The Bottom Fishing Club - Organon: Deep Value In Drugs/Medical Products — Neutral

OGN   Seeking Alpha — October 28, 2025

Organon & Co. shares plunged Monday, October 27th, after CEO Kevin Ali resigned amid an audit committee investigation into wholesaler sales irregularities. Despite the scandal, OGN's valuation at $7 per share is extremely cheap compared to peers, with a diversified product portfolio and global reach. The main risk is OGN's heavy $8.3 billion net debt load, which could hinder share price recovery if revenue growth remains sluggish.

image for news The Bottom Fishing Club - Organon: Deep Value In Drugs/Medical Products

Apollo Set to Report Q3 Earnings: What's in the Cards for the Stock? — Neutral

APO   Zacks Investment Research — October 28, 2025

APO is set to report Q3 results on Nov. 4, with higher earnings and revenues expected amid AUM growth and elevated costs.

image for news Apollo Set to Report Q3 Earnings: What's in the Cards for the Stock?

D.R. Horton Stock Tumbles on Q4 Earnings Miss, Revenues Down Y/Y — Neutral

DHI   Zacks Investment Research — October 28, 2025

D.R. Horton, Inc. DHI reported mixed fourth-quarter fiscal 2025 (ended Sept. 30, 2025) results, with earnings missing Zacks Consensus Estimate, while the total revenues beat the same.

image for news D.R. Horton Stock Tumbles on Q4 Earnings Miss, Revenues Down Y/Y

Company plans to offer industry's first "mind-off" L4 through integration of NVIDIA DRIVE AGX Thor in future midsize vehicles; aims to leverage NVIDIA's Industrial platform to pioneer AI software-driven manufacturing excellence News Summary Lucid plans to deliver one of the world's first consumer-owned Level 4 autonomous vehicles by integrating NVIDIA DRIVE AGX Thor into future midsize vehicles, enabling true "eyes-off, hands-off, mind-off" capabilities. The company's ADAS and autonomous roadmap, turbocharged by NVIDIA DRIVE AV, begins with eyes-on, point-to-point driving (L2++) for Lucid Gravity and the company's upcoming midsize vehicles.

image for news Lucid Intends to Deliver First Level 4 Autonomous EVs for Consumers with NVIDIA

NEW YORK & WASHINGTON--(BUSINESS WIRE)--Accenture launched “Physical AI Orchestrator,” a solution to help manufacturers reinvent existing and future factories and warehouses.

image for news Accenture Launches “Physical AI Orchestrator” to Help Manufacturers Build Software-Defined Facilities

INDIANAPOLIS--(BUSINESS WIRE)--Authenticx launched AI Agent Assist in Salesforce AppExchange, giving organizations across the healthcare ecosystem access from within Salesforce.

image for news Authenticx Launches AI Agent Assist in Salesforce AppExchange to Improve Healthcare Customer and Agent Experiences

NatWest Q3: Growing Hedge Income Drives Another Strong Quarter — Positive

NWG   Seeking Alpha — October 28, 2025

NatWest Group delivered another strong set of results for the third quarter, with a 22.3% return on tangible equity comfortably exceeding sell-side consensus. The bank continues to benefit from the hedging of its rate-insensitive funding sources, which is fueling net interest margin expansion even as wider interest rates have fallen. NatWest's shares have re-rated to around 1.6x tangible book value. While that is high compared to its recent historical range, NatWest's strong profitability more than justifies this.

image for news NatWest Q3: Growing Hedge Income Drives Another Strong Quarter

Crane Company (CR) Q3 2025 Earnings Call Transcript — Neutral

CR   Seeking Alpha — October 28, 2025

Crane Company (NYSE:CR ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Allison Ann Poliniak-Cusic - Vice President of Investor Relations Max Mitchell - Chairman, President & CEO Alejandro Alcala - Executive VP & COO Richard Maue - Executive VP & CFO Conference Call Participants Matt Summerville - D.A. Davidson & Co., Research Division Justin Ages - CJS Securities, Inc. Damian Karas - UBS Investment Bank, Research Division Scott Deuschle - Deutsche Bank AG, Research Division Nathan Jones - Stifel, Nicolaus & Company, Incorporated, Research Division Jordan Lyonnais - BofA Securities, Research Division George Bancroft - …

image for news Crane Company (CR) Q3 2025 Earnings Call Transcript

Nvidia CEO Jensen Huang said at the company's GTC conference on Tuesday that its Blackwell graphics processing units — the company's fastest AI chips — are now in full production in Arizona. Much of what Nvidia announced on Tuesday at its conference was for an audience of policymakers to convince them of the essential role that Nvidia plays as an American technology company.

image for news Jensen Huang says Nvidia's AI chips are now being manufactured in Arizona

PYPL Shares Rise on Q3 Earnings Beat, 2025 EPS Guidance Raised — Neutral

PYPL   Zacks Investment Research — October 28, 2025

PayPal's Q3 results reflect a year-over-year rise in revenues, TPV and transaction margin dollars. However, a fall in payment transactions remains a concern.

