E-commerce software provider Shopify is bullish on AI-powered shopping agents, citing AI as an “incredible tool” to enable more entrepreneurs and calling it the “biggest shift in technology since the internet” during its third-quarter earnings call. The company, which partnered with ChatGPT maker OpenAI in September, reported that traffic from AI tools to its online stores is up seven times since January of this year, and purchases attributed to AI-powered search have increased by 11 times.

image for news Shopify says AI traffic is up 7x since January, AI-driven orders are up 11x

Spotify Technology SA's (NYSE:SPOT) strong third-quarter 2025 performance exceeded expectations on profits and margins, powered by robust premium subscriptions, higher user growth and improving ad-supported profitability.

image for news Spotify's Margin Gains, Subscriber Growth Could Support Future Recovery: Analyst

Final Trades: Insulet Corp, Uber and Apollo Global — Neutral

APO  PODD  UBER   CNBC Television — November 04, 2025

The Investment Committee give you their top stocks to watch for the second half.

image for news Final Trades: Insulet Corp, Uber and Apollo Global

FatPipe Reports Second Quarter Fiscal Year 2026 Results — Neutral

FATN   Accesswire — November 04, 2025

Monthly Recurring Billings Grew 49% Sales Headcount Nearly Tripled From the Second Quarter of Fiscal 2025 to Second Quarter of Fiscal 2026 SALT LAKE CITY, UTAH / ACCESS Newswire / November 4, 2025 / FatPipe, Inc. (NASDAQ:FATN) ("FatPipe" or the "Company"), a pioneer in enterprise-class, application-aware, secure software-defined wide area network ("SD-WAN") solutions that provide high levels of reliability, security, and optimization for Wide Area Networks (WANs) and single-stack cybersecurity solutions, today announced its second quarter fiscal year 2026 results for the period ended September 30, 2025. Q2 Highlights Total revenue, including professional services, was $4.0 million, compared to $3.9 …

image for news FatPipe Reports Second Quarter Fiscal Year 2026 Results

LOS ANGELES, Nov. 04, 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 KBR, Inc. (“KBR” or the “Company”) (NYSE: KBR) securities between May 6, 2025 and June 19, 2025, inclusive (the “Class Period”).

image for news Deadline Alert: KBR, Inc. (KBR) Shareholders Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz reminds investors of the upcoming November 7, 2025 deadline to participate as a lead plaintiff in the securities fraud class action lawsuit filed on behalf of investors who acquired Fly-E Group, Inc. (“Fly-E” or the “Company”) (NASDAQ: FLYE) securities between July 15, 2025 and August 14, 2025, inclusive (the “Class Period”). IF YOU ARE AN INVESTOR WHO LOST MONEY ON FLY-E (FLYE), CLICK HERE TO PARTICIPATE IN THE SECURITIES FRAUD LAW.

image for news Deadline Soon: Fly-E Group, Inc. (FLYE) Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz About Securities Fraud Lawsuit

LOS ANGELES--(BUSINESS WIRE)---- $ATKR--ATKR Investors Have the Opportunity to Join Investigation of Atkore Inc. with the Schall Law Firm.

image for news ATKR Investors Have the Opportunity to Join Investigation of Atkore Inc. with the Schall Law Firm

Fedex CEO: Trade narrative with China will improve — Positive

FDX   CNBC Television — November 04, 2025

CNBC's Seema Mody joins 'Money Movers' with the latest comments from Fedex CEO on tariffs, China, and much more.

image for news Fedex CEO: Trade narrative with China will improve

UnitedHealth: The Market Is Still Worried, And That's Good For Buyers — Neutral

UNH   Seeking Alpha — November 04, 2025

UnitedHealth Group is showing solid signs of stabilization after July's capitulation, with Berkshire's investment boosting sentiments and a resilient Q3 performance lending a calming influence. UNH's medical cost ratio improvement and double-digit earnings growth expected by 2027 underpin a positive long-term outlook, despite current margin pressures. Valuation has rebounded near its 10-year average, suggesting near-term consolidation, but 2027 EPS forecasts indicate the opportunity for long-term holders is still nascent.

image for news UnitedHealth: The Market Is Still Worried, And That's Good For Buyers

ONE Gas, Inc. (OGS) Q3 2025 Earnings Call Transcript — Neutral

OGS   Seeking Alpha — November 04, 2025

ONE Gas, Inc. ( OGS ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Erin Dailey Robert McAnnally - President, CEO & Director Christopher Sighinolfi - Senior VP & CFO Curtis Dinan - Senior VP & COO Conference Call Participants Julien Dumoulin-Smith - Jefferies LLC, Research Division David Arcaro - Morgan Stanley, Research Division Gabriel Moreen - Mizuho Securities USA LLC, Research Division William Appicelli - UBS Investment Bank, Research Division Selman Akyol - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, and welcome to ONE Gas Third Quarter Earnings Conference Call. Today's …

image for news ONE Gas, Inc. (OGS) Q3 2025 Earnings Call Transcript

ADTRAN Holdings, Inc. (ADTN) Q3 2025 Earnings Call Transcript — Neutral

ADTN   Seeking Alpha — November 04, 2025

ADTRAN Holdings, Inc. ( ADTN ) Q3 2025 Earnings Call November 4, 2025 10:30 AM EST Company Participants Peter Schuman Thomas Stanton - President, CEO & Chairman Timothy Santo - Senior VP of Finance, Principal Accounting Officer, Treasurer & CFO Conference Call Participants Michael Genovese - Rosenblatt Securities Inc., Research Division Ryan Koontz - Needham & Company, LLC, Research Division Christian Schwab - Craig-Hallum Capital Group LLC, Research Division George Notter - Wolfe Research, LLC Timothy Savageaux - Northland Capital Markets, Research Division Presentation Operator Good morning. My name is Carly, and I will be your conference operator today.

