Solventum: A Mixed Q3 Provides Further Support For Our Neutral Stance — Negative

SOLV   Seeking Alpha — November 11, 2025

Solventum which has barely moved since our coverage 14 months back, delivered mixed Q3 results last week. SOLV managed to beat both topline and bottomline estimates (although the degree of beat on the latter wasn't as strong as previous quarters), but revenue trends continue to slow. Margin pressures persist due to tariffs (the impact of which will be worse next year), but SOLV's new multi-year restructuring program and its ongoing efforts on programmatic savings may provetobehandy.

image for news Solventum: A Mixed Q3 Provides Further Support For Our Neutral Stance

PLANO, Texas--(BUSINESS WIRE)---- $TYL #TylerTech--Tyler Technologies announces five winners of its third annual Veterans Service Officers Excellence Awards.

image for news Tyler Technologies Recognizes 2025 Veterans Service Officers Excellence Award Winners

Paramount Skydance misses Q3 estimates despite strong streaming growth — Negative

PSKY   Proactive Investors — November 11, 2025

Paramount Skydance (NASDAQ:PSKY) reported third-quarter 2025 results showing continued strength in its direct-to-consumer (DTC) business but ongoing weakness in traditional television operations, leading to results below Wall Street expectations. Revenue came in at $6.71 billion, slightly below the consensus estimate of $6.99 billion, and flat compared to the combined company's predecessor revenue a year earlier.

image for news Paramount Skydance misses Q3 estimates despite strong streaming growth

Salesforce Bets Big on Agentforce: Will Adoption Drive Revenues? — Positive

CRM   Zacks Investment Research — November 11, 2025

Rapid Agentforce adoption, fueled by flexible payments and strong customer expansion, positions CRM for sustained AI-driven revenue growth.

image for news Salesforce Bets Big on Agentforce: Will Adoption Drive Revenues?

Delek US Q3 Earnings & Revenues Beat Estimates, Adjusted EBITDA Up Y/Y — Positive

DK   Zacks Investment Research — November 11, 2025

DK expects total crude throughput in the range of 252,000-284,000 bpd and total throughput in the band of 271,000-303,000 bpd for the fourth quarter of 2025.

image for news Delek US Q3 Earnings & Revenues Beat Estimates, Adjusted EBITDA Up Y/Y

HUN's Earnings and Sales Beat Estimates in Q3 Amid Pricing Pressure — Neutral

HUN   Zacks Investment Research — November 11, 2025

HUN posts narrower Q3 loss and beats estimates despite pricing pressure, with strong cash flow and a reset dividend strategy.

image for news HUN's Earnings and Sales Beat Estimates in Q3 Amid Pricing Pressure

Is MARA Holdings Stock Still a Buy After a Post-Earnings Drop? — Neutral

MARA   Zacks Investment Research — November 11, 2025

MARA posts strong revenue growth and bold AI expansion, but mounting losses and valuation concerns keep the stock under pressure.

image for news Is MARA Holdings Stock Still a Buy After a Post-Earnings Drop?

Tesla China Sales Hit 3-Year Low — Neutral

TSLA   24/7 Wall Street — November 11, 2025

Tesla Inc. (NASDAQ: TSLA) sales in China dropped to 26,006 in October, the lowest total in three years.

image for news Tesla China Sales Hit 3-Year Low

SAN DIEGO & COPENHAGEN, Denmark--(BUSINESS WIRE)---- $NVVE #ElectricVehicles--Nuvve to Bolster Danish Grid Stability with Three New 2MW Battery Energy Storage Projects.

image for news Nuvve to Bolster Danish Grid Stability with Three New 2MW Battery Energy Storage Projects

Fidus Investment: Double Digit Yield That Fits In Retirement Portfolios — Positive

FDUS   Seeking Alpha — November 11, 2025

FDUS's focus on lower middle market lending, low leverage, and strong equity stakes have driven stability in dividend coverage and NAV yet again. Given that the transaction markets are opening up, FDUS's value proposition has become even more interesting. However, when FDUS announced Q3 results, the market immediately penalized the stock by sending it lower by ~5%.

image for news Fidus Investment: Double Digit Yield That Fits In Retirement Portfolios

