Today: 7 February 2026
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Clearwater Analytics (CWAN) Weighs Sale; Shares Jump as Wellington Files 6.2% Stake and New Report Flags $2.7T Insurance ‘Alts’ Shift

Clearwater Analytics (CWAN) Weighs Sale; Shares Jump as Wellington Files 6.2% Stake and New Report Flags $2.7T Insurance ‘Alts’ Shift

Clearwater Analytics Holdings, Inc. (NYSE: CWAN) is in the spotlight today after Bloomberg reported the investment‑software company is considering a potential sale following inbound takeover interest. The headline sent CWAN shares higher in Wednesday trading, coinciding with a new industry study the company released on insurers’ growing allocations to alternative assets and a fresh Schedule 13G filing showing Wellington Management as a ≥5% shareholder. SEC+3Bloomberg Law+3 Key takeaways (Nov. 12, 2025) What happened Sale interest surfaces. Bloomberg reported overnight that Clearwater Analytics “is considering a potential sale after receiving takeover interest,” citing people familiar with the matter. Such reports frequently
12 November 2025
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CorMedix (CRMD) Q3 2025: Net Income Hits $108.6M, FY25 Guidance Raised to $390–$410M — Nov 12, 2025

CorMedix (CRMD) Q3 2025: Net Income Hits $108.6M, FY25 Guidance Raised to $390–$410M — Nov 12, 2025

CorMedix Inc. (NASDAQ: CRMD) reported a profitable third quarter and lifted full‑year guidance today as momentum in DefenCath and contributions from the Melinta portfolio accelerated growth. TradingView What happened CorMedix said third‑quarter 2025 net revenue came in at $104.3 million (pro forma $130.8 million), fueled by higher‑than‑expected outpatient DefenCath utilization and partial‑quarter sales from the Melinta portfolio. The company posted net income of $108.6 million and Adjusted EBITDA of $71.9 million for the period. Management raised full‑year 2025 pro forma net revenue guidance to $390–$410 million and set Q4 net revenue guidance at $115–$135 million, while lifting fully synergized pro
12 November 2025
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Viking Holdings (VIK) pops onto Bank of America’s ‘beyond‑AI’ stock list as Q3 results near — Nov. 12, 2025

Viking Holdings (VIK) pops onto Bank of America’s ‘beyond‑AI’ stock list as Q3 results near — Nov. 12, 2025

On Wednesday, Bank of America highlighted Viking Holdings among 16 diversified “hot stock picks” outside the AI trade, citing the company’s dominant share in river cruising and differentiated, culture‑forward itineraries. The nod lands a week before Viking’s third‑quarter results and conference call. MarketWatch+1 What’s new today (Nov. 12, 2025) Key dates & how to listen By the numbers: what the Street is watching Why BofA’s call matters to VIK stock today BofA’s screen is designed to surface buy‑rated names with positive estimate revisions and undemanding valuations outside of AI‑centric tech. For Viking specifically, the thesis leans on category leadership in
12 November 2025
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CMCT Sells Lending Arm to Peachtree Affiliate for ~$44M; Stock Jumps, CFO Transition Set — Nov. 12, 2025

CMCT Sells Lending Arm to Peachtree Affiliate for ~$44M; Stock Jumps, CFO Transition Set — Nov. 12, 2025

Creative Media & Community Trust Corporation (NASDAQ: CMCT) said it has signed a definitive agreement to sell its lending division to PG FR Holding, LLC, an affiliate of Atlanta-based Peachtree Group. The deal is expected to generate approximately $31 million in net cash for CMCT at closing and advances the company’s pivot toward multifamily growth and balance-sheet strength. Business Wire+1 Deal details: exiting SBA lender PMC/First Western CMCT is divesting First Western SBLC, Inc. (operating as PMC Commercial Trust), a national direct lender focused on SBA 7(a) loans. Peachtree said the acquisition expands its credit platform and noted PMC’s Preferred
12 November 2025
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Fiserv (FISV, formerly FI) Today: Susquehanna Cuts Price Target to $99; KBW Payments Conference at 12:25 p.m. ET — November 12, 2025

