AMD analysts lower expectations ahead of Analyst Day — Negative
AMD Proactive Investors — November 11, 2025Wedbush analysts on Monday weighed in Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)'s upcoming Analyst Day, saying they are “less certain that anything we hear will significantly move the needle around forward expectations”. In a note to clients, the analysts wrote that they are expecting AMD to provide information that will better their understanding of the company's product roadmap, financial targets and general industry trends.
CoreWeave CEO Addresses Data-Center Delay, Supply Chain and Nvidia — Negative
CRWV Bloomberg Markets and Finance — November 11, 2025CoreWeave CEO Michael Intrator discusses the company's data-center delay, plans to diversify its suppliers and working with Nvidia on "Bloomberg Tech." CoreWeave lowered its annual revenue forecast due to a delay in fulfilling a customer contract, citing temporary delays related to a third-party data center developer.
International Paper Company (IP) Presents at Baird 55th Annual Global Industrial Conference Transcript — Neutral
IP Seeking Alpha — November 11, 2025International Paper Company ( IP ) Baird 55th Annual Global Industrial Conference November 11, 2025 9:30 AM EST Company Participants Andrew Silvernail - CEO & Chairman Conference Call Participants Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Presentation Ghansham Panjabi Robert W.
Hesai Group (HSAI) Q3 2025 Earnings Call Transcript — Neutral
HSAI Seeking Alpha — November 11, 2025Hesai Group ( HSAI ) Q3 2025 Earnings Call November 11, 2025 7:00 AM EST Company Participants Yuanting Shi - Head of Capital Markets Yifan Li - Co-Founder, Chairman of the Board & CEO Peng Fan - Chief Financial Officer Conference Call Participants Tina Hou - Goldman Sachs Group, Inc., Research Division Tim Hsiao - Morgan Stanley, Research Division Ming Chung - Citigroup Inc., Research Division Yu Jie Lo - BofA Securities, Research Division Weijie Wang - Jefferies LLC, Research Division Chunsheng Xie - Huatai Securities Co., Ltd., Research Division Jiaqi Huang - SPDB International Holdings Limited, Research Division Jia …
One Way For Options Traders to Play This Red-Hot EV Stock — Positive
RIVN Schaeffers Research — November 11, 2025Rivian Automotive Inc (NASDAQ:RIVN) is one of the better-performing stocks out there today, last seen up 7.4% to trade at $17.62 and trading at 18-month highs.
Can Primoris Services Sustain Its Record EPS Streak Into 2026? — Positive
PRIM Zacks Investment Research — November 11, 2025Primoris Services Corporation PRIM has been witnessing robust demand trends across power delivery, gas operations, communications, renewable energy and industrial markets. Continued favor from the increased public infrastructure spending is fueling this fire.
I Am Calling It: Palantir, Not OpenAI, Is Winning The AI Race — Positive
PLTR Seeking Alpha — November 11, 2025I think Palantir Technologies Inc. is the only "pure-play" AI application layer company in public markets, driving real business impact for clients. Valuation is rich, but justified in this context. A McKinsey study highlights limited AI scaling today; but Palantir's customers achieve high ROI through workflow redesign and agentic AI: they are the minority of winning AI adopters. OpenAI, an AI company often on the spotlight, is stuck "in the middle" between GPU producers and companies in the application layer, developing commoditized LLMs, facing long term profitability challenges.
Plug Power is using the AI power boom to generate cash and ditch unneeded government support — Positive
PLUG Market Watch — November 11, 2025Plug Power has dropped out of a government loan program, deciding it was more cost-effective to pay for hydrogen supply than to build its own network. Analysts agree.
CNH Q3 Earnings Miss Expectations, Revenues Decline Y/Y — Negative
CNH Zacks Investment Research — November 11, 2025CNH's Q3 earnings fall short as lower demand and dealer destocking hit sales, though revenues narrowly top estimates.
TeraWulf Q3 Loss Wider Than Expected, Revenues Increase Y/Y — Negative
WULF Zacks Investment Research — November 11, 2025WULF's Q3 revenues surge 87% to $50.6 million with first HPC revenues of $7.2 million, but EPS misses estimates.
SoFi CEO: Blockchain and cryptocurrencies are a technology supercycle just like AI — Positive
SOFI CNBC Television — November 11, 2025SoFi CEO Anthony Noto says the company believes that blockchain and cryptocurrencies are a technology supercycle "just like AI," after launching crypto trading on its platform in efforts to become a "one-stop shop."