image for news ADTRAN Holdings, Inc. (ADTN) Q3 2025 Earnings Call Transcript

Crescent Energy Company (CRGY) Q3 2025 Earnings Call Transcript — Neutral

CRGY   Seeking Alpha — November 04, 2025

Crescent Energy Company ( CRGY ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants David Rockecharlie - CEO & Director Brandi Kendall - CFO, Investor Relations & Director Conference Call Participants Reid Gallagher Neal Dingmann - William Blair & Company L.L.C., Research Division John Freeman - Raymond James & Associates, Inc., Research Division Timothy Rezvan - KeyBanc Capital Markets Inc., Research Division Michael Scialla - Stephens Inc., Research Division John Abbott - Wolfe Research, LLC Michael Furrow - Pickering Energy Partners LP Hsu-Lei Huang - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Presentation Operator …

image for news Crescent Energy Company (CRGY) Q3 2025 Earnings Call Transcript

MP Materials Corp. (MP) Presents at 49th Annual Automotive Symposium Transcript — Neutral

MP   Seeking Alpha — November 04, 2025

MP Materials Corp. ( MP ) 49th Annual Automotive Symposium November 4, 2025 11:00 AM EST Company Participants Ryan Corbett - Chief Financial Officer Conference Call Participants Brian Sponheimer - Gabelli Funds, LLC Presentation Brian Sponheimer Gabelli Funds, LLC Terrific. As I mentioned, it's going to be a great day.

image for news MP Materials Corp. (MP) Presents at 49th Annual Automotive Symposium Transcript

Martin Marietta Materials, Inc. (MLM) Q3 2025 Earnings Call Transcript — Neutral

MLM   Seeking Alpha — November 04, 2025

Martin Marietta Materials, Inc. ( MLM ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Jacklyn Rooker - Director of Investor Relations C. Nye - Chairman, CEO & President Michael Petro - Senior VP & CFO Conference Call Participants Kathryn Thompson - Thompson Research Group, LLC Trey Grooms - Stephens Inc., Research Division Anthony Pettinari - Citigroup Inc., Research Division Philip Ng - Jefferies LLC, Research Division Esther Osinaiya - Morgan Stanley, Research Division Adam Thalhimer - Thompson, Davis & Company, Inc., Research Division Garik Shmois - Loop Capital Markets LLC, Research Division Keith Hughes - …

image for news Martin Marietta Materials, Inc. (MLM) Q3 2025 Earnings Call Transcript

Astera Labs Pops Ahead of Earnings: Here's What to Know — Neutral

ALAB   Zacks Investment Research — November 04, 2025

The company has emerged as a critical player in next-generation data center connectivity.

image for news Astera Labs Pops Ahead of Earnings: Here's What to Know

Civitas Resources to Report Q3 Earnings: What's in the Offing? — Positive

CIVI   Zacks Investment Research — November 04, 2025

CIVI gears up to post Q3 earnings as lower volumes and oil prices weigh, but cost savings and efficiency gains may soften the impact.

image for news Civitas Resources to Report Q3 Earnings: What's in the Offing?

TORONTO, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Sprott Inc. (“Sprott” or the “Company”) (NYSE/TSX: SII) announced today that its Board of Directors has declared a third quarter 2025 dividend of US$0.40 per common share, an increase of 33% over the previous quarter's dividend, payable on December 2, 2025 to shareholders of record at the close of business on November 17, 2025.

image for news Sprott Inc. Announces 33% Dividend Increase and Declares Third Quarter 2025 Dividend

Rivian and Lucid are set to report third-quarter earnings this week, with analysts expecting growths in revenue and narrower adjusted earnings losses amid record third-quarter U.S. EV sales. But the electric vehicle makers are facing steep challenges, from tariffs to an expected sales drop to company-specific problems that include new product challenges, and regulatory changes.

image for news Pure EV automakers Rivian, Lucid face growing challenges amid Q3 results

Apple to launch budget Mac laptop that will cost well under $1,000: report — Positive

AAPL   New York Post — November 04, 2025

The laptop will have an iPhone processor and a lower-end LCD display, with the screen coming in slightly below 13.6 inches, the smallest of any current Mac, Bloomberg reported.

image for news Apple to launch budget Mac laptop that will cost well under $1,000: report

Nothing Can Stop Defense Stocks Right Now — Positive

AVAV  GD  HII  KTOS  LHX  LMT  NOC  RTX   Schaeffers Research — November 04, 2025

Subscribers to Chart of the Week received this commentary on Sunday, November 2.

image for news Nothing Can Stop Defense Stocks Right Now