Vertiv Gains From AI and Data Center Growth: A Sign for More Upside? — Positive

VRT   Zacks Investment Research — November 18, 2025

VRT rides on surging AI and data center demand, with strong Q3 growth, rising orders, and a major cooling acquisition fueling momentum.

image for news Vertiv Gains From AI and Data Center Growth: A Sign for More Upside?

NRG Energy Receives FERC & NYSPSC Approval for LS Power Portfolio Acquisition — Neutral

NRG   Business Wire — November 18, 2025

HOUSTON--(BUSINESS WIRE)--NRG Energy, Inc. (NYSE: NRG), today announced that it has received approval from both the Federal Energy Regulatory Commission (FERC) and the New York State Public Service Commission (NYSPSC) relating to the previously announced acquisition of a portfolio of natural gas generation facilities and a commercial and industrial virtual power plant platform from LS Power. These approvals mark a key milestone in advancing an acquisition that will double NRG's generation capac.

image for news NRG Energy Receives FERC & NYSPSC Approval for LS Power Portfolio Acquisition

The shift in tone from the company comes as executives said that a widely expected pick-up in demand from easing US interest and mortgage rates had failed to materialize, likely amplifying concerns over a slowing economy.

image for news Home Depot shares tumble after chain slashes outlook, warns of ‘consumer uncertainty'

State Street Adds New Leveraged Loans ETF — Positive

SRLN  LVLN   ETF Trends — November 18, 2025

The ETF industry continues to grow, with new funds arriving all the time. Each year, hundreds of ETFs arrive on the scene, from covered call ETFs to active bond ETFs and everything in between.

image for news State Street Adds New Leveraged Loans ETF

Northern Technologies International Corporation ( NTIC ) Q4 2025 Earnings Call November 18, 2025 9:00 AM EST Company Participants G. Lynch - President, CEO & Director Matthew Wolsfeld - CFO & Corporate Secretary Vineet Dalal Conference Call Participants Timothy Clarkson - Van Clemens & Co. Incorporated Auguste Richard - Northland Capital Markets, Research Division Zach Liggett Presentation Operator Good day, and thank you for standing by.

image for news Northern Technologies International Corporation (NTIC) Q4 2025 Earnings Call Transcript

Final Trades: Netflix, Nvidia, Lockheed Martin and Freeport-McMoRan — Neutral

FCX  LMT  NFLX  NVDA   CNBC Television — November 18, 2025

The Investment Committee give you their top stocks to watch for the second half. Jenny Harrington also highlights her sale of WPP.

image for news Final Trades: Netflix, Nvidia, Lockheed Martin and Freeport-McMoRan

XP Inc. Q3: Flows Recover, Advisory Scales Up, And Risk Perception Declines — Positive

XP   Seeking Alpha — November 18, 2025

Retail flows bounced back, showing XP Inc.'s growth engine is intact despite a tough past quarter. The advisory model keeps gaining traction, helping XP build a more resilient and predictable business. Risks remain from a conservative asset mix, take-rate compression, and sensitivity to Brazil's high interest rates, but structural risk has lessened.

image for news XP Inc. Q3: Flows Recover, Advisory Scales Up, And Risk Perception Declines

HIW's $223M Bet on 6Hundred at Legacy Union: Time to Buy the Stock? — Positive

HIW   Zacks Investment Research — November 18, 2025

Highwoods' $223M move to acquire 6Hundred at Legacy Union boosts its Charlotte footprint and adds long-term cash-flow upside.

image for news HIW's $223M Bet on 6Hundred at Legacy Union: Time to Buy the Stock?

The ruling denies the agency's attempt to force the company to unwind its Instagram and WhatsApp acquisitions.

image for news Meta Defeats FTC's Antitrust Case Alleging Social-Media Monopoly

Meta Did Not Violate Antitrust Law, Judge Rules — Positive

META   NYTimes — November 18, 2025

Meta's acquisitions of Instagram and WhatsApp did not illegally stifle competition in social networking, a judge found, a major win for the tech giant.

image for news Meta Did Not Violate Antitrust Law, Judge Rules

JAZZ Hits 52-Week High on Encouraging Gastric Cancer Study Data — Positive

JAZZ   Zacks Investment Research — November 18, 2025

Jazz jumps to a 52-week high after HERIZON-GEA-01 shows Ziihera combos delivering meaningful PFS and OS gains in HER2+ GEA.

image for news JAZZ Hits 52-Week High on Encouraging Gastric Cancer Study Data

Here's Why Investors Should Give Canadian Pacific Stock a Miss Now — Negative

CP   Zacks Investment Research — November 18, 2025

CP faces rising expenses, tariff pressures and weak industry trends, with earnings estimates and share performance sliding.

image for news Here's Why Investors Should Give Canadian Pacific Stock a Miss Now

Earnings Estimates Rising for Allstate (ALL): Will It Gain? — Positive

ALL   Zacks Investment Research — November 18, 2025

Allstate (ALL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Rising for Allstate (ALL): Will It Gain?

