NIQ Global Intelligence plc ( NIQ ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 10:20 AM EST Company Participants James Peck - CEO & Chairman Michael Burwell - Chief Financial Officer Conference Call Participants Alexander EM Hess - JPMorgan Chase & Co, Research Division Presentation Alexander EM Hess JPMorgan Chase & Co, Research Division This is Alex Hess covering for services, information services data book, our quarterly firm is up here.

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Waters Corporation ( WAT ) Jefferies London Healthcare Conference 2025 November 18, 2025 9:30 AM EST Company Participants Udit Batra - President, CEO & Director Conference Call Participants Tycho Peterson - Jefferies LLC, Research Division Presentation Tycho Peterson Jefferies LLC, Research Division Okay. Thank you, everybody.

image for news Waters Corporation (WAT) Presents at Jefferies London Healthcare Conference 2025 Transcript

Upstart's Push Into Auto and Home Loans: Will Diversification Pay Off? — Positive

UPST   Zacks Investment Research — November 18, 2025

UPST's expanding push into auto, home, and small-dollar lending gains traction as new products scale and funding partners grow.

image for news Upstart's Push Into Auto and Home Loans: Will Diversification Pay Off?

Deutsche Bank Sets RoTE Above 13% & Outlines Growth Plan by 2028 — Positive

DB   Zacks Investment Research — November 18, 2025

DB outlines a 2028 plan targeting RoTE above 13% while driving revenue growth, tighter costs, and stronger capital discipline.

image for news Deutsche Bank Sets RoTE Above 13% & Outlines Growth Plan by 2028

Ventas Stock Rallies 16.2% in Three Months: Will It Continue to Gain? — Positive

VTR   Zacks Investment Research — November 18, 2025

VTR's expanding SHOP footprint, rising cash NOI and active capital recycling underscore its growth momentum.

image for news Ventas Stock Rallies 16.2% in Three Months: Will It Continue to Gain?

ACHR Outperforms Industry Over the Past Year: Should You Buy? — Positive

ACHR   Zacks Investment Research — November 18, 2025

Archer Aviation's sharp share surge, new tech deals and bold expansion moves raise big questions about whether its momentum can last.

image for news ACHR Outperforms Industry Over the Past Year: Should You Buy?

Double-Downgrade Weighing on Honeywell Stock — Negative

HON   Schaeffers Research — November 18, 2025

The shares of Honeywell International Inc (NASDAQ:HON) are lower this morning after a rare double downgrade to "sell" from "buy" at BofA Global Research.

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Home Depot Stock Slips on Q3 Earnings Miss and Soft FY25 EPS View — Negative

HD   Zacks Investment Research — November 18, 2025

HD's Q3 results are affected due to missing storm-driven demand, consumer uncertainty, and housing-market pressures limiting sales momentum.

image for news Home Depot Stock Slips on Q3 Earnings Miss and Soft FY25 EPS View

Columbia Banking Rewards Shareholders With a 2.8% Dividend Hike — Positive

COLB   Zacks Investment Research — November 18, 2025

COLB lifts its quarterly dividend by 2.8% as decent liquidity supports ongoing shareholder rewards.

image for news Columbia Banking Rewards Shareholders With a 2.8% Dividend Hike

Arbe Robotics: Why I Still Wouldn't Touch This Stock — Positive

ARBE   Seeking Alpha — November 18, 2025

Arbe Robotics Ltd. remains a Sell due to minimal revenue, persistent losses, and a long path to commercial scale despite promising technology. ARBE stock's valuation is extremely high, with revenue and profitability metrics far below sector averages, relying solely on a distant growth story. Management expects key OEM design wins and non-automotive revenue growth, but meaningful auto revenue likely won't arrive until 2027-2028.

