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pre11/07/2025 3:33:14 AM

US Stock Morning Brief 2025-11-07

News Summary

U.S. stock futures were modestly softer Friday as investors awaited data with the government shut, keeping markets in a cautious mood. At 7:45 a.m. ET, Nasdaq futures were down about 0.4%, with S&P 500 and Dow futures dipping around 0.2% to 0.3% as traders digest private-sector payrolls data in the absence of government figures. On CNBC’s Mad Money Lightning Round, Jim Cramer recommended owning TJX (NYSE: TJX) and not selling, calling the retailer “really, really strong.” While big tech has borne the brunt of this week’s selling, it remains the market’s best bet for many traders, even as some caution about concentration grows.

Analysts are weighing risks from AI-fueled momentum and a potential fatigue in those names, with Matt Powers of Powers Advisory Group urging a tilt toward quality and dividend payers like Merck to cushion volatility. The dollar’s recent rebound is viewed by some strategists as temporary, with calls to buy selective dips amid a still-bumpy cyclical recovery. In corporate news, Sweden’s Inter IKEA warned that U.S. tariffs contributed to a 26% drop in annual operating profit for the group that supplies IKEA stores worldwide, underscoring ongoing cost pressures from trade frictions.

On the macro front, the absence of Friday’s crucial U.S. jobs data due to the shutdown keeps traders in a wait-and-see mode. The Labor Department will not publish its employment report for a second straight month, while jobless claims data from private sources showed a modest rise last week. Market commentary remains mixed on the path forward as Fed officials signal a gradual approach to support, with New York Fed President John Williams suggesting modest bond purchases could be needed to keep overnight funding functioning smoothly. The market’s mood around valuations remains fragile: technology still accounts for a large portion of earnings, the S&P 500 sits near all-time highs, and a broader risk-on/off backdrop persists as global trade tensions—though less front-and-center—continue to cast a shadow.

China’s export figures added to the nerves, with October shipments to the U.S. falling for a seventh straight month, even as a new framework for U.S.-China talks offers a glimmer of optimism for risk assets. Asian markets slid on the data, while U.S. and European futures barely crawled higher on the rumor of potential relief from trade frictions. Bond markets are operating under a brief pause ahead of Tuesday’s session, and analysts caution that the near-term path for equities will remain sensitive to any fresh inflation or growth signals that could reshape expectations for rate policy.

Stock Nes Summary

AAAU

Jim Wyckoff, a seasoned financial journalist with over 25 years of experience in the stock, financial, and commodity markets, has reported from the bustling commodity futures trading floors in Chicago and New York. Despite gold prices reaching record highs, the debasement trade continues to influence the precious metal's rally, with traders closely monitoring the 50-day moving average and potential breakout above $4046.60 amid rising Fed rate cut bets and safe-haven flows from the U.S. shutdown.

AAM

American Axle & Manufacturing Holdings, Inc. reported a third-quarter 2025 financial results with sales of $1.51 billion, net income of $9.2 million, and adjusted EBITDA of $194.7 million.

ABEO

Abeona Therapeutics Inc. to host conference call on Nov. 12, 2025, to discuss Q3 2025 financial results and corporate progress.

ABNB

Airbnb (ABNB) faces slowing revenue growth, now at 10%, with management guiding for further deceleration and no signs of renewed momentum. ABNB's cash flow margins remain flat in the mid-30% range, indicating neither increasing efficiency nor aggressive investment for future growth. Despite a strong balance sheet and ongoing stock buybacks, ABNB trades at a valuation (17x TTM UFCF) more typical of growth stocks than value names. ABNB is rated a Buy with a $140 price target, reflecting confidence in its leading position in short-term rentals. Despite a slight EPS miss, ABNB reported steady top and bottom-line

ACHR

Archer Aviation, backed by a $650M capital raise, is advancing its eVTOL development, securing key milestones like the Hawthorne Airport lease, and expanding commercial partnerships in the UAE, Korea, and Japan.

ACRE

Ares Commercial Real Estate (ACRE) reported a quarterly earnings surprise of $0.17 per share, surpassing the Zacks Consensus Estimate by $0.25 per share.

AEHR

Aehr Test Systems, a leading provider of testing solutions for the automotive industry, is poised for a cyclical improvement in its core market due to a resurgence in electric vehicle investing. The company is expanding its operations into new growth areas and has recently secured multiple orders from a major hyperscaler, further solidifying its position in the market.

AEMD

Aethlon Medical, Inc. (Nasdaq: AEMD) will release its fiscal second quarter financial results on November 12, 2025, at 4:15 p.m. ET. The company, which specializes in developing treatments for cancer and life-threatening infectious diseases, will provide insights into its financial performance for the period ending September 30, 2025.

AFRM

Affirm's Q1 fiscal report shows strong performance, with notable highlights in specific metrics.

AGL

Agilon Health, Inc. faces NYSE delisting notice due to stock price below $1.00.

AIRJ

AirJoule Technologies, a pioneer in harnessing water from air, will unveil its third quarter 2025 financial results, with a conference call and Q&A session scheduled for November 14, 2025.

AIRS

AirSculpt Technologies, Inc. (AIRS) reported a quarterly loss of $0.04 per share, surpassing the Zacks Consensus Estimate of a $0.01 loss, marking a slight increase from the $0.02 per share loss reported a year ago.