image for news PYPL Shares Rise on Q3 Earnings Beat, 2025 EPS Guidance Raised

Solid Long-term Prospects in Semis: Buy NVIDIA and Hold STMicroelectronics — Positive

NVDA  STM   Zacks Investment Research — October 28, 2025

Semiconductor stocks power the AI era, tested by trade tensions and rich valuations. NVIDIA leads, while STMicroelectronics eyes recovery.

image for news Solid Long-term Prospects in Semis: Buy NVIDIA and Hold STMicroelectronics

AMD CEO on the AI impact to the labor market — Positive

AMD   CNBC Television — October 28, 2025

AMD CEO Lisa Su discusses the outlook of the labor market in the age of AI, following the recent announcement of AMD's partnership with the U.S. to construct two supercomputers that will tackle large scientific problems.

image for news AMD CEO on the AI impact to the labor market

HSBC Q3 Pre-Tax Earnings Decline Y/Y on Higher ECL, Expenses — Negative

HSBC   Zacks Investment Research — October 28, 2025

HSBC's Q3 profit slides 13.9% as higher credit losses and legal costs offset stronger revenues and fee income.

image for news HSBC Q3 Pre-Tax Earnings Decline Y/Y on Higher ECL, Expenses

Quanta is Set to Report Q3 Earnings: Here's What Investors Must Know — Positive

PWR   Zacks Investment Research — October 28, 2025

Quanta Services, Inc. PWR is scheduled to report its third-quarter 2025 results on Oct. 30, before the opening bell. In the last reported quarter, the adjusted earnings and revenues topped the Zacks Consensus Estimate by 2.1% and 3.3%, respectively.

image for news Quanta is Set to Report Q3 Earnings: Here's What Investors Must Know

Royal Caribbean Q3 Earnings Beat Estimates, Revenues Miss, Stock Down — Positive

RCL   Zacks Investment Research — October 28, 2025

RCL's third-quarter earnings beat estimates, but revenues miss. The stock falls 8.7% despite record bookings and upbeat guidance.

image for news Royal Caribbean Q3 Earnings Beat Estimates, Revenues Miss, Stock Down

Wells Fargo & Company Announces Common Stock Dividend — Neutral

WFC   Business Wire — October 28, 2025

SAN FRANCISCO--(BUSINESS WIRE)--Wells Fargo & Company (NYSE: WFC) today announced its board of directors approved a quarterly common stock dividend of $0.45 per share, payable Dec. 1, 2025, to stockholders of record on Nov. 7, 2025. About Wells Fargo Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commer.

image for news Wells Fargo & Company Announces Common Stock Dividend

NEW YORK , Oct. 28, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Vera Bradley, Inc. (NASDAQ: VRA) resulting from allegations that Vera Bradley may have issued materially misleading business information to the investing public. So What: If you purchased Vera Bradley securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

image for news Rosen Law Firm Encourages Vera Bradley, Inc. Investors to Inquire About Securities Class Action Investigation - VRA

IAS Provides TikTok Pangle Advertisers with Increased Transparency and Brand Protection NEW YORK , Oct. 28, 2025 /PRNewswire/ -- Integral Ad Science (Nasdaq: IAS), a leading global media measurement and optimization platform, today announced it was integrated by TikTok Pangle to launch new Brand Safety Features, in addition to Viewability and Invalid Traffic (IVT) Measurement, for advertisers on TikTok Pangle, the TikTok ad network for Business. TikTok Pangle totals over 380,000 global apps with a daily active user reach of 2.9 billion via app traffic.

image for news TikTok Selects IAS for Brand Safety Measurement for TikTok Pangle Advertisers

DUBAI, United Arab Emirates, Oct. 28, 2025 (GLOBE NEWSWIRE) -- Faraday Future Intelligent Electric Inc. (Nasdaq: FFAI) (“Faraday Future,” “FF,” or the “Company”), a California-based global intelligent mobility ecosystem company, today held the Middle East final launch event for the FX Super One, positioned as a First Class EAI-MPV, at the Burj Khalifa in Dubai. FF also announced that soccer legend Andrés Iniesta will become the first global owner of FX Super One and a Co-Creation Officer for the Company.

image for news Faraday Future Launches FX Super One MPV in the UAE, with the AIHEREV Max edition priced at 309,000 AED; Soccer Legend Andrés Iniesta Named First Super One Owner and Co-Creation Officer

CINCINNATI--(BUSINESS WIRE)--Cintas Corporation (Nasdaq: CTAS) announced that the Company's Board of Directors approved a quarterly cash dividend of $0.45 per share of common stock payable on December 15, 2025, to shareholders of record at the close of business on November 14, 2025. Cintas has a strong record of returning capital to its shareholders and has consistently raised its dividend each year since Cintas' initial public offering 42 years ago in 1983. Cintas also announced that the Board.

image for news Cintas Corporation Announces Quarterly Cash Dividend and New $1.0 Billion Stock Buyback Authorization