First Solar Remains A Buy Amid AI Tailwinds — Positive

FSLR   Seeking Alpha — November 12, 2025

First Solar remains attractive after a 50% gain, with further upside tied to surging AI-driven energy demand. FSLR fundamentals are strong, with rising revenue growth and profit margins, and shares appear undervalued even on conservative assumptions. AI data centers' soaring energy needs create strong tailwinds for FSLR, given its focus on large-scale commercial solar projects.

image for news First Solar Remains A Buy Amid AI Tailwinds

NEW YORK--(BUSINESS WIRE)---- $VFC #ClassAction--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against V.F. Corporation (“VFC” or the “Company”) (NYSE: VFC) and reminds investors of the November 12, 2025 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has re.

image for news FINAL DEADLINE: Faruqi & Faruqi Reminds VFC Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of November 12, 2025 – VFC

Clean Energy Pioneer Chelle Izzi Named PG&E Chief Commercial Officer — Neutral

PCG   PRNewsWire — November 12, 2025

In New Company Role, Izzi Will Shape Strategic Partnerships to Serve Large Commercial and Industrial Customers and Drive Rate-Reducing Load Growth for All Customers OAKLAND, Calif. , Nov. 12, 2025 /PRNewswire/ -- Pacific Gas and Electric Company (PG&E) has named Chelle Izzi its Chief Commercial Officer, effective today.

image for news Clean Energy Pioneer Chelle Izzi Named PG&E Chief Commercial Officer

ATLANTA, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Cumulus Media today announced a major expansion of its podcast portfolio with the addition of the Shots Podcast Network podcasts to the Cumulus Podcast Network, marking a new era of creator-led audio entertainment. As part of Westwood One's portfolio, The Cumulus Podcast Network distributes, markets, and monetizes the Shots Podcast Network with this new partnership.

image for news Shots Podcast Network Joins Cumulus Podcast Network, Bringing Unfiltered Entertainment to Millions of Listeners

Lucid Diagnostics Inc. (LUCD) Q3 2025 Earnings Call Transcript — Neutral

LUCD   Seeking Alpha — November 12, 2025

Lucid Diagnostics Inc. ( LUCD ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Matthew Riley - Director of Investor Relations Lishan Aklog - Chairman & CEO Dennis McGrath - Chief Financial Officer Conference Call Participants Mark Massaro - BTIG, LLC, Research Division Kyle Mikson - Canaccord Genuity Corp., Research Division Anthony Vendetti - Maxim Group LLC, Research Division Joseph Conway - Needham & Company, LLC, Research Division Edward Woo - Ascendiant Capital Markets LLC, Research Division Presentation Operator Good morning, and welcome to the Lucid Diagnostics Third Quarter 2025 Business Update Conference Call. Please note, …

image for news Lucid Diagnostics Inc. (LUCD) Q3 2025 Earnings Call Transcript

ICL Group Ltd (ICL) Q3 2025 Earnings Call Transcript — Neutral

ICL   Seeking Alpha — November 12, 2025

ICL Group Ltd ( ICL ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Peggy Tharp - Vice President of Global Investor Relations Elad Aharonson - President & CEO Aviram Lahav - Chief Financial Officer Conference Call Participants Benjamin Theurer - Barclays Bank PLC, Research Division Kevin Estok - Jefferies LLC, Research Division Joel Jackson - BMO Capital Markets Equity Research Presentation Operator Good morning, ladies and gentlemen, and welcome to ICL Third Quarter 2025 Earnings Call. [Operator Instructions] This call is being recorded on Wednesday, November 12, 2025.

image for news ICL Group Ltd (ICL) Q3 2025 Earnings Call Transcript

Corpay, Inc. ( CPAY ) KBW Fintech Payments Conference 2025 November 12, 2025 11:40 AM EST Company Participants Peter Walker - Chief Financial Officer Conference Call Participants Sanjay Sakhrani - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Sanjay Sakhrani Keefe, Bruyette, & Woods, Inc., Research Division Let's get started. Our next speaker is Peter Walker, CFO of Corpay.

image for news Corpay, Inc. (CPAY) Presents at KBW Fintech Payments Conference 2025 Transcript

Trane Technologies plc ( TT ) Baird 55th Annual Global Industrial Conference November 12, 2025 12:25 PM EST Company Participants Christopher Kuehn - Executive VP & CFO Donald Simmons - Group President of Americas Conference Call Participants Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division Presentation Timothy Wojs Robert W.

image for news Trane Technologies plc (TT) Presents at Baird 55th Annual Global Industrial Conference Transcript

As 2025 draws to a close, it's evident that legendary investor Warren Buffett underperformed the S&P 500 during his last year as CEO of Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK).

image for news Buffett Is Underwater Vs. S&P 500 In 2025: $137 Million Loss On Pool Corp Stock Since Q2 Not Helping

The top Democrats on two U.S. House of Representatives committees said Wednesday Paramount Skydance had refused to answer key questions or provide documents tied to the Trump administration's approval of its the company's $8.4 billion merger with the CBS News-parent company.