Fiserv (FISV, formerly FI) Today: Susquehanna Cuts Price Target to $99; KBW Payments Conference at 12:25 p.m. ET — November 12, 2025

What happened today Susquehanna trims target to $99, still Positive Susquehanna’s James Friedman reduced his Fiserv target to $99 (from $220), citing adjustments for transitory growth drivers (Argentina inflation effects, Clover-related fee dynamics, license revenue, etc.). Despite the reset, the firm reiterates a Positive stance based on the durability of Clover and the breadth of Fiserv’s installed base. Investing.com+1 KBW Fintech Payments Conference (12:25 p.m. ET) Fiserv confirmed that Mike Lyons (CEO) and Paul Todd (CFO) will participate in a fireside chat at 12:25 p.m. ET today. The company is streaming the session live and archiving a replay on its
12 November 2025
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Opendoor (OPEN) News Today — Nov 12, 2025: CEO Kaz Nejatian Buys $1M in Stock as Warrant Dividend Nears; Shares Hold Gains

Opendoor (OPEN) News Today — Nov 12, 2025: CEO Kaz Nejatian Buys $1M in Stock as Warrant Dividend Nears; Shares Hold Gains

Opendoor Technologies Inc. (NASDAQ: OPEN) is back in the spotlight today after CEO Kaz (Kasra) Nejatian disclosed the open‑market purchase of 125,000 shares—about $1.0 million—ahead of next week’s special warrant dividend. The insider buy, recorded in a Form 4 filed this morning, adds to the stock’s momentum following Monday’s 21% surge. SEC+1 What happened today The warrant dividend: key facts & dates investors need to know Opendoor’s special dividend of tradable warrants remains the near‑term catalyst. Official details from the company’s Form 8‑K and shareholder FAQ: SEC+1 Why it matters: issuing tradable warrants to existing holders can reward long‑term shareholders
12 November 2025
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BigBear.ai (BBAI) Today: Stock Moves, $250M Ask Sage Deal, and Q3 Beat — What Investors Need to Know (Nov 12, 2025)

BigBear.ai (BBAI) Today: Stock Moves, $250M Ask Sage Deal, and Q3 Beat — What Investors Need to Know (Nov 12, 2025)

BigBear.ai (NYSE:BBAI) moves on Q3 results and a $250M Ask Sage acquisition. Here’s what changed today, Nov 12, 2025, and what to watch next. Why BBAI is moving today Pre‑market activity. BigBear.ai was one of Nasdaq’s most‑active tickers this morning, changing hands heavily around $6.40 pre‑market, a continuation of Tuesday’s post‑earnings surge. Intraday levels are volatile, as shown above. Nasdaq Fresh analyst signals. A TipRanks AI-generated note this morning cut the price target to $5.50 and set a Neutral stance, citing mixed fundamentals despite the strategic logic of the Ask Sage deal. At the same time, aggregated Street views still
12 November 2025
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Jumia (JMIA) Q3 2025: Revenue +25%, GMV +21%, Orders Surge; FY‑2025 Loss Guided to $50–55M, Q4’26 Breakeven Target

Jumia (JMIA) Q3 2025: Revenue +25%, GMV +21%, Orders Surge; FY‑2025 Loss Guided to $50–55M, Q4’26 Breakeven Target

Jumia Technologies AG (NYSE: JMIA) reported third‑quarter 2025 results before the U.S. market open today, showing accelerating top‑line growth and improving operating metrics while refining its 2025 loss outlook and reiterating a path to profitability. The Africa‑focused ecommerce group also confirmed tomorrow’s Investor Day and an earnings call at 8:30 a.m. ET today. SEC+1 Key numbers (Q3 2025, year over year) Usage momentum (physical goods, perimeter‑adjusted): Context on mix: As part of its shift away from low‑value digital orders, JumiaPay app orders fell sharply year over year, a deliberate pivot that lifted physical‑goods engagement metrics. SEC Guidance & profitability roadmap
12 November 2025
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G4 ‘Severe’ Solar Storm Today (Nov. 12, 2025): X5.1 Flare Triggers Radio Blackouts; Northern Lights Stretch From Mexico to Australia