Intel AI chief Sachin Katti departs to join OpenAI — Negative

INTC   Proactive Investors — November 11, 2025

Intel Corp (NASDAQ:INTC, ETR:INL)'s chief technology and artificial intelligence officer, Sachin Katti, is leaving the chipmaker to lead compute infrastructure efforts at OpenAI, the company behind ChatGPT. Katti, who had held the top AI role at Intel for seven months, announced the move on social media, saying he was “excited for the opportunity to work with Greg Brockman, Sam Altman and the OpenAI team on building out the compute infrastructure for AGI.

image for news Intel AI chief Sachin Katti departs to join OpenAI

Alert: Rigetti Computing (RGTI) Stock Is Vulnerable — Negative

RGTI   24/7 Wall Street — November 11, 2025

Instead of looking for the “next” artificial intelligence (AI) stock, some traders are turning to quantum computing stocks for big price moves.

image for news Alert: Rigetti Computing (RGTI) Stock Is Vulnerable

Vodafone results spark new demands for clarity over franchisee legal challenge — Negative

VOD   Proactive Investors — November 11, 2025

Vodafone Group PLC's (LSE:VOD) half‑year results prompted a renewed challenge from a group of 62 former franchisees pursuing a multi‑million‑pound High Court claim against the company. The group questioned why the claim, estimated at close to £90 million in potential damages and legal costs, is not disclosed as a contingent liability within the company's latest financial statements.

image for news Vodafone results spark new demands for clarity over franchisee legal challenge

CoreWeave's Growth Story Is Just Getting Started (Earnings Review) — Positive

CRWV   Seeking Alpha — November 11, 2025

CoreWeave, Inc. remains a dominant, fast-scaling AI cloud infrastructure provider, with strong revenue growth and a massive backlog despite recent stock declines. The company's AI infrastructure dominance is clear, with its revenue backlog nearly doubling to a massive $55.6 billion in the last quarter. The post-earnings dip is attributed to temporary supply chain issues and lowered 2025 guidance, but the fundamental outlook and expansion remain intact.

image for news CoreWeave's Growth Story Is Just Getting Started (Earnings Review)

SoFi CEO Anthony Noto joins 'Squawk Box' to discuss the launch of crypto trading on its platform, how the product stacks up against the competition, his thoughts on bitcoin and crypto, and more.

image for news SoFi CEO on launch of crypto trading: Blockchain and crypto are a supercycle technology just like AI

An Amplified Way to Bet on Alphabet Upside — Positive

GGLL   ETF Trends — November 11, 2025

There might be more glamorous members of the Magnificent Seven, but Google parent Alphabet (GOOGL) is delivering glamorous and magnificent returns in its own right this year. As of November 6, the internet search giant was higher by 51.42% YTD.

image for news An Amplified Way to Bet on Alphabet Upside

Exercise Bitcoin Patience With BRRR — Negative

BRRR   ETF Trends — November 11, 2025

The recent pullback of bitcoin — and those experienced by other cryptocurrencies — is unnerving investors. It's trying their patience in the process.

image for news Exercise Bitcoin Patience With BRRR

New York, New York--(Newsfile Corp. - November 11, 2025) - If you suffered a loss on your V.F. Corporation (NYSE: VFC) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/v-f-corporation-lawsuit-submission-form?prid=176748&wire=5&utm_campaign=16 or contact Joseph E.

image for news Class Action Lawsuit Alert: Levi & Korsinsky Reminds V.F. Corporation (VFC) Investors of November 12, 2025 Deadline

Will Market Leadership Broaden? Why Active Can Lead the Way — Neutral

TSPA   ETF Trends — November 11, 2025

As in 2024, 2025 has seen a handful of companies continue to dominate market performance. The so-called Magnificent Seven remain crucial considerations, dominating many investor portfolios.

image for news Will Market Leadership Broaden? Why Active Can Lead the Way

LRCX vs. ASML: Which Semiconductor Equipment Leader Is a Better Buy? — Positive

ASML  LRCX   Zacks Investment Research — November 11, 2025

Lam Research's strong AI-driven growth, solid revenues and lower valuation make it the standout pick over ASML Holding in the semiconductor equipment race.

image for news LRCX vs. ASML: Which Semiconductor Equipment Leader Is a Better Buy?