Why Medicare price negotiations matter for Novo Nordisk, AstraZeneca, and other European pharma companies — Neutral
AZN NVO CNBC — November 26, 2025The IRA from 2022 allows the CMS to negotiate prices for a number of drugs each year for patients in Medicare. Late Tuesday, the agency announced newly negotiated prices for 15 blockbuster drugs from 2027, including Novo Nordisk's mega bestseller Ozempic which will see a 71% discount to its list price.
CNBC's Deirdre Bosa joins ‘Money Movers' to discuss Moore Threads, dubbed China's Nvidia, which is set for a blockbuster Shanghai IPO.
BABA Q2 Earnings Miss Estimates, Revenues Increase Y/Y — Negative
BABA Zacks Investment Research — November 26, 2025BABA's Q2 fiscal 2026 earnings miss estimates as heavy quick commerce and AI investments crush margins despite strong 15% revenue growth ex-disposals.
Meta Platforms' Ad Revenue Growth Picks Up: More Upside Ahead? — Positive
META Zacks Investment Research — November 26, 2025META's ad revenues surge 25.6% in fiscal Q3 2025, fueled by AI upgrades and stronger demand, but competition is heating up.
AI Earnings Roundup: NVIDIA & Palantir — Positive
NVDA PLTR Zacks Investment Research — November 26, 2025Several companies closely involved in the AI frenzy, Palantir and NVIDIA, posted massive growth, with demand remaining red-hot.
Safe Bulkers, Inc. (SB) Q3 2025 Earnings Call Transcript — Neutral
SB Seeking Alpha — November 26, 2025Safe Bulkers, Inc. ( SB ) Q3 2025 Earnings Call November 26, 2025 10:00 AM EST Company Participants Dr. Loukas Barmparis - President, Secretary & Director Konstantinos Adamopoulos - CFO, Treasurer & Director Presentation Operator Thank you for standing by, ladies and gentlemen. Welcome to Safe Bulkers Conference Call on the Third Quarter 2025 financial results.
Apple set to overtake Samsung as top smartphone maker this year — Positive
AAPL SSNLF Proactive Investors — November 26, 2025Apple Inc (NASDAQ:AAPL, XETRA:APC) is set to take back the top spot in the global smartphone market for the first time since 2011, driven by strong demand for its iPhone 17 lineup, according to projections from Counterpoint Research. Apple is expected to achieve a 19.4% share of worldwide smartphone shipments in 2025, edging past Samsung, which is forecast to hold an 18.7% share.
DKS Q3 Earnings Top Estimates, Foot Locker Acquisition Lifts Outlook — Positive
DKS Zacks Investment Research — November 26, 2025DICK'S Sporting posts strong Q3 results and lifts its full-year outlook as momentum builds and the Foot Locker deal reshapes its growth path.
Soundhound, Parkopedia Partners on a New AI Parking Voice Assist — Positive
SOUN Zacks Investment Research — November 26, 2025SoundHound AI, Inc. SOUN has entered into a partnership with Parkopedia to offer a new in-vehicle voice AI parking agent within its in-car voice commerce platform. This expanded collaboration with the global leader of connected car services will allow SoundHound to offer an integrated service to drivers, making their jobs easier in finding parking and making related payments.
Margins Flat, Innovation High: Is PG Trading Growth for Stability? — Positive
PG Zacks Investment Research — November 26, 2025Procter & Gamble leans on major product upgrades and flat margins to balance stability with growth amid soft demand and uncertainty.
BP's Whiting refinery returns to normal operations after October fire — Positive
BP Reuters — November 26, 2025BP's 440,000-barrel-per-day oil refinery in Whiting, Indiana, has returned to normal operations following a planned maintenance turnaround in September and a fire in October, two sources said.
Amazon drone delivery faces FAA probe after Texas incident — Negative
AMZN Proactive Investors — November 26, 2025Amazon.com Inc (NASDAQ:AMZN)'s Prime Air drone delivery program hit another hurdle after a delivery drone clipped an internet cable in Waco, Texas, last week, prompting a Federal Aviation Administration (FAA) investigation. The incident occurred on November 18 when an MK30 drone, operating autonomously, failed to detect a thin utility wire.
Carnival CEO and Holland America Line president on the cruise industry outlook — Neutral
CCL CNBC Television — November 26, 2025Carnival CEO Josh Weinstein and Holland America Line President Beth Bodensteiner join CNBC's ‘Money Movers' to discuss their participation in the annual Macy's Thanksgiving Parade, their cruise industry outlook, and more.
Abercrombie & Fitch's shares are up 37% thanks to Hollister's success — Positive
ANF Fast Company — November 26, 2025Since 2019, Abercrombie & Fitch Co. has undergone a resurrection from discarded early-2000s mall brand to a sought-after brand for millennials and older Gen Zs.
DEADLINE ALERT for LRN, PRMB, FCX, and PRGO: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders — Neutral
FCX GlobeNewsWire — November 26, 2025LOS ANGELES, Nov. 26, 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. Investors have until the deadlines listed below to file a lead plaintiff motion.
Red Rock Resorts, Inc. remains a buy, supported by robust local market demand and ongoing property expansions despite recent share price corrections. RRR's latest earnings beat EPS estimates but missed revenue targets; Factor Grades show strong profitability but weak growth prospects. Six vacant land parcels position RRR for future development, with potential partnership opportunities with VICI Properties enhancing long-term growth.
Workday Q3 Earnings Beat Estimates on Solid Revenue Growth — Positive
WDAY Zacks Investment Research — November 26, 2025WDAY posts strong fiscal Q3 results as revenue and earnings beat estimates, driven by broad industry demand, new customer wins and rising subscription backlog.
SHOP's Merchant Solutions Surge: Is GMV Strength Driving More Upside? — Positive
SHOP Zacks Investment Research — November 26, 2025Shopify's surging GMV and expanding Merchant Solutions show how rising payments use and global momentum may fuel further upside.
Goldman vs. Morgan Stanley: Which Stock Has Stronger Upside? — Positive
GS MS Zacks Investment Research — November 26, 2025Does GS' surging M&A momentum and valuation edge meet MS' wealth-fueled stability in this Wall Street upside showdown? Let us find out.