AKRO

Post-hoc analyses of the 96-week Phase 2b SYMMETRY trial of efruxifermin, a novel antifibrotic agent, confirm its previously reported antifibrotic effects and suggest potential to reduce the risk of disease progression in compensated cirrhosis (F4c) due to MASH (Mitochondrial Autoimmune Hepatitis Syndrome). Efruxifermin, a small molecule that inhibits the mitochondrial fission protein DRP1, has shown promise in reducing fibrosis and improving liver function in patients with MASH-related cirrhosis. These findings provide further evidence of the therapeutic

ALT

AI-based digital pathology analysis provides high-resolution quantification of hepatic fibrosis and objective measurement of fibrosis improvement In a recent study, researchers have developed an AI-based digital pathology analysis tool that can accurately quantify hepatic fibrosis and measure the improvement of fibrosis in patients. The tool uses high-resolution images of liver tissue to identify and quantify the extent of fibrosis, providing a more objective and reliable assessment compared to traditional methods. The study found that the AI-based analysis tool was able to accurately predict the severity of fibrosis and monitor the progress of treatment, which could potentially improve patient outcomes and guide treatment decisions. The researchers believe that this tool could be a valuable addition to

ALX

ALX Oncology reports Q3 2025 financial results, advancing its pipeline of cancer therapies. ALX Oncology Holdings Inc., a clinical-stage biotechnology company focused on developing novel cancer therapies, announced its financial results for the third quarter ended September 30, 2025. The company, which is dedicated to extending patients' lives through innovative treatments, provided a corporate update alongside the financial report. ALX Oncology continues to advance its pipeline of therapies designed to combat cancer and improve patient outcomes.

AM

AI giants dominate the market, overshadowing income investors, while massive AI spending stimulates growth in power, infrastructure, and industrial sectors, potentially leading to new cycles in housing, manufacturing, and income assets as the Fed continues its "hot" monetary policy.

AMCX

AMC Networks Inc. reported double-digit declines in advertising and affiliate revenue in the third quarter, falling short of Wall Street analysts' consensus earnings forecast, despite streaming gains indicating a digital-focused business emergence.

AME

AMETEK, Inc. announces a regular quarterly dividend of $0.31 per share for the fourth quarter ending December 31, 2025.

AMZN

Amazon expands its presence in Philadelphia with a warehouse stocked with non-organic items at a Whole Foods store.

APP

AppLovin Corp.'s stock plummets over 35% after lawsuit and short seller reports, despite February peak of $525.15.

ARKB

Anthony Pompliano, CEO of Professional Capital Management, joins 'Squawk Box' to discuss the current state of the cryptocurrency market, bitcoin price trends, and recent volatility.

ARM

ADNOC's trading unit aims to boost its volume by two-thirds in the coming years, marking a significant step in its global expansion efforts, as reported by Bloomberg News.

ARRY

Anthony Carlson will become President and CEO of Array Digital Infrastructure, Inc. (NYSE: AD) and join the Array Board of Directors.

ASMB

Assembly Biosciences, Inc. (ASMB) presented Phase 1b clinical data for its investigational capsid assembly modulator (CAM) ABI-4334, demonstrating favorable safety and tolerability, and potent reductions in viral nucleic acids, at the American Association for the Study of Liver Diseases (AASLD), The Liver Meeting® in South San Francisco, California.

ATRA

ATRA's stock price surged on high trading volume, but recent earnings estimate revisions don't predict continued gains.

AWI

London Company Small Cap portfolio sees modest gains, Armstrong World Industries leads, Interparfums faces challenges.

B

Barrick Mining Corporation has sold the Alturas Project in Chile to Boroo Pte. Ltd for $50 million in cash.

BFRI

Biofrontera Inc. sold its US license for Xepi® Cream to Pelthos Therapeutics Inc. for $3 million, with potential additional payments totaling up to $10 million, contingent on Xepi®'s annual net revenues in the U.S. market.

BGSF

BGSF, Inc. announces a stock buyback plan, with the Board of Directors approving a program to repurchase up to $5 million of its common stock.

BHR

Braemar Hotels & Resorts Inc. has sold The Clancy in San Francisco for $115 million, achieving a 5.2% capitalization rate on net operating income for the trailing 12 months ended September 30, 2025.

BHST

BioHarvest Sciences Inc. announces an underwritten public offering of 2,485,000 shares of common stock at $7.00 per share, expecting gross proceeds of approximately $17.4 million.

BKSY

BlackSky Technology, Inc. (NYSE: BKSY) reports $19.6M in revenue, a loss-adjusted EBITDA of ($4.5)M, and an EPS of ($0.44).

BLND

British Land Company PLC (LSE:BLND) is undergoing a quiet transformation, and UBS has given it a fresh look, signaling a potential shift in the company's fortunes.

BN

Brookfield Infrastructure Partners L.P. (NYSE: BIP) announced its third-quarter results for the fiscal year 2025, showcasing its continued commitment to infrastructure development and financial performance.

BRK-A

Berkshire Hathaway, led by Warren Buffett, boasts a record-high cash reserve of $381.7 billion, representing over 30% of its total assets, marking the largest cash proportion in at least three decades.

BTBT

Bit Digital announced its Ethereum holdings and market value for October 2025, with approximately 153,546.9 ETH valued at $590.5 million.

BTG

B2Gold Corp. receives Strong Buy rating, despite stock decline, due to stable Fekola Mine operations and strong Q3 results, amidst concerns over Mali's country risk.

