Pagaya Technologies: Q3 2025 Beat, Guidance Raised, Bull Case Strengthened — Positive

PGY   Seeking Alpha — November 10, 2025

Pagaya Technologies Ltd. delivered a beat-and-raise Q3, with record revenue, profit, and expanding margins, reinforcing the Strong Buy thesis. PGY's fundamentals improved despite sector-wide credit fears, driven by product diversification, partner momentum, and strong credit performance. Funding costs dropped as PGY executed $1.8B in ABS deals, raised $500M in debt, and expanded its revolver, boosting liquidity and confidence.

image for news Pagaya Technologies: Q3 2025 Beat, Guidance Raised, Bull Case Strengthened

monday.com Ltd. (MNDY) Q3 2025 Earnings Call Transcript — Neutral

MNDY   Seeking Alpha — November 10, 2025

monday.com Ltd. ( MNDY ) Q3 2025 Earnings Call November 10, 2025 8:30 AM EST Company Participants Byron Stephen - Director of Investor Relations Roy Mann - Co-Founder, Co-CEO & Director Eran Zinman - Co-Founder, Co-CEO & Director Eliran Glazer - Chief Financial Officer Casey George - Chief Revenue Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Jackson Ader - KeyBanc Capital Markets Inc., Research Division Arjun Bhatia - William Blair & Company L.L.C.

image for news monday.com Ltd. (MNDY) Q3 2025 Earnings Call Transcript

Strong Fundamentals Are Underpinning Corporate Bonds — Positive

VCIT  VCLT  VCSH  VTC   ETF Trends — November 10, 2025

Corporate bonds typically appeal to those seeking higher yield potential relative to safer government debt, but current market uncertainty may keep fixed income investors from making the move. However, strong fundamentals are also underpinning corporate bonds, which only add to their appeal despite ongoing risks.

image for news Strong Fundamentals Are Underpinning Corporate Bonds

Solana, Ethereum Gain Growth Appeal as Bitcoin Holds Lead — Positive

BRRR  BTF   ETF Trends — November 10, 2025

Bitcoin's position as the most popular cryptocurrency among institutional investors is facing a challenge, as fund managers increasingly favor Solana and Ethereum for growth potential, according to CoinShares' latest survey.

image for news Solana, Ethereum Gain Growth Appeal as Bitcoin Holds Lead

Apple's iPhone 17 demand in China may have peaked, Jefferies says — Negative

AAPL  JEF   Proactive Investors — November 10, 2025

Apple Inc (NASDAQ:AAPL, ETR:APC)'s latest iPhone surge in China may be losing steam after an initial wave of strong demand for the iPhone 17 series, according to Jefferies analysts, who said sales are likely to taper as discounts and subsidies run out. Jefferies estimates that iPhone volumes in China grew about 40% year-over-year in October and 38% during the first 30 days of the Double 11 shopping period, driven by robust demand for the iPhone 17 Pro and Pro Max models.

image for news Apple's iPhone 17 demand in China may have peaked, Jefferies says

Sunflower Bank Welcomes Ryan Stuart as Regional President for Dallas, Texas — Neutral

FSUN   Business Wire — November 10, 2025

DALLAS--(BUSINESS WIRE)--Sunflower Bank is pleased to announce that Ryan Stuart has joined the bank as Regional President for Dallas. In this role, Stuart is responsible for leading the growth of Sunflower Bank's middle market commercial banking business in the region. With headquarters in Dallas, Sunflower Bank is an $8.5 billion bank with a model of delivering relationship-driven banking services with local decision-making to communities throughout Arizona, California, Colorado, Kansas, New M.

image for news Sunflower Bank Welcomes Ryan Stuart as Regional President for Dallas, Texas

OMAHA, Neb.--(BUSINESS WIRE)--The National Conference of Firemen and Oilers (NCFO) and Union Pacific Railroad have reached an historic agreement that will ensure job security for hundreds of railroaders as Union Pacific and Norfolk Southern pursue creating America's first coast-to-coast railroad. The agreement commits to NCFO members who are employed at the time of the merger having a job for the length of their careers after the proposed merger, giving them and their families peace of mind and.

image for news National Conference of Firemen and Oilers: Union Pacific and Norfolk Southern Merger Will Protect Quality Jobs

Last week's decline can still be counted as (part of) an interim correction before the next rally takes the index to the anticipated 7120 level.

image for news Did Last Week's Decline Threaten the Path to 7120 for the S&P 500? Here's What the Elliott Wave Shows

Why VeriSign Pulled Back in October — Neutral

VRSN   The Motley Fool — November 10, 2025

VeriSign delivered an earnings beat in October. However, questions arose about the quality and staying power of VeriSign's growth.

image for news Why VeriSign Pulled Back in October

Lamar Advertising to Appear at the 9th Annual Wells Fargo TMT Conference — Neutral