Earnings Estimates Rising for Jamf Holding (JAMF): Will It Gain? — Positive

JAMF   Zacks Investment Research — November 18, 2025

Jamf Holding (JAMF) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Rising for Jamf Holding (JAMF): Will It Gain?

CarMax outlook clouded by soft securitization trends, leadership changes — Negative

KMX   Proactive Investors — November 18, 2025

CarMax Inc (NYSE:KMX) is facing a mixed outlook as recent securitization data and preliminary guidance for the next quarter highlight ongoing challenges in the used-car market, according Wedbush analysts. The analysts have a ‘Neutral' rating on the stock, with a 12-month price target of $40, after the company reported October trends from its CAF securitization trust.

image for news CarMax outlook clouded by soft securitization trends, leadership changes

Oaktree Specialty Lending Corporation (OCSL) Q4 2025 Earnings Call Transcript — Neutral

OCSL   Seeking Alpha — November 18, 2025

Oaktree Specialty Lending Corporation ( OCSL ) Q4 2025 Earnings Call November 18, 2025 11:00 AM EST Company Participants Clark Koury Mathew Pendo - President Armen Panossian - CEO & Co-Chief Investment Officer Raghav Khanna - Co-Chief Investment Officer Christopher McKown - MD,CFO & Treasurer Conference Call Participants Melissa Wedel - JPMorgan Chase & Co, Research Division Sean-Paul Adams - B. Riley Securities, Inc., Research Division Presentation Operator Welcome, and thank you for joining Oaktree Specialty Lending Corporation's First Fiscal Quarter and Full Year 2025 Conference Call.

image for news Oaktree Specialty Lending Corporation (OCSL) Q4 2025 Earnings Call Transcript

Weibo Corporation (WB) Q3 2025 Press Conference Call Transcript — Neutral

WB   Seeking Alpha — November 18, 2025

Weibo Corporation ( WB ) Q3 2025 Press Conference Call November 18, 2025 6:00 AM EST Company Participants Sandra Zhang - Investor Relations Officer Gaofei Wang - CEO & Director Cao Fei - Chief Financial Officer Conference Call Participants Alicis a Yap - Citigroup Inc., Research Division Yang You - CLSA Limited, Research Division Presentation Operator Good day, and thank you for standing by, and welcome to Weibo Reports Third Quarter 2025 Financial Results. [Operator Instructions] Please be advised that today's conference is being recorded.

image for news Weibo Corporation (WB) Q3 2025 Press Conference Call Transcript

PDD Holdings Inc. (PDD) Q3 2025 Earnings Call Transcript — Neutral

PDD   Seeking Alpha — November 18, 2025

PDD Holdings Inc. ( PDD ) Q3 2025 Earnings Call November 18, 2025 7:30 AM EST Company Participants Lei Chen - General Counsel, Co-CEO & Chairman Jiazhen Zhao - Co-CEO & Executive Director Xin Yi Lim Conference Call Participants Joyce Ju - BofA Securities, Research Division Alicis a Yap - Citigroup Inc., Research Division Kenneth Fong - UBS Investment Bank, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the PDD Holdings, Inc. Third Quarter 2025 Earnings Conference Call [Operator Instructions] Please be advised that today's conference is being recorded. I would now like …

image for news PDD Holdings Inc. (PDD) Q3 2025 Earnings Call Transcript

ONL's latest 10-Q includes explicit going-concern language, as the company still has no agreement to extend or refinance its revolver that matures in May 2026. Elevated CapEx and leasing costs continue to pressure Funds Available for Distribution, and management itself states it does not expect to generate sufficient operating cash flow to repay the revolver — further amplifying the going-concern. The newly filed $750 million mixed shelf — over five times ONL's market cap — signals potential massive dilution, making the stock effectively uninvestable until refinancing is resolved.

image for news Orion Properties: The 'Going Concern' Warning Just Became Impossible To Overlook

Is RS2's New Visa Status a Game-Changer for Europe's Card Market? — Positive

V   Zacks Investment Research — November 18, 2025

V's new partnership elevates Beyond by RS2 to Principal Issuing Member, unlocking direct card issuance and broader payment capabilities across Europe.

image for news Is RS2's New Visa Status a Game-Changer for Europe's Card Market?