Microsoft and Nvidia Unveil Massive AI Partnership With Anthropic — Positive

MSFT  NVDA   Barrons — November 18, 2025

Anthropic has committed to purchase $30 billion worth of compute capacity from Microsoft.

image for news Microsoft and Nvidia Unveil Massive AI Partnership With Anthropic

Tri-Continental Corporation Declares Fourth Quarter Distribution — Neutral

TY   Business Wire — November 18, 2025

BOSTON--(BUSINESS WIRE)--Tri-Continental Corporation (the “Corporation”) (NYSE: TY) today declared a fourth quarter ordinary income distribution of $0.2711 per share of Common Stock and $0.6250 per share of Preferred Stock. In addition, the Corporation declared a total capital gain distribution of $2.0443 per share of Common Stock. This capital gain distribution consists of short-term capital gains of $0.2541 and long-term capital gains of $1.7902. Distributions on Common Stock will be paid on.

image for news Tri-Continental Corporation Declares Fourth Quarter Distribution

NEW YORK--(BUSINESS WIRE)--Klarna, the global digital bank and flexible payments provider, announced today that its flexible payment products are now available when checking out on Apple Pay in Denmark, Spain, Sweden. The launch brings even greater flexibility and transparency to Apple Pay customers in these countries, with Klarna available to eligible users checking out online and in-app with an iPhone or iPad, and in-store on an iPhone. The expansion builds on successful launches of this feat.

image for news Klarna now available on Apple Pay in Denmark, Spain, and Sweden with France to follow

Waymo removes safety drivers in Miami ahead of 2026 launch — Positive

GOOG  GOOGL   TechCrunch — November 18, 2025

Waymo is taking the safety operators out of its fleet of robotaxis in Miami starting today, ahead of a commercial launch in 2026, the latest in a long series of steps taken this year to expand its nationwide footprint.

image for news Waymo removes safety drivers in Miami ahead of 2026 launch

Edison International: 30% Yield Potential With A 4-Year Investment Horizon — Positive

EIX   Seeking Alpha — November 18, 2025

Edison International remains the most attractive play in the utilities sector due to potential financial losses from wildfire claims. The regulatory environment is shaping favorably, while the updated capital plan and outlook provide visibility for future growth. I believe that the dividend thesis on EIX is still viable, as the regulatory probe in Eaton's blaze may take longer.

image for news Edison International: 30% Yield Potential With A 4-Year Investment Horizon

TMA Systems Completes Workday Design Approved Integration — Neutral

WDAY   Business Wire — November 18, 2025

TULSA, Okla.--(BUSINESS WIRE)-- #ERP--TMA Systems launches Workday-approved WebTMA integration, uniting finance and asset data for real-time insights and streamlined operations.

image for news TMA Systems Completes Workday Design Approved Integration

Choosing Stability Over Scale: Why EPD Tops ET In My Portfolio — Positive

EPD  ET   Seeking Alpha — November 18, 2025

Enterprise Products Partners (EPD) and Energy Transfer (ET) are leading MLPs with distinct strategies: EPD emphasizes conservative growth, while ET pursues aggressive expansion. EPD boasts a strong balance sheet, high credit ratings, and nearly self-funded distributions, making it a model of stability and reliable compounding in midstream. ET offers higher yield and greater growth potential but carries higher leverage and risk, appealing to investors comfortable with volatility and seeking income upside.

image for news Choosing Stability Over Scale: Why EPD Tops ET In My Portfolio

Why Visa is moving deeper into stablecoins with new pilot for businesses — Positive

V   CNBC Television — November 18, 2025

Mark Nelsen, head of product at Visa Commercial Money Solutions, sits down with CNBC Crypto World to break down a new pilot allowing businesses and platforms to send payouts directly to the stablecoin wallets of recipients, including creators and freelancers.

image for news Why Visa is moving deeper into stablecoins with new pilot for businesses

Klarna Group PLC on Tuesday reported record third-quarter revenue in its first earnings release as a publicly traded company, driven by surging demand in the US and rapid adoption of its new Klarna Card, even as higher credit loss provisions pushed the buy-now-pay-later provider deeper into the red. The Swedish fintech said revenue rose 26% year-over-year to $903 million, beating analysts' expectations, while US revenue jumped 51%.

image for news Klarna posts record quarterly revenue in first results since IPO, but credit provisions widen loss

Why Applied Materials (AMAT) International Revenue Trends Deserve Your Attention — Neutral

AMAT   Zacks Investment Research — November 18, 2025

Examine Applied Materials' (AMAT) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.

image for news Why Applied Materials (AMAT) International Revenue Trends Deserve Your Attention

BKV Corporation (BKV) Soars to 52-Week High, Time to Cash Out? — Positive

BKV   Zacks Investment Research — November 18, 2025

BKV (BKV) 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.

image for news BKV Corporation (BKV) Soars to 52-Week High, Time to Cash Out?

