Valvoline Inc. ( VVV ) Q4 2025 Earnings Call November 19, 2025 9:00 AM EST Company Participants Elizabeth Clevinger - Investor Relations Executive Lori Flees - CEO, President & Director John Willis - Chief Financial Officer Conference Call Participants Justin Kleber - Robert W. Baird & Co. Incorporated, Research Division Simeon Gutman - Morgan Stanley, Research Division Steven Zaccone - Citigroup Inc., Research Division Mark Jordan - Goldman Sachs Group, Inc., Research Division Patrick Johnson - Stifel, Nicolaus & Company, Incorporated, Research Division Peter Keith - Piper Sandler & Co., Research Division Presentation Operator Hello, and welcome, everyone, to the …

Travel + Leisure continues to outperform peers, driven by strong sales, high-quality customers, and resilient recurring cash flow from its timeshare business. TNL's focus on higher-income, high-credit-score customers and tighter underwriting standards is insulating results from macroeconomic pressures and supporting stable credit quality. Robust free cash flow generation enables TNL to return significant capital to shareholders through dividends and buybacks, with a capital return yield exceeding 10%.

NB soars 56.4% in three months as progress at its Elk Creek project and new land acquisition boost investor momentum.

MELI's booming credit portfolio and shrinking margins spark concern as its fintech expansion races ahead across key Latin American markets.

Although the revenue and EPS for Williams-Sonoma (WSM) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Geneva, Switzerland, Nov. 19, 2025 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today issued a statement stressing the immediate need for organizations, governments, and critical infrastructure providers to accelerate their transition to quantum-resilient security.

Investment strengthens community food resources for families struggling to access healthy meals FORT LAUDERDALE, Fla. , Nov. 19, 2025 /PRNewswire/ -- Sunshine Health and Centene Foundation , the philanthropic arm of Centene Corporation (NYSE: CNC), today announced a strategic and timely investment aimed at addressing food insecurity across Florida, including $300,000 in emergency funding to one of Florida's largest and most trusted food insecurity partners, Farm Share, Inc. This initiative comes as millions of Americans face increasing challenges in accessing nutritious meals due to recent disruptions to the Supplemental Nutrition Assistance Program (SNAP) and the Special Supplemental Nutrition Program for …

Alphabet shares rallied on Thursday after investors cheered the release of Google's new Gemini 3 AI model. Google said Gemini 3 allows users to get better answers to more complex questions and doesn't need as much prompting to determine the context and intent behind their requests.

INTC's new management team has delivered a renewed AI CPU monetization cadence, as observed in the sequential growth in DCAI revenues and richer operating margins.

PEP progresses with its 2025 strategy aimed at deep cost cuts and a stepped-up innovation push to rebuild margins and spark a healthier growth rebound.

I am reiterating my Buy rating on Amazon.com, Inc. stock with a raised price target of $310, implying 40% upside, driven by AWS acceleration and Trainium adoption. AWS revenue growth surged 20% YoY in Q3, outpacing expectations, fueled by Anthropic while backlog expanded to $200B as Amazon continues to expand capacity. Despite Microsoft and Nvidia's $15B investment in Anthropic, AWS remains Anthropic's primary cloud provider, ensuring continued growth for Amazon's cloud segment.

Just today, analysts at William Blair reiterated an outperform rating on Nvidia saying the tech giant is too attractive to ignore ahead of earnings.

GSK plc ( GSK ) Jefferies London Healthcare Conference 2025 November 19, 2025 4:30 AM EST Company Participants Tony Wood - Chief Scientific Officer and Head of R&D Conference Call Participants Michael Leuchten - Jefferies LLC, Research Division Presentation Michael Leuchten Jefferies LLC, Research Division Good morning, everybody. My name is Michael Leuchten, covering analyst on Glaxo here at Jefferies.

Gilead Sciences, Inc. ( GILD ) Jefferies London Healthcare Conference 2025 November 19, 2025 9:00 AM EST Company Participants Andrew Dickinson - Chief Financial Officer Conference Call Participants Amy Li - Jefferies LLC, Research Division Presentation Amy Li Jefferies LLC, Research Division Thanks so much for attending the Jefferies Healthcare -- London Healthcare Conference. It's already day 3.

Advanced Micro Devices , Cisco Systems and Saudi Arabian artificial intelligence startup Humain are forming a joint venture to build data centers in the Middle East and have landed their first customer, CEOs at the three companies told Reuters in an interview on Tuesday.

Atlas growth, rising AI workloads and a fast-expanding customer base power MDB's sharp three-month surge.

CVX and XOM are racing to capture strategic oilfields and refineries across key regions, while U.S. sanctions pressure Lukoil to sell global assets.

United Bankshares is upgraded from "Hold" to a soft "Buy" due to improved fundamentals and attractive valuation. The acquisition of Piedmont Bancorp significantly boosted UBSI's assets, deposits, and loan portfolio, supporting future growth. UBSI demonstrates strong asset quality, with low non-performing loan and asset ratios, and trades at a discount to book value.

Three data center stocks skyrocketed after releasing their latest financial results. However, Wall Street analysts appear concerned about two of these names, while being more optimistic about another.

VZ slide reflects margin and demand pressures, but rising wireless momentum and expanding fiber assets offer notable counterweights.