G4 ‘Severe’ Solar Storm Today (Nov. 12, 2025): X5.1 Flare Triggers Radio Blackouts; Northern Lights Stretch From Mexico to Australia

What’s happening now The U.S. National Oceanic and Atmospheric Administration (NOAA) reports that G4 (Severe) geomagnetic storm levels were reached at 01:20 UTC on Nov. 12 and that G1–G4 conditions could continue overnight, driven by successive coronal mass ejections (CMEs). NOAA Space Weather Prediction Center+1 In a midday update, NOAA added that strong (G3) storming has persisted and that the Nov. 11 CME is still expected to keep elevated storm levels going into Nov. 14 (UTC)—meaning another night or two of aurora potential and intermittent space‑weather impacts. NOAA Space Weather Prediction Center Across the Atlantic, the UK Met Office notes that
12 November 2025
Viking Therapeutics (VKTX) Pops as Canaccord Nudges Price Target to $107; Stifel Conference Buzz & Fresh ObesityWeek® Data — Nov. 12, 2025

Viking Therapeutics (VKTX) Pops as Canaccord Nudges Price Target to $107; Stifel Conference Buzz & Fresh ObesityWeek® Data — Nov. 12, 2025

What’s new today (Nov. 12) Canaccord bumps target to $107. Before the open, Canaccord Genuity’s Edward Nash inched his VKTX target up by $1 to $107 and kept a Buy rating, framing Viking as a high‑quality obesity asset. The update follows Canaccord’s October initiation and comes as investors digest Stifel conference commentary and the latest clinical posters. StreetInsider.com+1 Stock check. VKTX traded around the low‑$40s today as conference headlines and sell‑side notes hit the tape. (See the live chart above; for a public quote page, Reuters lists VKTX real‑time pricing and ranges.) Reuters Fund‑flow tidbits. 13F‑driven headlines this morning highlighted
12 November 2025
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McCormick (MKC) News Today — Nov 12, 2025: Big Funds Shift Stakes, BofA Adds MKC to ‘Beyond‑AI’ Stock Picks, Shares Edge Higher

McCormick (MKC) News Today — Nov 12, 2025: Big Funds Shift Stakes, BofA Adds MKC to ‘Beyond‑AI’ Stock Picks, Shares Edge Higher

What’s new on November 12, 2025 1) Institutions are repositioning around MKC Two notable fund disclosures hit the tape today: While 13F‑based stories reflect prior‑quarter positions, their publication today adds fresh context to how large holders are sizing MKC into year‑end. MarketBeat+1 2) BofA puts MKC on its “beyond AI” screen In a MarketWatch write‑up today, Bank of America urged investors to look outside the AI trade and listed 16 high‑conviction names—including McCormick—citing the potential for steady sales despite tariff risks. The inclusion underscores the “defensive‑growth” appeal of staples that can lean on brand strength and pricing. MarketWatch How today’s
12 November 2025
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Amaze Holdings (AMZE) Completes The Food Channel Acquisition; Plans Platform Revamp for Culinary Creators — Nov 12, 2025

Amaze Holdings (AMZE) Completes The Food Channel Acquisition; Plans Platform Revamp for Culinary Creators — Nov 12, 2025

NYSE American–listed Amaze Holdings closed its purchase of The Food Channel, paid via a convertible promissory note, and says a refreshed FoodChannel.com will soon serve its 60,000+ food creators. Shares were among early pre‑market movers. Amaze Holdings, Inc.+1 What happened At 8:30 a.m. ET on November 12, 2025, Amaze Holdings, Inc. (NYSE American: AMZE) announced it completed the acquisition of the assets of The Food Channel, a long‑standing culinary media brand founded in 1989 that moved online in 1993 and joined the USA Today network in 2017. The deal price is $650,000 paid via a convertible promissory note. Amaze plans
12 November 2025
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Stock Market Today

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

7 February 2026
Carvana shares rose 5.21% Friday to $403.67, rebounding after recent volatility sparked by a short-seller report from Gotham City Research. The company denied allegations of overstated earnings and undisclosed ties to DriveTime. Carvana will report Q4 and full-year 2025 results after markets close on Feb. 18. The January U.S. CPI report is scheduled for Feb. 13.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

7 February 2026
Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
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