BUR

Burford Capital Limited announces a pound sterling interim dividend of 4.785971 pence per ordinary share for the year ending December 31, 2025, payable on December 4, 2025, based on the exchange rate of £1 = US$1.3059 as of November 5, 2025.

CARS

Cars.com Inc. ( CARS ) Q3 2025 Earnings Call on November 6, 2025, featuring key executives and analysts discussing financial performance and future strategies.

CASH

Argent Trust Company, as Trustee of the Sabine Royalty Trust, declared a cash distribution of $0.356720 per unit to be paid on November 28, 2025, to unit holders of record on November 17, 2025.

CDE

Coeur Mining's CEO Mitchell J. Krebs will speak at the RBC Capital Markets Precious Metals Conference in London on November 11, 2025.

CEG

Energy giant surpasses revenue targets, yet misses adjusted earnings predictions.

CGC

Canopy Growth Corporation announces Q2 FY2026 financial results, highlighting continued momentum in Canada adult-use cannabis and consistent growth in Canada medical cannabis.

CHPT

ChargePoint CEO Rick Wilmer is named to TIME's 2025 list of the 100 most influential leaders driving climate action in business, recognized within the "Titan" category for his impact on accelerating the transition to electric mobility.

CLDX

Celldex (NASDAQ:CLDX) management will engage with investors at fireside chats during the upcoming investor conferences.

CLPS

CLPS and BEA launch PoC for Nibot, an AI agent combining RPA and GenA.I., as part of GenA.I. cohort 2.

CMCSA

Legacy media companies are beefing up their offerings to fend off streaming platform competition.

CMG

Military ID holders get a free entrée with their order on Nov. 11.

CNDT

Debt refinance completed, Revenue and Adjusted Revenue at $767M, Pre-tax Income (Loss) at $(38)M.

CNTA

Centessa Pharmaceuticals plc announces participation in multiple investor conferences, including the Guggenheim 2nd Annual Healthcare Innovation Conference, Jefferies Global Healthcare Conference, 37th Annual Piper Sandler Healthcare Conference, 8th Annual Evercore Healthcare Conference, and Oppenheimer Movers in Rare Disease Summit.

CRWD

CrowdStrike announces Fal.Con 2026 at Mandalay Bay, Las Vegas, featuring the inaugural Day Zero Threat Summit, following record-breaking demand from 2025 events.

CTEV

Claritev Corporation (CTEV) reported a quarterly loss of $4.07 per share, surpassing the Zacks Consensus Estimate of a loss of $3.12, marking a significant increase from a loss of $1.85 per share a year ago.

CTRE

CareTrust REIT (CTRE) demonstrated robust operational and financial performance in Q3 2025, with improved EBITDAR margins and reduced net debt to EBITDA ratio. The company's growth is driven by strategic acquisitions, international expansion, and the aging population in the US and UK, leading to a supply gap in skilled nursing facilities. Based on these factors, a Buy rating with a target price of $41 by the end of 2026 has been issued.

CXXIF

C21 Investments Inc. (CXXI) will release Q2 2025 financial results on November 11, 2025, before market open.

DCBO

Docebo Inc. (DCBO) reported a quarterly earnings surprise of $0.01 per share, surpassing the Zacks Consensus Estimate by 0.03%. The company's earnings per share (EPS) stood at $0.34, up from $0.27 in the previous year.

DCI

Donaldson Company announces Tod Carpenter's presentation at the Baird 2025 Global Industrial Conference in Chicago.

DDOG

Datadog's Q3 revenue and EPS exceeded expectations, with a 53% year-over-year increase in backlog, driven by strong demand for AI-native products and usage growth from new and existing customers. The company raised its adjusted operating margin guidance and maintains a strong capital structure, indicating higher confidence in future earnings growth.

DHI

Home builder's Q4 earnings report shows revenue and profit decline, leading to lowered analyst expectations.

DIBS

1stdibs.com reported a 4% year-over-year increase in net revenue to $22.0 million and a 9% increase in gross profit to $16.3 million for Q3 2025, with a gross margin of 74.3%.

DKNG

DraftKings stock price plummets over 7% after weak quarterly results and forward guidance.

DOCN

AI trade boosts DOCN stock momentum, signaling a significant shift in the mid-cap market with shares near long-term lows, presenting substantial upside potential.

DOW

Dow futures dipped slightly, while the Nasdaq faced a sharper decline amid concerns over AI stock valuations.

DUK

Duke Energy reports third-quarter 2025 financial results, available on its website.

DV

DoubleVerify reports 11% year-over-year growth in Q3 2025, with CEO Mark Zagorski highlighting AI-driven efficiencies and stronger margins.

DY

Dycom Industries, Inc. (NYSE: DY) to host conference call on Nov. 19, 2025, to discuss Q3 2026 results.

EMO

Goldman Sachs Group Inc. (NYSE: GS) today announced that it has completed the acquisition of a majority stake in the U.S. subsidiary of the Swiss bank UBS AG, which will be renamed UBS Securities (US) LLC. The transaction, valued at $1.2 billion, will see Goldman Sachs acquire 51% of the U.S. subsidiary, with the remaining 49% held by UBS AG. The acquisition will be completed by the end of the third quarter of 2023. UBS Securities (US) LLC will continue to operate under its existing name and will retain its current management team. The acquisition is expected to strengthen

ENB

Enbridge Inc. reports a third-quarter profit decline, attributing it to a decrease in the estimated value of financial instruments.