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First Advantage Corporation ( FA ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 9:00 AM EST Company Participants Steven Marks - Executive VP & CFO Conference Call Participants Alexander EM Hess - JPMorgan Chase & Co, Research Division Presentation Alexander EM Hess JPMorgan Chase & Co, Research Division Good morning.

image for news First Advantage Corporation (FA) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript

C3is Inc. (CISS) Q3 2025 Earnings Call Prepared Remarks Transcript — Neutral

CISS   Seeking Alpha — November 18, 2025

C3is Inc. ( CISS ) Q3 2025 Earnings Call November 18, 2025 10:00 AM EST Company Participants Diamantis Andriotis - CEO, President & Director Nina Pyndiah - Chief Financial Officer Presentation Operator Good day, and thank you for standing by. Welcome to the C3is Third Quarter 2025 Financial and Operating Results Conference Call.

image for news C3is Inc. (CISS) Q3 2025 Earnings Call Prepared Remarks Transcript

Medtronic plc (MDT) Q2 2026 Earnings Call Transcript — Neutral

MDT   Seeking Alpha — November 18, 2025

Medtronic plc ( MDT ) Q2 2026 Earnings Call November 18, 2025 8:00 AM EST Company Participants Ryan Weispfenning - VP & Head of Investor Relations Geoffrey Martha - Chairman of the Board & CEO Thierry Pieton - Executive VP & CFO Laura Mauri - Senior VP and Chief Scientific & Medical Officer Conference Call Participants Patrick Wood - Morgan Stanley, Research Division Travis Steed - BofA Securities, Research Division Vijay Kumar - Evercore ISI Institutional Equities, Research Division Robert Marcus - JPMorgan Chase & Co, Research Division Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Shagun Singh Chadha …

image for news Medtronic plc (MDT) Q2 2026 Earnings Call Transcript

Microsoft unveils new tool to help companies control, track AI agents — Positive

MSFT   CNBC Television — November 18, 2025

The software, named Agent 365, provides a list of artificial intelligence agents inside companies' systems, even if they're from other companies, Microsoft announced Tuesday. CNBC's Steve Kovach joins 'Money Movers' with the details.

image for news Microsoft unveils new tool to help companies control, track AI agents

Celanese Corporation to Participate in Fireside Chat with J.P. Morgan — Neutral

CE   Business Wire — November 18, 2025

DALLAS--(BUSINESS WIRE)---- $CE--Celanese Corporation to Participate in Fireside Chat with J.P. Morgan.

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Nvidia's Not Alone -- The AI Infrastructure Trade Is Bigger Than You Think — Positive

NVDA   Seeking Alpha — November 18, 2025

AI infrastructure growth extends beyond Nvidia (NVDA) and chips, with networking and power sectors offering significant investment opportunities. High-speed networking is essential for AI data centers, benefiting companies like NVDA, Broadcom (AVGO), Marvell (MRVL), Celestica (CLS), and Arista Networks (ANET). Power infrastructure and utilities are critical bottlenecks; energy midstream (ET, EPD) and utilities (NEE, CEG, DUK, AEP, XLU) stand to gain from AI-driven demand.

image for news Nvidia's Not Alone -- The AI Infrastructure Trade Is Bigger Than You Think

Gold markets are moving higher as traders buy the dip.

image for news Gold (XAUUSD), Silver, Platinum Forecasts – Gold Rebounds Despite Stronger Dollar

J&J Joins Pharma M&A Bandwagon, to Buy Cancer Biotech for $3.05B — Positive

JNJ   Zacks Investment Research — November 18, 2025

J&J's $3.05B move for Halda adds targeted oral cancer therapies and expands its prostate cancer pipeline amid rising pharma M&A.

image for news J&J Joins Pharma M&A Bandwagon, to Buy Cancer Biotech for $3.05B

Can Cloudflare Stock Drop More? — Negative

NET   Forbes — November 18, 2025

Cloudflare (NET) stock has dropped by 20.2% in under a month, from $253.30 on 31st Oct, 2025 to $202.25 currently. What lies ahead?

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LOS ANGELES, Nov. 18, 2025 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies.

image for news DEADLINE ALERT for NX, JSPR, and KBR: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders