A Gambling Portfolio In A Down Cycle Could Create Short-Term Gains — Positive
BYD CZR FLUT LVS MLCO Seeking Alpha — November 19, 2025Key gambling stocks remain resilient despite macroeconomic headwinds, including tariffs, rising credit defaults, and unemployment. A portfolio blending domestic operators, online iGaming growth, and undervalued Asian casino plays offers strong upside potential. Las Vegas prices are moderating, with convention bookings and VIP arrivals, especially from Asia, showing stability.
Santander's Exposure to First Brands Founder Patrick James Reaches $300 Million — Negative
SAN PYMNTS — November 19, 2025Santander's exposure to companies owned by First Brands Group founder Patrick James has reportedly grown to $300 million. The increase was caused by James defaulting on a loan he took out to buy a French car parts group, The Wall Street Journal (WSJ) reported Wednesday (Nov. 19), citing unnamed sources.
RDDT's AI Tools Gain Traction: Is Innovation Driving Top-Line Growth? — Positive
RDDT Zacks Investment Research — November 19, 2025Reddit's AI tools boost engagement and revenue as the platform expands search features and strengthens monetization.
Intuit Gears Up to Report Q1 Earnings: What's in the Offing? — Positive
INTU Zacks Investment Research — November 19, 2025INTU projects double-digit Q1 revenue growth, fueled by AI integration, platform synergies and strong product momentum.
Will U.S. Bancorp's AI-Focused Strategy Boost Profitability? — Positive
USB Zacks Investment Research — November 19, 2025Can USB's AI-powered cash forecasting, embedded payments upgrades, and digital partnerships meaningfully boost profitability? Let's check out.
AMD, Cisco and HUMAIN to Form Joint Venture to Deliver World-Leading AI Infrastructure — Neutral
AMD CSCO PRNewsWire — November 19, 2025Joint venture to deliver up to 1 GW of AI infrastructure by 2030, starting with a 100 MW deployment in the Kingdom of Saudi Arabia to power the Global AI ecosystem with cost-efficient, high-performance infrastructure News Summary AMD, Cisco and HUMAIN to invest in a joint venture and serve as its exclusive technology partners, deepening their multi-year strategic collaboration announced in May during U.S. President Donald J. Trump's visit to the Kingdom of Saudi Arabia.
TJ Maxx and Marshalls Owner's Earnings Top Estimates as Consumers Search for Value — Positive
TJX Investopedia — November 19, 2025TJX (TJX) shares traded near their all-time highs Wednesday after the off-price retailer posted better-than-expected quarterly results and boosted its outlook.
Wellcare Enhances Offering of Affordable, Quality Medicare Advantage and Medicare Prescription Drug Plans in 2026 — Neutral
CNC PRNewsWire — November 19, 2025Medicare Advantage plans will be available to more than 51 million beneficiaries in 32 states; Prescription Drug Plans will continue to be offered nationwide New in 2026 Wellcare to transition Medicare-Medicaid Plans (MMPs) demonstrations to integrated Dual Eligible Special Needs Plans (D-SNPs) in five states COLUMBUS, Ohio , Nov. 19, 2025 /PRNewswire/ -- Wellcare, a company offering a comprehensive range of Medicare products and the Medicare brand of Centene Corporation (NYSE: CNC), will offer Medicare Advantage (MA) to over 51 million beneficiaries in 32 states and Prescription Drug Plan (PDP) products to more than 8 million members across all 50 …
LATAM Airlines Stock Price Rises 7.5% Since Q3 Earnings Release — Positive
LTM Zacks Investment Research — November 19, 2025LTM's third-quarter 2025 revenues benefit from increases in passenger revenues and cargo revenues.
TDOC Partners With TytoCare to Expand At-Home Exam Capabilities — Positive
TDOC Zacks Investment Research — November 19, 2025Teladoc Health deepens its virtual care reach by adding TytoCare's at-home exam tech to Primary360 and 24/7 Care starting in 2026.
Warner Music settles with AI firm Udio, plans joint platform — Positive
WMG Reuters — November 19, 2025Warner Music Group has settled a copyright infringement case with artificial intelligence company Udio and will jointly launch a new platform for AI song creation, the companies said on Wednesday.
