AMAT vs. LRCX: Which Semiconductor Giant Stands Out for Investors? — Positive
AMAT LRCX Zacks Investment Research — November 10, 2025Lam Research's advanced AI chip tools and robust growth outlook give it an edge over Applied Materials despite valuation differences.
I leave my existing "Hold" rating for Honda unchanged after reviewing its recent performance. HMC's Q2FY26 operating profit missed expectations with the Automobile division's underperformance; it is also cutting its full-year guide due to disruptions relating to chip supplier Nexperia. But its free cash flow more than doubled in the latest quarter. This makes it likely that a mid-single-digit forward dividend yield is achievable.
Illumina® Protein Prep delivers groundbreaking precision in NGS proteomics for more than 40 customers, ranging from academic institutions to large national biobanks — Neutral
ILMN LAB PRNewsWire — November 10, 2025Following global commercial launch in September, Illumina Protein Prep's "out of the box" solution drives extraordinary accessibility to proteomics for researchers, with over 40,000 samples processed Sydney Mass Spectrometry is the first facility in the wider Asia Pacific region to offer Illumina Protein Prep, adding to a growing list of institutions revealing biological insights with exceptional clarity at scale Recent collaborations and projects including Genomics England and PRECISE-SG100K highlight advancements in proteomic profiling across diverse populations and research areas SAN DIEGO , Nov. 10, 2025 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) today announced that Illumina Protein Prep is delivering the …
Venture Global, Inc. (VG) Q3 2025 Earnings Call Transcript — Neutral
VG Seeking Alpha — November 10, 2025Venture Global, Inc. ( VG ) Q3 2025 Earnings Call November 10, 2025 9:00 AM EST Company Participants Benjamin Nolan - Senior Vice President of Investor Relations of Venture Global LNG Michael Sabel - Founder, Executive Co-Chairman of the Board & CEO Jonathan Thayer - Chief Financial Officer Conference Call Participants John Mackay - Goldman Sachs Group, Inc., Research Division Vrathan Reddy - JPMorgan Chase & Co, Research Division Manav Gupta - UBS Investment Bank, Research Division Jean Ann Salisbury - BofA Securities, Research Division Christopher Robertson - Deutsche Bank AG, Research Division Bob Brackett - Sanford C. Bernstein & …
Taiwan Semiconductor sees October revenue surge, boosted by AI chip demand — Positive
TSM Proactive Investors — November 10, 2025Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) on Monday announced that its revenue in October rose 16.9% year over year to T$367.47 billion (US$11.86 billion), a new monthly record for the company, while also improving 11% from September. The results, though, marked the slowest pace of growth for TSMC since February 2024.
DEADLINE ALERT for CYTK, NX, JSPR, and KBR: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders — Neutral
KBR GlobeNewsWire — November 10, 2025LOS ANGELES, Nov. 10, 2025 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies.
Microsoft Stock Rises 17.9% YTD on Cloud Strength: Buy Now or Hold? — Neutral
MSFT Zacks Investment Research — November 10, 2025MSFT's 17.9% YTD gain masks valuation concerns and capacity constraints. Strong fundamentals support holding, but new investors should wait for a pullback.
2 Reasons Palantir, Micron and AMD Are Soaring — Positive
AMD MU PLTR 24/7 Wall Street — November 10, 2025Stock market bulls are digging in their heels to start this week, and technology stocks are back in the driver's seat.
InfuSystem (INFU) is prioritizing profitability and margin expansion under new CEO Carrie Lachance, shifting focus from unprofitable revenue streams. INFU's integration of Apollo Medical's billing system and new ERP is expected to drive significant operational efficiencies and margin gains in FY2026. Capital discipline enables INFU to repurchase shares and reduce debt, while growth opportunities in Wound Care and Oncology remain robust.
OppFi Jumps 46% in a Year: Should You Buy the Stock Right Now? — Positive
OPFI Zacks Investment Research — November 10, 2025OppFi Inc. OPFI shares have jumped 45.5% in a year. This impressive growth outpaced the 11.1% decline of its industry and the 14.1% rally of the Zacks S&P 500 Composite.
Avio and Lockheed Martin Sign Term Sheet to Support the Establishment of a New Plant for Solid Rocket Motors in the USA — Neutral
LMT Business Wire — November 10, 2025COLLEFERRO, Italy--(BUSINESS WIRE)--Avio and Lockheed Martin have signed a non-binding term sheet to support the establishment of Avio USA's state-of-the-art solid rocket motor (SRM) facility in the United States, which expects to serve Lockheed Martin and other customers as a vertically integrated merchant supplier. Lockheed Martin will have preferred access to a portion of the Avio USA plant production capacity to meet future demand for its products while enhancing supply chain resilience to.
PayPal's buy now, pay later (BNPL) offering is heading north in time for the holidays. Beginning with this year's holiday shopping season, PayPal Pay in 4 will be available for consumers in Canada, according to a Monday (Nov. 10) press release.
Power Contract & Capacity Crucial in CRWV Earnings, "Balancing a Lot" Into Report — Neutral
CRWV Schwab Network — November 10, 2025Don Gentile believes in the long-term thesis for CoreWeave (CRWV) but sees Monday's after-hours earnings report as a volatile one. He urges investors watch the company's handling of power contracts and how it balances capacity constraints.
X-energy, Toyo Tanso Announce Graphite Supply Agreement for Initial Xe-100 Deployment — Neutral
TOYO Business Wire — November 10, 2025ROCKVILLE, Md.--(BUSINESS WIRE)--X-energy Reactor Company, LLC (“X-energy” or “the Company”) today announced a Definitive Supply Agreement with Toyo Tanso USA, Inc., a subsidiary of Toyo Tanso Co., Ltd. (“Toyo Tanso”), to supply fine-grain graphite components for the first deployment of X-energy's Xe-100 small modular reactor (“SMR”). The agreement, valued at approximately $40 million, is a significant milestone for the proposed Long Mott Generating Station, a four-unit plant on the Texas Gulf.
monday.com Q3: Good Results, So Why The Stock Plunge? — Negative
MNDY Seeking Alpha — November 10, 2025monday.com Ltd. shares plunged after Q3 earnings despite strong results, with revenue and EPS beating estimates and continued profitability improvements. MNDY's large customer base and new product launches, like monday dev and monday campaigns, highlight significant growth potential and product diversification. The stock's sharp decline was driven by slightly disappointing guidance and broader negative sentiment toward SaaS valuations, not MNDY's fundamentals.
SenesTech's Evolve® Rat Birth Control® Now Available Online at Lowes.com — Neutral
SNES PRNewsWire — November 10, 2025E-Commerce Presence Marks a Gateway to In-Store Opportunities for Evolve™ SURPRISE, Ariz. , Nov. 10, 2025 /PRNewswire/ -- SenesTech, Inc. (NASDAQ: SNES), the leader in fertility control for managing animal pest populations, today announced that its groundbreaking Evolve® Rat Birth Control® product is now available to purchase online at Lowes.com.
FUN INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Six Flags Entertainment Corporation f/k/a CopperSteel HoldCo, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
FUN PRNewsWire — November 10, 2025NEW YORK , Nov. 10, 2025 /PRNewswire/ -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed on behalf of purchasers or acquirers of Six Flags Entertainment Corporation f/k/a CopperSteel HoldCo, Inc. (NYSE: FUN) common stock pursuant or traceable to the company's registration statement and prospectus issued in connection with the July 1, 2024 merger of legacy Six Flags Entertainment Corporation ("Legacy Six Flags") with Cedar Fair, L.P. ("Cedar Fair"), and their subsidiaries and affiliates (the "Merger").