EQTRF

Altamira Gold Corp. announces $6.28M raised from share purchase warrants since September 1, 2025.

ESTA

Establishment Labs Holdings Inc. announces participation in the Jefferies 2025 London Healthcare Conference, with CEO Peter Caldini and CFO Raj Denhoy presenting in a fireside chat.

EWTX

Edgewise Therapeutics, Inc. announces participation in Guggenheim, Piper Sandler, and Evercore Healthcare conferences with fireside chats on Nov. 11, Dec. 2, and Dec. 3, 2025, respectively.

EXAS

Exact Sciences Corp. announces ALTUS study results, showing Oncoguard® Liver blood test's superior sensitivity for early-stage and overall hepatocellular carcinoma detection compared to current standard of care.

EXPE

Expedia stock climbs as company reports robust travel demand, not just among affluent consumers.

FEAM

5E's inclusion on the 2025 U.S. Critical Minerals List reinforces its role as America's next advanced-stage, domestic boron supplier.

FG

F&G Annuities & Life, Inc. announces a 14% increase in its quarterly cash dividend, now at $0.25 per common share, with the payment due on December 31, 2025.

FIG

Figma's Q3 results exceeded revenue expectations, driven by AI adoption and pricing changes, but faces significant shareholder dilution and stretched valuation, with shares trading at 16-17x CY26 sales.

FITB

Fifth Third Private Bank, a division of Fifth Third Bank, has been recognized as the Best Private Bank in North America for Customer Service for the second consecutive year, as part of the 2025 Global Private Banking Awards presented by Financial Times' group publications The Banker and Professional Wealth Management.

FLGT

Fulgent Genetics reported a 17% year-over-year revenue increase to $84.1 million in Q3 2025, with a non-GAAP income of $4.5 million, or $0.14 per share.

FLR

Fluor (FLR) reported a quarterly earnings surprise of 53.64%, exceeding the Zacks Consensus Estimate by $0.24 per share.

FNF

Fidelity National Financial announces a 4% increase in its quarterly cash dividend, raising it to $0.52 per share.

FROG

JFrog Ltd. (FROG) held a Q3 2025 earnings call on November 6, 2025, with company executives and analysts discussing the company's financial performance. Key participants included Jeffrey Schreiner, Shlomi Haim, Ed Grabscheid, Michael Cikos, Sanjit Singh, William Kingsley Crane, Koji Ikeda, Mark Cash, William Miller Jump, Brian Essex, Shrenik Kothari, Ittai Kidron, Brad Reback, Andrew Sherman, Jason Celino, Eamon Coughlin, Jonathan Ruykhaver, and Robbie Owens. The call focused

FUN

Six Flags reports a drop in third-quarter revenue, with unsuccessful attempts to boost demand.

GERN

Geron reports Q3'25 Rytelo revenues at $47.2M, down from $49M in Q2, with no underlying demand increase, despite efforts to boost its use in therapy. Leadership changes include COO Andrew Grethlein and CCO Jim Ziegler departing, with Ahmed ElNawawi stepping in as CCO.

GH

Guardant Health, Inc. will participate in investor conferences in London, New York, and other locations, with live and archived access available.

GOOG

Alphabet's record-breaking earnings and the soaring demand for Google's TPUs underscore its AI-driven transformation, with Gemini and Google Cloud reaching new heights.

GOSS

Gossamer Bio, Inc. (GOSS) will participate in the UBS Global Healthcare Conference on November 10th.

GPRO

GoPro, Inc. held its Third Quarter 2025 Earnings Call on November 6, 2025, with CEO Robin Stoecker, CFO Brian McGee, and other executives discussing the company's financial performance and future prospects.

GS

Merck prepares for drug exclusivity end; Verizon compensates with income.

GTLL

Global Partners LP reported strong third-quarter financial results, reflecting operational strength and focused execution, while Zimmer Biomet Holdings announced management presentations at the upcoming Jefferies Global Healthcare Conference.

GTN

Gray Media (GTN) reported a quarterly loss of $0.24 per share, falling short of the Zacks Consensus Estimate of a loss of $0.41, marking a significant downturn from the $0.86 per share earnings reported a year ago.

GYRE

Gyre Therapeutics, Inc. (GYRE) reported a quarterly earnings surprise of $0.01 per share, surpassing the Zacks Consensus Estimate by 20%.

HAIN

Hain Celestial Group, Inc. reports fiscal Q1 2025 results, continuing its mission to promote healthier living through its wellness brands.

HASI

Ha Sustainable Infrastructure Capital, Inc. ( HASI ) announced its Q3 2025 earnings results, with CEO Jeffrey Lipson leading the call. The company reported strong financial performance, driven by its focus on sustainable infrastructure projects. The earnings call featured insights from various executives, including CFO Charles Melko and EVP Susan Nickey, who discussed the company's strategic initiatives and future growth prospects. The call also included research perspectives from industry experts such as Jonathan Windham, Christopher Dendrinos, Noah Kaye, and Davis Sunderland.

HLLY

Third consecutive quarter of core business growth, lowest leverage since 2022, strong operational and financial results.

IESC

IES expands its fabrication footprint and adds services capabilities with the acquisition of a new facility in the United States, enhancing its manufacturing and services offerings in the aerospace and defense sectors.

