NIQ Global Intelligence plc (NIQ) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript — Neutral
NIQ Seeking Alpha — November 18, 2025NIQ 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.
Waters Corporation (WAT) Presents at Jefferies London Healthcare Conference 2025 Transcript — Neutral
WAT Seeking Alpha — November 18, 2025Waters 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.
Upstart's Push Into Auto and Home Loans: Will Diversification Pay Off? — Positive
UPST Zacks Investment Research — November 18, 2025UPST's expanding push into auto, home, and small-dollar lending gains traction as new products scale and funding partners grow.
Deutsche Bank Sets RoTE Above 13% & Outlines Growth Plan by 2028 — Positive
DB Zacks Investment Research — November 18, 2025DB outlines a 2028 plan targeting RoTE above 13% while driving revenue growth, tighter costs, and stronger capital discipline.
Ventas Stock Rallies 16.2% in Three Months: Will It Continue to Gain? — Positive
VTR Zacks Investment Research — November 18, 2025VTR's expanding SHOP footprint, rising cash NOI and active capital recycling underscore its growth momentum.
ACHR Outperforms Industry Over the Past Year: Should You Buy? — Positive
ACHR Zacks Investment Research — November 18, 2025Archer Aviation's sharp share surge, new tech deals and bold expansion moves raise big questions about whether its momentum can last.
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.
Home Depot Stock Slips on Q3 Earnings Miss and Soft FY25 EPS View — Negative
HD Zacks Investment Research — November 18, 2025HD's Q3 results are affected due to missing storm-driven demand, consumer uncertainty, and housing-market pressures limiting sales momentum.
Columbia Banking Rewards Shareholders With a 2.8% Dividend Hike — Positive
COLB Zacks Investment Research — November 18, 2025COLB lifts its quarterly dividend by 2.8% as decent liquidity supports ongoing shareholder rewards.
Arbe Robotics: Why I Still Wouldn't Touch This Stock — Positive
ARBE Seeking Alpha — November 18, 2025Arbe 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.
First Advantage Corporation (FA) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript — Neutral
FA Seeking Alpha — November 18, 2025First 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.
C3is Inc. (CISS) Q3 2025 Earnings Call Prepared Remarks Transcript — Neutral
CISS Seeking Alpha — November 18, 2025C3is 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.
Medtronic plc (MDT) Q2 2026 Earnings Call Transcript — Neutral
MDT Seeking Alpha — November 18, 2025Medtronic 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 …
Microsoft unveils new tool to help companies control, track AI agents — Positive
MSFT CNBC Television — November 18, 2025The 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.
Celanese Corporation to Participate in Fireside Chat with J.P. Morgan — Neutral
CE Business Wire — November 18, 2025DALLAS--(BUSINESS WIRE)---- $CE--Celanese Corporation to Participate in Fireside Chat with J.P. Morgan.
Nvidia's Not Alone -- The AI Infrastructure Trade Is Bigger Than You Think — Positive
NVDA Seeking Alpha — November 18, 2025AI 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.
J&J Joins Pharma M&A Bandwagon, to Buy Cancer Biotech for $3.05B — Positive
JNJ Zacks Investment Research — November 18, 2025J&J's $3.05B move for Halda adds targeted oral cancer therapies and expands its prostate cancer pipeline amid rising pharma M&A.
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?
DEADLINE ALERT for NX, JSPR, and KBR: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders — Neutral
KBR GlobeNewsWire — November 18, 2025LOS 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.