image for news Lawmakers say Paramount Skydance 'stonewalling' probe into Trump merger approval

Palantir: The AI Growth Story Is Too Strong To Ignore — Positive

PLTR   Seeking Alpha — November 12, 2025

Palantir Technologies Inc. delivered outstanding Q3 results, with revenue up 63% year-over-year and strong margin expansion driven by U.S. commercial and government growth. PLTR raised guidance for Q4 and the full year, reflecting continued momentum in AI adoption and robust free cash flow generation. Despite a high valuation, PLTR's dominant position in AI, expanding customer base, and deepening defense partnerships support a bullish long-term outlook.

image for news Palantir: The AI Growth Story Is Too Strong To Ignore

Loblaw Companies Limited (L:CA) Q3 2025 Earnings Call Transcript — Neutral

L  LBLCF   Seeking Alpha — November 12, 2025

Loblaw Companies Limited ( L:CA ) Q3 2025 Earnings Call November 12, 2025 10:00 AM EST Company Participants Roy MacDonald - Vice President of Investor Relations Richard Dufresne - CFO & Member of Management Board Per Bank - President, CEO & Member of Management Board Conference Call Participants Irene Nattel - RBC Capital Markets, Research Division Michael Van Aelst - TD Cowen, Research Division Mark Carden - UBS Investment Bank, Research Division Mark Petrie - CIBC Capital Markets, Research Division John Zamparo - Scotiabank Global Banking and Markets, Research Division Vishal Shreedhar - National Bank Financial, Inc., Research Division Christopher …

image for news Loblaw Companies Limited (L:CA) Q3 2025 Earnings Call Transcript

MP Materials Corp. ( MP ) Morgan Stanley Virtual National Security & Critical Materials Symposium November 12, 2025 12:00 PM EST Company Participants Ryan Corbett - Chief Financial Officer Conference Call Participants Carlos de Alba - Morgan Stanley, Research Division Stephen Burt Presentation Carlos de Alba Morgan Stanley, Research Division Where you are. It's great to have Ryan Corbett, CFO of MP Materials with us as well as Martin Sheehan to participate in this mining symposium critical minerals and rare earths.

image for news MP Materials Corp. (MP) Presents at Morgan Stanley Virtual National Security & Critical Materials Symposium Transcript

Freshpet, Inc. ( FRPT ) J.P. Morgan U.S. Opportunities Forum November 12, 2025 11:45 AM EST Company Participants William Cyr - CEO & Executive Director Conference Call Participants Thomas Palmer - JPMorgan Chase & Co, Research Division Presentation Thomas Palmer JPMorgan Chase & Co, Research Division Hi.

image for news Freshpet, Inc. (FRPT) Presents at J.P. Morgan U.S. Opportunities Forum Transcript

Why Bulls Should Want a Bigger Drop in Palantir Stock — Positive

PLTR   MarketBeat — November 12, 2025

Palantir Technologies Inc. NASDAQ: PLTR has been one of the best-performing technology stocks in 2025, up nearly 151% year-to-date and up more than 215% in the last 12 months.

image for news Why Bulls Should Want a Bigger Drop in Palantir Stock

Apple: Too Little, Too Late? — Neutral

AAPL   Seeking Alpha — November 12, 2025

Apple Inc. remains a strong consumer brand but faces stagnating growth and a lack of innovation, making it a sell at current valuations. Q4 earnings beat expectations, with record revenue and margins, yet growth lags behind other mega-cap tech peers. AAPL's reported $1 billion AI deal with Google highlights strategic weaknesses and dependence on external innovation for Siri.

image for news Apple: Too Little, Too Late?

Quantum computing is back in the spotlight as Rigetti, IonQ, and D-Wave report earnings.

image for news Quantum Computing Stocks Are Back in the Spotlight. What Investors Should Know.

Aerospace just outperformed semiconductors — and almost nobody saw it coming.

image for news Space Beats Silicon: Rocket Lab, Planet Labs, And Archer Aviation Outshine Nvidia In 2025

American Integrity Insurance Group, Inc. ( AII ) Q3 2025 Earnings Call November 12, 2025 9:30 AM EST Company Participants Robert Ritchie - Founder, CEO & Director Jon Ritchie - President Benjamin Lurie - Chief Financial Officer Conference Call Participants Michael Phillips - Oppenheimer & Co. Inc., Research Division Thomas Mcjoynt-Griffith - Keefe, Bruyette, & Woods, Inc., Research Division Charles Peters - Raymond James & Associates, Inc., Research Division Jon Paul Newsome - Piper Sandler & Co., Research Division Presentation Operator Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today.

image for news American Integrity Insurance Group, Inc. (AII) Q3 2025 Earnings Call Transcript

This Sneaker Company Says You Shouldn't Expect 'Black Friday' Discounts — Neutral

ONON   Investopedia — November 12, 2025

Consumers continue to snap up On Holding's premium sneakers. But they shouldn't expect them to get cheaper this holiday season.

image for news This Sneaker Company Says You Shouldn't Expect 'Black Friday' Discounts