GlobalFoundries buys Singapore's Advanced Micro Foundry in push to speed up AI data center networks — Positive
AMD GFS Reuters — November 17, 2025Chip manufacturer GlobalFoundries said on Monday it has acquired Advanced Micro Foundry (AMF), a Singapore-based chipmaker that focuses on silicon photonics, a fast-growing field that is being used in artificial intelligence data centers and quantum computers.
GlobalFoundries Acquires Advanced Micro Foundry, Accelerating Silicon Photonics Global Leadership and Expanding AI Infrastructure Portfolio — Neutral
GFS GlobeNewsWire — November 17, 2025GF now the largest pure-play silicon photonics foundry, expanding global manufacturing capabilities to serve a broader customer base and meet the growing optical communication demands of AI datacenters GF now the largest pure-play silicon photonics foundry, expanding global manufacturing capabilities to serve a broader customer base and meet the growing optical communication demands of AI datacenters
Jeffrey Epstein files: Larry Summers steps back from public commitments over email fallout — Negative
HBIO CNBC — November 17, 2025Former Treasury Secretary Larry Summers said he was stepping back from all public commitments amid fallout from the release of emails between him and sex offender Jeffrey Epstein. "I am deeply ashamed of my actions and recognize the pain they have caused.
Stocks fell again as November gets worse for markets. Plus, Bitcoin's troubles.
NETGEAR, Inc. (NTGR) Analyst/Investor Day Transcript — Neutral
NTGR Seeking Alpha — November 17, 2025NETGEAR, Inc. ( NTGR ) Analyst/Investor Day November 17, 2025 2:00 PM EST Company Participants Charles Prober - President, CEO & Director Pramod Badjate - President & GM of NETGEAR for Business Products Jonathan Oakes Bryan Murray - Chief Financial Officer Conference Call Participants Logan Katzman - Raymond James & Associates, Inc., Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Charles Prober President, CEO & Director Thank you. All right.
Levi Strauss Taps Microsoft to Build ‘AI Superagent' for Operations — Positive
LEVI PYMNTS — November 17, 2025Levi Strauss & Co. is partnering with Microsoft to build an enterprise superagent designed to unify employee support, streamline retail operations and modernize the company's data backbone.
Blue Owl Capital Inc. (OWL) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation — Neutral
OWL Business Wire — November 17, 2025BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of Blue Owl Capital Inc. (“Blue Owl” or the “Company”) (NYSE: OWL) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN BLUE OWL CAPITAL INC. (OWL), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your legal rights by.
Hyatt Announces Pricing of Public Offering of Senior Notes — Neutral
H Business Wire — November 17, 2025CHICAGO--(BUSINESS WIRE)--Hyatt Hotels Corporation (“Hyatt” or the “Company”) (NYSE: H), a leading global hospitality company, announced today the pricing of its public offering of $400,000,000 aggregate principal amount of senior notes due 2035, which will bear interest at a fixed annual rate of 5.400%. The offering is expected to close on November 26, 2025, subject to customary closing conditions. The Company intends to use the net proceeds of the offering to repay all of the Company's 4.850%.
Applied Digital (APLD) is positioned at the heart of the AI-driven data center infrastructure boom, with long-term leases fueling explosive growth. APLD's recent contracts provide strong revenue visibility, short payback periods, and minimal financing needs, supporting a credible path to $100 per share. With $3 billion in projected annual revenue by 2030 and robust margins, APLD offers high-visibility upside from its current ~$23.50 price, justifying a Buy rating.
NVDA Earnings Risk, Trading PLTR, ORCL & DELL Amid Sour A.I. Sentiment — Neutral
DELL NVDA ORCL PLTR Schwab Network — November 17, 2025Melissa Armo says markets can continue selling action into and after Nvidia's (NVDA) earnings. If investors don't react positively to the report, she expects the stock to gap down and add to already bearish sentiment currently eating at the A.I.
Nvidia Corporation remains a top AI chip play, with strong demand and robust growth projections ahead of its FQ3 '26 earnings report this week. The AI GPU company is expected to post significant revenue and EPS growth, with consensus estimates pointing to a massive sequential jump and continued outperformance. Despite market fears of an AI bubble, NVDA stock trades at reasonable multiples relative to its growth, lacking the premium valuation typical of bubbles.
