Redburn Analyst on His Call to Cut Microsoft, Amazon — Negative

AMZN  MSFT   Bloomberg Markets and Finance — November 18, 2025

The bull case for generative AI may be losing steam. Analyst Alexander Haissl at Redburn is cutting his ratings on Microsoft and Amazon to neutral, saying the Gen-AI boom is NOT the next cloud.

image for news Redburn Analyst on His Call to Cut Microsoft, Amazon

Beazer Homes USA's Plunge Offers Opportunity — Neutral

BZH   Seeking Alpha — November 18, 2025

Beazer Homes USA, Inc. faces near-term headwinds as home prices and new build activity decline, but remains fundamentally attractive for long-term investors. BZH's recent quarterly results exceeded analyst revenue and EPS expectations, despite falling profitability and a challenging housing market environment. The stock trades at low absolute valuation multiples but carries higher leverage than peers; BZH management is prioritizing deleveraging and community expansion.

image for news Beazer Homes USA's Plunge Offers Opportunity

AkzoNobel and Axalta announces all-stock merger creating $25B coatings company — Positive

AKZOY  AXTA   Proactive Investors — November 18, 2025

AkzoNobel and Axalta Coating Systems have agreed to merge in an all-stock transaction that will combine the two companies into a global coatings business with an enterprise value of about $25 billion. The merger is structured as a merger of equals and is expected to create a company with approximately $17 billion in projected 2024 revenue.

image for news AkzoNobel and Axalta announces all-stock merger creating $25B coatings company

American Water Shares Holiday Tips for Safe Disposal of Fats, Oils, and Grease — Neutral

AWK   Business Wire — November 18, 2025

CAMDEN, N.J.--(BUSINESS WIRE)-- #AmericanWater--American Water (NYSE: AWK), the largest regulated water and wastewater utility company in the U.S., wants to help customers and the general public protect their residential plumbing and wastewater systems by providing important tips for disposal of Fats, Oils and Cooking Grease (FOGs). "Protecting your pipes isn't just about avoiding costly repairs—it's about safeguarding our communities and the local environment," said Mike Doran, Senior Vice President, Deputy Ch.

image for news American Water Shares Holiday Tips for Safe Disposal of Fats, Oils, and Grease

PASADENA, Calif.--(BUSINESS WIRE)---- $arwr--Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced that the U.S. Food and Drug Administration (FDA) has approved REDEMPLO (plozasiran), a small interfering RNA (siRNA) medicine, as an adjunct to diet to reduce triglycerides in adults with familial chylomicronemia syndrome (FCS). FCS is a severe, rare disease, with an estimated 6,500 people in the U.S. living with genetic or clinical FCS, characterized by triglyceride levels that can be 10 to 100 ti.

image for news Arrowhead Pharmaceuticals Announces FDA Approval of REDEMPLO® (plozasiran) to Reduce Triglycerides in Adults with Familial Chylomicronemia Syndrome (FCS)

Investors Title Company: A Lower Than Expected Special Dividend — Neutral

ITIC   Seeking Alpha — November 18, 2025

Investors Title Company (ITIC) is downgraded to 'hold' from 'buy' after strong share price gains and a lower-than-expected special dividend. ITIC reported higher Q3 revenue and net profit, driven by increased premiums and services, with controlled expenses boosting EPS over 20% year-over-year. The special dividend was set at $8.72 per share, below last year's $14, despite robust earnings and a positive housing market outlook.

image for news Investors Title Company: A Lower Than Expected Special Dividend

AngloGold: Delivering Record FCF In Q3 Keeps The Bullish Case Intact — Positive

AU   Seeking Alpha — November 18, 2025

AngloGold Ashanti (AU) delivered record Q3 2025 free cash flow of $920M, driven by strong gold prices, production growth, and cost control. AU achieved a 61% year-over-year increase in gold sales revenue and a 185% surge in net income, with EBITDA margin expanding from 51% to 66%. Operational highlights include robust African mine contributions, especially from Sukari, and disciplined cost management, supporting a 9% FCF yield and 4.5% dividend yield.

image for news AngloGold: Delivering Record FCF In Q3 Keeps The Bullish Case Intact

Boston Scientific Corporation ( BSX ) 7th Annual Wolfe Research Healthcare Conference November 18, 2025 8:00 AM EST Company Participants Ken Stein - Senior VP & Global Chief Medical Officer Lauren Tengler - Director of Investor Relations Conference Call Participants Michael Polark - Wolfe Research, LLC Presentation Michael Polark Wolfe Research, LLC Good morning. Welcome, everybody.

image for news Boston Scientific Corporation (BSX) Presents at 7th Annual Wolfe Research Healthcare Conference Transcript

Revolution Medicines, Inc. ( RVMD ) Jefferies London Healthcare Conference 2025 November 18, 2025 4:30 AM EST Company Participants Mark Goldsmith - CEO, President & Chairman Conference Call Participants Yuxi Dong - Jefferies LLC, Research Division Presentation Yuxi Dong Jefferies LLC, Research Division Good morning, everyone. Let's get started.

image for news Revolution Medicines, Inc. (RVMD) Presents at Jefferies London Healthcare Conference 2025 Transcript

