DXCM Stock Falls Despite FDA Clearance for Dexcom Smart Basal — Negative
DXCM Zacks Investment Research — November 20, 2025DexCom receives FDA clearance for DexCom Smart Basal titration software module, which optimizes basal insulin dose in type 2 diabetes patients by integrating with the G7 15 day sensor.
Data Center Spending to Hit $580B: Buy 3 ETFs to Ride the AI Boom — Positive
AIVC SMH XLK Zacks Investment Research — November 20, 2025As data center investment is set to surge and surpass oil spending, you may invest in ETFs like SMH as AI demand reshapes the digital economy.
What Role Do Global Partnerships Play in Advancing Boeing's Strategy? — Positive
BA Zacks Investment Research — November 20, 2025BA taps global partners to expand market reach, boost innovation and strengthen performance across key divisions.
Gold Fields' Q3 Production Jumps 22% on Strong Salares Norte Ramp-Up — Positive
GFI Zacks Investment Research — November 20, 2025GFI's 22% production surge, fueled by Salares Norte's ramp-up and steadier output elsewhere, underscores rising operational momentum.
Blue Owl Backs Off: Market Conditions Send the Merger Flying South — Negative
OBDC Zacks Investment Research — November 20, 2025OBDC drops its planned merger with OBDC II as market conditions sour, raising investor concerns and prompting a reassessment of strategic options.
REGN Gets EC Nod for Libtayo Label Expansion, FDA Clears Monthly Eylea HD — Positive
REGN Zacks Investment Research — November 20, 2025Regeneron gains EC approval to expand Libtayo's use in high-risk CSCC. The FDA approves Eylea HD the treatment of patients with macular edema following retinal vein occlusion.
Spotlight on Agricultural ETFs as China Buys 1M Tons of US Soyabeans — Positive
PDBA SOYB TILL Zacks Investment Research — November 20, 2025China's purchase of over 1M tons of U.S. soybeans revives ag-sector optimism and puts ETFs like SOYB, PDBA, and TILL in sharper focus.
Nvidia Corporation's Q3 FY26 results reversed market panic about a supposed AI bubble, confirming that demand continues to materially outpace supply. The NVDA results were good but they looked great on the backdrop of an angsty market. GB300 is carrying the show, and more complex rackable solutions are boosting networking revenue, too. While we wanted more on China, NVDA reaffirming a big fat zero around its share in China will make it easier for upside surprise once its back into that market.
WPP Investors Have Opportunity to Lead WPP plc Securities Fraud Lawsuit with the Schall Law Firm — Neutral
WPP GlobeNewsWire — November 20, 2025LOS ANGELES, Nov. 20, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against WPP plc (“WPP” or “the Company”) (NYSE: WPP) 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. Investors who purchased the Company's securities between February 27, 2025 and July 8, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before December 8, 2025.
JBS N.V.: A Tricky Consumer Staples Company With A Significant Upside — Positive
JBS Seeking Alpha — November 20, 2025JBS N.V. is a global leader in consumer staples with significant exposure to both developed and emerging markets, including the US, Brazil, Europe, and Asia. JBS offers a high dividend yield above 12%, but its business is highly volatile compared to peers, making forecasts challenging and requiring a long-term investment horizon. The company meets key quality criteria - being well-run, fundamentally safe, and paying a well-covered dividend - but falls short on valuation metrics.
'Big Short' investor Michael Burry takes aim at Nvidia after its earnings blowout — Negative
NVDA Business Insider — November 20, 2025Michael Burry of "The Big Short" once again took aim at Nvidia after its earnings beat on Wednesday. He questioned the longevity of its chips, its stock dilution, and the "give-and-take deals" in AI.
Invesco Small Cap Value Fund Q3 2025 Performance Review — Neutral
COHR DAVA EPAM GLOB HBM LITE MOH MP PNFP RMBS Seeking Alpha — November 20, 2025Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock selection in healthcare, energy, industrials and IT detracted from relative return.
Meta Platforms fundamentals have strengthened, with impressive user growth and improved ad metrics driven by successful AI integration. Despite a post-earnings selloff due to rising CAPEX, META's core business momentum remains robust and FCFs are still decent. Valuation has become more attractive, with the forward P/E ratio contracting, presenting a compelling risk/reward opportunity for investors.
Michael Saylor argues Bitcoin is the "one chair" worth sitting on, but is it? I think most investors need multiple "chairs", with Bitcoin exposure limited to 15-30% of their portfolios. A 100% allocation to BTC is not advisable; historical data shows excessive volatility and risk of significant capital loss in bear markets. Bitcoin remains the most asymmetric long-term bet for investors convinced it will mature into a global reserve asset, but minimal exposure (1-5%) to BTC offers little upside today.
ALKS Raises Its Offer to Buy Avadel In Response to Lundbeck's Proposal — Positive
ALKS Zacks Investment Research — November 20, 2025Alkermes lifts its bid to buy Avadel for $22.50 per share as its takeover fight with Lundbeck intensifies and shifts the deal's momentum.
Unveiling Autodesk (ADSK) Q3 Outlook: Wall Street Estimates for Key Metrics — Positive
ADSK Zacks Investment Research — November 20, 2025Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Autodesk (ADSK), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.
Alphabet Inc. (GOOG) Hit a 52 Week High, Can the Run Continue? — Positive
GOOG GOOGL Zacks Investment Research — November 20, 2025Alphabet (GOOG) 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.
Arcutis Biotherapeutics, Inc. (ARQT) Soars to 52-Week High, Time to Cash Out? — Positive
ARQT Zacks Investment Research — November 20, 2025Arcutis Biotherapeutics (ARQT) 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.
What Analyst Projections for Key Metrics Reveal About Fluence Energy (FLNC) Q4 Earnings — Positive
FLNC Zacks Investment Research — November 20, 2025Beyond analysts' top-and-bottom-line estimates for Fluence Energy (FLNC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.
What Analyst Projections for Key Metrics Reveal About Workday (WDAY) Q3 Earnings — Positive
WDAY Zacks Investment Research — November 20, 2025Beyond analysts' top-and-bottom-line estimates for Workday (WDAY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2025.