ILLMF

AppNet, Inc. reported a revenue increase of 5% year-over-year, reaching $38.2 million, as the company transitions to an outcomes-based platform approach with the appointment of a new Chief Revenue Officer. AppNet, Inc., a leading provider of cloud-based solutions for the healthcare industry, announced today that it has achieved a revenue increase of 5% year-over-year, reaching $38.2 million. This milestone is a testament to the company's commitment to innovation and customer satisfaction. In addition to the revenue growth, AppNet has made a strategic move by appointing a new Chief Revenue Officer (CRO) to lead

IMCR

IMC-I109V, a bispecific T cell receptor targeting a peptide derived from HBsAg presented by HLA-A*02:01, shows manageable safety and antiviral activity in single ascending dose studies.

IMNN

Investors and stakeholders invited to attend in person in New York City or via live webcast on Monday, November 10th at 8:00 a.m. ET The New York Stock Exchange (NYSE) is inviting investors and stakeholders to attend the upcoming Annual Meeting of Stockholders on Monday, November 10th, 2020, at 8:00 a.m. ET. The meeting will be held in person at the NYSE's headquarters in New York City, or participants can join via live webcast. The Annual Meeting of Stockholders is a significant event for the NYSE, as it provides an opportunity for shareholders to engage with

INSE

Inspired Entertainment, Inc. has completed the sale of its UK holiday parks business and associated leisure assets to GENDA Inc. for £18.6 million in cash.

IPDN

Professional Diversity Network, Inc. (Nasdaq: IPDN) announces the appointment of His Highness Shaikh Ali Sultan Al Nuaimi, a member of the Ajman Royal Family of the United Arab Emirates, as an Independent Director to support its strategic expansion into the Middle East.

ITRM

Iterum Therapeutics plc (NASDAQ: ITRM) will release its third quarter 2025 financial results before the U.S. markets open on November 14, 2025, with a conference call scheduled at 8:30 a.m. ET to discuss the results and business updates.

JRSH

Jerash Holdings (Nasdaq:JRSH) declared a quarterly dividend of $0.05 per share, payable on November 26, 2025, to shareholders of record as of November 19, 2025.

KARX

Karbon-X Corp. expands its blue carbon leadership into Guinea's Konkouré Delta, building on its successful mangrove reforestation project in Senegal, to advance coastal restoration, biodiversity, and community resilience across West Africa.

KBH

KB Home unveils new communities Autumnwood, Summerfield, and Hayden in Modesto, California, as part of the Tivoli master plan, amidst scenic orchards and a vibrant downtown.

KKR

KKR's third-quarter profit rose, surpassing Wall Street's expectations, driven by strong fundraising, especially in its insurance and credit units.

KLXE

KLX Energy Services Holdings, Inc. (KLXE) announced its Q3 2025 earnings, with CEO Christopher Baker and CFO Keefer Lehner leading the discussion. The call featured insights from financial analysts Ken Dennard and Steve Ferazani, and was presented by Good Morning, LLC.

KOP

Koppers reports Q2 2023 sales of $485.3 million, a 13.5% decrease from the prior year quarter, with net income of $23.8 million.

KSS

Kohl's is launching a month-long holiday savings event, starting with Black Friday Early Access on Nov. 7-9, and concluding with an extended Black Friday Week from Nov. 23-29, featuring family gifts, Kohl's Cash, and the new Kohl's Holiday Quest.

KZR

Kezar Life Sciences, Inc. (Nasdaq: KZR) announced two presentations from the completed Phase 2a PORTOLA clinical trial in patients with autoimmune hepatitis (AIH) at The Liver Meeting 2025, held by the American Association for the Study of Liver Disease (AASLD) in Washington, DC, from November 7-11.

LASR

nLIGHT, Inc. held a Q3 2025 earnings call to discuss the company's financial performance, with key executives including John Marchetti, Scott Keeney, Joseph Corso, Greg Palm, Sahej Singh, James Ricchiuti, Keith Housum, Brian Gesuale, and Troy Jensen participating. The call also featured a question and answer session.

LEAT

Leatt Corporation held a Q3 2025 earnings call, featuring CEO Sean MacDonald, CFO Michael Mason, and other executives, to discuss the company's financial performance and future outlook.

LEGH

Legacy Housing Corporation (NASDAQ: LEGH) has acquired AmeriCasa Solutions and its FutureHomeX® platform, appointing Norman Newton as Chief Revenue Officer.

LNG

Petronet LNG, India's premier gas importer, will secure a 1.2 million ton per year supply deal with ExxonMobil, receiving 500,000 tons of LNG in 2026 from Australia's Gorgon project.

MAX

The Lawson Target in the Permian Basin of West Texas and New Mexico is a prime candidate for natural hydrogen accumulation, as it exhibits all five key elements: source rocks, migration pathways, reservoirs, seals, and traps, along with a defined four-way structural closure. This discovery, detailed in a recent study, highlights the potential for significant natural hydrogen reserves in the region, which could have substantial implications for the energy industry. The Lawson Target's unique geological features make it an attractive site for exploration and development, potentially contributing to the diversification of energy resources and the advancement of sustainable energy solutions.

MBLY

Mobileye Global Inc. announces participation in investor events in Q4 2025, including Baird's Global Industrial Conference, Wells Fargo TMT Summit, and UBS Global Industrials Conference.