Eltek Ltd. (ELTK) Q3 2025 Earnings Call Transcript — Neutral

ELTK   Seeking Alpha — November 18, 2025

Eltek Ltd. ( ELTK ) Q3 2025 Earnings Call November 18, 2025 9:00 AM EST Company Participants Eli Yaffe - Chief Executive Officer Ron Freund - Chief Financial Officer Conference Call Participants Mark Sharogradsky Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to the Eltek Ltd.

image for news Eltek Ltd. (ELTK) Q3 2025 Earnings Call Transcript

Ford Motor Company ( F ) The Scotiabank Transportation & Industrials Conference November 18, 2025 9:00 AM EST Company Participants Andrew Frick - President of Ford Blue, Ford Model e & Lincoln Presentation Unknown Analyst I'm pleased to welcome our next company, Ford Motor Company. And from Ford, we have Andrew Frick, President of Ford Blue and Model e.

image for news Ford Motor Company (F) Presents at The Scotiabank Transportation & Industrials Conference Transcript

Energizer Holdings, Inc. (ENR) Q4 2025 Earnings Call Transcript — Neutral

ENR   Seeking Alpha — November 18, 2025

Energizer Holdings, Inc. ( ENR ) Q4 2025 Earnings Call November 18, 2025 10:00 AM EST Company Participants Jonathan Poldan - Vice President of Investor Relations & Treasurer Mark LaVigne - President, CEO & Director John Drabik - Executive VP & CFO Conference Call Participants Peter Grom - UBS Investment Bank, Research Division Lauren Lieberman - Barclays Bank PLC, Research Division Robert Ottenstein - Evercore ISI Institutional Equities, Research Division Shovana Chowdhury - JPMorgan Chase & Co, Research Division William Reuter - BofA Securities, Research Division Brian McNamara - Canaccord Genuity Corp., Research Division Presentation Operator Good morning. My name …

image for news Energizer Holdings, Inc. (ENR) Q4 2025 Earnings Call Transcript

HSBC: Companies have a better outlook than 6 months ago — Positive

HSBC   CNBC International TV — November 18, 2025

image for news HSBC: Companies have a better outlook than 6 months ago

Gold, silver weaker but up from session lows — Neutral

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  SIL  SILJ  SIVR  SLV  SLVP  UGL   Kitco — November 18, 2025

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.

image for news Gold, silver weaker but up from session lows

Scottsdale, AZ, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Black Rock Coffee Bar, the Oregon-born boutique coffee company known for its specialty coffees, teas, smoothies, and popular Fuel® energy drinks, is expanding its footprint in the Denver area with a brand-new location. The store, located at 9215 S Broadway, Highlands Ranch, CO 80129, will officially open its doors on Saturday, November 22.

image for news Black Rock Coffee Bar Continues Expansion in Colorado with New Denver Area Location

Scottsdale, AZ, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Black Rock Coffee Bar is bringing its premium roasted coffees, teas, smoothies, and flavorful Fuel energy drinks to a new location in San Diego, opening Friday, November 21. This new location comes off the heels of the brand's recent grand opening in Vista.

image for news Black Rock Coffee Bar Expands Footprint in San Diego Metro with Mission Bay Location

NEW YORK, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Perrigo Company plc (“Perrigo” or the “Company”) (NYSE: PRGO) between February 27, 2023 and November 4, 2025, inclusive. For more information, submit a form at Perrigo Company plc Shareholder Class Action Lawsuit, email Investor Relations Manager Peter Allocco at [email protected], or call us at (212) 951-2030.

image for news PERRIGO COMPANY PLC (NYSE: PRGO) INVESTOR ALERT Investors With Large Losses in Perrigo Company plc Should Contact Bernstein Liebhard LLP To Discuss Their Rights

Hosted by Jelani Gonzalez, the podcast explores leadership, identity, and resilience in the world of business and beyond. New York, New York--(Newsfile Corp. - November 18, 2025) - Behind the Story Podcast, a newly launched show, has quickly earned recognition by reaching the Top 33 in the Arts category on Apple Podcasts, showcasing its resonance with entrepreneurs, artists, and business leaders.

image for news "Behind the Story Podcast" Hits Top 33 in Apple Podcasts' Arts Category, Offering Entrepreneurs and Creators a Platform to Share Their Journeys

Meta Platforms Q3: Back To Accounting Basics — Positive

META   Seeking Alpha — November 18, 2025

A few accounting items in Meta Platforms, Inc.'s Q3 earnings report can cause underestimation of its true economic profits, growth potential, and also valuation appeal. The large GAAP/non-GAAP EPS divergence for META is due to a non-cash, non-recurring $15.93B tax charge unrelated to META's core operating performance. META's aggressive CAPEX is primarily growth-oriented. Maintenance CAPEX is much lower, and owner's earnings are much higher.

image for news Meta Platforms Q3: Back To Accounting Basics

Microsoft, Nvidia to Invest a Combined $15 Billion in Anthropic — Positive

MSFT  NVDA   Bloomberg Markets and Finance — November 18, 2025

Microsoft and Nvidia are committing to invest up to a combined $15 billion in Anthropic PBC, in a move that ties the AI developer closer to two of the biggest backers for its rival OpenAI. Caroline Hyde has more on "Bloomberg Open Interest.

image for news Microsoft, Nvidia to Invest a Combined $15 Billion in Anthropic