FPA Global Equity ETF: 5 Companies That Impacted Q3 2025 Performance — Positive
C GOOG GOOGL IFF JDEPF JDEPY KMX Seeking Alpha — November 17, 2025FPAG's top five performers contributed 5.94% and 11.17% to its returns in the previous quarter and twelve months, respectively. bottom five detracted 2.83% and 5.01% from its returns in the previous quarter and twelve months, respectively. Despite anxiety about Alphabet's future that has colored investors' views of the company, its stock price has risen approximately 74% since our initial purchases.
AdaptHealth Corp. Announces Upgraded S&P Global Issue-Level Rating on Senior Unsecured Debt — Neutral
AHCO Business Wire — November 17, 2025CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--AdaptHealth Corp. (NASDAQ: AHCO) (“AdaptHealth” or the “Company”), a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services, announced today that S&P Global Ratings has recently upgraded its issue-level rating on the Company's senior unsecured debt to ‘BB-' from ‘B+' and revised its recovery rating to ‘4' from ‘5.' S&P Global Ratings highlighted that the upgr.
Bausch + Lomb Corporation (BLCO) Bausch + Lomb Corporation - Analyst/Investor Day Transcript — Neutral
BLCO Seeking Alpha — November 17, 2025Bausch + Lomb Corporation ( BLCO ) Bausch + Lomb Corporation - Analyst/Investor Day November 13, 2025 8:30 AM EST Company Participants Brenton Saunders - CEO & Chairman of the Board Osama Eldessouky - Executive VP & CFO Yehia Hashad - Executive VP of Research & Development and Chief Medical officer John Ferris - President of Consumer Mayssa Attar Andrew Stewart - President of Global Pharmaceuticals & International Consumer Yang Yang - President of Vision Care Bryan Reed Luc Bonnefoy - President of Surgical Kelly Swaim Cathleen McCabe Eric Donnenfeld Mark Schaeffer Lejla Vajzovic Conference Call Participants William Trattler Lejla …
AGGH: Liquidity Tensions And Low Probability Of Tightening — Negative
AGGH Seeking Alpha — November 17, 2025The Simplify Aggregate Bond ETF offers US investment-grade bond exposure with a derivatives overlay for extra return and downside protection. AGGH's active strategy and hedging justify its higher 0.30% expense ratio but also result in higher volatility than traditional bond index funds. Current market conditions—compressed investment-grade spreads, widening high-yield spreads, and money market liquidity tensions—suggest caution for new investments in AGGH.
XP Inc.A (XP) Meets Q3 Earnings Estimates — Positive
XP Zacks Investment Research — November 17, 2025XP Inc.A (XP) came out with quarterly earnings of $0.45 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.39 per share a year ago.
CYTK Deadline: CYTK Investors Have Opportunity to Lead Cytokinetics, Inc. Securities Fraud Lawsuit — Neutral
CYTK PRNewsWire — November 17, 2025NEW YORK , Nov. 17, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Cytokinetics, Inc. (NASDAQ: CYTK) between December 27, 2023 and May 6, 2025, both dates inclusive (the "Class Period"), of the important November 17, 2025 lead plaintiff deadline. So what: If you purchased Cytokinetics common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Primo Brands Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action - PRMB, PRMW — Neutral
PRMB PRMW GlobeNewsWire — November 17, 2025NEW YORK, Nov. 17, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Primo Water Corporation (NYSE: PRMW) between June 17, 2024 and November 8, 2024, both dates inclusive, and/or (ii) purchasers of common stock of Primo Brands Corporation (NYSE: PRMB) between November 11, 2024 and November 6, 2025 (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than January 12, 2026.
ROSEN, SKILLED INVESTOR COUNSEL, Encourages James Hardie Industries plc Investors to Secure Counsel Before Important Deadline in Securities Class Action - JHX — Neutral
JHX Newsfile Corp — November 17, 2025New York, New York--(Newsfile Corp. - November 17, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of James Hardie Industries plc (NYSE: JHX) between May 20, 2025 through August 18, 2025, both dates inclusive (the "Class Period") of the important December 23, 2025 lead plaintiff deadline. SO WHAT: If you purchased James Hardie common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.