MCS

Marcus & Millichap, Inc. (MMI) reported a 15.1% revenue increase in Q3 2025, with total revenue reaching $193.9 million, up from $168.5 million in Q3 2024.

META

Shares of the company have dropped 17% following the announcement of increased AI investment, sparking mixed reactions among investors.

MIRM

Mirum Pharma, a leader in liver disease innovation, showcased its latest data from the LIVMARLI® and Volixibat clinical programs at the American Association for the Study of Liver Diseases (AASLD) The Liver Meeting® in Foster City, California.

MOGO

Mogo Inc. reports Q3 financials, emphasizing progress on Intelligent Investing, a unified wealth platform.

MSFT

Microsoft Corp. (NASDAQ: MSFT) is down 2% since its earnings report in late October, not due to weak results, but because investors are closely watching its capital expenditures. As the company invests heavily in AI and cloud infrastructure, investors are eager to see a return on these investments.

MTB

M&T Bank's preferred stocks, Series H and J, offer safety with strong coverage ratios, but Series H is callable and Series J may be called after 2029, impacting long-term yields.

MTUS

Metallus (NYSE: MTUS) announces third-quarter 2025 results, with a live conference call scheduled for November 7, 2025.

MUR

Murphy Oil Corporation (MUR) held a Q3 2025 earnings call on November 6, 2025, with key executives including Atif Riaz (VP & Treasurer), Eric Hambly (President, CEO & Director), Chris Lorino, Thomas Mireles (Executive VP & CFO), and analysts from JPMorgan Chase & Co, Goldman Sachs Group, Inc., Wolfe Research, LLC, Scotiabank Global Banking and Markets, and Johnson Rice & Company, L.L.C. discussing the company's financial performance and outlook for the third quarter of 2025.

NATL

NCR Atleos Corporation (NATL) announced its Q3 2025 earnings, with CEO Melanie Skijus and CFO R. Wamser leading the call. The company reported strong financial performance, with significant growth in revenue and profitability. The earnings call also highlighted the company's strategic initiatives and future growth plans.

NFLX

Netflix diversifies revenue with ads, experiences, games, music, podcasts, and toy deals with Mattel and Hasbro.

NHC

National HealthCare Corporation reports a 12.5% increase in net operating revenues for Q3 2025, reaching $382.7 million, driven by an 8.7% rise in same-facility nursing home revenue.

NOVT

Novanta Inc. priced its public offering of 11 million tangible equity units at $50.00 per unit, as announced in a prospectus supplement under its effective shelf registration statement.

NVDA

Nvidia Corp. (NASDAQ: NVDA) stock takes a hit amid trade war concerns and AI trade worries.

NXT

iHeartPodcast premieres November 14 with special guests Oprah Winfrey, Denzel Washington, Jeezy, Mellody Hobson, Dr. Charles Amos, Sarah Jakes Roberts, Jason Wilson, and more.

OGN

Organon divests the JADA System to Laborie for up to $465 million.

OS

OneStream, Inc. held a Q3 2025 earnings call on November 6, 2025, featuring executives Anne Leschin, Thomas Shea, William Koefoed, and John DiFucci, with research analysts from Guggenheim, Morgan Stanley, Goldman Sachs, BofA, Wolfe Research, Truist, Citigroup, Needham, Stephens, TD Cowen, BNP Paribas, Loop Capital Markets, and Mark Schappel. The call was presented by Anne Leschin, Vice President of Investor Relations & Strategic Finance.

PEP

PepsiCo, a leader in the $1.3 trillion snack and beverage industry, is poised for steady growth, offering a secure dividend and a 54-year dividend growth streak.

PHIO

Phio Pharmaceuticals Corp. wins 2025 Immunomodulatory Solution of the Year award for its INTASYL compound PH-762.

PINS

Pinterest's Q2 earnings fell short of expectations, leading to a 2.21% stock price drop.

PNC

PNC expands to 20 markets with over 300 new branches by 2030, investing $2 billion in total branch expansion.

PRKS

United Parks & Resorts Inc. ( PRKS ) announced its Q3 2025 earnings, with CEO Marc Swanson discussing the company's financial performance, strategic initiatives, and future outlook. The call featured analysts from Stifel, UBS, Morgan Stanley, Deutsche Bank, Citigroup, Goldman Sachs, Truist, and more, providing insights and forecasts for the company's stock.

PTHS

Pelthos Therapeutics Inc. has acquired the U.S. commercialization rights to Xepi® (ozenoxacin) Cream, 1%, from Biofrontera Inc. and Ferrer Internacional S.A. Xepi is a non-fluorinated quinolone antimicrobial indicated for the topical treatment of impetigo due to Staphylococcus aureus or Streptococcus pyogenes in adult and pediatric patients two months of age and older.

QBCAF

Quebecor Inc. (QBR.A:CA) held a conference call on November 6, 2025, to discuss its Q3 2025 earnings, featuring CFO Hugues Simard, CEO Pierre Péladeau, and various analysts and investors.

QMCO

In the second quarter of 2023, the company reported a 9% increase in revenue to $1.1 billion, driven by strong performance in its MS clinical trials and unbuzzd™ recreational beverage and alcohol metabolizer business. Operating expenses decreased by 4%, resulting in a 9% increase in operating income to $1.1 billion. The company also reported a 9% increase in net income to $1.1 billion, driven by higher revenue and lower expenses. The company continues to demonstrate strong financial performance and momentum in its MS clinical trials and unbuzzd™ recreational beverage and

RCL

Schaeffer's Weekend Trader subscribers received a detailed options trade recommendation on Sunday night, including complete entry and exit parameters.

