Stock futures are lower Tuesday morning after major indexes fell sharply to open the week; Home Depot reported lower quarterly profits than analysts had expected; Apple's new iPhone 17 gave the smartphone maker its best month of market share in China in three years; Nvidia stock is moving lower again as investors prepare for the chipmaker's results; and buy now, pay later firm Klarna posted its first earnings report since going public in September. Here's what investors need to know today.

OCALA, Fla., Nov. 18, 2025 (GLOBE NEWSWIRE) -- AIM ImmunoTech Inc. (NYSE American: AIM) (“AIM” or the “Company”), today provided a business update and reported its financial results for the third quarter 2025.

Nvidia management expects to benefit from the huge $3-4 trillion in AI infrastructure spending over the next five years. Nvidia's competitive advantage remains solid as it continues to lead in performance and stays ahead of competitors. We believe that Nvidia's software revenue opportunity could also grow as GPU shipments expand.

WULF finally nears my Buy Zone after the recent meltdown, as it also reports robust AI related opportunities and higher multi-year contracted backlog. The company is more than well positioned to monetize their ambitious "target of 250–500 MW critical IT load of new HPC lease signings annually," thanks to the growing HPC capacity. WULF's projected NOI margin of over ~70% is extremely impressive as well, compared to other data center REITs, with it implying its robust top/ bottom-line growth prospects.

BAC targets a 16-18% ROTCE with plans centered on revenue growth, tech-driven efficiency and stronger client engagement.

JPMorgan posts broad-based revenue gains as rising trading, IB activity and wealth strength offset emerging NII pressure from rate cuts.

The cloud-service provider reported widespread outages, which affected sites including X and ChatGPT.

NEW YORK--(BUSINESS WIRE)--Regulatory News: Klarna, the global digital bank and flexible payments provider, reported record results in its first quarter as a public company, surpassing analyst expectations. The company expects to exceed $1 billion in revenue in Q4 2025, its first billion-dollar quarter. Sebastian Siemiatkowski, CEO & Co-Founder, said: “Q3 was our strongest quarter ever — proof that our AI-driven model is working at scale, with U.S. revenue up 51% and GMV up 43%. The Klarn.

Expects to improve eCommerce profitability by approximately $400 million in 2026 Expands relationships with Instacart, DoorDash, and Uber Eats to reach new customers in as little as 30 minutes Announces closure of certain automated facilities CINCINNATI , Nov. 18, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR) today announced updates to its eCommerce plan, resulting in a differentiated and simplified customer experience, new households shopping at Kroger, and immediate eCommerce profitability improvements. Kroger expects these updates to have a positive effect to eCommerce operating profit of approximately $400 million in 2026.

NEW YORK--(BUSINESS WIRE)--Regulatory News: Klarna, the global digital bank and flexible payments provider, reported record results in its first quarter as a public company, surpassing analyst expectations. The company expects to exceed $1 billion in revenue in Q4 2025, its first billion-dollar quarter. Sebastian Siemiatkowski, CEO & Co-Founder, said: “Q3 was our strongest quarter ever — proof that our AI-driven model is working at scale, with U.S. revenue up 51% and GMV up 43%. The Klarna.

NEW YORK--(BUSINESS WIRE)--New Fortress Energy Inc. (NASDAQ: NFE) (“NFE” or the “Company”) today announced that it has signed a forbearance agreement with representatives of the holders of its new senior secured notes due 2029. Under this agreement, the due date for interest payments scheduled for November 17, 2025 has been effectively extended to December 15, 2025. During the forbearance period, NFE expects to continue to work constructively with the company's stakeholders. About New Fortress.

LOS ANGELES, Nov. 18, 2025 (GLOBE NEWSWIRE) -- The DJS Law Group reminds investors of a class action lawsuit against MoonLake Immunotherapeutics (“MoonLake” or “the Company”) (NASDAQ: MLTX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Shareholders who purchased shares of MLTX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments.

Royalty revenue contribution expected to begin as early as 2030 Initial partner targets include derisked MoAs that are approved blockbusters today Highly scalable licensing model and long duration IP into 2040s; potential for individual product IP extension through proprietary reformulation Two of Elektrofi's partners projected to begin Hypercon™ formulated product clinical development by year end 2026, or earlier SAN DIEGO , Nov. 18, 2025 /PRNewswire/ -- Halozyme Therapeutics, Inc. (NASDAQ: HALO) ("Halozyme") today announced the successful completion of its acquisition of Elektrofi, Inc. ("Elektrofi"), a biopharmaceutical company with a proprietary ultra-high concentration microparticle formulation technology for biologics, branded Hypercon™. The …

My thesis rests mainly on IREN's AI Cloud ramp: a $9.7B Microsoft deal targeting $1.9B ARR, and total AI Cloud ARR guided to $3.4B by year-end 2026. The moat of IREN is its power contracts. 140K GPUs by 2026 will use only 16% of 2.91GW secured power, including 2.75GW of West Texas grid connections. The AI cloud segment is still in its early stage. Q1 FY26 revenue of this segment was only 3% of the consolidated revenue of the company.

U.S. indices show early Tuesday weakness as major trend lines come under pressure. Despite rising volume and short-term fear, the broader uptrends remain intact, with key EMAs and psychological levels guiding potential rebounds across the Nasdaq 100, Dow Jones 30, and S&P 500.

Microsoft remains a top pick for AI exposure, with strong enterprise positioning and a diverse business model supporting long-term growth. MSFT's latest earnings showed impressive revenue and EPS beats, driven by cloud growth, operational efficiency, and successful AI initiatives like GitHub Copilot. Azure's robust 39% growth and strategic partnerships (OpenAI, Nebius) reinforce MSFT's leadership in AI infrastructure, despite rising capex and competitive risks.

Walmart readies for Q3 results as strong store and digital momentum meet cost pressures, leaving investors weighing their next move.

In the past week or so, beneficial owners Carl Icahn made a big bet on Centuri Holdings Inc.

Duolingo (NASDAQ: DUOL) shares are down 45% in the last month, coinciding with an implosion of retail investor sentiment.

Tesla is currently experiencing significant challenges. Sales have declined this year, with deliveries dropping by 6% during the first nine months of 2025.