Redburn Analyst on His Call to Cut Microsoft, Amazon — Negative
AMZN MSFT Bloomberg Markets and Finance — November 18, 2025The 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.
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.
AkzoNobel and Axalta announces all-stock merger creating $25B coatings company — Positive
AKZOY AXTA Proactive Investors — November 18, 2025AkzoNobel 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.
American Water Shares Holiday Tips for Safe Disposal of Fats, Oils, and Grease — Neutral
AWK Business Wire — November 18, 2025CAMDEN, 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.
Arrowhead Pharmaceuticals Announces FDA Approval of REDEMPLO® (plozasiran) to Reduce Triglycerides in Adults with Familial Chylomicronemia Syndrome (FCS) — Neutral
ARWR Business Wire — November 18, 2025PASADENA, 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.
Investors Title Company: A Lower Than Expected Special Dividend — Neutral
ITIC Seeking Alpha — November 18, 2025Investors 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.
AngloGold: Delivering Record FCF In Q3 Keeps The Bullish Case Intact — Positive
AU Seeking Alpha — November 18, 2025AngloGold 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.
Boston Scientific Corporation (BSX) Presents at 7th Annual Wolfe Research Healthcare Conference Transcript — Neutral
BSX Seeking Alpha — November 18, 2025Boston 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.
Revolution Medicines, Inc. (RVMD) Presents at Jefferies London Healthcare Conference 2025 Transcript — Neutral
RVMD Seeking Alpha — November 18, 2025Revolution 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.
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.
Ford Motor Company (F) Presents at The Scotiabank Transportation & Industrials Conference Transcript — Neutral
F Seeking Alpha — November 18, 2025Ford 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.
Energizer Holdings, Inc. (ENR) Q4 2025 Earnings Call Transcript — Neutral
ENR Seeking Alpha — November 18, 2025Energizer 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 …
HSBC: Companies have a better outlook than 6 months ago — Positive
HSBC CNBC International TV — November 18, 2025
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, 2025Jim 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.
Black Rock Coffee Bar Continues Expansion in Colorado with New Denver Area Location — Neutral
BRCB GlobeNewsWire — November 18, 2025Scottsdale, 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.
Black Rock Coffee Bar Expands Footprint in San Diego Metro with Mission Bay Location — Neutral
BRCB GlobeNewsWire — November 18, 2025Scottsdale, 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.
PERRIGO COMPANY PLC (NYSE: PRGO) INVESTOR ALERT Investors With Large Losses in Perrigo Company plc Should Contact Bernstein Liebhard LLP To Discuss Their Rights — Neutral
PRGO GlobeNewsWire — November 18, 2025NEW 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.
"Behind the Story Podcast" Hits Top 33 in Apple Podcasts' Arts Category, Offering Entrepreneurs and Creators a Platform to Share Their Journeys — Neutral
AAPL Newsfile Corp — November 18, 2025Hosted 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.
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.
Microsoft, Nvidia to Invest a Combined $15 Billion in Anthropic — Positive
MSFT NVDA Bloomberg Markets and Finance — November 18, 2025Microsoft 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.