RLMD

Relmada Therapeutics, Inc. will host a conference call and webcast on November 13, 2025, to discuss Q3 financial results and recent business progress.

RPID

Rapid Micro Biosystems, Inc. (RPID) reported a quarterly loss of $0.26 per share, consistent with analyst expectations.

SEER

Seer's Proteograph® platform is revolutionizing the study of cardiovascular, aging, and cancer biology by enabling population-scale discoveries, as evidenced by recent studies.

SGU

Star Holdings (NASDAQ: STHO) reported a net income (loss) of $1.8 million for the third quarter of 2025, with earnings per share at $0.14. Star Royalties Ltd. (TSXV: STRR, OTCQX: STRFF) announced an update on the Copperstone Gold Mine's development progress and exploration potential, with final amendments to the Mine Plan of Operations expected before year-end 2025.

SHCO

Soho House & Co Inc. reported a 11.2% year-over-year growth in total revenues to $370.8 million in Q3 2025, with membership revenues increasing by 14.3% to $122.7 million.

SHO

Sunstone Hotel Investors, Inc. reports third quarter results for 2025, showcasing continued growth and financial stability in the hospitality sector.

SIGA

SIGA Technologies, Inc. held a Q3 2025 earnings call on November 6, 2025, with CEO Diem Nguyen and Executive VP Daniel Luckshire discussing the company's financial performance and future outlook. The call also featured a presentation by Edison Investment Research Limited's Jyoti Prakash. Forward-looking statements were made, subject to risks and uncertainties.

SITC

Context Therapeutics Inc. (Nasdaq: CNTX) is presenting its CT-95 and CT-202 programs at the Society for Immunotherapy of Cancer's 40th Annual Meeting, highlighting advancements in T cell engaging bispecific antibodies for solid tumors. CT-95 is a tetra-valent T-cell engager designed to improve manufacturability, safety, and efficacy across a broad range of solid tumors. CT-202 is a T-cell engaging bispecific antibody targeting mesothelin and CD3, with a focus on treating mesothelioma. The Company is advancing these programs to address the limitations of previous T-cell engagers and to

SLVM

Sylvamo announces third quarter 2025 earnings with 7% sales volume growth, improved operational performance, and $60 million returned to shareholders through share repurchases.

SNGX

Soligenix, Inc. Announces Recent Accomplishments and Financial Results for Q3 2025 Soligenix, Inc. (Nasdaq: SNGX), a biopharmaceutical company dedicated to developing and commercializing products for rare diseases, announced its recent accomplishments and financial results for the quarter ended September 30, 2025. The company, which focuses on unmet medical needs, has made significant progress in its research and development efforts, leading to promising advancements in the treatment of rare diseases. Soligenix's commitment to innovation and patient care continues to drive its success in the biopharmaceutical industry. Soligenix,

SNY

Sanofi and Regeneron’s pivotal study of Dupixent in allergic fungal rhinosinusitis (AFRS) met all primary and secondary endpoints, leading to the FDA’s approval of a priority review for the drug. The study, which enrolled 1,000 patients, showed a significant reduction in AFRS symptoms, including nasal congestion, post-nasal drip, and facial pain. Dupixent, an anti-IgE monoclonal antibody, has been shown to be effective in treating AFRS, a chronic inflammatory condition that affects the nasal passages and sinuses. The FDA’s priority review designation means that Dupixent will

SOFI

SoFi CEO targets 30% member growth, 20% revenue growth at fintech conference.

SOGP

Sphere Entertainment and WaterTower Music unveil "The Wizard of Oz at Sphere: The Soundtrack," featuring a re-recorded original score and a new Judy Garland a cappella version of "Over the Rainbow."

SRV

The Board of trustees of NXG Cushing Midstream Energy Fund has approved the issuance of transferable rights to common shareholders, allowing them to subscribe for more shares, aiming to increase the fund's investment assets.

STEP

StepStone Group Inc. held its Q2 2026 Earnings Call on November 6, 2025, with CEO Seth Weiss, CEO Scott Hart, CFO David Park, and President Jason Ment leading the discussion. The call was attended by various research analysts from JPMorgan Chase & Co, BMO Capital Markets, Morgan Stanley, and Evercore ISI Institutional Equities. The call was recorded for future reference.

STRA

Strategic Education, Inc. held a Q3 2025 earnings call on November 6, 2025, with participants including CEO Karl McDonnell, CFO Daniel Jackson, and investor relations director Terese Wilke. The call was attended by analysts Jasper Bibb from Truist Securities and Jeffrey Silber from BMO Capital Markets.

STRF

Strategy Inc announces its initial public offering of 7.75 million shares of 10% Series A Perpetual Stream Preferred Stock at €80 per share, with settlement on November 13, 2025.

TASK

TaskUs, Inc. reports a 17% year-over-year revenue growth to $298.7 million in Q3 2025, with a net income of $31.4 million and an adjusted net income margin of 13.1%.

TDS

TDS announces $500 million share repurchase authorization, with a teleconference scheduled for November 7, 2025, at 9:00 a.m. CST.

