Vertiv Gains From AI and Data Center Growth: A Sign for More Upside? — Positive
VRT Zacks Investment Research — November 18, 2025VRT rides on surging AI and data center demand, with strong Q3 growth, rising orders, and a major cooling acquisition fueling momentum.
NRG Energy Receives FERC & NYSPSC Approval for LS Power Portfolio Acquisition — Neutral
NRG Business Wire — November 18, 2025HOUSTON--(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.
Home Depot shares tumble after chain slashes outlook, warns of ‘consumer uncertainty' — Negative
HD New York Post — November 18, 2025The 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.
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.
Northern Technologies International Corporation (NTIC) Q4 2025 Earnings Call Transcript — Neutral
NTIC Seeking Alpha — November 18, 2025Northern 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.
Final Trades: Netflix, Nvidia, Lockheed Martin and Freeport-McMoRan — Neutral
FCX LMT NFLX NVDA CNBC Television — November 18, 2025The Investment Committee give you their top stocks to watch for the second half. Jenny Harrington also highlights her sale of WPP.
XP Inc. Q3: Flows Recover, Advisory Scales Up, And Risk Perception Declines — Positive
XP Seeking Alpha — November 18, 2025Retail 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.
HIW's $223M Bet on 6Hundred at Legacy Union: Time to Buy the Stock? — Positive
HIW Zacks Investment Research — November 18, 2025Highwoods' $223M move to acquire 6Hundred at Legacy Union boosts its Charlotte footprint and adds long-term cash-flow upside.
Meta Defeats FTC's Antitrust Case Alleging Social-Media Monopoly — Positive
META WSJ — November 18, 2025The ruling denies the agency's attempt to force the company to unwind its Instagram and WhatsApp acquisitions.
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.
JAZZ Hits 52-Week High on Encouraging Gastric Cancer Study Data — Positive
JAZZ Zacks Investment Research — November 18, 2025Jazz jumps to a 52-week high after HERIZON-GEA-01 shows Ziihera combos delivering meaningful PFS and OS gains in HER2+ GEA.
Here's Why Investors Should Give Canadian Pacific Stock a Miss Now — Negative
CP Zacks Investment Research — November 18, 2025CP faces rising expenses, tariff pressures and weak industry trends, with earnings estimates and share performance sliding.
Earnings Estimates Rising for Allstate (ALL): Will It Gain? — Positive
ALL Zacks Investment Research — November 18, 2025Allstate (ALL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Earnings Estimates Rising for Jamf Holding (JAMF): Will It Gain? — Positive
JAMF Zacks Investment Research — November 18, 2025Jamf Holding (JAMF) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
CarMax outlook clouded by soft securitization trends, leadership changes — Negative
KMX Proactive Investors — November 18, 2025CarMax 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.
Oaktree Specialty Lending Corporation (OCSL) Q4 2025 Earnings Call Transcript — Neutral
OCSL Seeking Alpha — November 18, 2025Oaktree 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.
Weibo Corporation (WB) Q3 2025 Press Conference Call Transcript — Neutral
WB Seeking Alpha — November 18, 2025Weibo 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.
PDD Holdings Inc. (PDD) Q3 2025 Earnings Call Transcript — Neutral
PDD Seeking Alpha — November 18, 2025PDD 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 …
Orion Properties: The 'Going Concern' Warning Just Became Impossible To Overlook — Negative
ONL Seeking Alpha — November 18, 2025ONL'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.
Is RS2's New Visa Status a Game-Changer for Europe's Card Market? — Positive
V Zacks Investment Research — November 18, 2025V's new partnership elevates Beyond by RS2 to Principal Issuing Member, unlocking direct card issuance and broader payment capabilities across Europe.