ResMed: Safe Bet For A Recession Environment — Positive

RMD   Seeking Alpha — November 17, 2025

ResMed is rated a buy due to strong fundamentals, expanding margins, robust cash flow, and resilience in recessionary environments. RMD's steady topline growth, high profitability, low debt, and significant cash reserves position it favorably for investors who want to protect their portfolio for a recession. RMD's operational efficiency and cash balance support continued dividend growth and potential buybacks.

image for news ResMed: Safe Bet For A Recession Environment

Redwood Trust Prices $100 Million Senior Notes Offering — Neutral

RWT   Business Wire — November 17, 2025

MILL VALLEY, Calif.--(BUSINESS WIRE)--Redwood Trust, Inc. (NYSE: RWT; “Redwood” or the “Company”) today announced the pricing of an underwritten public offering of $100,000,000 aggregate principal amount of its 9.50% senior notes due 2030 (the “Notes”). In connection with the offering, Redwood granted the underwriters a 30-day option to purchase up to an additional $15,000,000 aggregate principal amount of Notes, to cover over-allotments. The offering is expected to close on November 19, 2025,.

image for news Redwood Trust Prices $100 Million Senior Notes Offering

EMERYVILLE, Calif. & DENVER--(BUSINESS WIRE)---- $OABI #OABI--OmniAb, Inc. (NASDAQ: OABI) and ArrowMark Partners (“ArrowMark”) today announced the signing of a license and services agreement for novel OmniAb-derived antibody discovery programs with Mabtrx Biosciences, a wholly owned subsidiary of AMVKG LS, a joint venture (JV) between ArrowMark and Viking Global Investors (“Viking”). Under the terms of the license and services agreement, OmniAb will receive revenue for services performed as well as potential e.

image for news OmniAb Enters into a Technology License and Services Agreement for Antibody Discovery with a Newly-Formed Incubated Company of ArrowMark Partners and Viking Global Investors

Western Digital Corp: Why I Was Wrong On AI Here — Positive

WDC   Seeking Alpha — November 17, 2025

Western Digital Corp should see more upside on UltraSMR and upcoming HAMR. AI is hitting the gas pedal on large-cap storage demand to keep up with training and all the data generated via AI. WDC and STX are clear winners from this. We downgraded WDC much too early on fears that the demand-supply balance may be loss and positives were priced in but we were far too early.

image for news Western Digital Corp: Why I Was Wrong On AI Here

World Markets Watchlist: November 17, 2025 — Neutral

DXJ  EWC  EWH  HEDJ  INDA  KWEB  SPY   ETF Trends — November 17, 2025

Our global markets watchlist tracks nine prominent indexes from economies around the world.

image for news World Markets Watchlist: November 17, 2025

Turn Geopolitical Risk Into Emerging Market Alpha in Active ETFs — Positive

TOUS   ETF Trends — November 17, 2025

Looking at emerging market investing options? Ex-U.S. equities — emerging markets included — have been robust performers for portfolios this year, providing a strong source of upside outside of AI-infused megacap tech stocks.

image for news Turn Geopolitical Risk Into Emerging Market Alpha in Active ETFs

New York, New York--(Newsfile Corp. - November 17, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Marex Group plc (NASDAQ: MRX) between May 16, 2024 and August 5, 2025, both dates inclusive (the "Class Period"), of the important December 8, 2025 lead plaintiff deadline. SO WHAT: If you purchased Marex securities 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.

image for news MRX DEADLINE: ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Marex Group plc Investors to Secure Counsel Before Important Deadline in Securities Class Action - MRX

NEW YORK , Nov. 17, 2025 /PRNewswire/ -- 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.

image for news JHX Investors Have Opportunity to Lead James Hardie Industries plc Securities Fraud Lawsuit

Cogent Communications to Resume Stock Repurchase Program — Neutral

CCOI   PRNewsWire — November 17, 2025

WASHINGTON , Nov. 17, 2025 /PRNewswire/ -- The Board of Directors of Cogent Communications Holdings, Inc. ("Cogent") (NASDAQ: CCOI) one of the largest Internet service providers in the world, today announced that it has determined to allow management to resume the company's stock repurchase program. The company may purchase shares from time to time depending on market, economic, and other factors.

image for news Cogent Communications to Resume Stock Repurchase Program

Peter Thiel just cashed out of Nvidia. 💸 — Negative

NVDA   Yahoo Finance — November 17, 2025

About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance

image for news Peter Thiel just cashed out of Nvidia. 💸

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), announced today that its board of directors has approved three capital allocation actions: (i) the declaration of a cash dividend, (ii) the retirement of treasury shares, and (iii) the authorization of a new share repurchase program. Cash Dividend The Board declared a cash dividend of US$0.18 per Class A common share, payable on December 18, 2025, to shareholders of record as of December 10, 2025. The distribution is expected to total approximat.