TG

Tredegar Corporation (NYSE: TRE) announced its third quarter 2025 financial results, showcasing a strong performance with a 10% increase in revenue and a 15% rise in net income, driven by robust demand in the industrial and consumer markets. The company also reported a significant improvement in its cash flow position, with a 20% increase in free cash flow, reflecting its efficient operations and strategic investments. Tredegar's commitment to sustainability and innovation continues to drive its growth, as it expands its product offerings and strengthens its global presence. The company's forward-looking statements highlight its confidence in maintaining its momentum and achieving long-term success

TGT

Quantum computing is a cutting-edge technology that promises to revolutionize the way we process information, but its potential is still largely unproven and its future uncertain.

TH

Target Hospitality Corp. (TH) held its Q3 2025 earnings call on November 6, 2025, with CEO James Archer, CFO Jason Vlacich, and Senior VP of Investor Relations Mark Schuck discussing financial performance and future strategies.

THQ

Abrdn Healthcare Opportunities Fund, yielding 12.2% in monthly dividends, outperforms similar funds in total return over the past decade, but THQ's share price has declined by 15.7% over the past year due to high interest rates and leverage. The fund trades at a small 2.7% discount to NAV, near the high end of its historical range.

TMCI

Treace Medical Concepts, Inc. (TMCI) will participate in upcoming investor conferences to discuss its innovative approach to bunion and midfoot deformity treatment.

TPHS

Trinity Place Holdings Inc. (OTC PINK: TPHS) announced its third-quarter operating results for September 30, 2025, highlighting its portfolio of intellectual property assets in the consumer sector, including FilenesBasement.com and the Stanley Blacker® bran.

TRU

TransUnion declares a cash dividend of $0.115 per share for Q3 2025, payable on Dec 8, 2025, to shareholders of record on Nov 21, 2025.

TSLA

Tesla, Inc. receives a 'buy' rating due to record free cash flow and Q3 2025 revenue growth, despite EPS and net income weaknesses, with Musk's pay package approved at the annual shareholder meeting.

TTMI

TTMI Technologies, a top-tier electronics manufacturer, has seen its stock soar by over 200% in the past year, driven by robust demand for PCBs and RF components. Despite a modest premium valuation, the company's impressive growth and favorable industry trends indicate potential for further upside, with revenue growth yet to be fully reflected in its stock price.

TTWO

Analysts remain unfazed by the repeated delays of "Grand Theft Auto VI," believing the extended release window will enable Take-Two Interactive to make a significant impact with the highly anticipated videogame's launch next year.

TU

Telus Corporation announces a quarterly dividend of $0.4184 Canadian per share, payable on January 2, 2026, to shareholders of record as of December 11, 2025.

UAMY

Antimony Corporation to Report Third Quarter and Nine Months Ended September 30, 2025 Financial and Operational Results on Wednesday, November 12, 2025 at 4:15 PM Eastern time.

UEC

UEC commends the U.S. Government's addition of uranium to the USGS Critical Minerals List, recognizing its vital role in America's energy and national security.

UFPT

UFP Factory Built unveils BRAWN™, a line of superior structural components designed to enhance the strength, reliability, and ease of construction for factory-built homes, RVs, and cargo trailers, leveraging UFP Industries' extensive experience in sourcing, engineering, and manufacturing.

UI

Ubiquiti Inc. reports first quarter fiscal 2026 financial results with revenues of $733.8 million and a non-GAAP diluted EPS of $3.46, alongside a $0.80 per share cash dividend declaration.

VBNK

VersaBank's management will attend the KBW Fintech Payments Conference in New York City from November 11-13, 2025, engaging in one-on-one meetings.

VENU

Venu Holding Corporation's CEO J.W. Roth is named to Billboard's 2025 Touring Power Players list.

VOR

Vor Bio, a clinical-stage biotech firm, will attend investor conferences, including the TD Cowen Virtual Immunology & Inflammation Summit and the 8th Annual Evercore Healthcare Conference, with fireside chats scheduled for November 12 and December 2, 2025, respectively.

VXRT

Third quarter 2025 results conference call and stockholder fireside chat scheduled for November 13 and 18 at 4:30 p.m. ET, respectively.

W

Wayfair Inc. announces Hal Lawton, president and CEO of Tractor Supply Company, as a new board member, effective November 6, 2025.

WBD

Billionaire investor Carl Icahn believes he can sell Apple stock at $30 a share, despite the company's recent $100 billion buyback.

WEN

Wendy's reported lower sales and profit in Q3 2025, with a 2.6% decrease in global systemwide sales, while international sales grew by 8.6%. The company opened 54 new restaurants, bringing total additions to 172, and returned $40.7 million to shareholders. Free cash flow outlook increased by $35 million at the midpoint of the expected range.

WSR

The new Center for the 2026 FIFA World Cup, located next to the 21,000-seat Toyota Stadium, will attract over 1.4 million visitors annually and serve as a base camp for the 2026 FIFA World Cup.

XPEV

Xpeng unveils second-gen Iron humanoid robot, rivaling Tesla's Optimus, with mass production set for next year.

ZLAB

Zai Lab Limited (ZLAB) held its Q3 2025 earnings call on November 6, 2025, with senior VP Christine Chiou, CEO Ying Du, President Rafael Amado, COO Joshua Smiley, CFO Yajing Chen, and various research analysts from JPMorgan Chase & Co., Citigroup Inc., Cantor Fitzgerald & Co., Goldman Sachs Group, Inc., and Jefferies LLC participating.