy: Here's What You Should Know

What Makes Riskified (RSKD) a New Buy Stock — Positive

RSKD   Zacks Investment Research — November 17, 2025

Riskified (RSKD) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

image for news What Makes Riskified (RSKD) a New Buy Stock

Northrim (NRIM) Upgraded to Strong Buy: Here's Why — Positive

NRIM   Zacks Investment Research — November 17, 2025

Northrim (NRIM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

image for news Northrim (NRIM) Upgraded to Strong Buy: Here's Why

Arlo Technologies (ARLO) Upgraded to Strong Buy: Here's What You Should Know — Positive

ARLO   Zacks Investment Research — November 17, 2025

Arlo Technologies (ARLO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

image for news Arlo Technologies (ARLO) Upgraded to Strong Buy: Here's What You Should Know

Dover (DOV) Upgraded to Buy: What Does It Mean for the Stock? — Positive

DOV   Zacks Investment Research — November 17, 2025

Dover (DOV) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

image for news Dover (DOV) Upgraded to Buy: What Does It Mean for the Stock?

AvePoint (AVPT) Upgraded to Strong Buy: Here's What You Should Know — Positive

AVPT   Zacks Investment Research — November 17, 2025

AvePoint (AVPT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

image for news AvePoint (AVPT) Upgraded to Strong Buy: Here's What You Should Know

The Big 3: PLTR, PANW, BABA — Neutral

PANW  PLTR   Schwab Network — November 17, 2025

Scott Bauer with @ProsperTradingAcademy turns to the A.I. trade on today's Big 3 and explains why he's watching Palantir (PLTR), Palo Alto Networks (PANW), and Alibaba (BABA).

image for news The Big 3: PLTR, PANW, BABA

Alphabet (GOOGL) Moves to Buy: Rationale Behind the Upgrade — Positive

GOOG  GOOGL   Zacks Investment Research — November 17, 2025

Alphabet (GOOGL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

image for news Alphabet (GOOGL) Moves to Buy: Rationale Behind the Upgrade

What Makes Lumen (LUMN) a New Buy Stock — Positive

LUMN   Zacks Investment Research — November 17, 2025

Lumen (LUMN) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

image for news What Makes Lumen (LUMN) a New Buy Stock