Virtus SGA International Growth Q3 2025 Contributors And Detractors — Neutral
ALC BABA SHOP TEAM TSM Seeking Alpha — November 11, 2025Alibaba was a contributor to the portfolio during the quarter, driven by strong execution in its core commerce and cloud businesses, and improved investor sentiment around management's strategic direction. TSMC's management raised fiscal year 2025 guidance to 30% revenue growth year-over-year, supported by robust demand for advanced semiconductor manufacturing and strong execution across its diversified business mix. Alcon was a detractor from performance during the quarter, as the company reported weaker than expected results and lowered its 2025 revenue guidance following sluggish market conditions and competitive pressures.
Century Complete Reveals New Homes Coming Soon to Tabor City, NC — Neutral
CCS PRNewsWire — November 11, 2025Online homebuying leader bringing over 100 new homes to Cottonwood Place TABOR CITY, N.C. , Nov. 11, 2025 /PRNewswire/ -- Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured on America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—revealed Cottonwood Place, a new community from the Company's Century Complete brand, is coming soon to Tabor City, North Carolina.
Daktronics to Participate in the Craig-Hallum 16th Annual Alpha Select Conference on November 18th — Neutral
DAKT GlobeNewsWire — November 11, 2025BROOKINGS, S.D., Nov. 11, 2025 (GLOBE NEWSWIRE) -- Daktronics, Inc. (Nasdaq: DAKT), a leading global designer and manufacturer of best-in-class dynamic video communication displays and control systems for customers worldwide, today announced that Brad Wiemann, Interim Chief Executive Officer and Howard Atkins, Acting Chief Financial Officer will participate in the Craig-Hallum 16th Annual Alpha Select Conference to be held on Tuesday, November 18, 2025 in New York.
MSC Industrial Direct Co., Inc. (MSM) Presents at Baird 55th Annual Global Industrial Conference Transcript — Neutral
MSM Seeking Alpha — November 11, 2025MSC Industrial Direct Co., Inc. ( MSM ) Baird 55th Annual Global Industrial Conference November 11, 2025 9:30 AM EST Company Participants Erik Gershwind - CEO & Director Ryan Mills - Head of Investor Relations Conference Call Participants David Manthey - Robert W. Baird & Co. Incorporated, Research Division Presentation David Manthey Robert W.
Bio-Techne Corporation (TECH) Presents at Stifel 2025 Healthcare Conference Transcript — Neutral
TECH Seeking Alpha — November 11, 2025Bio-Techne Corporation ( TECH ) Stifel 2025 Healthcare Conference November 11, 2025 9:20 AM EST Company Participants Kim Kelderman - CEO, President & Director James Hippel - Executive VP of Finance & CFO Conference Call Participants Daniel Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Daniel Arias Stifel, Nicolaus & Company, Incorporated, Research Division Okay. We'll go ahead and get started.
Cardinal Health, Inc. (CAH) Presents at UBS Global Healthcare Conference 2025 Transcript — Neutral
CAH Seeking Alpha — November 11, 2025Cardinal Health, Inc. ( CAH ) UBS Global Healthcare Conference 2025 November 11, 2025 8:45 AM EST Company Participants Matt Sims - Vice President of Investor Relations Aaron Alt - Chief Financial Officer Conference Call Participants Kevin Caliendo - UBS Investment Bank, Research Division Presentation Kevin Caliendo UBS Investment Bank, Research Division Good morning, everybody. Thanks for joining us.
General Electric Company (GE) Presents at Baird 55th Annual Global Industrial Conference Transcript — Neutral
GE Seeking Alpha — November 11, 2025General Electric Company ( GE ) Baird 55th Annual Global Industrial Conference November 11, 2025 8:20 AM EST Company Participants Rahul Ghai - Senior VP & CFO Conference Call Participants Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Presentation Peter Arment Robert W.
Editas Q3 Loss Narrower Than Expected, Revenues Increase Y/Y — Neutral
EDIT Zacks Investment Research — November 11, 2025EDIT reports narrower Q3 loss, boosts revenues on a Bristol Myers milestone, and advances in vivo gene-editing program with EDIT-401.
SoftBank Sells $5.8 Billion Stake in Nvidia to Pay for OpenAI Deals — Negative
NVDA SFTBF SFTBY NYTimes — November 11, 2025The move has further stoked concerns among some investors that the rally in artificial intelligence stocks was overdone.