Natural Gas Services Group, Inc. (NGS) Hit a 52 Week High, Can the Run Continue? — Positive

NGS   Zacks Investment Research — November 18, 2025

Natural Gas Services (NGS) 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.

image for news Natural Gas Services Group, Inc. (NGS) Hit a 52 Week High, Can the Run Continue?

Northern Technologies (NTIC) Reports Q4 Loss, Misses Revenue Estimates — Negative

NTIC   Zacks Investment Research — November 18, 2025

Northern Technologies (NTIC) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of $0.08. This compares to earnings of $0.2 per share a year ago.

image for news Northern Technologies (NTIC) Reports Q4 Loss, Misses Revenue Estimates

Pangaea Logistics Solutions Ltd. (PANL) Hit a 52 Week High, Can the Run Continue? — Positive

PANL   Zacks Investment Research — November 18, 2025

Pangaea Logistics (PANL) 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.

image for news Pangaea Logistics Solutions Ltd. (PANL) Hit a 52 Week High, Can the Run Continue?

Magic Software (MGIC) Q3 Earnings Lag Estimates — Negative

MGIC   Zacks Investment Research — November 18, 2025

Magic Software (MGIC) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.23 per share a year ago.

image for news Magic Software (MGIC) Q3 Earnings Lag Estimates

Progyny, Inc. (PGNY) Hit a 52 Week High, Can the Run Continue? — Positive

PGNY   Zacks Investment Research — November 18, 2025

Progyny (PGNY) 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.

image for news Progyny, Inc. (PGNY) Hit a 52 Week High, Can the Run Continue?

Deck the Halls Without the Hazards — Neutral

FE   PRNewsWire — November 18, 2025

FirstEnergy shares tips for safe holiday decorating AKRON, Ohio , Nov. 18, 2025 /PRNewswire/ -- The holiday season is here, and decorating your home is a great way to spread cheer and celebrate the magic of the season. If you're planning to light up your home with sparkling lights, festive inflatables and seasonal décor – go for it!

image for news Deck the Halls Without the Hazards

Advanced Micro Devices (NASDAQ:AMD) top boss Lisa Su is worth investing in, especially for the AI bulls out there who want to bet on the future of a fast-moving AI chip giant that has what it takes to keep up with the likes of the great Nvidia (NASDAQ:NVDA).

image for news Lisa Su Thinks AI is the “Right Gamble.” Should Investors Shed Their Fear of Heavy AI Spend?

Meta Platforms: Is Today's AI Cycle A Repeat Of The Metaverse Overbuild? — Negative

META   Seeking Alpha — November 18, 2025

Meta Platforms' post-earnings selloff reflects investor concern that its accelerating AI capex cycle could mirror the metaverse bust of 2021-2022. This was exacerbated by the lack of a corresponding uplift in near-term growth guidance, while management acknowledges continued margin compression to support ongoing AI infrastructure deployments and additional technical hires. The following analysis will examine parallels between META's AI investments and its metaverse cycle to assess shared risks and how the company's positioned to mitigate the potential shortfalls.

image for news Meta Platforms: Is Today's AI Cycle A Repeat Of The Metaverse Overbuild?

Arista Networks (ANET) remains a Buy, with a $184 price target by mid-FY2027, suggesting 40% upside and strong AI-driven growth potential. ANET delivered its 21st consecutive double-beat quarter, posting 27% revenue growth and maintaining dominant market share in high-speed data center switching. Despite a premium 46x earnings multiple, ANET's rapid top and bottom-line growth, robust margins, and cash-rich balance sheet justify its valuation.

image for news Arista Networks: The High-Growth Networking Powerhouse At The Heart Of AI Data Centers