image for news XP Inc. Announces Cash Dividend, Treasury Shares Retirement and New Share Repurchase Program

Zynex Reports Third Quarter 2025 Financial Results — Neutral

ZYXI   PRNewsWire — November 17, 2025

ENGLEWOOD, Colo. , Nov. 17, 2025 /PRNewswire/ -- Zynex, Inc. (NASDAQ: ZYXI), an innovative medical technology company specializing in the manufacture and sale of non-invasive medical devices for pain management, and rehabilitation, today reported its financial and operational results for the third quarter ended September 30, 2025.

image for news Zynex Reports Third Quarter 2025 Financial Results

Non-dilutive, First-of-its-Kind Transaction Follows Figure's Successful TradFi IPO Non-dilutive, First-of-its-Kind Transaction Follows Figure's Successful TradFi IPO

image for news Figure Announces Public Filing of Registration Statement for Proposed Offering of Tradeable, Blockchain-Native Equity Securities

NEW YORK, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, reminds investors that class actions have been commenced on behalf of stockholders of RCI Hospitality Holdings, Inc. (NASDAQ:RICK) and Fortinet, Inc. (NASDAQ:FTNT). Stockholders have until the deadlines below to petition the court to serve as lead plaintiff. Additional information about each case can be found at the link provided.

image for news Bragar Eagel & Squire, P.C. Reminds Investors of RCI and Fortinet to Contact the Firm Regarding Upcoming Lead Plaintiff Deadlines

Legence Corp. (LGN) Q3 2025 Earnings Call Transcript — Neutral

LGN   Seeking Alpha — November 17, 2025

Legence Corp. ( LGN ) Q3 2025 Earnings Call November 14, 2025 10:00 AM EST Company Participants Son Vann Jeffrey Sprau - CEO & Director Stephen Butz - Chief Financial Officer Steve Hansen - Chief Operating Officer Conference Call Participants Adam Bubes - Goldman Sachs Group, Inc., Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Sabahat Khan - RBC Capital Markets, Research Division Brian Brophy - Stifel, Nicolaus & Company, Incorporated, Research Division Michael Dudas - Vertical Research Partners, LLC Gregory Lewis - BTIG, LLC, Research Division Oliver Davies - Rothschild & Co Redburn, Research Division Craig Irwin - …

image for news Legence Corp. (LGN) Q3 2025 Earnings Call Transcript

US Creates Priority Visa System for World Cup 2026 Ticket Holders — Neutral

V   Bloomberg Markets and Finance — November 17, 2025

President Donald Trump said the US is creating a priority visa system for 2026 FIFA World Cup ticket holders to handle the large number of visitors expected for the soccer event. Secretary of State Marco Rubio says ticket holders will still be vetted like anyone else trying to get into the country.

image for news US Creates Priority Visa System for World Cup 2026 Ticket Holders

Australia's TPG Telecom said on Tuesday a customer died after failing to make emergency triple zero ("000") calls on the company's network from a Samsung device that was operating out-of-date software.

image for news Australia's TPG Telecom says customer died after failed emergency call due to outdated software

HOUSTON , Nov. 17, 2025 /PRNewswire/ -- Nabors Energy Transition Corp. II ("NETD" or the "Company") (Nasdaq: NETD) announced today the results of the extraordinary general meeting of its shareholders held on November 14, 2025 to vote on proposals to (a) indefinitely extend its outside date (the "Indefinite Extension") and (b) amend and restate the Company's trust agreement to allow the Company (i) to deposit future interest earned on the funds held in the trust account established in connection with the Company's initial public offering (the "Trust Account") into the Company's operating account from and after the date of such …

image for news Nabors Energy Transition Corp. II Announces Results of Extraordinary General Meeting and Redemption of Public Shares

AMD's Price Is Playing With Fire, But The Valuation Will Go Higher — Positive

AMD   Seeking Alpha — November 17, 2025

Advanced Micro Devices, Inc. stock looks expensive in the moment, but if you zoom out it's remarkably well-positioned for five to 10 years of elite returns. We are not facing an energy bottleneck as the core issue, we are facing policy isolationism that we have been pressured into by China. If business leaders and policy makers unite, cyclical AI dynamics will not occur heavily, and I am bullish on long-term AMD growth even with present constraints.

image for news AMD's Price Is Playing With Fire, But The Valuation Will Go Higher

EL MONTE, Calif., Nov. 17, 2025 (GLOBE NEWSWIRE) -- GigaCloud Technology Inc (Nasdaq: GCT) (“GigaCloud” or the “Company”), a pioneer of global end-to-end B2B technology solutions for large parcel merchandise, today announced that it has been recognized on Forbes' prestigious list of America's Most Successful Small-Cap Companies 2026.

image for news GigaCloud Technology Inc Again Recognized in the Top 20 on Forbes' List of America's Most Successful Small-Cap Companies