LAMR   GlobeNewsWire — November 10, 2025

BATON ROUGE, La., Nov. 10, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO of Lamar Advertising Company, is scheduled to participate in a question-and-answer session at the 9th Annual Wells Fargo TMT Conference on Tuesday, November 18, 2025 at approximately 11 am PT (2 pm ET).

image for news Lamar Advertising to Appear at the 9th Annual Wells Fargo TMT Conference

H&R Block Stock Declines 3.5% Since Reporting Fiscal Q1 Loss — Neutral

HRB   Zacks Investment Research — November 10, 2025

HRB delivers a narrower fiscal Q1 loss and higher revenues as shares rise after the company beats estimates on both fronts.

image for news H&R Block Stock Declines 3.5% Since Reporting Fiscal Q1 Loss

Teva Pharmaceutical Industries Limited ( TEVA ) UBS Global Healthcare Conference 2025 November 10, 2025 8:45 AM EST Company Participants Richard Francis - President, CEO & Director Conference Call Participants Ashwani Verma - UBS Investment Bank, Research Division Presentation Ashwani Verma UBS Investment Bank, Research Division All right. Good day, everybody.

image for news Teva Pharmaceutical Industries Limited (TEVA) Presents at UBS Global Healthcare Conference 2025 Transcript

Tower Semiconductor Ltd. (TSEM) Q3 2025 Earnings Call Transcript — Neutral

TSEM   Seeking Alpha — November 10, 2025

Tower Semiconductor Ltd. ( TSEM ) Q3 2025 Earnings Call November 10, 2025 10:00 AM EST Company Participants Noit Levi-Karoubi - Senior Vice President of Human Resources, Investor Relations & Corporate Communications Russell Ellwanger - CEO & Director Oren Shirazi - CFO & Senior VP of Finance Marco Racanelli - President Conference Call Participants Cody Acree Tavy Rosner - Barclays Bank PLC, Research Division Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Lisa Thompson - Zacks Investment Research, Inc. Presentation Operator Good afternoon, ladies and gentlemen, and thank you for …

image for news Tower Semiconductor Ltd. (TSEM) Q3 2025 Earnings Call Transcript

LOS ANGELES, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming November 14, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Fluor Corporation (“Fluor” or the “Company”) (NYSE: FLR) securities between February 18, 2025 and July 31, 2025, inclusive (the “Class Period”).

image for news Deadline Alert: Fluor Corporation (FLR) Shareholders Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit

Netflix is planning a major expansion into video podcasts in 2026 to challenge YouTube's dominance. The streamer has told potential partners it's looking to start with 50 to 75 licensed and original shows.

image for news Netflix wants 50+ video podcasts ready for early next year as it looks to challenge YouTube

LOS ANGELES, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming November 18, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Quanex Building Products Corporation (“Quanex” or the “Company”) (NYSE: NX) securities between December 12, 2024 and September 5, 2025, inclusive (the “Class Period”).

image for news Deadline Alert: Quanex Building Products Corporation (NX) Shareholders Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit

More than 100 lawmakers urged Starbucks to resume bargaining talks with Workers United, the union representing the coffee giant's baristas, in letters sent to CEO Brian Niccol on Monday. The letters come ahead of a threatened strike led by the union in 25 cities on November 13, Starbucks' Red Cup day, one of its biggest sales days of the holiday season.

image for news More than 100 lawmakers push Starbucks to resume union negotiations

Genius Sports Just Raised Guidance Again, But I'm Still On The Fence — Positive

GENI   Seeking Alpha — November 10, 2025

Genius Sports Limited is delivering strong revenue growth and customer engagement, but the stock remains expensive relative to sector peers. GENI's Q3 revenue rose 38% year-over-year, driven by media and betting segments, with adjusted EBITDA up 32% and margins impacted by timing of rights fees. Despite raising full-year guidance and expanding BetVision's reach, GENI stock trades at significant valuation premiums on EV/Sales, EV/EBITDA, and P/E ratios.

image for news Genius Sports Just Raised Guidance Again, But I'm Still On The Fence

NEWTOWN, Pa. , Nov. 10, 2025 /PRNewswire/ -- Edelson Lechtzin LLP is investigating potential violations of the federal securities laws involving Agilon Health, Inc. ("Agilon" or "the Company") (NYSE: AGL), resulting from allegations of providing potentially misleading business information to the investing public.

image for news INVESTIGATION ALERT: Edelson Lechtzin LLP Announces Investigation of Agilon Health, Inc. (NYSE: AGL) and Encourages Investors with Substantial Losses to Contact the Firm

Global Medical REIT (GMRE) is upgraded to Strong Buy due to improved fundamentals, sustainable dividend, and management's optimistic outlook, prompting me to build a position recently. GMRE reported solid AFFO growth, expects near 96% occupancy, and executed strategic asset recycling and significant refinancing to strengthen its balance sheet. Recent refinancing greatly extended debt maturities and lowered rates, while macro tailwinds like rate cuts could further boost AFFO and valuation.

image for news Global Medical REIT: Upgrading This High-Yield REIT To Strong Buy On Excellent Refinancing And Promising Catalysts