Merck's Investigational Two-Drug Regime Matches Gilead's Three-Drug Tablet For HIV Treatment — Positive
MRK Benzinga — November 19, 2025Merck & Co. Inc. (NYSE: MRK) on Wednesday shared topline results from the Phase 3 trial of an investigational, once-daily, oral, two-drug, single-tablet regimen of doravirine/islatravir (DOR/ISL) in adults with HIV-1 infection who had not previously received antiretroviral treatment (treatment-naïve).
The Walt Disney Company (DIS) Presents at Wells Fargo's 9th Annual TMT Summit Transcript — Neutral
DIS Seeking Alpha — November 19, 2025The Walt Disney Company ( DIS ) Wells Fargo's 9th Annual TMT Summit November 19, 2025 11:00 AM EST Company Participants Hugh Johnston - Senior Executive VP & CFO Conference Call Participants Steven Cahall - Wells Fargo Securities, LLC, Research Division Presentation Steven Cahall Wells Fargo Securities, LLC, Research Division Thank you, and good morning, everyone. I'm Steven Cahall, media and cable analyst at our Wells Fargo TMT Summit, and we're fortunate to be joined by Hugh Johnston, the Walt Disney Company's Chief Financial Officer.
Viking Holdings Ltd (VIK) Q3 2025 Earnings Call Transcript — Neutral
VIK Seeking Alpha — November 19, 2025Viking Holdings Ltd ( VIK ) Q3 2025 Earnings Call November 19, 2025 8:00 AM EST Company Participants Carola Mengolini - Vice President of Investor Relations Torstein Hagen - Founder, Chairman & CEO Leah Talactac - President & CFO Conference Call Participants Steven Wieczynski - Stifel, Nicolaus & Company, Incorporated, Research Division Matthew Boss - JPMorgan Chase & Co, Research Division James Hardiman - Citigroup Inc., Research Division Robin Farley - UBS Investment Bank, Research Division Brandt Montour - Barclays Bank PLC, Research Division Stephen Grambling - Morgan Stanley, Research Division Elizabeth Dove - Goldman Sachs Group, Inc., Research Division …
DoorDash Stock Can Deliver. Why This Analyst Says Now Is the Time to Buy. — Positive
DASH Barrons — November 19, 2025Jefferies analyst John Colantuoni upgraded shares of DoorDash to Buy from Hold.
IREN Regains Momentum. Here's Why You Should Buy Now — Neutral
IREN 24/7 Wall Street — November 19, 2025The AI infrastructure sector is going through a rough patch, with shares of high-flyers like CoreWeave ( NASDAQ:CRWV ), Nebius Group ( NASDAQ:NBIS ) and other “neocloud” providers tumbling amid valuation fears, potential delays in hyperscaler spending, and broader market rotation away from growth names.
Can MA's Cyber Bet Pay Off as Exabeam-Recorded Future Tie-Up Deepens? — Positive
MA Zacks Investment Research — November 19, 2025Mastercard strengthens its cybersecurity edge as Recorded Future expands its Exabeam partnership for smarter, faster threat defense.
Why Orla Mining (ORLA) Might be Well Poised for a Surge — Positive
ORLA Zacks Investment Research — November 19, 2025Orla Mining Ltd. (ORLA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
TrustCo Reinforces Commitment to Shareholders with Quarterly Dividend; Highlighting Over 120 Years of Uninterrupted Payments — Neutral
TRST GlobeNewsWire — November 19, 2025GLENVILLE, N.Y., Nov. 19, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of TrustCo Bank Corp NY (TrustCo, Nasdaq: TRST) on November 18, 2025 declared a quarterly cash dividend of $0.38 per share, or $1.52 per share on an annualized basis. The dividend will be payable on January 2, 2026 to shareholders of record at the close of business on December 5, 2025.
Oshkosh Corporation: This Bumpy Ride Will End In A Great Spot — Neutral
OSK Seeking Alpha — November 19, 2025Oshkosh Corporation remains a compelling value, trading at low multiples despite recent underperformance versus the S&P 500. OSK's Vocational segment is a standout, with strong revenue growth, robust backlog, and management initiatives supporting future expansion. Short-term headwinds have pressured the Access and Transport segments, but management projects significant revenue and profit growth by 2028.